Viewing Company A Comment -- General Comments From an Expert | StockChase
stockchase picture

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
2016-12-07 N/A James Thorne

Market. With Trump getting in, we move from a regime of income distribution to growth and going into a period of time of deregulation and strong fiscal policy; moving from an area where everything was bad under Obama, and are now good. He is very, very constructive and thinks we are in the early stages of a new regime. Big money hasn’t positioned for this trade yet. Because we are in a regime change, and going into value stocks, and there is not a large representation of them in the S&P 500, this is going to be a period of time where stock pickers should outperform. You should look for managers that have high active share and are willing to go to areas where there is not a lot of large representation within the S&P 500. Value stocks will outperform growth stocks. Value is determined by “Price to book”. The high ones are called “growth stocks”, and the low ones are called “value stocks”. He likes industrials, commodity companies, and especially financials. This is going to be a global phenomenon.


Price:
$0.020
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
_N/A
2016-12-07 COMMENT James Thorne

Precious metals? He is long-term and mid-term bullish on the US$, but thinks it is overbought and is a very, very crowded trade. Thinks the purchasing power (fair value) for the Cdn$ is about $0.80. Every bad thing has been thrown at the Cdn$ over the past 6 months, and it has still hung around at $.74-$.75. He has been accumulating gold and silver stocks below $1170. Gold and silver made new lows when Donald Trump got into power, which was hugely bullish. Feels the US$ was overbought, and that there is going to be a rotation out of that. Also, thinks inflation is coming back, and one of the best ways to purchase inflation protection is through gold and silver stocks.


Price:
$0.020
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-12-07 COMMENT James Thorne

Marijuana? This is going to provide wonderful income for the government, and at the same point in time it is being legalized globally. It is really, really difficult to pick winners and losers. A very interesting industry with rapid growth, but picking a winner is a crapshoot.


Price:
$0.020
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
No
2016-12-07 N/A Brian Madden

Markets.  Seasonality would tell you this is the sweet spot (Dec to May) for North American equities.  People have been surprised at the intensity of the rally, however.  His view has been that we are on the cusp of a regime change where the baton is being passed from the monitory authorities to the federal government.  Stimulus will be dialed back and spending and tax cuts will take over.  Having a united house means the table is set to enact substantial policy change.  They may not get everything through congress, but he expects a significant portion to get through.   Financials, US industrials and energy have been themes he is positive on.  The bond market has been in a secular bull market for 35 years.  He takes a balanced approach, but he thinks the time is right for caution in positioning the bond portion of portfolios.  The era of negative interest rates is coming to a close.  There is a lot of money in the bond market in search of capital gains and there is a lot of capital in the equity markets that is chasing yield.


Price:
$0.020
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
_N/A
2016-12-07 N/A Brian Madden

Fixed income over the next year.  There are policy diversions between Canada and the US.  Canada did not change interest rates this morning.  Next week the FED is expected to raise the rate a quarter point.  There are expected to be a few more rate increases next year.  There is uncertainty in the economy that would prevent the Bank of Canada from raising rates.  Global capital is mobile and at the longer points on the cuve, he expects rates to rise in the US.  Canada is not going to be immune from that gravitational pull.  It will pressure returns in Canadian fixed income.  Prudence is the order of the day.


Price:
$0.020
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
_N/A
2016-12-07 BUY Brian Madden

Preferred Shares.  He does incorporate them into a number of client portfolios.  They are a way to counter the oppressive forces of low interest rates.  They have merit in a portfolio.  It is very difficult to generalize about the asset class.  Each security has its own unique features.  Make sure you understand what you own.  You should emphasize quality.  Income is secondary.  He favours rate reset shares.


Price:
$0.020
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2016-12-07 DON'T BUY Brian Madden

Marijuana Industry.  His approach is to be quite conservative.  Some like to speculate in this area but be does not.  The recreational use legislation does not yet exist. 


