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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
2015-07-03 N/A Mike S. Newton, CIM FCSI

Markets. If it wasn’t for Greece, this whole week would have been extremely dull. There was some interesting action on Wednesday, Thursday and Friday with things that happened in the US healthcare sector. A lot of people were sitting on the sidelines waiting to see what happened with Greece. He really doesn’t think that situation is going to be a big issue. Market systems, governments, market participants and banks are much more prepared to hold this contagion. The only thing that does concern him is if Greece does exit the euro, and a blueprint is suddenly in place for other distressed countries or economies to do the same thing. There are 2 things that have been in the press. A bubble watch, which he actually doesn’t see at all as he doesn’t think things are stretched. However, he does believe the debt levels and getting out and unravelling this debt is going to be a big issue, so if he wants to buy a large global ETF that is exposed to the economies, he’d be a little bit more nervous. Because of this, he finds more comfort in owning individual companies. If you are going to own a global ETF’s with a very, very low competitive MER, that is great, but you have to stay committed to it for 15-20 years. His concern is that we haven’t really been tested for a while, so if you haven’t changed or made plans around what your strategy is since 2008, then you could be in for a big surprise. He advocates using stop losses to take you out.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-03 N/A Bruce Campbell (2)

Economy. Government bond yields, leading economic indicators (LEI) and the price of oil are all positive. The LEI is above the 18 month moving average, which is a positive sign. He is always looking to see whether oil has gone up by 80% or more over 12 months, and it hasn’t, but has actually dropped. We need oil to be in the $75 range for that to happen. Also, wants to see a normalized yield curve where short-term rates are lower than long-term rates. These show that there is no risk of a recession in the next 6-9 months. If there was going to be a recession, he would want to be out of the market, or at least taking some sort of defensive action. The market would turn down prior to a recession starting. Margin debt is now hitting an all-time high and he wants to watch when that starts to come down, which means that liquidity is coming out of the market. Even though markets had been hitting new highs in the US, he wasn’t really seeing the breadth that he would like. Would like to see more stocks hitting new highs and carrying on. Seeing a lot of new opportunities in a lot of areas that he hasn’t looked at before.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-07-02 N/A David Baskin

Markets.  Canadian GDP was wretched.  People talk about a possible recession, although he does not feel we will have one.  The growth for the year looks very mediocre.  Any chance of increasing rates has gone out the window.  Rates may even be cut.  There is no fiscal stimulus because the federal government is trying to balance budgets.  He invests in stocks not stock markets.  He asks how each company will fair in this kind of economy.  He picks the sectors and then the companies within those sectors.  He is focusing a lot on the US because their growth will be considerably better than Canada.  In Canada the financial sector is greatly oversold, however.  He is 40% US and heading to 50%.  He thinks the Canadian dollar will tend toward $0.75 this year.  Executives are leaving Sears because they don’t see many prospects.  3 CEOs in 27 months.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-07-02 BUY David Baskin

Big Banks.  He hears that a lot of American hedge funds have been shorting Canadian Banks in the expectation of being hit with mortgage defaults and the effects of the oil patch.  His research satisfied him that they are not in any risk of damage to their mortgage books.  Debt service ratios are at record lows because interest rates are so low.  House prices could fall 30% before banks would be at any risk of trouble.  The Canadian banks have no worries in this regard.  The major oil companies are not going to dry up and go away so again there is no risk to the banks.  There are pretty good opportunities to buy all of them.  BNS-T is oversold the most.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 PARTIAL BUY Andy Nasr

Markets. One of the bigger overriding stories continues to be the divergences of what Central Banks are expected to do. There is a slowdown in emerging market growth. China is trying to stimulate their economy. Europe has a potential negative impact if Greece exits the euro zone. The Canadian economy is relatively stagnant and yet the US economy looks like it is improving quite significantly, to the point where they are going to have to increase rates. That really does create opportunities in different parts of the world, especially if you are an equity investor, or even a fixed income investor. He continues to think that the best risk adjusted returns are in developed markets like the US. Canada should ultimately be fine if commodity prices strengthen a little bit. Even in Europe, if you ignore the potential impact of Greece exiting, he expects there will be a big increase in corporate profitability largely due to a lower euro, low interest rates, low oil prices, all of which will contribute to a gradual improvement in the economy.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-02 COMMENT Andy Nasr

Income products. Still thinks you can find value in dividend stocks. If you look at the performance of some of the dividend oriented sectors like REITs and utilities, they have been amongst the worst performers in the US this year, which is really creating a buying opportunity for longer-term oriented investors. In the real estate sector assets are at a significant discount to replacement value. Locking in single digit yields you should be able to make a lot of money as the economy improves because cash flows will go up.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-30 N/A Jason Donville

