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Compiling comments that experts make about stocks while on public TV.

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A Comment -- General Comments From an Expert Stock Symbol: A Commentary

Notes:Sometimes an expert talks about things other then a particular stock. We think it may be useful to include it, so this is the spot we use.

Last Price Recorded: $0.0200 on 0000-00-00 00:00:00

Date Signal Expert Opinion Price
2014-10-17 N/A Eric Nuttall

Markets.  This is the best time in 5 years to buy energy stocks.  It is the best correction going back to 08/09.  It was not the speculative names, but the majors.  Physical demand for oil world wide remains strong.  You look at inventory spreads.  Demand is up over a million barrels a day, but financial demand for oil is very, very weak. These are people who do not expect delivery of the oil when they invest in the future.  There has been a trade to sell oil because it was strong.  This put enormous short term pressure on the price of oil.  It is thought that oil futures are grossly oversold.  US oil companies are massively outspending cash flow.  As the price hits $80 going up, their cap-X should respond.  Companies are now thinking about their 2015 spending plans.  This weak oil price is very much a self correcting oil price.  The opportunity is in Canadian oil companies and in the ones that have simply sold down with the market.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
_N/A
2014-10-17 N/A James Hodgins

Markets.  He thinks this week has to do with the Fed unwinding QE.  Also, you are seeing numbers out of Europe, China and Japan that are quite worrying.  The US can implement QE without impacting the purchasing power of its currency, whereas Japan, when they did QE, created a tremendous weakness in the Yen.  Even grocery sales are down significantly.  It means the whole QE game globally is coming to an end.  We could see the Fed reverse their course, but does not think they will do that for credibility reasons.  There are record levels of debt in margin accounts, even compared to 2007.  Lighten up on risk assets and try to get diversified and not sensitive to broader market fundamentals.  Volatility is quite concerning to him.


Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
_N/A
2014-10-16 N/A Michael Missaghie

Markets.  REITs have held up well in this market downturn.  The 10 year bond in the US fell 60-70% this year when people thought it would go up.  REIT fundamentals continue to be strong: above average free cash flow growth from occupancy increases, rent increases, interest savings on refinancing, acquisitions and development.  We saw a number of things that derailed global growth projections.  The US recovery will remain, but it will be a slow recovery.  We have an environment right now where the economy is improving, but rates are not rising.  Occupancy increases don’t happen overnight.


Price:
$0.020
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-16 N/A Stan Wong

Markets. Seeing 10% declines on the TSX was a bit of a surprise. The S&P didn’t quite get to the 10% mark. October is often a month characterized by market declines, but also characterized by market reversals as well, so we may see that this month. We have an alphabet soup of different problems. We have Ebola, China, Europe, Isis, the Fed, etc. There are a lot of issues, a lot of concerns, a lot of problems and worries in the market, but when something starts to go right, the market starts to reverse upward. If you look at the fundamentals, the economy globally and the US are still moving forward. There are some question marks as to whether we are seeing some stalling in Europe and in China, but it is still moving forward. The bull market is still alive. You want to take advantage of these opportunities, and use any cash that you have built up, and put it back to work.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-15 N/A Fabrice Taylor

Market. Feels the biggest thing in this volatile market is the profit taking. We have had a big run on the markets. His theme for the last year or so is that it has been harder and harder to find cheap stocks. A lot of people are moving to the sidelines and locking in for the year-end. At some time there has to be a bounce. He tends to avoid commodities because you can never predict what they’re going to do, and they are violent when they start to selloff. At some point oil should stabilize because the marginal cost of production is around its current area now of around $80-$90, so it shouldn’t go below that for very long. He always tells people to take profits. Buy and Hold is overrated. It is nice to have cash right now, and he is close to 50%. It just makes sense that as this market cycle evolves and you are up on positions, you take money off the table so you have cash when this happens. He hasn’t been doing a lot of buying right now, but at some point he is going to start writing and recommending new names, but for now he is just going to ride this out.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-15 N/A Fabrice Taylor

Energy. Saudi Arabia is doing a real shift compared to what they usually do, which is to cut their production to stabilize prices. This time they are competing on price. Maybe they are worried about the US and its growing production and their exports of refined products. Who knows? Usually when there is political instability in the world, oil prices go up. Currently we have Isis, Russia, Iran and oil is going down. He is guessing there is a lot of politics going on that we don’t know about.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-15 N/A Fabrice Taylor