Price:
$0.020
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
No
2016-12-06 DON'T BUY Brian Acker, CA

Gold. Thinks gold is going down to $400 an ounce, because of higher interest rates and a higher US$ and anything that is detrimental to gold. Looking at a time frame of 3 to 5 years, the Congressional Budget Office is forecasting fiscal spending of $5.3 trillion over the next 10 years. That breaks down to the US government growing the economy 2% per year during that time. That is the US government and doesn’t include the private economy.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
2016-12-06 N/A Mason Granger

Energy. Christmas came early with the November 30 announcement that OPEC had struck a deal. He hadn’t seen this happening. There was a tremendous amount of pessimism going into the November 30 meeting. Even the most bullish forecasters were starting to doubt that something would happen. We had a $6 rally in crude prices. Now it comes down to whether or not members will actually stick to these targets. They also have 600,000 barrels from non-OPEC producers, committed to be taken off the market. Half of that is Russia, and Russia has a terrible track record of keeping their word. Even though the deal was not expected, there were still signposts that suggested the market was going to balance itself at some point in 2017. This deal has effectively accelerated the point at which the markets balance, and can start working through these high inventory levels around the world. OPEC is now producing about 34.2 million barrels a day, and that is up substantially in the last couple of months. He thinks that with this impending deal, there was a race to get production up because producers probably knew that at some point, if the deal was going to be arrived at, it would be based on where their production had been most recently. We don’t need oil prices to get back to $80-$90-$100 for North American companies to really make healthy returns. He looked at some of the individual well economics of Canadian producers at $90 Cdn per barrel. They are generating approximately the same rates of return at $60 Cdn. Currently, we are now more of $70 Cdn, so there are a lot of very investable companies in Canada and North America at these price levels.


Price:
$0.020
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
_N/A
2016-12-06 N/A Brian Acker, CA

Market. Donald Trump is usually better for business. Business has been restrained for 8 years by regulations. There was a major break out in the US$. For the last 3-4 years, Brian has been pounding the table for the US$, saying that we were going to have a Ronald Reagan rally. The US$ Index under Ronald Reagan went from about 80 to 160 against world currencies. Under Donald Trump, he sees it easily going to 160 from their current amount of about 100 over the next 4-7 years. We are only in the first inning of interest rates going up, and if Trump is true to his word, expect a big bear market in fixed income, and a big rally in the US$ and in US assets, including equities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
_N/A
2016-12-05 N/A Don Vialoux

Markets.  This is the best time for performance for the TSX and the S&P.  The US market during December averaged 1.4% over the last 50 years, up 70% of the time.  The first half of the month the market is usually flat and then the second half of the month has an average 1.6% return 80% of the time.  In Canada it is 2.1% on the month 84% of the time.  It is still back end weighted in Canada as well.  Trump is going to reduce tax rates and this will impact aggressiveness of tax loss selling.  This year is different because of the Trump Rally and it should continue through to inauguration day (Jan 20) at which point markets typically drop as the new president begins in office.  The following 2 to 3 months after a new president is elected, markets typically go lower and then rebound after that.  Jan 20 will be a significant top in markets.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2016-12-05 N/A Don Vialoux

Educational Segment.  Why the TSX outperforms in the early part of the year.  The Canadian market outperforms the US from December to the end of February.  It has to do with commodity prices, which move higher.  Crude oil is at the end of its seasonal weakness after which it moves higher.  Silver moves higher from December into March.  Copper moves higher from now until April.  Gasoline goes up from now until the beginning of March. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2016-12-05 N/A Stephen Groff

Markets.  He was pleased with the Trump rally.  US financials are probably his largest weighting and he has owned US industrials for a long time.  For him it is a stock by stocks call.  He has been reducing position sizes recently.  He does not focus on yield but on the company behind the business.  There is a rotation out of higher dividends as interest rates tick up.  Buying back stock at an attractive price is just another way to deploy capital to him.  He likes companies that know when to raise dividends, buy back stock or make acquisitions. 


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
_N/A
2016-12-05 DON'T BUY Stephen Groff

Canadian Banks.  He does not own any of them because he found better value in US financials.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2016-12-05 N/A Alex Ruus

Market. We are in a strong seasonal period, and with the Trump election, people have come to the realization that although there are quite a few unknowns, net/net it is a pretty positive development for markets in the near term for a potential stimulus and confidence in the economy. In the last 5 years, we have had an economic recovery, but it has been a grudgingly slow economic recovery. A lot of that had to do with business confidence. One potentially exciting thing that comes out of the Trump election is that we could get some higher confidence, where businesses start to invest a little more. Thinks Trump and both houses are positive for the economy, and we are going to see slightly better than expected growth. Also, with the potential tweaking of tax rates, there could be stronger than expected growth, which is very positive in this low interest rate environment.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
Showing 1 to 15 of 9,632 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.