Markets. There is a lot of noise and we are distracted by a couple of macro events. On the other end of the spectrum there are certain types of investors, including him, where they are focusing on great companies with resilient business models. When you get market weakness, it creates a chance to buy those great companies cheaper than what you could otherwise. He is not overly worried about the situation in Europe or the potential Fed rate hike in the fall, but he is focused on finding great companies that can become long-term compounders. The 10 and 100 baggers come from 2 areas. One is the lottery ticket junior resource type of company that out of nowhere they discover oil, gold, etc. and the stock goes through the roof. The problem is, those can’t be predicted in advance. The other area is the compounders, which is what he is looking for. The company that you can buy today which can compound, compound and compound. He looks for consistently high returns on equity, which is usually backed up by some kind of a competitive advantage, as well as a management team that is very good at allocating capital to keep that compounding rate going.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2015-06-30 COMMENT Jason Donville

Do any Canadian banks have greater potential for growth than any of the others? Generally speaking, no. It is a great basket of companies, but doesn’t think there is one that has an exaggerated potential for growth going forward. It is quite remarkable when you look at them year after year after year as to how much they grow together. He doesn’t get enough growth out of the banks and that is why he generally does not have the bank stocks. For the long-term investor who wants a good dividend, owning 3 or 4 of the bank stocks is great. Buy whichever one is cheapest that day.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Unknown
2015-06-30 N/A Jason Donville

Growth through acquisition. There are often cases where it makes more sense to acquire than it does to advertise. A lot of the most attractive businesses have very, very sticky client relationships. If they have this, then so do their competitors. The challenge is that you can up your advertising and promotion costs dramatically and still not get very many customers, because once the customer is captured, they are stuck there. It is often far cheaper to acquire a smaller company with a good customer base than to try to advertise your way into getting more customers.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2015-06-30 DON'T BUY Jason Donville

Marijuana stocks? He is a big skeptic that there is a big enough market for marijuana companies to backfill. There has been a certain amount of speculation that there will be some liberalization, but he feels the space is saturated and nobody is making any money. The scales they need to justify valuation is massive in relation to where they are.


Price:
$0.020
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 N/A Michael Smedley

Markets. He thinks ultimately Greece moves out, except there are pressures from other members, particularly Germany, to keep them in. They want them in to justify the existence of the euro, and probably also to act as a buffer from threats rising in the Middle East, which he feels is quite a serious concern. The markets, altogether, are really fairly normal. Where corrections are required, normal things are happening. It is a bit choppy, partly because the power of money is so great now that they are swinging in and out on a short-term basis. There are some reliable stocks that seem to just keep going up forever.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2015-06-29 N/A Larry Berman CFA, CMT, CTA

Markets.  The Euro got down to the $1.06 level and there are a lot of calls for it to go to parity before year end.  Today’s move was fairly benign.  Crude oil has really struggled in the last couple of months.  We are probably heading back for a re-test of the lows over the next number of months.  It depends on what the dollar does relative to the Euro.  If it dips below $50 then it is an opportunity to look at energy stocks.  He likes ZEO-T because it is equal weight.  He has been adding a bit recently.  He wants to buy oil stocks on this pullback.  Gold can only be range traded for the next couple of years.  The recent flight to safety has not done much for gold (GLD-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-06-29 DON'T BUY Larry Berman CFA, CMT, CTA

Presidential 3rd year of the cycle.  This would normally be a year of spending, but because of the debt level it is much more difficult and so it won’t be the norm this time.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-29 DON'T BUY Larry Berman CFA, CMT, CTA

Educational Segment.  How you may want to invest during the Greek Meltdown.  GREK-N is an ETF that trades in the US.  There are no Canadian banks that deal in Athens trading.  Forget about the Greek debt.  The individual cannot play that.  In 2012 we came off the bottoms and got a massive rally.  The potential to double your money is great, but it is not risk free.  The two year Greek bond is trading at about 33%, suggesting the probability of default is 50%.  The Market is telling you they are leaving the Euro.  You have to view the investment after currency conversion.  The risk is 50% on taking a haircut based on the currency risk. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-29 N/A Michael Simpson, CFA

Markets.  Markets were looking for an excuse to decline and the Greek news was just the trigger.  He is taking this as a buying opportunity.  It is clear that Greece has very little bargaining power or leverage.  The Fed is on track to raise interest rates in September.  It will be the first one for 9 years.  Dividend stocks are a broad category.  There are traditional utility or other sectors that have a lot of debt, but he looks for dividend champions that can raise their dividend and do well.  Consumer and healthcare sectors have some such names.  Multinationals that left Canada are not automatically coming back, but it helps those that have expanded. Dividend champions are those that can raise them year after year.  He is realistic in a slow growth economy.  They have to beat inflation with dividend increases.  You want companies that can do well in a recession. 


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
_N/A
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