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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
2016-02-05 N/A Allan Meyer

Markets. We are in a lower growth environment and people are going to have to ratchet their expectations down. The Canadian market has been dramatically affected by the oil price, not only affecting the auto sector, but bank stocks as well. Thinks we are in to a new era where we have a lower growth. We are in an aging demographic where people are saving more. He loves dividend paying stocks. Rather than the volatility, he prefers more of the good old steady Eddie, and dividends are a big focus for him. Likes technology for finding safe value companies, especially in the US.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2016-02-05 COMMENT Allan Meyer

High-yield ETF Bond Funds such as XHY-T or ZHY-T? These have come under a lot of pressure recently because 20% of these funds are in oil/gas related industries, and there is a lot of concern that these companies are going to fail and not be able to make their payments on their debts. He has not seen any evidence of that. Default rates are not anywhere near high levels. This is an area that could do significantly better if oil prices stabilize.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 COMMENT Michael Sprung

Gold? A lot of people have had a connection between gold and inflation, and yet the correlation between the 2 has not been that strong. The thought that we could be heading towards a deflationary situation, has made something like a hard asset like gold look more attractive. As a value investor, gold companies are very tough investments to buy, as they always trade at extraordinary multiples. However, if you look at them over a business cycle and what you are paying for them at any particular time, you can do pretty well. He always limits gold exposure in his portfolios to 5% or less. He would look at the strong primary players. His favourite would be Goldcorp (G-T) right now, and Agnico-Eagle (AEM-T) has some interesting projects coming online.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 N/A Brian Acker, CA

Markets. The US dollar trade is probably the most crowded trade around.  The US economy is the only game in town.  If the US$ continues to go up, then all assets will go up.  He questions what China will do with the RMB (their currency), with it being pegged to the US$.  It is very expensive for them.  The current rally is because China announced they would not devalue the RMB.  He does not think the Chinese will have to let their currency devalue.  He thinks the US dollar with go 50% higher.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2016-02-04 N/A Michael Sprung

Market. January was a shock for everyone; how suddenly it fell, followed by a great deal of volatility, and Japan going into negative interest rates. Feels it is almost a global restructuring of markets, industries, etc. We came out of a fairly long period of a good bull market, but there had been some excesses built into that, a lot of it fed by low interest rates. Now a lot of companies are in stress, especially with low commodity prices. We are beginning to see a realignment of industries. Although it is painful, especially with the volatility, it presents quite a few opportunities for investors. This is the time you really should be looking to upgrade holdings in your portfolio as to where you can get positions of the better quality companies. He has been picking away at some positions buying a little bit, and if it goes down, maybe averaging down. If he puts in a bid and it doesn’t get a hit, he doesn’t chase it.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-02-03 N/A Derek Warren

Real Estate. There was so much growth in commercial properties, so every year it was worth more and more. A lot of that was thanks to low borrowing costs. Feels the market is saying to the Direct Property Market that it is topped, and if it is not going to expect higher values, then it is going to have to have a higher yield. The only way for yield to go up is for prices to correct. That has happened and we are now at a point where you are able to enter in and lock in a very attractive yield.


Price:
$0.020
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
_N/A
2016-02-03 N/A Norman Levine

Markets. It has been a very rough start. He is not upset as he is carrying substantial cash. Had felt valuations had got extended, especially in the US. Looking for a correction so that he can start to spend some of his cash, not only in the US, but in Europe and in Canada. Only buys companies that have strong balance sheets, and ones that pay safe dividends. One area that is pretty safe is in integrated stocks, and is looking for bargains overseas in integrated companies. A lot of sovereign wealth funds have been liquidating stocks because the countries’ budgets are out of balance and they can either raise taxes, cut back on what they are giving their citizens, or sell some assets out of their sovereign wealth funds.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-02-03 DON'T BUY Norman Levine

