Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
November 24, 2017

When it appeared they might have come to an agreement with the Greek government a couple of months ago, he felt it was the 3rd inning. However, they’ve taken a step back. It’s an ongoing saga. They’ve put about $1 million into the mine and have employed a lot of workers. It’s on his Watch List, but he’s not willing to dive into it.

Eldorado Gold (ELD-T)
November 24, 2017

When it appeared they might have come to an agreement with the Greek government a couple of months ago, he felt it was the 3rd inning. However, they’ve taken a step back. It’s an ongoing saga. They’ve put about $1 million into the mine and have employed a lot of workers. It’s on his Watch List, but he’s not willing to dive into it.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.570
Owned
No
COMMENT
COMMENT
November 24, 2017

Has a new CEO, and all of a sudden people are selling like crazy. The new CEO bought about $1 million worth of shares, which is a good sign. They are looking to sell off a lot of assets. Has a big debt load, so it would be good to pay it down. There are going to be huge changes over the next few years. A great company with some great components, but there are going to be some major write-downs coming, and that always discourages investors. The dividend just got slashed in half.

General Electric (GE-N)
November 24, 2017

Has a new CEO, and all of a sudden people are selling like crazy. The new CEO bought about $1 million worth of shares, which is a good sign. They are looking to sell off a lot of assets. Has a big debt load, so it would be good to pay it down. There are going to be huge changes over the next few years. A great company with some great components, but there are going to be some major write-downs coming, and that always discourages investors. The dividend just got slashed in half.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$18.190
Owned
Yes
TOP PICK
TOP PICK
November 24, 2017

Revenues last year were $93 million. Last quarter, they were $85 million. Made about $22 million, and the stock price, which he thought would really jump, came down. One of the reasons could be that a bulletin board “Stock House” had said he had “pumped and dumped” this stock, which is something he never does. Dividend yield of 2.3%. (Analysts’ price target is $2.75.)

Quarterhill Inc (QTRH-T)
November 24, 2017

Revenues last year were $93 million. Last quarter, they were $85 million. Made about $22 million, and the stock price, which he thought would really jump, came down. One of the reasons could be that a bulletin board “Stock House” had said he had “pumped and dumped” this stock, which is something he never does. Dividend yield of 2.3%. (Analysts’ price target is $2.75.)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.170
Owned
Yes
TOP PICK
TOP PICK
November 24, 2017

A small bank in Alabama. Has 15 outlets and has done very well. Not huge revenues, but they are decent and fairly stable. Thinks this has tremendous upside. Their capitalization ratios are amazing. It’s rare to see a bank that good. He thinks it can double from here. Dividend yield of 0.7%.

A small bank in Alabama. Has 15 outlets and has done very well. Not huge revenues, but they are decent and fairly stable. Thinks this has tremendous upside. Their capitalization ratios are amazing. It’s rare to see a bank that good. He thinks it can double from here. Dividend yield of 0.7%.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.990
Owned
Yes
TOP PICK
TOP PICK
November 24, 2017

This is having a lot of trouble. Their space got hit, and a lot of companies have gone under. They do a lot of financing, and also have a good piece of Richardson Securities, which is doing very well in wealth management. The most recent quarterly earnings were down about 21%. They lost about $2.8 million. The commodity fields, which is their cache, has not been doing well, but has been coming back. Just did a crypto currency deal. He’d love to see them do some marijuana plays. This could move up quite a distance from where its at.

This is having a lot of trouble. Their space got hit, and a lot of companies have gone under. They do a lot of financing, and also have a good piece of Richardson Securities, which is doing very well in wealth management. The most recent quarterly earnings were down about 21%. They lost about $2.8 million. The commodity fields, which is their cache, has not been doing well, but has been coming back. Just did a crypto currency deal. He’d love to see them do some marijuana plays. This could move up quite a distance from where its at.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.240
Owned
Yes