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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
2016-05-27 N/A Eric Nuttall

Economy. Coming into this year we had the fear of weak demand, similar to January 2015 when everybody was freaking out about a weak China and a weak global economy. Fast-forward to the end of 2015 which showed the strongest growth in 5 years. The same pattern is coming to pass this year, where once again China’s weak global economy is perceived to be weak, and yet demand is growing by about 1.4 million barrels per day. The issue was oversupply which is now almost approaching zero, courtesy of very strong demand and supply falling off the cliff, not just in the US. US production is now down to about 800,000 barrels a day from the peak. That trend will continue until we get a high enough oil price to allow for an increase in activity in the US. The rig count now is at about half of where it needs to be able to maintain flat production, let alone to grow production. For 2017, 2018 and 2019, unless we incentivize an increase in activity in the US, he thinks we will be short of oil and we will get a price hike. He thinks we are going to see $60-$65 in the next 6-12 months. January and February was the worst period in the history of the oil and gas business. We have come through that period and the worst is over.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
_N/A
2016-05-27 N/A David Cockfield

Markets. We’ve had a pretty good run and are at a bit of a resistance point. Feels we are going to work our way through that, but it may take a while. Energy stocks have been a big driver, and we will have to wait to see if $50 a barrel is attainable and can hold for a while. There is a lot of speculation out there, and it could be speculation rather than demand. This may take a few weeks. He is a great believer that the US housing market has a lot of ground to make up. The fact that it costs more to rent than it does to buy a house will put pressure on. Housing start numbers swing back and forth, but the existing number on sales is quite good. This is a huge area which includes refrigerators, air conditioners, carpets, furniture, etc.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
_N/A
2016-05-27 DON'T BUY David Cockfield

Natural gas? This is a sector where technology has made it a lot cheaper to produce. In North America we have a surplus of gas. There are still some major areas in the US that are still developing. A terrible area to be in. He eliminated all of his gas stocks.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
No
2016-05-26 N/A Daniel Straus

Markets. Canadian stock market investors haven’t fully digested the impact of the commodity rout. There is a lot of reason for caution, but there is a lot of reason for optimism as well. For instance, in the US, the earnings ratios outside of energy are looking a little attractive. In Canada, with oil hitting $50 for the 1st time in 7 months, that is an encouraging sign.


Price:
$0.020
Subject:
ETF's
Bias:
UNKNOWN
Owned:
_N/A
2016-05-26 COMMENT Daniel Straus

Bull ETF’s? These are leveraged products and will give you 2X the performance of an underlying index, such as crude oil futures, but will do it for only one day, and then they reset that leverage. For the next trading day, they will again give you 2X that performance. Because of the daily resetting of the leverage, it is not like taking out margins and doubling your exposure to a stock or an index. You are resetting your leverage every day which introduces an element called past dependence to the trade. If you hold for more than one day or a month, that may be too long and not in line with your expectations. He recommends these for short term Holds only.


Price:
$0.020
Subject:
ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-05-26 N/A Hap (Robert) Sneddon FCSI

Market. These are challenging times. There are a lot of cross currents. Portfolio convexity is a way to reduce the impact of what could be temporal things. He has always taken a different approach to risk management. Believes in risk management, which means you don’t take big losses, you may focus in on a sector, etc. He is now talking about something different. Within the sectors, how are you appropriating risk? Diversifying with bonds and stocks is not necessarily the correct approach. Depending on how they are moving and reacting the convexity can be created across asset classes. Using equities as an example, the pro-cyclicals had a nice little run since the lows in February and the Feds are going to talk again in June and July which are critical meetings. On the other side there have been the defensive plays that are really holding the bid here. The US 10 year doesn’t quite confirm what we are seeing. If this pro-cyclical move has got some legs he expects to see the 10-year north of 2%. However, the way to get around this is convexity, which spreads risks out and you tilt it based on what you think. He is a little more defensively tilted, but he does have pro-growth in there.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
_N/A
2016-05-26 N/A Hap (Robert) Sneddon FCSI

China. This is something that can move the needle in the next few months. There has been a steady and quiet devaluation of the yuan. They set this every couple of days, and then give it 2% from that level. They are going to move the needle either way. The US$ and emerging markets has a huge correlation to what we are seeing. If we see any weakness in the US$, we’ll probably see some weakness in emerging markets.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
_N/A
2016-05-25 HOLD Michael Decter

Dividends and capital growth for the top 5 Canadian banks going forward? Historically Canadian banks have been one of the best performing asset classes of all time. There has been some concern that perhaps with lower interest rates and defaults in the oil patch, they might be a worse investment. Bank of Montréal (BMO-T) came out with pretty good earnings today and raised their dividend by 2%. Feels the banks are very, very solid. Not sure he would be buying at this time, but would continue holding them.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-05-25 COMMENT Michael Decter

