Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 11, 2019
In 2015, it traded at $40. At $2 today, he doesn't know what to say about BTE. Its balance sheet is okay, but its intrinsic value is plunging to the dumpster; its balance sheet has been in a four-year decline. He can't say to abandon ship though he can see the stock going lower. The oil patch in general: at least 20 Canadian oil stocks are in the same boat. Either there will be some bankruptcies or the stocks are so cheap we can get one heck of a rally, rising 100-200% quickly.
Baytex Energy Corp (BTE-T)
February 11, 2019
In 2015, it traded at $40. At $2 today, he doesn't know what to say about BTE. Its balance sheet is okay, but its intrinsic value is plunging to the dumpster; its balance sheet has been in a four-year decline. He can't say to abandon ship though he can see the stock going lower. The oil patch in general: at least 20 Canadian oil stocks are in the same boat. Either there will be some bankruptcies or the stocks are so cheap we can get one heck of a rally, rising 100-200% quickly.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$2.040
Owned
Unknown
COMMENT
COMMENT
February 11, 2019
If you believe the analysts, CPG will make 33 cents in the next year which is interesting upside. His fair market value for CPG is $9. Its balance sheet is falling. It had a nice earnings rally but is dropping again. How good are their earnings forecast? This could be part of a serious rally of 100-200%. Maybe, if something interesting happens in oil. These oil stocks are so cheap. He can't advise whether to bail on this stock, but also miracles happen.
If you believe the analysts, CPG will make 33 cents in the next year which is interesting upside. His fair market value for CPG is $9. Its balance sheet is falling. It had a nice earnings rally but is dropping again. How good are their earnings forecast? This could be part of a serious rally of 100-200%. Maybe, if something interesting happens in oil. These oil stocks are so cheap. He can't advise whether to bail on this stock, but also miracles happen.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$3.260
Owned
Unknown
DON'T BUY
DON'T BUY
February 11, 2019
The rail stocks since 2009 have been a group that's had a spectacular gain, all moving to price-to-book levels that have exceeded their histories. He doesn't see opportunities now to buy them cheap. CNR trades at current fair market value. Remember: it's late in the cycle and poised to decline from theese heights. You won't see these highs for decades.
The rail stocks since 2009 have been a group that's had a spectacular gain, all moving to price-to-book levels that have exceeded their histories. He doesn't see opportunities now to buy them cheap. CNR trades at current fair market value. Remember: it's late in the cycle and poised to decline from theese heights. You won't see these highs for decades.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$108.730
Owned
Unknown
DON'T BUY
DON'T BUY
February 11, 2019
From its top in July, he was looking for a pullback which we've had. FB is still not cheap. His fair market value is $135. It has strong support at $115, which he wouldn't be surprised if it fell back there. All the FAANGs were grossly overvalued. Be careful with FAANGs. He expects another correction.
Facebook (FB-Q)
February 11, 2019
From its top in July, he was looking for a pullback which we've had. FB is still not cheap. His fair market value is $135. It has strong support at $115, which he wouldn't be surprised if it fell back there. All the FAANGs were grossly overvalued. Be careful with FAANGs. He expects another correction.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$165.790
Owned
Unknown
DON'T BUY
DON'T BUY
February 11, 2019
Every time it reaches its fair market value, that's it. It doesn't rise further. It also keep hitting strong resistance. It hasn't risen above its FMV in 20 years. Look at the cheaper Intel.
Cisco (CSCO-Q)
February 11, 2019
Every time it reaches its fair market value, that's it. It doesn't rise further. It also keep hitting strong resistance. It hasn't risen above its FMV in 20 years. Look at the cheaper Intel.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$47.375
Owned
Unknown
SELL
SELL
February 11, 2019
The price hasn't collapsed like its peers such as Baytex. But VET's fair market value at $24, so it's now pricey. VET is paying out way more than it's earning. No wonder the stock price is slipping. If this continues, VET's 8.8% dividend will be cut by a third just to equal earnings. The oil patch better turn around. Sell half of this.
The price hasn't collapsed like its peers such as Baytex. But VET's fair market value at $24, so it's now pricey. VET is paying out way more than it's earning. No wonder the stock price is slipping. If this continues, VET's 8.8% dividend will be cut by a third just to equal earnings. The oil patch better turn around. Sell half of this.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$31.420
Owned
Unknown
DON'T BUY
DON'T BUY
February 11, 2019
Average down? It had a great run since 2008, overtaking its fair market value, $24.50 now. Little upside here and not cheap.
Richelieu Hardware (RCH-T)
February 11, 2019
Average down? It had a great run since 2008, overtaking its fair market value, $24.50 now. Little upside here and not cheap.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$23.020
Owned
Unknown