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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

Date Signal Expert Opinion Price
2014-12-22 N/A Darren Sissons

Oil. This is clearly the down catalyst for this year. Thinks at some point the Saudis are going to stop over-production. Longer-term it is going to hurt every economy as well. From a value point of view, this tells you where to put some capital and he would like to see some stability in the oil market. At this point he would favour some of the larger cap names, where he thinks there is some opportunity. There are also some opportunities in some of the markets where they are oil heavy or have benefited from lower input costs.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
_N/A
2014-12-22 N/A Darren Sissons

Markets. He is not a believer that the US is going to continue uninterrupted to new high levels. Corporate growth has not proven to be anything significant, and the US is going to eke out about 1.5% next year. That is a good place to be, as valuations are quite stretched if you consider their kind of continuation of growth. Asia looks kind of interesting. Europe is a little expensive given that we could effectively go back into recession, so there might be some opportunities there. Latin America is something he is starting to think about for next year. It has been in a hole for a long period of time and is not just an energy story, but is also agriculture and mining.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
_N/A
2014-12-19 N/A John Zechner

Markets. Thinks the markets have been lifted by the belief that Central Banks are going to be the ultimate Put and the great saviour. Look at what is happening in the US, the promises that Draghi is making in the ECB, China cutting their rates. At some point he would just like to see better economic growth. US is doing all right, but thinks they are going to run into some headwinds next year. Trading partners are doing so poorly which will impact their numbers at some point. The market is a little elevated right now, and it needs a healthy correction of 10% or even 20%. Not seeing a lot of things that he would want to be buying. It is pretty hard to find decent value out there. He is getting a lot more defensive in his holdings.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-19 DON'T BUY John Zechner

Pipelines? He is not a fan of them here. People have been hiding in them for the past couple of years. They are defensive, but he just can’t buy the valuations.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-19 N/A John Zechner

Conventional drilling versus fracing? Fracing injects steam and chemicals into the ground, which breaks up rock in order to get oil to flow out of it. There are environmental impacts that are still being debated. Feels there is still a bit of an issue with fracing, more than there is with conventional deep drilling. He would rather own the deep drillers than the fracing companies, until some of this sorts itself out.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-19 N/A Keith Richards

TSX. He has been talking about a double bottom. It is early to say, but if you look at what has happened, there was a low in October, and just over the past few days, there was a little bit of a lift. We could possibly be putting in a double bottom over the next little while, as long as the October lows hold and we could see a nice bounce. A double bottom, by definition, would be if we break the neck line at just under 15,000. If we break that, it could be quite bullish. The problem is that the main components of the TSX are energy, banks and base metals. The banks aren’t too bad, but the other 2 are not looking so great.

S&P 500 From a technical perspective, this has been and continues to be a much better place to be. You are looking at higher highs and higher lows. There is absolutely no take-out of the lows. Technical analysts also look at breadth, the number of sectors that are participating in a given rally. There has been fairly wide anticipation through this whole bull market.

Oil. Technically there was some support at $54-$55. There was a bit of a formation after we hit a bottom in 2009, where it bounced from around $37 to the $54 area. Some consolidation $54-$55 on WTI, and that is exactly where it hit recently. We need to stay above that level. The bigger trend for oil is Down, and in a bear market, there is usually a reflective bounce. He thinks that is what we are getting right now. We may get another couple of weeks of upside on oil, but his instinct is that this is in a genuine bear market. He has only one energy position in his portfolio, and will use this upside as an opportunity to get rid of it in the next 2-3 weeks.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
_N/A
2014-12-19 N/A Keith Richards

WTI Oil. Most of the commodities peaked at around 2011. From 2011 to now, the charts had formed a very large symmetrical triangle. This summer, it broke down out of that triangle. It is holding support now at around $54-$55, but after a short-term bounce, he thinks it is going to hit in the $40’s.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
_N/A
2014-12-19 N/A Keith Richards

How do Moving Averages work? These are simply trend followers. The only thing you should use a Moving Average for is to determine if the trend is in a particular direction at this particular moment. It is not a great trading vehicle per se, so if you are trying to time your entry or exit off of a moving average, he is not so sure he would do it. He would prefer just the basic formations and use things like oscillators.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
_N/A
2014-12-18 N/A David Burrows

Markets.  We have been going through an18 month market transition.  In 2012 what worked was China and the countries that supplied into the China growth story.  As the growth story in China slowed, the consumer-lead growth story started to lead.  The one commodity that held up in value was oil.  Then the oil producers sold off starting with the weaker ones.  He steadily reduced his producers to zero starting in September.  The broad market then started to step away over the last 6 weeks.  The net is that this is a continuation of what has been happening over the last 18 months.  It sets up a very positive environment for the consumer market.  There is likely to be a really strong economic tail wind.  He is focused in developed markets.  He would use this strength as a continued opportunity to sell.  You have to look at the impact of emerging market debt.  As the US dollar goes up, that debt is going up.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-18 BUY David Burrows

Banks. The banks are set up for the environment that is coming toward us.  You have to pick your spots.  RY-T is probably the most attractive because it has such a large wealth management division.  The other bank he likes is TD-T because of the US footprint where they are executing well.  He would prefer a US bank because of the dividend growth.  WFC-N is one pick.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 DON'T BUY David Burrows

Pipelines. Pipelines stocks are a group a lot of people have made money in.  It was a big weight in his income portfolios over the last 5 years.  Pipelines are the least correlated to the price of oil, but what has happened is that people have lost confidence in the pipelines and multiples have contracted.  They have long term contracts.  Low energy costs for 18 months could cause some volume loss, however.  IPL-T is probably one of the more resilient ones.  He would not put on any new positions just yet, however.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 N/A David Burrows

US$.  He thinks the appreciation will continue on for years to come.  The Canadian dollar is not appreciating against world currencies as quickly as the US. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-18 BUY David Burrows

US Healthcare Sector.  The biggest industry in the US.  He would pick JNJ-N.  PFE-N is good also. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 N/A John DeGoey

Economy. It is generally conceded that next year we will still see global growth pretty sluggish and tepid. This makes it more important for investors to keep their costs low. If Real Return is fairly constant (Real Return is the return above inflation) and inflation is very low, then right away the nominal return is low. If we have tepid growth, then returns might be even lower still. We have muted growth and very little inflation, so the total return for the equity markets might be mid-single digits for the next little while. If that’s the case and you are using a traditional mutual fund where you are paying a 2.5%, that is half your return. Whatever you can do to in reduce your costs is really important. That includes the cost for advice you are getting. People who have a 7 digit portfolio should be paying less than 1% for advice.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 N/A John DeGoey

2015 Investing Resolutions.

  1. Keep track of your household net worth (total assets -total liabilities) annually - it should be growing.
  2. Resolve to cut costs in 2015; financial advice for a 7 digit portfolio should cost >1%, IMO.
  3. Trade less. Research has shown repeatedly that trading correlates negatively to performance.
  4. Do all tax loss selling and make all charitable contributions before Christmas.
  5. Maximize all government plans if possible.
  • RRSP room can be found on your Notice of Assessment

Lifetime TFSA room is $31,000 with another $5500 in room coming in January.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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