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

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
2017-06-28 N/A Jon Vialoux

Market. The TSX bottomed in January 2016, and has gone up fairly significantly. However, it is starting to break down in April and May. We are bumping up against the 50 and 20 day moving averages. The chart indicates a descending triangle and we could see potential downside all the way down to about 1450. We are entering the summer, which is known for volume tapering off, which causes volatility. Over the next few weeks we are into the typical Summer rally period, so from about today, all the way through to July 17 the S&P 500 goes up on average, but only 1.11%. Beyond that, you enter into the most volatile time of the year for stocks. From mid July through to October, the VIX tends to rise from the base it has carved out in the 1st half of the year through to the height of the summer season.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2017-06-28 N/A Jason Mann

Market. Had been constructive on the “value” trade all through this pullback, but it has carried on so long, growth stocks are really moving higher. Maybe the value trade isn’t coming back as quickly as he would’ve liked. Economic growth is not going to be there. Growth stocks tend to market late cycle “end of market” behaviour. There was a similar run up in growth stocks in 2015 (healthcare and FANG stocks), and 2016 was a particularly dangerous time for those types of stocks. People overpay for growth. Canada can’t seem to get out of its own way, and we keep having mini crisis, such as theoretical housing crisis, theoretical Short positions by speculators and weak energy stocks. All these things are weighing on Canada, but if you take a step back, it really is the “value” trade.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2017-06-27 N/A Lyle Stein

Market. It has been a really tough year for the Canadian marketplace. Looking back to 2016, things were going right. Commodities were firmer coming off that terrible 2015, and the bank stocks were moving. In 2017, bank stocks are not moving and energy is down, down and down. The market is treating commodity stocks like there is a recession, but there is no risk on the horizon. That is a great dichotomy that will come unwound as the year unfolds. US technology stocks have been the darlings. The big cap names have seen all the money flowing. The bond market keeps going as if there is going to be a recession. There is a decline in long bond yields, which is a bit of a shock. He wants to protect his clients’ capital and the best way to do that is by being careful of high growth names, those trading at very, very high multiples, and look for value in downtrodden areas. When the market comes back, it will be good for the Canadian market, and Canadian resource stocks in particular.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-06-27 COMMENT Lyle Stein

Gold. Gold shares haven’t done much. We’ve been seeing higher lows and higher highs, so we may be in a bit of an up channel. The trend is positive. He would recommend you have some gold in your portfolio. Has 5% of client’s portfolios in gold stocks. As the US$ continues to weaken with euro strength, gold could go up with an upward bias. It would be great to see it break $1300.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 N/A Lyle Stein

Cdn$? A lower Cdn$ historically has been good for Canada, particularly in manufacturing and resources. It makes energy producers and mining companies that much more profitable, because they sell products in the US$. It used to be much more beneficial when we had a manufacturing economy, but we no longer have the manufacturing strength that we used to, and that is going to be a headwind going forward.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-06-27 N/A Ryan Bushell

Market. We have a roaring economy, but a mismatch on the TSX. The bigger surprise is the roaring Canadian economy doing almost twice the rate that the US is on GDP growth. The Canadian market seems to be dogged by some combination of oil, NAFTA and housing fears. There is not too much fundamental basis for any of them, which creates opportunities. The bearish headlines have pretty much played out. We’ve gone down from the $55 level to the low $40s. It seems to be pretty good support here. Longs to Shorts reached a capitulation type level, the same level as they reached in February and August 2016, and there were pretty good rallies off of those levels. He is still somewhat concerned about the prospect for inflation with the economy at full employment and potential stimulus.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
_N/A
2017-06-27 N/A Ryan Bushell

Cdn$? With the Bank of Canada speaking hawkishly for the 1st time in quite some time, people didn’t really have that in their forecast. Thinks oil prices are at the low end of their trading range and should start to drift back up. If the Bank of Canada starts to normalize interest rates in combination with the Fed, that could provide some upside to the Cdn$. He wouldn’t go wild on this, because he doesn’t think it is going above $.80.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
_N/A
2017-06-27 N/A Ryan Bushell

