Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 18, 2018

This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has not changed in years and they recently increased the dividend. He thinks today’s current price is still expensive so would not buy it here. If you owned it for the dividends you should hold.

This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has not changed in years and they recently increased the dividend. He thinks today’s current price is still expensive so would not buy it here. If you owned it for the dividends you should hold.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$13.900
Owned
No
HOLD
HOLD
April 18, 2018

This company has seen revenues drop from $1 billion to only $800 million. They have recently exceeded their debt covenants and could do so again soon. The new CEO is a teaching CEO who sold two tech companies in the past for huge premiums. He paid over $3 per share for this and it is not looking like a great investment. He feels with the right person running the company it has a good chance to recover. He will hold.

This company has seen revenues drop from $1 billion to only $800 million. They have recently exceeded their debt covenants and could do so again soon. The new CEO is a teaching CEO who sold two tech companies in the past for huge premiums. He paid over $3 per share for this and it is not looking like a great investment. He feels with the right person running the company it has a good chance to recover. He will hold.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.000
Owned
Yes
WEAK BUY
WEAK BUY
April 18, 2018

He does not presently own this now, because he does not think this is cheap. Although off the highs, he still thinks there is more risk in Canadian banks. The dividend is great and this would make it worthwhile. He prefers the US banking sector. Yield 5.25%.

Laurentian Bank (LB-T)
April 18, 2018

He does not presently own this now, because he does not think this is cheap. Although off the highs, he still thinks there is more risk in Canadian banks. The dividend is great and this would make it worthwhile. He prefers the US banking sector. Yield 5.25%.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$47.910
Owned
No
COMMENT
COMMENT
April 18, 2018

He does not watch this presently for a sell target. He liked owning it so he can attend the Nebraska annual meeting. One of the risks is when Warren and Charlie pass on – what is their plan for succession? He sold it at a nice profit.

He does not watch this presently for a sell target. He liked owning it so he can attend the Nebraska annual meeting. One of the risks is when Warren and Charlie pass on – what is their plan for succession? He sold it at a nice profit.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$299205.000
Owned
No
BUY
BUY
April 18, 2018

Should I add on to my position? He rarely ever resets a target price and never averages up on a stock. He may sometimes average down, however. He likes how this is catching momentum and it pays a nice dividend. He thinks it could do a triple from this level, but has not time frame.

Aegon N.V. (AEG-N)
April 18, 2018

Should I add on to my position? He rarely ever resets a target price and never averages up on a stock. He may sometimes average down, however. He likes how this is catching momentum and it pays a nice dividend. He thinks it could do a triple from this level, but has not time frame.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$7.320
Owned
Yes
DON'T BUY
DON'T BUY
April 18, 2018

This company has been around for 20 years on the Venture exchange. It has no revenues and has a couple of properties, one in Quebec and the other in BC. I questions how many investors have made money on this. He has no interest in this one.

This company has been around for 20 years on the Venture exchange. It has no revenues and has a couple of properties, one in Quebec and the other in BC. I questions how many investors have made money on this. He has no interest in this one.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.070
Owned
No
BUY WEAKNESS
BUY WEAKNESS
April 18, 2018

He used to own this around $3 and sold it at $10. They recently had some contamination from one of their suppliers. The long-term CEO has stepped down to be the Board Chair. He would consider this if it went back below $10. It is a leader in the field.

He used to own this around $3 and sold it at $10. They recently had some contamination from one of their suppliers. The long-term CEO has stepped down to be the Board Chair. He would consider this if it went back below $10. It is a leader in the field.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.290
Owned
No