Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 20, 2018

Despite a pullback, don't enter it now. At its peak, the stock got way past its fair market value. His target is $87. Don't look at it till then.

Despite a pullback, don't enter it now. At its peak, the stock got way past its fair market value. His target is $87. Don't look at it till then.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$98.940
Owned
Unknown
HOLD
HOLD
August 20, 2018

Its technicals and fundamentals have nicely converged and is now perfectly priced. There's no upside or downside here. No momentum to rise. Maybe in another year there'll be enough earnings.

Its technicals and fundamentals have nicely converged and is now perfectly priced. There's no upside or downside here. No momentum to rise. Maybe in another year there'll be enough earnings.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$262.400
Owned
Unknown
COMMENT
COMMENT
August 20, 2018

In this cycle, rails across North America have done spectacularly (as he's senn in his entire career). That said, on a P/B and P/E basis, these stocks are selling at extremes. Stocks that do well in one cycle will not do well in the next. He has a $280 target on CP. Its fair market value is $250. This is now a trading, not an investing, stock.

In this cycle, rails across North America have done spectacularly (as he's senn in his entire career). That said, on a P/B and P/E basis, these stocks are selling at extremes. Stocks that do well in one cycle will not do well in the next. He has a $280 target on CP. Its fair market value is $250. This is now a trading, not an investing, stock.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$262.800
Owned
Unknown
DON'T BUY
DON'T BUY
August 20, 2018

Reminds him of Nortel. Netflix is worth only 25% of its current share price. It'll face competition from Disney. As long as there's a bull market, this stock will continue to do well. It suffers enormous volatility--can you stomach that?

Netflix Inc.(NFLX-Q)
August 20, 2018

Reminds him of Nortel. Netflix is worth only 25% of its current share price. It'll face competition from Disney. As long as there's a bull market, this stock will continue to do well. It suffers enormous volatility--can you stomach that?

Ross Healy
Chairman, Strategic Analysis Corp
Price
$327.730
Owned
Unknown
DON'T BUY
DON'T BUY
August 20, 2018

Its book value for the past 4 years has been eroding. He'd like to see its balance sheet improve. Doesn't trust companies like this that are eroding. Pays a 4.4% dividend.

Its book value for the past 4 years has been eroding. He'd like to see its balance sheet improve. Doesn't trust companies like this that are eroding. Pays a 4.4% dividend.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$8.230
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 20, 2018

(Past Top Pick, Sept. 1, 2017, Up 21%) It's his favourite bank. It's kept its nose clean in all catastrophes since 1980--and he likes that. Plus, they have superb customer relationships (he's one).

Toronto Dominion(TD-T)
August 20, 2018

(Past Top Pick, Sept. 1, 2017, Up 21%) It's his favourite bank. It's kept its nose clean in all catastrophes since 1980--and he likes that. Plus, they have superb customer relationships (he's one).

Ross Healy
Chairman, Strategic Analysis Corp
Price
$78.750
Owned
Yes
COMMENT
COMMENT
August 20, 2018

ALA-T vs. TOG-T He hopes oil prices move up, but the problem with many energy stocks is that they are already properly priced, including ALA-T and TOG-T, so there's little upside. He's neutral about both stocks and this sector.

Altagas Ltd(ALA-T)
August 20, 2018

ALA-T vs. TOG-T He hopes oil prices move up, but the problem with many energy stocks is that they are already properly priced, including ALA-T and TOG-T, so there's little upside. He's neutral about both stocks and this sector.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$25.290
Owned
Unknown