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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 00:00:00

Date Signal Expert Opinion Price
2014-09-02 N/A John Hood

US Markets. Has been bullish on the US market for 4-5 years. Although he is still very strong on the US market, he decided to take about 15% off the table and wait. Historically, September is the worst month and October is not much better, and often there is a rise in late October. This has something to do with his decision to reduce his holdings. However the main driver was because of very, very large gains and rebalancing his portfolios. Has very little exposure to emerging markets. He is US #1, Canada #2 and a small amount in Europe.


Price:
$0.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

Selling Puts on banks. How many months would you go out? When selling Naked Puts, the risk/reward is the same as buying the stock and selling the options. When he does covered calls, he prefers going out 6 months as he gets a better premium. If you are willing to do more active trading on a 1-2 month contract, you’re going to do a little bit better provided you are on the right side. The only issue he has with naked put writing is that most people that do it are leveraging. They are not just doing the cash substitution, they are probably leveraging it 2 or 3 times, and if they are wrong they can get hit pretty good.


Price:
$0.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

Naked puts. A Put gives you the right to sell something. If you buy a Put for $50, and the stock goes down to $45, and you have paid $2 for that Put, that Put is now intrinsically worth $5, because of the difference between $45 and $50. People use this as a way of acquiring a stock at a lower price. A good strategy.


Price:
$0.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

If I believe interest rates will stay low for the long haul, what is an option strategy I could use as an insurance policy in case rates spike up? A very interesting question. There are options on government bonds that trade on Montreal except there is no volume and no open interest except on short-term months. There is nothing directly that you can do.


Price:
$0.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

What ETF would you recommend for buying Puts on a Utility index? There is nothing for this.


Price:
$0.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-08-29 N/A Jennifer Radman

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price:
$0.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-29 N/A Robert McWhirter

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
_N/A
2014-08-28 N/A Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-28 WEAK BUY Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 N/A Don Lato

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-28 N/A Don Lato

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-27 N/A Hap (Robert) Sneddon FCSI

Markets. Indicators seem to be overbought, herd mentality is very bullish which is the point at which we should be getting nervous, but when you overlay that with where we are in the seasonal part of the year, this is a defensive time of the year. October is the one for the big splash moves. September is our worst month of the year. There are fundamental things such as the QE ending, Europe possibly in a deflationary situation, and we had a great Q2 GDP, he thinks there are a lot of things that are going to converge over the next month or 2, to see where we are at. To have defensive positions now makes a lot of sense. It is where you place your money once you get a bit more guidance.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-27 N/A Hap (Robert) Sneddon FCSI

Oil. The critical level is $90, and the crude oil chart shows we are just around there at $93.73. If we break down through that $90, it probably means we go to the mid-$80. The price of oil could fall and yet you could have a really good oil investment run-up, simply based on how it executes and whatever area of the market it is in.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-27 N/A Bruce Campbell (2)

Markets. He uses a number of top-down indicators including short-term and longer-term ones. Right now they are all positioned very favourably. His portfolios are currently on offence, which means they are close to fully invested. Showed a Presidential Cycle Patterns chart, which showed the first 2 years as typically fairly flat as far as returns go. Going into the 3rd and 4th year there were fairly strong numbers. Starting September and going out into April and May of the 3rd year is when it tends to have the strongest performance. This is where we are heading right now. Historically, September is the only month that actually has a long-term negative rate of return. He would not be surprised to see a correction this September.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-08-26 N/A Benj Gallander

Contrarian Investing. Seasonality is very important to him. He does most of his buying in November and December during tax loss season. From March through to that point, it is very rarely that he Buys stocks. In November and December, it is very rare that he sells winners, because he wants to defer taxes. He is also looking at individual stocks and what they do over the course of a year. A lot of stocks have cycles, which can help with buying and selling. It’s an interesting time of the year because he used to call more CEOs and CFOs in August, and found a lot of them were away from their desks, often for a number of weeks. He now answers his calls and emails, but is not at his desk quite as often at this time of the year.


Price:
$0.020
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 6,876 entries
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