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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
2015-03-02 N/A Larry Berman CFA, CMT, CTA

Withholding tax.  Dividends from a US ETF are pure income.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-02 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Rig Count.  Baker Hughs is the biggest driller in the world.  The Rig Count got cut last year, but it wasn’t until the last two months that they really cut out rigs.  Most of those cut were not very productive so they did not cut out much production.  The seasonal period for oil starts out at the beginning of the year for the first half.  Inventories of oil are the biggest they have ever been in history.  They are expected to build for the next couple of months.  He thinks oil prices will re-test the lows of the last year over the next couple of months.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-02 COMMENT Larry Berman CFA, CMT, CTA

FRF-T: ETF that is launching.  The assets have to build up to $10 million within the first year in order for it to be profitable.  Size does not matter in the beginning.  If they shut it down after a year then you get your money back.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-02 N/A Rick Rule

Markets.  In the last year we saw a slow steady water torture instead of a capitulation sell-off that would normally mark a market bottom.  Half the speculative listings in the world markets have no value.  Almost none of them have gone under.  4 or 5 years from now we will look at 2014 as ‘the good old days’.  He is a contrarian and buys what everyone else is afraid to buy.  We are in an 83% off sale and it is not unattractive.  We are seeing the beginnings of an M&A cycle.  At the bottom it cannot occur because management have put in such ridiculous change of control provisions that mergers are impossible given the payouts for officers and directors.  In the middle part of the market we are starting to see M&A.


Price:
$0.020
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
_N/A
2015-03-02 N/A Rick Rule

He doesn’t see the ring of fire being viable in the next cycle.  The infrastructure is challenged.  The social and political infrastructure in Northern Ontario combined with low commodity prices and a relatively high cost of capital means you won’t see it work for quite some time.


Price:
$0.020
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
_N/A
2015-03-02 N/A Rick Rule

Why is there not more M&A in gold?  There are not an awful lot of deposits that are economic at the current gold price.  Management covet their salaries & perks and don’t want to give them up easily.  The majors that were aggressive in M&A in the last cycle paid for their aggressiveness and are nervous about making the same mistakes again.


Price:
$0.020
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
_N/A
2015-03-02 N/A Veronika Hirsch

Markets. She likes growth names and has been looking for ones that are growing back (?) positions. In this environment, where economic growth is so slow globally, every company needs help because they can’t grow organically sufficiently to satisfy her growth targets. She has supplemented the companies that she looks at by companies that are basically making acquisitions. Between the 2, she gets to the double digits that she is looking for. With lower oil prices, consumers benefit the most and she has been positioning more towards consumers that are at the lower end of the income scale. Looking for a better half this year.


Price:
$0.020
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-03-02 N/A Larry Berman CFA, CMT, CTA

Markets.  We are back at the peak of the .com boom.  But the NASDAQ is a different index today.  Back then they were discounting 15 years worth of earnings into what the Internet was going to be.  The round numbers like the NASDAQ 5000 level today for a nanosecond have some physiological significance.  But now in the Russell 2000 more than 50% of the stocks are more than 10% below 52 week highs.  A narrower group of stocks are leading the index higher.  There are some reasons to say it is stretched here.  He would prefer the Dow now.  He was overweight Europe Nov/Dec last year and then reduced, but was wrong because it is still strong.  This week, or next, the ECB will launch their QE program.  China cut interest rates.  China is actually growing at only 4 or 5 percent and real estate prices are falling in some places.  He would be underweight exposure there.  Russian markets are poised for a snap back, but you can’t hedge the currency risk away.  There is probably another rate cut coming in Canada, but probably not this week.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-02 N/A Larry Berman CFA, CMT, CTA

ETF.com in the US gives an overview of all the ETFs available.  There is not such a web site in Canada that he is aware of.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-02-27 N/A Kash Pashootan

Markets. As an active portfolio manager, you have to not only cherry pick stocks, but also take the responsibility of what areas you are going to overweight and underweight, based on risk and opportunity. Looking at the Canadian index, we know it is quite heavy in energy, commodities, as well as financials. If you replicate that, you will have the same performance in both good and bad times. He tries to beat the market and outperform in good times and protect capital in bad times. Currently he has 90% in consumer discretionary while the TSX weighting is just 6%. He is looking for opportunities in the US. Currently overweight in consumer discretionary as a play on capitalizing on the recovering US economy. Feels the US consumer will be active in the coming years with names such as Magna (MG-T) and GameStop (GME-N). If you are a hands on investor and have the resources to do the homework and research, there is real value in cherry picking names, not only to beat the market in the good years, but to better protect capital in the bad years. He is more focused on the bottom up approach to investing.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
_N/A
2015-02-27 DON'T BUY Kash Pashootan

Gold. Does it make sense to always have some exposure in a portfolio, or is it best to view it as just another commodity? As a long-term investment, this has not been a great investment. However, there are periods where owning gold has given an exceptional return. As a long term play, it doesn’t generate revenue, doesn’t pay a dividend and at times you want to own it and at times you don’t. He prefers bullion to owning companies, as its performance is based on the commodity price, whereas with gold companies there is the risk of the underlying commodity as well as management and balance sheet risk. Not a place that he would be.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2015-02-27 BUY Kash Pashootan

Canadian banks. Feels these will not be as prosperous as they have been, especially on the reliance of the Canadian consumer. Looking at consumer debt as a percentage of household income, at some point we are going to see loan growth start to slow. As a result, the lean net interest margin that is there will start to hit the bottom line. He owns all the Canadian banks except for Toronto Dominion (TD-T) and Bank of Montréal (BMO-T), which are more heavily weighted in the US, which he is capturing through his US regional banks. You would be best off taking a weighting in each of them because they are correlated to one another. Or you could pick an ETF.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 BUY on WEAKNESS Kash Pashootan

Railroads. He is not in this space which is really just a valuation play. On the Canadian rails, you are paying a big premium. He likes the space, but doesn’t think it is going anywhere. Wait for a bit of a pullback.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2015-02-27 N/A Stan Wong

Markets. In the very near term, North America as well as global equities, they are a little extended according to the Relative Strength Index. In North America, both the S&P 500 and the TSX are in the 60 something range for the RSI, which is getting a bit overbought. Thinks a brief pause is in order. Those 2 indexes are trading at 18X-19X the trailing or forward earnings. This is at the higher end of historical valuation ranges. Geopolitical risks, uncertainty of the timing of rising interest rates, and the spill over of lower commodity prices are risks that he is looking at. They will cause more volatility. On the positive side, the lower energy costs will be a net benefit for the US economy, because 70% of the US economy is the consumer. Also, oil importing companies will benefit. Because of this, he thinks we will see markets grind higher in the US and other parts of the world. A Buy on Dips mentality still makes sense.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
_N/A
2015-02-26 N/A Jennifer Radman

Markets.  You want to be pretty selective in where you put your money and be a bit quicker to get rid of things that aren’t working for you.  3 years ago Canada was the place to be.  Then she moved to the US and it was a good place to be.  She is 65% in the US now.  Technology continues to be her largest sector.


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
Showing 1 to 15 of 7,540 entries
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