Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 22, 2018

They are trapped by their hedges at this time. They come off next year and that should help. He is happy to hold it. Next year we could see better results. He would not buy during tax loss selling.

Pengrowth Energy (PGF-T)
October 22, 2018

They are trapped by their hedges at this time. They come off next year and that should help. He is happy to hold it. Next year we could see better results. He would not buy during tax loss selling.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.950
Owned
Yes
SELL
SELL
October 22, 2018

A mining company – Nickel in BC and Mexico. This stock has never done really well. To get to production is a whole different ball game. There will probably be quite a bit of dilution still to come. He would sell it if he held it now. Maybe in the long term they could do well.

A mining company – Nickel in BC and Mexico. This stock has never done really well. To get to production is a whole different ball game. There will probably be quite a bit of dilution still to come. He would sell it if he held it now. Maybe in the long term they could do well.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.640
Owned
Unknown
COMMENT
COMMENT
October 22, 2018

He has not followed it closely. Muddy Waters put a short on it. There was a problem in the way they wrote insurance policies in the '90s. He wishes he had bought way back when it was $10. There is tax loss season and you might buy it there. It is a good company.

Manulife Financial (MFC-T)
October 22, 2018

He has not followed it closely. Muddy Waters put a short on it. There was a problem in the way they wrote insurance policies in the '90s. He wishes he had bought way back when it was $10. There is tax loss season and you might buy it there. It is a good company.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$21.150
Owned
No
PAST TOP PICK
PAST TOP PICK
October 22, 2018

(A Top Pick Nov. 3/17, Down 35%) He likes management and had a long chat with them recently. They are cautious in terms of who they are going to take over. They have cash in the bank. They recently won a lawsuit with APPL-Q, who are going to appeal. They have other lawsuits going on at present and they could win a number of them. They have lumpy revenue. He has it on the buy list and is quite comfortable with it. They have no debt.

Quarterhill Inc (QTRH-T)
October 22, 2018

(A Top Pick Nov. 3/17, Down 35%) He likes management and had a long chat with them recently. They are cautious in terms of who they are going to take over. They have cash in the bank. They recently won a lawsuit with APPL-Q, who are going to appeal. They have other lawsuits going on at present and they could win a number of them. They have lumpy revenue. He has it on the buy list and is quite comfortable with it. They have no debt.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 22, 2018

(A Top Pick Nov. 3/17, Down 56%) They looked to have turned around. They are all of a sudden having difficulties again. They sold 6 old rigs and bought 7 new ones. They are having some competition for labour. The company is still on the buy list.

(A Top Pick Nov. 3/17, Down 56%) They looked to have turned around. They are all of a sudden having difficulties again. They sold 6 old rigs and bought 7 new ones. They are having some competition for labour. The company is still on the buy list.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 22, 2018

(A Top Pick Nov. 3/17, Up 11%) They came in on time and under budget with the expansion. It has a lot of potential. They have debt that they had to take on to expand.

Alacer Gold Corp (ASR-T)
October 22, 2018

(A Top Pick Nov. 3/17, Up 11%) They came in on time and under budget with the expansion. It has a lot of potential. They have debt that they had to take on to expand.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.220
Owned
Yes
COMMENT
COMMENT
October 22, 2018

It is a pretty safe company with a reasonable dividend. He would not buy it until there is a blow off. Insider selling has been very heavy. It is a leader in the Canadian field. If you want to put it away, it is a good one for that purpose.

It is a pretty safe company with a reasonable dividend. He would not buy it until there is a blow off. Insider selling has been very heavy. It is a leader in the Canadian field. If you want to put it away, it is a good one for that purpose.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$49.430
Owned
Unknown