S&P 500. Sometimes there is a good time to own an index, and sometimes not. When markets are roaring, indexes are great to own because they are fully invested all the time and the professional investor can keep up with the index because they are always fully invested. When this is not happening, they are not always the best things to own. Even though the index holds 500 stocks, it is really only 4 stocks that have been propelling it. The valuation on those stocks are ridiculous and the S&P looks vulnerable.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-02-02 N/A Keith Richards

Markets. On the longer-term view of the S&P 500 there was a bottom in 2009 which was followed by a long uptrend. That multiyear trend line has now been broken. In the bigger picture, taking out the summer low and taking out the trend line, he is a little concerned for the intermediate term. Believes we have entered into an intermediate term bear market. That is likely to be the scenario for the next number of months. Last week, there was an inter-week and inter-day reversal. Last Wednesday the market went way down, and then ended up on the day, but still below its Open creating a Hammer formation, usually a sign of washout. When investors are extremely nervous they capitulate and this formation happens, and at the end of the day the market picks up. The theory is that “Smart Money” picks up off of weak hands in the afternoon. That can be a good sign. Started seeing those signs in the past couple of weeks which could suggest a short-term rally. In other words, on any rally over the next 1-2 weeks, stocks should be Sold.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
_N/A
2016-02-02 N/A Keith Richards

Charts. He always uses logarithmic charts. Sometimes linear charts distort things. A logarithmic chart will be on a trend line, but on a linear chart it is not. It is important because a $10 stock that moves to $11, a 10% move, is different looking on a percentage basis than a $20 stock that moves up $1.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
_N/A
2016-02-02 N/A Alex Ruus

Markets. This is going to be a choppier year. There is mixed economic news. US growth seems to have slowed a little, and there are some concerns about a recession. Chinese growth has been slower than it has been. It all adds up to another year of very slow growth. The US Fed move in December concerned a lot of people. There might be a little more shakiness in February, but feels we are in a bit of a bottoming process. The US consumer is actually in pretty good shape. They are sitting on cash a little bit more than usual. Eventually, with the money that is coming into their pockets, they will be spending a little more. Expects to see an acceleration in consumer spending towards the end of the year, which will provide more confidence and the market should do better.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2016-02-02 COMMENT Alex Ruus

Oil. From a long-term perspective, this is undervalued at this time. However, in the short term, there is too much production with more supply than demand. It will correct eventually. The price will likely stay in the $25-$35 range for the next 3-6 months. Eventually this oversupply situation will solve itself. N.A. conventional production is already dropping and some companies are shutting in wells because they can’t make money on an operating basis. When we get to the end of March, there is going to be surprise on the amount of downside in North American production.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-01 N/A Larry Berman CFA, CMT, CTA

Markets.  The last two January’s have been challenging.  The January Barometer says that as goes January, so goes the whole year.  It suggests that we get flat or negative returns for this year.  You have to be active and rebalance to take the risk down a bit. When you do get the panic it should be an opportunity rather than a fear.  This quarter’s earnings have come in so far much better than expected.  Companies are taking down their expectations.  The forward numbers coming down is a challenge for the markets.  He does not think we get above 2000 on the S&P in the first half of this year.  In oil, hedges roll off the books this year.  There are too many unknowns to have confidence in the oil market.  When we rally, take money off the table and then take advantage of dips.  Energy is a very important catalyst for what happens for the remainder of the year.  Japan has done stimulus for the last 17 years and has not fixed the problem for their aging demographic.  Canada has a similar demographic challenge.  The overlying challenge is the aging demographic.  Interest rates may have to say low for decades because of this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-01 N/A Larry Berman CFA, CMT, CTA

Healthcare stocks or ETFs.  Generally healthcare does not pay a huge dividend.  You have to be careful.  CSH.UN-T is not diversified enough.  He would like a wider perspective to healthcare.  A global healthcare ETF would be great, but you have to buy it in the US and take the currency risk.  Some ETFs with good returns are returning your own capital to you. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-01 N/A Larry Berman CFA, CMT, CTA

Fixed income.  The entire bond world after inflation and tax is negative.  It is a bad investment.  But don’t replace it with equities and dividends.  When markets sell off, you should up your equity exposure. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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