Strategic Analysis

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[Strategic Analysis @SVAInsights]

Exactly one month ago today (a week before the market bottomed) Ross Healy (@BHEconomist ) predicted the EXACT BOTTOM of the S&P500 on @marketcall with @AnitaSharma.

Relive the moment here.
https://t.co/tqBk6gKuru

If you want to learn more, email us: [email protected]

[Strategic Analysis @SVAInsights]

Bank of America is breaking above a key SVA valuation level not seen in nearly 18 years.

With U.S. financial risks rising, what is the signal telling investors?

Watch: https://t.co/Kf8uYAQrKN

[Strategic Analysis @SVAInsights]

BlackBerry has exploded higher, but is this rally supported by fundamentals, or is it another meme-stock surge?

Ross Healy breaks down $BB through the SVA lens and highlights the key valuation level investors should watch.

Watch the full video: https://t.co/CN1eg3Wt30

[Strategic Analysis @SVAInsights]

Cameco has surged on uranium, nuclear power and AI data centre demand.

But has the stock moved too far ahead of fair market value?

We take a look at Cameco’s valuation gap and the risk of paying bubble-level prices.

Watch here: https://t.co/u7ITM82U3E

[Strategic Analysis @SVAInsights]

Is the S&P 500 committee buying high and selling low again?

Ross Healy examines why Campbell’s removal from the index may be a gift for value investors, with a 6.8% dividend yield and significant fair market value potential.

Watch: https://t.co/XYo6tsBZW5

[Strategic Analysis @SVAInsights]

Canadian insurers are breaking out to valuation levels not seen since before the 2007-2009 mortgage meltdown.

Ross Healy looks at Manulife, Great-West Lifeco, and why higher long-term rates could support insurers and banks.

Watch: https://t.co/mMTldCLOFW

#investingtips101

[Strategic Analysis @SVAInsights]

The market is expensive.

The risk is not price alone. It is the widening gap between price and fair value. We call it the Mousetrap.

Constellation showed it.
~20 NASDAQ stocks may be forming it now.

Caution, not panic.
Full breakdown: https://t.co/VtuVHvxzmA

[Strategic Analysis @SVAInsights]

Everyone is talking about AI. Very few are talking about valuation.

This week Ross Healy breaks down the Mag Eight and what their price behavior is really saying about 2026.

Watch the full analysis: https://t.co/PzlA5uf1Xb

[Strategic Analysis @SVAInsights]

Markets feel expensive, but history matters. In the 2000–2002 bear market, the Nasdaq delivered multiple 40%+ rallies on the way down. Cisco saw gains of 28%, 60%, and 75% at key valuation levels.

We show where opportunity can emerge during volatility. https://t.co/4e98TARHvf

[Strategic Analysis @SVAInsights]

BCE or Rogers? After reviewing Telus last week, Ross compares the two major alternatives. Which telecom stock offers better value today? Full breakdown: https://t.co/281cibiGmh

[Strategic Analysis @SVAInsights]

Telus is flashing warning signs on the SVA chart. Falling Fair Market Value, a weakening balance sheet, and a dividend payout above earnings point to a possible 50 percent cut. Full analysis from Ross Healy: https://t.co/yX4PcE9jiw

[Strategic Analysis @SVAInsights]

🚨 Friday Focus with Ross Healy 🚨

One insurance stock sits deep in the SVA “Blue Zone.”
The market says trouble… but management may be fixing it.

📊 Potential upside: +92% to Blue Price & +325% to Normal Price.

Find out which stock here 👉 https://t.co/j44tt5uP3y

[Strategic Analysis @SVAInsights]

Silver is back at historic highs, but not all silver stocks have kept pace.

In this week’s Friday Focus, Ross Healy applies SVA to two laggards: SSR Mining and Silvercorp Metals.

Are they hidden value plays, or too risky?
📺 Watch here: https://t.co/ONFBvHIRNA

[Strategic Analysis @SVAInsights]

Nike - opportunity or trap?

In this week’s Friday Focus, Ross breaks down the stock’s long-term valuation, the “jaws of death” pattern, and why he remains cautious despite new management.

🎥 Watch here: https://t.co/3MLSzJoveL

#Nike #Investing #StockMarket

[Strategic Analysis @SVAInsights]

Curious how the S&P 500 Committee’s stock removals stack up? Ross Healy applies SVA to Caesars, Enphase, and MarketAxess.

[Ross Healy, CFA, MBA, “The Black Hole Economist” @BHEconomist]

The S&P 500 Committee removed 3 stocks after average declines of 80%. Did they get it wrong? Using Structural Valuation Analysis (SVA), I review Caesars (CZR), Enphase (ENPH), and MarketAxess (MKTX).

Watch here 👉 https://t.co/ixcWCejpPx

[Ross Healy, CFA, MBA, “The Black Hole Economist” @BHEconomist]

🚨 The U.S. is nearing what I call the Black Hole Condition, when adding more debt stops growing the economy.

What happens next?
- Currency devalues
- Inflation surges
- Rates skyrocket

Here’s what investors should do now 👇

https://t.co/5A51ErYmU7

#FridayFocus #Inflation

[Strategic Analysis @SVAInsights]

“Big, Beautiful” Tax Bill… Big, Ugly Consequences? https://t.co/BfPE9YGP4J via @YouTube

[Ross Healy, CFA, MBA, “The Black Hole Economist” @BHEconomist]

I’ve said it before, stocks don’t stay in the Blue Zone forever.

Using SVA, I show how fast large-cap stocks can gain 70% or more when momentum returns.

📺 Watch now: https://t.co/V00ylKzndo

#ValueInvesting #BookValue #investingtips

[Ross Healy, CFA, MBA, “The Black Hole Economist” @BHEconomist]

📊 Breakouts. Breakdowns. What they really mean, through the lens of SVA.

In this week's Friday Focus, I walk through Alamos Gold & Intel to show how SVA signals can act like “legal inside info.”

📺 Watch: https://t.co/CGnSqkmWV5
#StockMarket #ValueInvesting #SVAAnalysis

[Ross Healy, CFA, MBA, “The Black Hole Economist” @BHEconomist]

This week's look at SVA in Action!

https://t.co/JAckJHK9OM

$BNS $GOOG

[Ross Healy, CFA, MBA, “The Black Hole Economist” @BHEconomist]

Given the recent increase in steel tariffs, I am taking a look at Algoma Steel $ASTL $ASTL.TO this week!

https://t.co/y0CRq8vvh4