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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
2017-02-24 N/A Bill Shaw

Market. The markets are not cheap. Forward earnings on the TSX and the S&P are at 24X plus. As a value manager, he likes to buy stocks a lot cheaper than that. It makes it even more crucial to look at securities you are buying today, making sure, if a value investor, that they are indeed cheap. He still sees some growth, maybe at the 1.5X or 2X level. If Mr. Trump gets his policies put in place pretty quickly, we might see a little more tepid pace than the 3%-4% type level.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
_N/A
2017-02-24 N/A Bill Shaw

The effect of interest rates on REITs? Some people look at REITs as bond proxies, so they are going to be sensitive to interest rates. The key thing is to look at each REIT individually. You need to look at the duration of their mortgages that underlie the REIT and their financing. Most of them have gone long at 7-10 years, which means they have locked in current rates. The biggest concern is if we have a sharp move up where there might be some competition from bonds. If a longer-term investor, and you think rates are going to stay relatively flat for the next 2-3 years, the REIT sector is going to be a steady Eddie, and you are probably looking at dividend returns of 5%-6% and capital returns of another 4%-5%, so you are probably looking at 10%-12% compounded.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
_N/A
2017-02-24 N/A Andrey Omelchak

Market. Overall market multiples are looking like they are getting beyond levels that can be justified. The pulled back today, but after so many days and weeks of market outperformance, a natural pullback is warranted. It is a step in the right direction to make things more justifiable. In this environment, active managers have a tremendous benefit to be able to step in and protect investors’ capital. You can still find a lot of good opportunities in this market, but you really have to search quite a bit. You have to focus on stock picking and downside protection, and Buy the companies when they trade at a discount to intrinsic value.


Price:
$0.020
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
_N/A
2017-02-24 DON'T BUY Andrey Omelchak

Energy? He has a negative bias against investing in resources. In this type of industry they destroy capital throughout the cycle and don’t create value for their shareholders. You are sitting on a business that is constantly depleting, so they have to always replace existing assets. To do this, they have to continually make acquisitions. The incentive structure in this industry for the top management team is really misaligned with their shareholders. On a risk adjusted basis, you will not be well served to invest in this industry.


Price:
$0.020
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 N/A Brooke Thackray

Markets.  The American market looks expensive to him.  Trump has not yet implemented his pro-business policies so the market is up on anticipation.  The S&P has broken out and is moving up on a daily basis.  This is very positive.  There is no resistance at this point.  He does not see interest rates moving to 4%, maybe 2.5%.  The TSX is at record highs yet oil has not jumped.  CIBC (CM-T) is at a record high.  We have a positive breakout that is taking place.  But we are at the upper bounds for PE rations for banks in Canada.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-02-23 HOLD Brooke Thackray

Semiconductor Stocks.  SMH-N is the best known ETF in this area.  They have a cycle.  A lot of chips are bought by the end of the year.  We are past the seasonal period so once it weakens then exit.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-23 HOLD Brooke Thackray

Base Metals.  We are in the seasonal period: Nov. to Dec. and Jan. 23 to Apr.  It is volatile compared to other sectors.  Let them run unless it starts to break down.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-23 N/A John DeGoey

Portfolio Construction. 2016 was a pretty good year. Most stock markets around the world were up. Bonds were flat. As a result, if you had a 70/30 portfolio it is now probably 70/23 or 75/25 and you are going to have to trim a little, 5%-10% of your equities have to be sold in order to get back to the 70% target, and that money has to be put back into income in order to maintain the risk profile and the suitability.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

Gross capital gains are applied against the OAS threshold even though there are offsetting capital losses. Is this correct? That is correct. The OAS claw back is based on income for any kind of allowable adjustment. This is for people who are in the top 5% of income earners. There are things called flow through shares that you can buy, which are not applied against line 234 of the tax return, and that gives you a tax deduction against all sources of income.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

Behavioural Finance? The most applicable thing in this might be anchoring. A lot of people don’t like to Sell losers, because they want to hold them until they come back. You have to let these go. If it is something that has gone down, you should sell it. Also, if something has gone up very well, don’t be afraid to trim.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

With 3 accounts, RRIF, TFSA and non-registered account, which type of investment should be steered to which account? The 1st thing is, do not put US investments into your TFSA because there are tax problems associated with that. You should put equities into your TFSA, unless it is going to be something you need for buying a car, an emergency fund, etc. Has no strong opinion on what to do with your taxable account and your RRIF.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

Should dividends that are DRIP be changed in order to put the dividends into a new RRIF, or should I sell something instead? There is no right or wrong answer on this. It is a matter of personal preference.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

TFSA for a 20-year-old? If the 20-year-old turned 18 two years ago, this will be the 3rd year. The TFSA limit was $10,000 2 years ago, and was $5500 last year and $5500 this year, which comes to $21,000 which is what the limit will be for them. Remember that TFSA limits carry forward forever. If this is going to be long-term money, something like iShares MSCI World Index Fund (XWD-T) would be a good way to diversify.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 COMMENT John DeGoey

Russell 2000 versus the S&P 500? These are 2 different benchmarks which get you 2 different things. The Russell 2000 are the 2000 largest companies in the US. The S&P 500 is only the 500 biggest companies in the US. The S&P 500 is a blue-chip sort of benchmark and the Russell 2000 has more mid-cap and small-cap names. If you go back 50-60 years, the Russell has outperformed the S&P 500 by about 2.5% annualized. If you have a long-term horizon, you should consider putting some money into the Russell 2000.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 N/A John DeGoey

Maximum number of ETF’s you would recommend for a traditional portfolio? He traditionally builds portfolios with 6 asset classes, and normally has no more than 2 ETF’s per asset class. That would be 6 to 12. If you have a very small account, it might be just 6 or 7, but if you have TFSAs and RRSPs in various multiple accounts, it would be closer to 12.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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