Latest Expert Opinions

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
May 22, 2018

The sector has been out of favor. It closed its mine but might reopen it this year.

The sector has been out of favor. It closed its mine but might reopen it this year.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$13.650
Owned
No
BUY
BUY
May 22, 2018

This is his pick in the uranium sector. They do staffing, including staff training, in the uranium and oil/gas sector. They have a clean balance sheet and management who really know what their doing. They are doing small add-on takeovers that have been going very well.

This is his pick in the uranium sector. They do staffing, including staff training, in the uranium and oil/gas sector. They have a clean balance sheet and management who really know what their doing. They are doing small add-on takeovers that have been going very well.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.200
Owned
Yes
HOLD
HOLD
May 22, 2018

He likes Extendicare. They haven’t been doing well but they pay a good dividend every month. Their debt is too high but they are a leader in the Canadian field. This is a demographic play on an aging population. They recently took over some homes in Whitby. He is happy to hold this while it pays a dividend. It might take a few years before it rises but it could then double.

He likes Extendicare. They haven’t been doing well but they pay a good dividend every month. Their debt is too high but they are a leader in the Canadian field. This is a demographic play on an aging population. They recently took over some homes in Whitby. He is happy to hold this while it pays a dividend. It might take a few years before it rises but it could then double.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$7.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 22, 2018

(A Top Pick June 8, 2017. Up 44%). This seems to be gaining momentum. They were doing too much trading (selling one division, adding another). They pay a nice dividend. Now that it has moved up over $5, institutions can more easily buy it. He thinks its momentum might continue over the next year, rising perhaps 40%.

Aegon N.V. (AEG-N)
May 22, 2018

(A Top Pick June 8, 2017. Up 44%). This seems to be gaining momentum. They were doing too much trading (selling one division, adding another). They pay a nice dividend. Now that it has moved up over $5, institutions can more easily buy it. He thinks its momentum might continue over the next year, rising perhaps 40%.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$6.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 22, 2018

(A Top Pick June 8, 2017. Down 5%). He thinks this stock could double. It pays a small dividend. This is a small bank in Alabama with a good capitalization ratio and good management. This has been a laggard in the sector. Laggards often catch up with the sector, which points to tremendous upside for this stock.

(A Top Pick June 8, 2017. Down 5%). He thinks this stock could double. It pays a small dividend. This is a small bank in Alabama with a good capitalization ratio and good management. This has been a laggard in the sector. Laggards often catch up with the sector, which points to tremendous upside for this stock.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 22, 2018

(A Top Pick June 8, 2017. Down 13%). Activist investors have gained seats on the board and are having a significant influence on management decisions. He thinks it is likely that the company will sell itself by the Fall, at a significant premium, therefore it looks like a promising short-term play. If that doesn’t happen, he is happy to still hold the stock because he thinks the company is now heading in the right direction.

(A Top Pick June 8, 2017. Down 13%). Activist investors have gained seats on the board and are having a significant influence on management decisions. He thinks it is likely that the company will sell itself by the Fall, at a significant premium, therefore it looks like a promising short-term play. If that doesn’t happen, he is happy to still hold the stock because he thinks the company is now heading in the right direction.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.560
Owned
Yes
DON'T BUY
DON'T BUY
May 22, 2018

He has followed this stock for years. On the good side, it has reduced its debt load. He doesn’t have a lot of belief in the management. They are working on a product that will make it possible to move more oil in a pipeline, but he is not confident that the management will exploit this successfully.

He has followed this stock for years. On the good side, it has reduced its debt load. He doesn’t have a lot of belief in the management. They are working on a product that will make it possible to move more oil in a pipeline, but he is not confident that the management will exploit this successfully.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.220
Owned
No