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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
2017-08-15 N/A Kash Pashootan

Income Investors. Beware of rates for both fixed income and equities. For the last several years there has been a real appetite for yield. Based on demographics, more and more Canadians and Americans have either retired or are close to it. Their #1 objective was generating enough income to maintain their lifestyle that they were used to while working. That is partly why there has been such an inflow into dividend paying stocks. Owning bonds at 2%-2.5% just doesn’t cut it. You need to be really thinking and understanding how interest sensitive your portfolio really is. As a general rule, yield plays are often the most interest sensitive. Many Canadians don’t realize that pipelines, telcos, REITs, utilities, etc. are quite interest sensitive, because this is really the first time they’ve had a meaningful exposure. Going into the first rate hike, with investors having a larger exposure to equities, it is important to understand what the potential is for a portfolio in a rising interest rate environment for fixed income and equities.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 N/A Kash Pashootan

When constructing a portfolio between bonds, Index ETF’s and dividends, which should go in TFSA, RRSP, and nonregistered accounts? There are 2 considerations. The one people look at right away are tax considerations. In a registered account such as a TFSA or RRSP, it doesn’t matter what kind of income/return you generate because they are tax sheltered. Sometimes hold the least tax efficient instruments in their Registered accounts such as bonds, and/or the more tax favourable instruments outside of the registered accounts. He tends not to, because liquidity requirements vary depending on the kind of account it is. If you hold your least liquid assets in registered accounts, you may not want to withdraw from the account which provides you with liquidity. When you withdraw stocks from a non-registered account in a bad market, you have to sell at less than what you generally paid for it. Build a balanced portfolio in all the different accounts, knowing that you will have liquidity when you need it.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 COMMENT Kash Pashootan

Marijuana stocks? Feels the easy money has been made. If you are getting in it at this point, risk management is more important now than ever, because most of the names have run up considerably. If you have to be in the space, he would buy a few of them, and split up your application amongst a handful.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-08-15 N/A Kash Pashootan

Investing in the current market? The challenge is timing the market, which you are not going to be able to do. You have to feel comfortable whenever you buy, so that when times do get bad, you can look at your portfolio and know that you know the business and are comfortable. If there is a correction, for the most part it is widespread and you are going to see a haircut on all names. In a high cash weighting, you sit on the sidelines and watch the market continue to go higher and higher, which has gone on for the last 2 years. The market is expensive if you look at it purely on a P/E basis, compared to where it has been for the last 30 years. However, through stock picking, you can build the portfolio that has a lower P/E ratio than the overall market. Secondly, when you compare the P/E ratio of the market to the last 30 years, it is really only one part of the story, because we have never had interest rates as low as they are in the last 30 years. To quantify how expensive or not expensive the market is, you can look at what the 10 year is paying, and what the average dividend yield of the market is, and see the spread above what you are getting as a yield on the S&P 500 or the TSX, compared to the 10 year. It is quite wide. Leg your money in, which helps you get dollar cost averaging. Also, understand the businesses that you buy.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 N/A Michael Smedley

Market. The market has been sliding off. Small caps have been particularly static or worse, and large caps not much better. We’ve had strength in the Cdn$ for some time, and that has now rolled over, at least temporarily. US stocks seem to do nothing, but go up. He tends to maintain a view that if a stock does brilliantly well for half a year, it cannot usually do as well in the 2nd half.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 COMMENT Michael Smedley

Gold. How do you know when to get in or out as a safe bet? You can’t. There is no way of knowing ever.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-14 N/A Benj Gallander

Markets.  He has gotten out of more companies in the past 4 to 5 months than possibly ever before.  He is taking some great profits.  His picks today are down in value and have a long way up to go.  When markets are up so high it is worth taking money off the table.  Don’t get greedy.  At some point there will be a blow off, but the trend right now is upwards.  North Korea, he does not think is quite as significant as some people do.  He thinks volatility can be his friend. 


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
_N/A
2017-08-14 N/A Larry Berman CFA, CMT, CTA

Markets.  We are seeing an equity rebound as we saw nothing over the weekend.  Nobody knows what the odds are of a much larger correction.  If you look at the Cuban Missile Crisis, the market was down over 20%.  This is the best example that is similar to the North Korean Issue.  In all likelihood we are not going to get to the crisis, but the markets may react.  Europe has started to underperform because of the strength of the Euro.  Their index hit a key technical level last week.  (See UUP-N).  In all likelihood the US$ gets a technical bounce.  He thinks we will settle into a new trading range.  The Canadian dollar will probably not get too much stronger than it is now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-08-14 N/A Larry Berman CFA, CMT, CTA

Education Segment.  Market Sell-Offs.  Every time we get a pullback we make a higher low followed by a higher high in the S&P.  The Russell 2000 has been testing support.  Until it breaks $133 we won’t have a technical breakdown.  The average stock is weakening, but it is not until the market breaks support that we will have a problem.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-08-14 N/A David Fingold

Market. Regarding the rhetoric between Trump and North Korea, it is incredible how little it takes for people to react. He saw some pretty big increases in the Put to Call ratios and a pretty big spike in option volatility. He considers those things to be bullish. People getting nervous is actually a bullish sign, at least for the intermediate term. He likes consumer discretionary, technology and healthcare. Healthcare in particular is quite interesting because it went through a nearly 2 year time out between Hillary’s tweets and the recent increase and the relative strength of the healthcare sector. That does require some stock picking. We are dealing with a kind of market where ETFs and index solutions are not going to get results that people want, because indexes contain both the winners and losers. You need to pick stocks that are going to work, which is why he is focused on building portfolios with no more than 25 companies in them.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-08-14 N/A David Fingold

US$ over the next few years? Thinks it will be going up. There was a very special set of circumstances from 1970 until 2012, which was the US buying more and more imported oil as the economy grew. In 2012, the US started dramatically increasing oil production, and are currently exporting a million barrels a day, and can export a lot more. Although he thinks the US$ is going up, it is going to fluctuate.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-08-11 N/A David Cockfield

Market. The TSX is back to where it was 6 months ago. New York is holding its own, but with political things up in the air, you really have a hard time making predictions. Doesn’t think either of the US parties are that predictable, so it is probably a good time to keep your head down, but keep calm and carry on. From a technical standpoint, it certainly looked like the TSX had bottomed and starting to edge up, until the North Korean situation came up. The Canadian side is probably seeing better value than the US. A fair amount of Cdn investment money has gone into the US, and he expects some of that to come back. Thinks 2 years from now we will still have no inflation and low interest rates.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
_N/A
2017-08-11 DON'T BUY David Cockfield

Gold? Historically you stepped into gold if inflation started to raise its ugly head. That is not happening. Also, you would buy this when there was political uncertainty. Right now, it is just about at a resistant point, so it has already had a reasonable run up. If it breaks through $1300, then you could have a hard look at this.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-11 N/A David Cockfield

Emerging-market ETF? He’s in the process of looking at the sector. The background is definitely improving. Things have improved. Interest rates have gone up. Liquidity has improved. Money looking for higher returns is beginning to sift into those markets. Worth looking at.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
_N/A
2017-08-10 N/A Robert Lauzon

Markets.  We could well see a pause in stocks.  Typically August, September or October you have a check back.  One out of 10 leads to something worse like a recession, but he does not see us close to that.  We are due for a 5% pullback.  Something will always cause sellers to come out of the woodwork and we are due for that.  Oil moved back a little.  If it goes above $50 something will be done to pull it back.  The US$ is helping commodities, with it having come off a little.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
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