Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 22, 2018

The silver sector has not done as well as the other commodities. It was more interesting a few years ago. Pan American Silver was on his watchlist a few years ago but he is not following it now.

The silver sector has not done as well as the other commodities. It was more interesting a few years ago. Pan American Silver was on his watchlist a few years ago but he is not following it now.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$23.040
Owned
No
COMMENT
COMMENT
May 22, 2018

A colleague likes Americas silver a lot as a good representative of the silver sector. For him, this stock has run up too high and so he cannot buy it now.

A colleague likes Americas silver a lot as a good representative of the silver sector. For him, this stock has run up too high and so he cannot buy it now.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$4.660
Owned
No
DON'T BUY
DON'T BUY
May 22, 2018

It has done very well and will benefit from WestJet’s current labour dispute. However, its price has risen too far for his investing style. Instead, he owns Air Transat but it has also moved up a lot

Air Canada(AC-T)
May 22, 2018

It has done very well and will benefit from WestJet’s current labour dispute. However, its price has risen too far for his investing style. Instead, he owns Air Transat but it has also moved up a lot

Benj Gallander
President, Contra the Heard Investment Letter
Price
$23.970
Owned
No
BUY
BUY
May 22, 2018

This is his top play in the airline sector. He prefers this to Air Canada because AC has moved up so much. Air Transat has also moved up a lot but still has upside.  

Transat A. T.(TRZ-T)
May 22, 2018

This is his top play in the airline sector. He prefers this to Air Canada because AC has moved up so much. Air Transat has also moved up a lot but still has upside.  

Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.400
Owned
Yes
DON'T BUY
DON'T BUY
May 22, 2018

This has been a phenomenal success story. The stock has moved up by a huge amount. He doesn’t understand its price and does not follow the company closely. It has a lot of cachet. People will pay a lot of money for cachet until they don’t. He knows it is expanding in to new markets but he thinks this company will sell for less, two years from now, than it sells for today.

This has been a phenomenal success story. The stock has moved up by a huge amount. He doesn’t understand its price and does not follow the company closely. It has a lot of cachet. People will pay a lot of money for cachet until they don’t. He knows it is expanding in to new markets but he thinks this company will sell for less, two years from now, than it sells for today.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$51.170
Owned
No
DON'T BUY
DON'T BUY
May 22, 2018

This was the perfect kind of company to buy in the last recession but it has had a terrific gain and, for a contrarian, it might be time to sell.

Visa Inc.(V-N)
May 22, 2018

This was the perfect kind of company to buy in the last recession but it has had a terrific gain and, for a contrarian, it might be time to sell.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$130.710
Owned
No
TOP PICK
TOP PICK
May 22, 2018

The company has much lower sales and violated its financial covenants last year. It might violate them again this year. This is a highly speculative investment. It could go up 10x or go to 0. The CEO, Joel Trammell, is the CEO who teaches other CEOs. Gallander has a lot of confidence in him.  (Analysts’ price target is not provided)

The company has much lower sales and violated its financial covenants last year. It might violate them again this year. This is a highly speculative investment. It could go up 10x or go to 0. The CEO, Joel Trammell, is the CEO who teaches other CEOs. Gallander has a lot of confidence in him.  (Analysts’ price target is not provided)

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.000
Owned
Yes