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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
2016-05-31 N/A Dennis da Silva

Energy. He had been looking for something closer to $50 oil at the end of the year, certainly in the 2nd half of this year. There is an element of arbitrage and momentum driving the price sooner than it should have been. We need to see the supply side rein in, but now the way things are shaping up, it is probably going to be an offset between OPEC growing its production, versus non-OPEC supply coming off, primarily being the US where we are seeing about 750,000 barrels already come off since the peak mid-last year. The demand side is evolving beyond people’s expectations. Last year was 1.4 million barrels, which caught people off guard. This year expectation seems to be 1.2 million to 1.4 million. We are seeing high quality assets sell at appropriate prices, so both the buyer and seller are winning. On natural gas, you really have to focus on the companies with the lowest cost base and strong balance sheets, in case gas takes even longer. Worst-case scenario, he sees it maybe going sideways, trending to the $2 MCF range. However, with certain names, you can still generate very strong returns even though you are exposed to natural gas.


Price:
$0.020
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
_N/A
2016-05-31 N/A Steve DiGregorio

Market. One thing he starts worrying about is what will happen when rates start going back up. These sectors trade very sensitively to interest rates. Whether it’s REITs, utilities, telcos, etc. they are all up 14%-15% this year. He is telling people that they have to be a little cognizant that their portfolio might be exposed. You might see asset prices decline if rates move up in the US, just through contagion to Canada. There are investors who will play a yield/spread trade. There are others that will look at the cost of capital. If you are a real estate investor, you would look at your Net Operating Income and your Cap Rates and where interest rates are. If borrowing at 3% and your cap rate is 5%, you are making 2%, and if rates go up 1%, there goes half your profit. With 80% of the TSX paying a yield, you can build an interest rate sensitive portfolio. You want to be focused more on yield plus growth, which is the part of the market that will do better. He would be paring back on REITs, utilities and the telcos, which are very interest rate sensitive. If an investor did not want to take a large capital gain on a dividend stock, they could Buy a Rate Reset Preferred, so as rates go up that will actually increase in price. He wouldn’t jump in and buy these right now as they have already had a good run. Also a lifeco will do well in a rising rate environment. Banks should do okay as well.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
_N/A
2016-05-30 N/A Larry Berman CFA, CMT, CTA

Markets.  The Canadian economy is expected to grow 1.6-1.7% with a deficit of $30 billion.  Without government spending we are getting no net new growth.  The G7 is going to do everything they can.  With debt levels the way they are around the world, spending money is not the way to go.  The way we run countries has not worked so we have to rethink policies going forward.  Look at the aging demographic.  People are living longer and governments are not adapting.  Rising energy rates would prompt the ECB to up their forecast for economic growth.  Wages are the biggest drivers of inflation.  Increases in minimum wages would really help.  If the markets are strong it could put back on the table a June move in US interest rates.  The Brexit risk is relatively low.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-30 N/A Larry Berman CFA, CMT, CTA

Educational segment.  Sell in May and Go Away?  On May 19 we broke the neck like of the head and shoulders pattern.  The bulls are now back in control.  Seasonally there is talk of selling in May.  Historically this has worked.  From 1928 to today in the the S&P, he showed a chart of weekly price returns and it is flat May to October each year.  The fourth year of a presidential year is different.  The seasonal patterns for the next couple of months in 4th years are quite positive.  There is weakness in September and October, however.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-30 N/A Keith Richards

Markets.  He is looking basically at what are the 50 and 200 day moving averages doing.  If both are moving up then it is bullish.  Breadth is pretty good.  He sees a number of bullish factors.  Transportation and industrials are moving together.  So these are bullish factors.  He worries about the fact that it has been about a year since the market made a new high.  If you look at the slope of peaks and troughs then it is trending down.  It is a little bit of a downward trending channel.  We can’t be overly bullish.  The valuation on markets is a little, but questionable.  The TSX has been in a downtrend since mid-2014.  His view is neutral to questionable.  The S&P’s last high was mid 2015.  Oil can’t get to that $50 mark and stay there.  It is looking better, but he likes the fact that it broke out.  It is starting to look better.  Oil tends to peak out seasonally about this time of the year and then picks up again in July.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
_N/A
2016-05-30 WATCH Keith Richards

Gold Bottom.  E.g. GLD-N.  Gold broke a downtrend that had a peak in 2011.  It has broken the trend of lower lows and lower highs.  It is in the beginning of a probable turnaround.  There is a seasonal factor against gold in the summer.  We have some support here.  It might trend sideways for a while here. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Unknown
2016-05-30 DON'T BUY Keith Richards

Bio Tech stocks breakout?  This was on his avoid list last Thursday.  He does not like it because of the rule of lower highs and lower lows. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Unknown
2016-05-30 N/A Bruce Tatters

Markets. He is constructive on the market. Was nervous coming into the year, because the Fed was too eager to raise rates, and really put things into chaos when Stanley Fisher said there were going to be 4 hikes. Commodity markets at that point hadn’t stabilized, so they went into a deep plunge. After Janet Yellin backed off mid-February, commodities rebounded, high-yield spreads tightened up significantly, and the back end of the yield curve has moved up, not enough, but signalled some breathing room. One of the more encouraging things was the recent rhetoric since the end of April. Even though the dollar has moved up about 5%-6%, oil has moved up in the same month. We have a world right now where the long end, the 10-year yield, is below 2%. You don’t have to raise rates very much where you shut credit down. If they pushed rates above 1% too quickly, they would shut it down.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2016-05-30 N/A Bruce Tatters

Energy. Believes we are past the bottom. Doesn’t think it is going to be a rocket ship going up, but believes prices are going to improve going forward. The long down cycle in energy was exasperated when some of the OPEC players decided to produce wide open, and now everybody is producing wide open. The good news is that the market is almost in balance despite all the OPEC Middle East production. There has never been a time in the past 15 years when there wasn’t at least 5-10 million barrels being held off the market by OPEC. Now we are wide open and we worry every day about someone coming on with a couple of hundred thousand barrels a day. None of that matters. What matters is that drilling rigs that caused the big global upturn in production have dropped from 1600 to 318 running today. We are at a point where supply growth is going to be constrained and supply growth will start to come back as we get into the $50s. An upswing in oil could last several years.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
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
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