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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
2014-07-31 N/A Jon Vialoux

Markets. We have just entered the most volatile period of the year. From the start of July all the way through to October volatility typically rises. As we have seen since June, the Vicks has spiked about 50%. The S&P 500 has now broken support at the 50 day. Since the 2011 lows, we have been rising in a narrowing range and the rallies have been less intensive. Investors do not believe in the rally. That is a bearish setup. If we break below the bottom trendline of that pattern, it could suggest significant downside potential. It seems reasonable, especially now in this seasonal volatile time frame, that we will see a correction happen in the next couple of months. Right now there are no favourable recurring events to drive the market higher. We are past earnings season. Between now and the 3rd quarter earnings season, the market’s economic data tends not to be too favourable at this time.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
_N/A
2014-07-31 N/A Jon Vialoux

Precious Metals. Gold is in a period of seasonal strength, and silver can tend to benefit as well. There has been a significant decline in gold prices over the last few years, but over the past year, they have started to show signs of bottoming. The chart is showing a good sign of a “head and shoulders” bottoming pattern. This implies that if we get a break above the neckline, there could be significant upside potential. Gold is due for a retracement. $1200 would be the new support for gold. $19.50 would be the support level for silver.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
_N/A
2014-07-31 N/A Jon Vialoux

Platinum. Platinum tends to do well in the first half of the year, when industrial production rises and manufacturing tends to do well, January through to April. That’s when you want to be buying platinum. It is currently starting to show signs of rolling over.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
_N/A
2014-07-31 N/A Jon Vialoux

Natural gas. Seasonality is from September all the way through to November. Last year there was a huge run-up all the way from September all the way through to February. We are within the seasonally weak period, but we are seeing signs of a bottom. Currently there is a bit of consolidation. It has certainly become very oversold.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
_N/A
2014-07-31 N/A Greg Newman

Markets. Feels the market today was hit by the real, genuine, credible fear amongst the Bears that the Fed could be behind the curve. Yesterday there was a 4% GDP print and today there was some wage inflation, the biggest in a lot of years. We saw the 10Yrs race up, and then drop because of all the geopolitical concerns. That is the kind of thing that can bring an air pocket to this market. Feels we are going to have more of a correction. The S&P 500 cut through the 20, 50 and the 100 on the 2-year daily chart. If right, he can see another 4% down on this move, unless there is some other move that comes out. At the end of the day, this will be a real buying opportunity for a whole bunch of different reasons, but there might be a bit of a challenge for this bull market hegemony that we have seen so long. If rates rise for the right reason, this will be fine. He doesn’t think we are going to 4%-5% interest rates. We might have 2.9%, 3% or 3.2%. In low interest rates, what asset class do people want to go into? Feels that markets are very well supported. In any sort of trending market you are going to have days like today.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-31 N/A Greg Newman

Protection strategies in the event of a substantial market downturn such as 20%? For most people it is about asset allocation. If you have a 50/50 asset mix, equities to fixed income with a tactical swing of perhaps 20% either way, then before the 20% happens, you may want to have only 30% in equities. You also want to own stocks that are doing well. Some will benefit from having an option facility. Others can benefit from being able to Short. Also, Futures makes sense. However, the key here is really experience. He finds that people usually put on protection when it is too late.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-31 N/A Greg Newman

Hedging and protection strategies? Unless he is really, really confident that a position is going to drop, he won’t ever Buy Puts. The reason why options are so good is because you can write premiums. If you like Bank of Nova Scotia (BNS-T), but you think it has $3 downside from here, you sell Calls and you get a second income. If you like Canadian Natural Resources (CNQ-T), but you don’t want to buy it here because you think it is a little too toppy, you oblige yourself to own it a couple of dollars lower by selling the Puts. So options really make sense that way. If you want protection, then Shorting is the much cleaner, better way almost all the time.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-31 N/A Greg Newman