Lithium? He wasn’t courageous enough to plunge into the lithium bubble. This is the new poster child for a commodity that is going to be in batteries. If Tesla builds all those cars that they have taken deposits on, and if lithium turns out to be the magic battery component, then there may be growth in lithium. The problem is the same as when you have a gold or copper bubble, literally dozens or hundreds of firms materialize and you don’t know which ones actually own lithium or just have an idea of it. If you own some and you have had a good run, at least take your original investment off the table.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-05-25 N/A David Burrows

Markets.  We have only so much patience.  The market broke the 2000 highs in the beginning of 2013 and has chipped itself sideways since then.  Every 3 years we get a really big decline.  Despite the fact we are near highs, the S&P short interest is at all time highs.  There is tremendous bearishness yet he sees from his models that we have healthy markets.  He thinks there are a lot of people on the wrong foot on this market.  This is a great contrarian indicator. After a 2/3rd decline in energy we are likely to have a 50% upside. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-05-24 N/A Andrey Omelchak

Markets. There is a lot of free credit. Central banks globally have opened up the taps, and as a result there is a lot of mispriced securities. He is not sure what the end result will be. The question is if this is justified at this time. We will only find out the answer in the future. It is good to be prudent in this environment. He likes to invest in companies that don’t have input variables where there is no control or a high degree of predictability on.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2016-05-24 COMMENT Andrey Omelchak

Lithium stocks? There is a lot of talk as to whether lithium is the next big thing or not, and whether or not electric cars will be the major type of cars manufactured, especially in North America. Storage of energy is a big problem, and you need lithium to do that. It is pretty safe to say that lithium demand will increase going forward. Feels we are in the early innings. There are not too many global providers of lithium. You really have to pick your spot.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 N/A Jennifer Radman

Markets. It continues to be the macro picture that drives momentum and sentiment, and it all seems to be stemming from the US Federal Reserve and expectations about when are they going to raise rates. There are a lot of implications for the US$ versus the rest of the basket. We have seen huge moves at the end of last year, and then year to date a reversal of a lot of that. Because the dollar is tied to commodities, there have been big runs in a lot of the commodity names. A very different picture year-to-date in the Canadian market than anywhere else globally. Whenever she gets macro noise that is taking the markets around, she tries to look for where opportunities are. The biggest thing is, will interest rates remain low enough for valuations to continue to make sense. She thinks they will. Doesn’t expect anybody will be in a rush to raise rates. Beyond that, what really drives things, is individual securities. Valuations are at bit higher than normal because of the low rate environment. The 2nd piece is earnings, and when she looks at this we are no longer in structural, so 1 is the aging population and 2 is the debt, and we are no longer in a situation where the entire economy is growing. She has been advocating that it is going to be really difficult to do well in the market going forward with a passive approach, because the 2 things you need to do well is 1) valuations coming off lows or 2) broad-based economic growth. It is going to be more and more important in the high valuation/low growth world to really pick your spots with a portfolio that is more focused than broad market based.


Price:
$0.020
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-05-20 N/A Cameron Hurst

Market. Feels the US bull market is getting mature, and you have to be a little more selective, but there are spots that are working. Something interesting that is playing out right now is that there are currently significant potential negative outcomes that people are fussing and worrying about. Donald Trump has been sabre rattling like crazy in a horrible and corrosive campaign. That is very destabilizing for markets. If he becomes US president, he has no experience, no political pedigree, and doesn’t know how to make Washington work, which is a bit nerve-racking. Markets feed off certainty better than uncertainty, predictability better than the opposite. He doesn’t think it will ultimately happen.


Price:
$0.020
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2016-05-20 N/A Jaime Carrasco

Markets. The uncertainty in the market is going to be with us right through to the end of the year. The biggest unknown is the Central Banks and how much of a mess have they really created. He has been on the negative side, not believing that the experiment would work. Because of that, there are a lot of really smart people on Wall Street preparing themselves by buying insurance against a negative outcome of their actions. The best protection for that is gold. The demand for gold is continuing to increase, and on top of that the price is being kept down by what he thinks is a little bit of counterfeit on the futures market. Right now we have 500 contracts that are paper versus one actual insurance policy. That is not going to last. The real demand will continue to pick up going forward. If the central banks have lost control, as he thinks, they won’t be able to raise rates and are going to have to play the negative rate environment. For Canadian investors it is important to understand that our government has sold all of its gold. The Cdn$ is going to be in a negative unwinding of this. He particularly recommends that Canadian clients hedge themselves by allocating some of their investment assets into gold.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
_N/A
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