Banks or lifecos? He likes the banks for the long-term. If you look at the long-term total returns on the banks, they are 2%-3% higher annualized. Both have done well. Also, there is more volatility in the lifecos. He likes the banks at their current levels.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
_N/A
2017-06-26 N/A Larry Berman CFA, CMT, CTA

Markets.  An Italian bank is purchasing for one Euro two Italian regional lenders that were being bailed out, and are now being wound up.  This is the continuation of ‘too big to fail’.  The government is not doing a good enough job of regulating the banks there.  This is going to be troubling for decades to come.  If interest rates go up marginally, you see purchasing coming down.  At the end of the day, fixed income is a safe place to put your money.  There are doubts that Trump can ever cut corporate tax rates all the way to 15%.  This will affect small cap US stocks, which would have benefited tremendously from a big tax cut.  That makes the Russell 2000 index the most expensive in the world, so he is short that index. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-06-26 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Robots.  A lot of boring jobs were replaced by computers and so a lot of jobs have gone away.  Amazon is breaking every space.  They could have cost a million jobs by now.  They are only going to get bigger and bigger in this space.  He feels there will be social problems coming.  From the mid-70s to today, the bottom 50% of people have seen no real growth in their incomes.  The next 40% have seen only a marginal growth.  The top 10% are all doing well.  BOTZ-Q and ROBO-Q are ETFs for robots and they have outperformed the world.  He will love them once we get a market correction.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-06-26 N/A Stephen Takacsy, B. Eng, MBA

Markets. Stocks aren’t cheap, but where else are investors going to invest.  It is more and more of a stock picker’s market.  It will be tough for Trump to accelerate US growth to 4%.  Canada is doing far better.  Stimulus spending and tax cuts are temporary.  We are probably in low inflation for the rest of our lives.  There is a lot of government debt.  There is too much stuff in the world and not enough people to buy it all.  He feels tech specialty companies are the way to go.  We are running out of tech names in Canada, however.


Price:
$0.020
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
_N/A
2017-06-26 COMMENT Stephen Takacsy, B. Eng, MBA

Fixed income is very tough.  You are earning next to nothing on government bonds.  He focuses on high yield, but keeps getting the companies redeeming them early.  He was picking away on beaten up preferred shares.  He suggests keeping your duration very short.


Price:
$0.020
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-06-26 N/A Peter Brieger

Market. A number of consumer sentiment indicators along with other broad indicators, peaked about a month ago and have pulled back slightly. Someone suggested that they have in fact peaked and are now in for a decline, a forerunner of a major economic slowdown, followed by a recession. If this is the case, you could look for a 5%-10% market correction. Given the severity of the recession in 2007-2008 and given debt levels, the recovery is going to take quite a bit longer than normal. He thinks we have another couple of years of 2% growth plus/minus, which is disappointing. However, he expects these pullbacks will be nothing more than short-term blips.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-06-26 COMMENT Peter Brieger

Royalty companies, large cap golds or intermediate golds over the next 3 years? If he had to own a gold security, it would be Central Fund (CAF.A-T) or a Gold bullion fund. Over the next 3-10 years, a number of things will happen. First of all, it is insurance against a major disaster. Secondly, inflation is not a factor right now, but should it reignite, this gives you some insurance. Finally, there is going to be a day of reckoning because a lot of companies will not be able to meet their pension fund liabilities, and there could be quite an upset in International circles and gold is a protection against that. If he had to pick 2 companies, the 1st would be Goldcorp (G-T) and the 2nd would be Agnico-Eagle (AEM-T).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-06-26 COMMENT Peter Brieger

Sectors you would avoid? Very early he learned to avoid commodity stocks. Doesn’t think the world needs another hamburger stand or fast food outlet. He has never liked airlines, because they are always subject to uncertainties and price wars. On the other hand, US defence stocks are a natural, and he has looked at General Dynamics (GD-N), Huntington Ingalls (HII-N) for space weapons and defence and Raytheon (RTN-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 10,258 entries
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