Large Canadian banks for protection and growth? The banks are not cheap anymore, they are back to where they were in their heyday before the credit crunch. However, he thinks the capital is going to continue to go into them, and people are going to be surprised at how much higher they can go. Loan growth in Canada is looking pretty good. Although valuations are 12X, they are still a whole lot cheaper than many parts of the market. The best ones to own are the ones that have the highest tier 1 capital ratios, because they have the ability to make the most accretive acquisitions. That would be Bank of Nova Scotia (BNS-T), Royal Bank (RY-T) and the Toronto Dominion (TD-T). Also, the CIBC (CM-T) if they decide not to issue equity.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-30 N/A Peter Imhof

Markets.  He is looking at the earnings of each company, but as long as the earnings are coming through he is willing to keep holding them.  You have to be stock selective.  Cap-X has been going up.  Companies don’t feel the need to keep the money on the balance sheet so much now.  He sees attractive companies in all sectors.  There is no overweight in any one sector.


Price:
$0.020
Subject:
NORTH AMERICAN - SMALL
Bias:
SELECTIVE
Owned:
_N/A
2014-07-30 N/A Bruce Campbell (2)

Markets. The GDP out of the US today was fantastic. This should lead to stronger earnings growth going forward. As long as we see the economy growing, which it has been over the last few quarters, we should continue to see earnings numbers from individual companies continue to be positive. Thinks there could also be some concern that the strong data means higher interest rates and less taper. A few things  he is watching fairly closely are margin debts, which have continued to rise over the last several months. However, what is more concerning is that when credit gets pulled away, the margin debt numbers start to drop. He is seeing sentiment very much bullish for the newsletter writers, but the individual investors for the last 3 weeks in a row, have actually become more bearish. Two factors that he thinks are important for predicting a recession is 1) the price of oil, and whether or not it has seen an 80% increase in the past 12 months. We need oil to be trading in the $140’s for that to happen. 2) An inverted yield curve and we’re certainly not at that point in time right now.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-07-30 N/A Bruce Campbell (2)

Banks versus Lifeco’s? In his ranking system, lifeco’s rank a little bit higher. He looks for earnings growth and accelerated earnings growth. At this point in the cycle, insurance companies are going to see higher rates from higher interest rates. Also, bigger gains on their loan books based on capital markets.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-07-30 N/A Bruce Campbell (2)

Precious Metals. Six months to a year ago, he had no precious metals in his portfolios. The companies he looked at were probably in the bottom 2 deciles of his universe. In the last 6 months, these have come up in rankings. He is looking at more of these precious metal companies.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Ross Healy

Markets. He is not seeing any of the preconditions of a real market top. Even the 1987 plunge had at least 2 or 3 months of warning that something brutal was in the offing. He does not see it now. Unless something brand-new happens, then he thinks this bull market is going to head higher and head higher for some period of time. There are some stocks that are overdone such as the social media stocks, but that is much different than saying that there is a vast area that is set to collapse. Nothing like that on the horizon. Going forward, there will be some rotation, but that is standard in an ongoing bull market. There hasn’t been any rise in interest rates yet, and that is standard in a bull market. As the economic cycle wears on, a couple of areas in the market that are cheap, are materials, which had their big run at the beginning of the cycle and then let go, and have done nothing for the past 2-3 years. Also, interest-rate sensitive stocks like insurance companies are not too bad. Banks, by and large, have yet to see anything like a historically extended top.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Ross Healy

Gold. Thinks gold is going higher. Governments of Japan, US and much of Europe are intent on trashing the value of their currencies. Longer-term they are not enhancing the underlying fundamentals of their currencies. In a long-term sense, that tends to be very positive for gold. Because of this, he thinks gold is a good buy. In juniors, if you pick them well, you get the best leverage, but there are many of the intermediates and seniors which make perfect sense. You just have to be patient.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Ross Healy

Canadian Banks. First of all, Canadian banks are not a homogeneous mass. There are 6 of them and their valuations are all spread out. The one close to its historic peak is the Royal Bank (RY-T) and has been the leader all the way along, so he would still give that stock some decent upside potential of 10%-12%, but would be at a level where he would begin to look for another place to go. The potential of all of the banks is very, very strong, their balance sheets are superb, and bull markets never end until the banks top out, and our banks are not ready to top out. (See Top Picks.)


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