Home Price Indexes. He showed a chart indicating the US housing market with a big correction. Canadian market has not had a correction. The government is obviously worried about it because they are forcing CMHC to get more restrictive. Also, banks are concerned about it, but they are less exposed because they tend to sell a lot of mortgages off, but nonetheless they have some exposure. It seems impossible to him that an asset class can defy the long-term average this long. He feels that something has to happen.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-15 N/A Fabrice Taylor

Consumer discretionary. In the last 6 months he has noticed a lot of consumer discretionary stocks moving up. To the extent that they have sold off, the thesis of going into this sector makes sense. In the US, lower oil prices can put a lot more money into the average consumers’ pocket. Not a bad idea. However, if we are heading for a recession, or at least a slowdown, the thesis starts to fall apart despite oil prices.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-15 N/A Fabrice Taylor

Canadian $. Thinks this is going to get weak against the greenback because of 1) oil prices and 2) if their interest rates go up and ours don’t, then naturally the trade will be in favour of the US$. He has been moving his investments assuming that this is going to happen.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-15 COMMENT Barry Schwartz

Markets. Every single pullback since the beginning of time has been a buying opportunity. However, he can’t say when the markets are going to recover. He doesn’t buy the market, he buys individual securities. He is looking for value and has put cash to work over the last few days. Avoids commodities, companies with no profits, companies that are speculative and he avoids overweighting sectors. Feels very, very comfortable about the economy. There is absolutely no reason to panic.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 N/A Brian Acker, CA

Markets. About a year and a half ago, he had a theme on the US$ that he has been banging the drum on. 2 weeks ago people woke up and said they wanted to be long US$’s. That has had huge implications. As a model price guy, the tectonic plates under the financial markets are moving. All over the world, people are hitting the Sell button in whatever currency, including the Cdn$, and getting into US$. This is why there is such a big impact in commodity prices, especially oil. Everyone’s secular view going forward is that the US$ wins at the end of the day, certainly over the next 5-7 years. All we are seeing are the ramifications of that risk being priced. Assets are being re-priced for that eventuality. He feels that there is a re-pricing of commodity prices. If the S&P 500 were to come down to $1760, that would be a tremendous buying opportunity for everyone interested in US stocks and US assets.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2014-10-14 N/A Brian Acker, CA

2 ETFs that you could trade the US$ in? You could buy the unhedged versions of the SPYDERs. He is inclined to this. You just Buy it and hold for about 7 years, and you should do well.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2014-10-14 PAST TOP PICK Bruce Tatters

Energy. Feels that a lot of the volatility is politically motivated, and doesn’t feel it is as much global growth concerns. There has recently been some production growth out of certain areas where production had been really restrained. Libya has come on in the month of August and stronger in September. There was also an uptick in production in Iraq. Seasonally the market is very weak this time of year. We come out of summer driving seasons in the northern hemisphere, and the refiners are all switching over to diesel, distillate and heating oil grades. This is their turnaround time of the year, so demand for the crude product tends to be weak. The biggest wildcard has been on the political front. Saudi Arabia has been the balance on the market, and a move they did a couple of weeks ago which really shocked the market, is that they decided to cut their posting price. Saudi Arabia really makes the bottom in energy prices by setting a price, and if market prices go below that price, they just don’t sell any other oil.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2014-10-10 N/A David Cockfield

Markets. We are in a typical correction. Investors, in the meantime, should conserve cash and avoid high beta securities. He is surprised that people are so surprised. We are seeing some really good signs of panic in the last couple of days. Big volumes, nice downturns. He had picked $14,300 on the TSX as support and we hit that and went under it today. This is a nice washout. Expects this will be the place that it rests on for a while or bounces off. There is lots of cash out there.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-10-10 N/A David Cockfield

Energy. The Western Canadian Select, which is the heavy oil that we are exporting, is actually up a bit in the last 6 months. He has liked the oil stocks since early this year. The biggest plays of earnings growth in the Canadian economy has been the energy sector. The WTI and the Western Canadian Select differential has narrowed because the Cdn$ is down significantly. In the meantime, there have been some real good developments in that we exported 2 million barrels per day, up 35% from the same period last year. This is a record level. He expects that earnings coming through on the 3rd quarter are going to be quite good. Has a feeling that the weakness in some of our energy stocks is because a good deal of the selling is from the US, and that US portfolio managers are not aware of how our market works. Also, Enbridge (ENB-T) is in the process of opening a new pipeline down south, which will be shipping good old Canadian heavy oil down to the Gulf, 600,000 barrels a day.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
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