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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
2015-07-30 N/A Robert Lauzon

Markets.  There are some pains of job cuts in the sector.  He thinks we have another 4 weeks for reports to come with bad news.  Be prepared for more job cuts.  He thinks we are forming a bottom and testing 52 week bottoms.  He believes we are seeing the forming of the bottom for the next 5 years.  Oil should be about $50 for the next couple of years. 


Price:
$0.020
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
_N/A
2015-07-30 N/A Robert Lauzon

The Low Oil Price.  The Saudis are doing two things.  Supply has increased because of US shale production.  Demand has shrunk because of slow down in emerging markets.  We are using oil more efficiently in cars and so on also.  The Saudis are threatened by the US.  Their cost is $20.  The US is $50.  World demand will increase because of price.  The Saudis can keep oil at $50 for two years and then their internal social budgets blow up. 


Price:
$0.020
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
_N/A
2015-07-30 N/A Zachary Curry

Market. It has been a rough go. Price of oil has come back from about $60 to just below $50. It seems to be a general “Sell Canada” trade. Commodities, obviously, are the most visible, but the Cdn$, Canadian financials, just seems to be generally against Canada. On the resource side, there has been a supply increase and demand not so much, but his overall view is that there are bargains to be had in the resource sector, specifically in oil and gas. It is just a question of when you want to be buying. From a global perspective it is segmented into North America, Europe and emerging markets. Global growth always seems to start off the year positive, and then as the year moves along, it comes back. His equity fund has about 50%-55% in US$ denominated assets of cash and investments. There is about 5% in foreign and the rest is in Canada.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-07-29 N/A Michael Sprung

Markets.  As a value investor, he is finding some opportunities. This market is in a great deal of turmoil. We not only had worries about Greece leaving the union, but still have yet to face some of the larger problems that are about to come up in Europe with other countries that are also in a lot of debt. Also, we still have the worries about slowing in China, which is going to affect commodity prices. This has all come to bear on the Canadian market quite a bit. On top of that there is the collapse of oil prices. It is in this kind of environment that value investors have really got to start sniffing around over the next business cycle to find good quality companies with good balance sheets that they can buy today. It would be companies that will not only prosper over the next cycle, but able to take advantage of opportunities that may arise in this environment. He is beginning to see a little bit of that in the oil/gas sector. We could be in a malaise for quite a while. There really hasn’t been a technical correction yet. It wouldn’t surprise him to see us test more lows over the next couple of months. People who have reserved cash will have some real opportunities. As a value investor, you have to really look at the balance sheets.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-07-29 COMMENT Michael Sprung

Crude oil. Within the economy, the energy sector is approximately 10% of GDP. Over the next cycle, we are going to see an improvement in the conditions within the energy sector, but he doesn’t know how long it remains in the current malaise. Doesn’t know where the bottom price of oil is going to be, so look for those companies that have fairly strong balance sheets and that could potentially take advantage of their weaker competitors.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-07-29 HOLD Michael Sprung

Canadian Banks?  He owns a basket of these. His primary holdings are Royal Bank (RY-T), Bank of Nova Scotia (BNS-T) and CIBC (CM-T). Thinks the banks are in a fairly good position. Multiples have come off quite a bit. Bank dividends are safe, and he would expect that over the next cycle there will be dividend increases.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-29 N/A James Telfser

Markets. Taking out his cash and short positions, he is sitting at about 75% Long, with some Put options as well. Has seen probability of a negative event occurring in the next few months and is building up a shopping list of names that he would like to buy. Companies that have reasonable valuation and doing a lot of their business outside of Canada is a theme that has been working exceptionally well for him. This separates a lot of Canadian portfolio managers from smaller, nimble funds like his, which is able to dabble in those sorts of names. His Buy list is in stocks that are trading near 52 week highs, but he just wants to buy at more attractive valuations.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-07-28 COMMENT Bill Harris, CFA

Resources. The rout has now gone on for so long and has been so destructive. He has to force himself to actually get positive, because all the news is so bad that the resource sector has the ability to reset and is starting to see levels where they should be starting to reset. Hard to find anybody that is positive in anything. It is still high quality that he looks for. He is trying to be positive on the sector, but it wouldn’t surprise him if the main 10 stocks still went down to a final capitulation. He is trying to model everything out 3 years from now, and is trying to survive to get there. The balance sheet and not having a lot of debt are the most important things.


Price:
$0.020
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2015-07-28 N/A Jim Huang

Markets. We had 6 good years and a lot of stocks were getting expensive, so it was tougher to find names that were still trading reasonably cheap. With the correction, we are going to see a lot more opportunities over the next few months. Energy and materials is more of a trading situation right now and is in the process of finding a bottom. In the medium to long term, 2 or 3 years, he has no doubt that oil and natural gas prices will be higher. Even gold and metal prices will be higher. However, there is a process, because we are still in a transition where supplies need to be checked and the demand needs to be devolved, and that takes a little while. He is opportunistically looking for names that he likes, which he thinks can sustain at even these low prices. This down market is natural and gives a better opportunity to buy. He expects to be fully invested over the next few months and is looking for an upturn into the end of the year.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-27 N/A Larry Berman CFA, CMT, CTA

Markets.  China is still a big problem in the markets.  China is always in the top three of things going on in the world.  PEK-N is an ETF to play China.  We saw a wave up.  He sees more downside coming from a technical point of view.  Obama is trying to get more corporations to be more into green and clean energy.  This is going to be a growing area.  From the ’08 peaks we have not recovered, however. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

RDV on Australian Exchange.  It is a basket of higher dividend paying Australian shares.  36% banks, 10% insurance companies.  If China continues to slow for the next couple of years, Australian banks may tend to underperform.  There is a band of support at $28 so buy it there.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-07-27 WATCH Larry Berman CFA, CMT, CTA

Preferred shares and rate resets.  Indiscriminant selling is occurring from retail investors who don’t understand them.  They are undervalued right now, but selling could keep going.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-27 N/A Larry Berman CFA, CMT, CTA

Chinese government and central bank interventions.  It makes him ill that governments try to support the value of a market.  Stay away from China.  The dust has not settled there.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Market Breadth.  There are a handfull of stocks that are leading the markets higher, but the average stock is not participating.  VT-N is the entire world of global equities.  Over the last year we have moved to a flat pattern compared to 2012-2014.  How many stocks are above the 200 day moving average?  Only 51.8%, quite a drop off.  This is classic of the late stage of a bull market.  In New York it is below 40% now.  Starting Q1 last year, small caps started to outperform dramatically.  In ’97-’99, small cap stocks started underperforming.  When markets ultimately made their highs in 2000, small caps kicked up.  He is looking for a 10-15% correction, not a bear market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 N/A Derek Warren

Markets.  REITs today are just getting thrown out with everything else.  There is fear that REITs will go down when interest rates go up.  Pricing for real estate is quite strong.  Retail is showing strength, but the apartment sector more so.  People gravitate towards them as a safe haven.  Target – we have not had a big bankruptcy since Eatons.  There will be a transition for the Target properties that could take two years.  He is underweight office, retail you should be market weight.  He likes industrial and hotels also.


Price:
$0.020
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
_N/A
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