Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 5, 2017

A very interesting story because it kind of represents a “push me-pull me” situation. They have spent a lot of time building what they’ve got, and outside hedge funds are seeing about $35 of value, which is not being represented by the stock price. Thinks the company will resist selling assets unnecessarily, except for what they need to support the balance sheet. An interesting speculation and you are just going to have to wait and see.

Hudson Bay Co. (HBC-T)
December 5, 2017

A very interesting story because it kind of represents a “push me-pull me” situation. They have spent a lot of time building what they’ve got, and outside hedge funds are seeing about $35 of value, which is not being represented by the stock price. Thinks the company will resist selling assets unnecessarily, except for what they need to support the balance sheet. An interesting speculation and you are just going to have to wait and see.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$11.900
Owned
No
COMMENT
COMMENT
December 5, 2017

Based on analysts’ consensus earnings numbers, his calculated FMV is about $115. Also, it is trading right up against one of his critical technical resistance points. It has been moving around that point for the last couple of years, and hasn’t been getting anywhere because earnings are not going anywhere either. This is a company that doesn’t get above its FMV. He doesn’t see where this stock is going to go.

Walt Disney (DIS-N)
December 5, 2017

Based on analysts’ consensus earnings numbers, his calculated FMV is about $115. Also, it is trading right up against one of his critical technical resistance points. It has been moving around that point for the last couple of years, and hasn’t been getting anywhere because earnings are not going anywhere either. This is a company that doesn’t get above its FMV. He doesn’t see where this stock is going to go.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$107.220
Owned
Unknown
COMMENT
COMMENT
December 5, 2017

A brilliant concept, although one US analyst has called it a Ponzi scheme. From what he knows, he doesn’t think that is the case. Long-term, if this company delivers on its promise, it could be worth a lot, but you are paying for that future now, and have to be prepared for volatility.

Shopify Inc. (SHOP-T)
December 5, 2017

A brilliant concept, although one US analyst has called it a Ponzi scheme. From what he knows, he doesn’t think that is the case. Long-term, if this company delivers on its promise, it could be worth a lot, but you are paying for that future now, and have to be prepared for volatility.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$120.950
Owned
Unknown
HOLD
HOLD
December 5, 2017

His upside target is at about $76-$77. When he buys banks, he likes to buy the cheapest. If you own this it would be a Hold. However, if buying a bank, this would not necessarily be the one he would choose.

Toronto Dominion (TD-T)
December 5, 2017

His upside target is at about $76-$77. When he buys banks, he likes to buy the cheapest. If you own this it would be a Hold. However, if buying a bank, this would not necessarily be the one he would choose.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$72.430
Owned
Unknown
HOLD
HOLD
December 5, 2017

This still has some good upside potential. It wouldn’t be his 1st choice, but if he were holding it, he would continue to hold it.

This still has some good upside potential. It wouldn’t be his 1st choice, but if he were holding it, he would continue to hold it.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$81.140
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 5, 2017

(A Top Pick Jan 19/17. Up 32%.) Feels there is still more to come. 2 things will help. He is pretty sure there will be another rate increase, and if tax reform comes, their earnings are going to get a little bounce. The stock is still fairly cheap.

Bank of America (BAC-N)
December 5, 2017

(A Top Pick Jan 19/17. Up 32%.) Feels there is still more to come. 2 things will help. He is pretty sure there will be another rate increase, and if tax reform comes, their earnings are going to get a little bounce. The stock is still fairly cheap.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$28.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 5, 2017

(A Top Pick Jan 19/17. Down 9%.) Had picked this because it was fairly cheap and fairly solid, as well as having a hedge through having a downstream company. This didn’t work out.

Imperial Oil (IMO-T)
December 5, 2017

(A Top Pick Jan 19/17. Down 9%.) Had picked this because it was fairly cheap and fairly solid, as well as having a hedge through having a downstream company. This didn’t work out.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$39.680
Owned
Yes