Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 12, 2018

This stock is very close to its usual long term low. This utility tends to bottom as the market is topping. He does not think it has stopped falling yet and thinks it has another 8-10% downside yet to go. He would suggest holding if you already have it.

Emera Inc (EMA-T)
October 12, 2018

This stock is very close to its usual long term low. This utility tends to bottom as the market is topping. He does not think it has stopped falling yet and thinks it has another 8-10% downside yet to go. He would suggest holding if you already have it.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$38.400
Owned
No
DON'T BUY
DON'T BUY
October 12, 2018

The company reached a big target at 10 times book value near $120. The problem is that its intrinsic value, based on earnings growth, is about 30% lower than the current stock price. It the market has a pullback, this could pull back to at least $93.

Microsoft (MSFT-Q)
October 12, 2018

The company reached a big target at 10 times book value near $120. The problem is that its intrinsic value, based on earnings growth, is about 30% lower than the current stock price. It the market has a pullback, this could pull back to at least $93.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$109.570
Owned
No
HOLD
HOLD
October 12, 2018

A managed care provider in the US. He thinks the stock still have 22% upside and the earnings are rising. The bad news is it is trading at 2.5 times book value, when a few years ago it traded at book value. He likes the sector and in the long term this should be fine.

Anthem Inc (ANTM-N)
October 12, 2018

A managed care provider in the US. He thinks the stock still have 22% upside and the earnings are rising. The bad news is it is trading at 2.5 times book value, when a few years ago it traded at book value. He likes the sector and in the long term this should be fine.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$271.410
Owned
No
BUY WEAKNESS
BUY WEAKNESS
October 12, 2018

In light of Stronach suing his daughter, this is an interesting stock. Recently they reached 2 times book value – an extended valuation given how late we are in the business cycle. If the stock dropped another $6 it would be back to fair value.

Magna Int'l. (A) (MG-T)
October 12, 2018

In light of Stronach suing his daughter, this is an interesting stock. Recently they reached 2 times book value – an extended valuation given how late we are in the business cycle. If the stock dropped another $6 it would be back to fair value.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$62.290
Owned
No
STRONG BUY
STRONG BUY
October 12, 2018

He sees it at $4.50 earnings per share – trading at 27 times earnings. It has traded back to $156, his target, and would see it as a buy. (Analysts’ price target is $220)

He sees it at $4.50 earnings per share – trading at 27 times earnings. It has traded back to $156, his target, and would see it as a buy. (Analysts’ price target is $220)

Ross Healy
Chairman, Strategic Analysis Corp
Price
$147.290
Owned
No
DON'T BUY
DON'T BUY
October 12, 2018

If they sell some assets, it would help the balance sheet, he thinks. The company is paying out almost twice what it is earning. The results in the balance sheet melting away. They would do an enormous service to cut the dividend to a sustainable yield, like 5%.

Altagas Ltd (ALA-T)
October 12, 2018

If they sell some assets, it would help the balance sheet, he thinks. The company is paying out almost twice what it is earning. The results in the balance sheet melting away. They would do an enormous service to cut the dividend to a sustainable yield, like 5%.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$21.040
Owned
No
BUY
BUY
October 12, 2018

The dividend is definitely sustainable. They are paying out less than half their earnings. They had some mortgage issues in the past, but the stock price is at a very attractive level. Yield 6.3%.

Laurentian Bank (LB-T)
October 12, 2018

The dividend is definitely sustainable. They are paying out less than half their earnings. They had some mortgage issues in the past, but the stock price is at a very attractive level. Yield 6.3%.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$40.660
Owned
No