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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
2016-07-28 N/A Andy Nasr

Markets.  People are worried about market valuations.  He thinks they are reasonable considering interest rates.  He looks for companies with great cash flow.  The market is up because corporate profits are up.  Both are up 40%.  He thinks corporate profit will increase in 2017.  He admits we are creating asset bubbles in specific areas.  Sovereign debt is very expensive.  The S&P PE multiple it just about where it should be historically.  He sees more potential in Europe.  You will get multiple and profit expansion.  The US is attractive because of the lower risk. 


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
_N/A
2016-07-28 N/A Andy Nasr

Deflationary Periods from a Macro Perspective.  Negative interest rates are inflationary.  They create a disincentive for corporations and individuals to spend.  Companies generating stable cash flow are good investments under these conditions. 


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
_N/A
2016-07-28 N/A Andy Nasr

Preferred Shares.  Be careful what kind.  Floating rate preferreds have gone down.  The coupon gets reset.  Fixed coupons have done well but be careful of the credit risk.  It is a good way to supplement the income and to diversify the risk.


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
_N/A
2016-07-28 WATCH Andy Nasr

Mortgage REITs.  Mortgage rates are close to historic lows.  If they go back up it would benefit the US mortgage REITs.  Income is declining because the end of the yield curve is declining.  If they go back up, then so should the mortgage REITs.


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2016-07-27 COMMENT Bill Harris, CFA

Oil Stocks. Western Canada needs around $60 oil to really work. In Cdn$ terms we almost hit that about a month ago, and that is enough to make people feel good and to believe that it is no longer a total disaster. Then the oil price slips, but the feeling is an awful lot better. But it doesn’t mean that we are actually off to the races.


Price:
$0.020
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-27 COMMENT Bill Harris, CFA

Gold. There has been such an amazing move in gold. He likes to look at this in Cdn$ terms, and we are really at all-time highs. If you have your gold mine in Canada with the Cdn$ costs, you are very profitable and you had a good run. Shouldn’t be too overenthusiastic.


Price:
$0.020
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-27 N/A Bruce Campbell (2)

Markets. So far we have seen pretty good earnings from some of the companies that have reported to date. Overall he is happy and, if anything, has probably seen a bit of an earnings trough going back a quarter or 2. Starting to see some acceleration both from revenue and earnings across the board. Valuation on Canadian banks, especially when compared to the US, are sky high, and is something he is watching, but feels we will see some kind of pick up in inflation going over the next 12 months which will increase interest rates and which will be positive for bank earnings.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2016-07-27 COMMENT Bruce Campbell (2)

Gold. Thinks the world is going to look at central banks and realize that they don’t have full control the way most people think they do. As a result, gold is probably going to become a currency, not just a commodity. At the same time, you might also see the US$ being strong.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-07-26 BUY Jon Case

Gold. The argument for gold on the basis of negative real rates is valid. Gold has certainly been tracking real rates. In an environment where it costs money to put your currency in a bank, gold is pretty attractive. Money printing is one of the core arguments for holding gold. It is a purchasing power hedge, and has been for a long period of time. When you look at what is going on in the US, M2 is growing at 6% a year. There are not many periods in history where you can go back and see where you have been printing Fiat currencies at that type of rate, without having some type of inflationary response down the road. Gold is a purchasing power hedge that protects investors from that depreciating value of currencies. He doesn’t see gold going back materially, and sees this as a buying opportunity.


Price:
$0.020
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Unknown
2016-07-26 COMMENT Jon Case

Platinum? A good portion of demand comes from industrial applications. It is a little bit like silver in that you not only have to get the monetary component right, but you also have to think about what is going on with industrial demand. At the moment, most industrial demand comes from automobile catalysts, typically diesel. With the scandal on Volkswagen and diesel admissions, there is the expectation that demand for diesel in passenger vehicles will go down. It is also hard to be positive on platinum demand for autos in Europe.


Price:
$0.020
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Unknown
2016-07-26 N/A William Chin

Markets. The S&P 500 is showing wide divergence in stocks, more than is historically normal. A lot has to do with different central-bank policies and the secular changes in the economy. The US$ is going to continue to show strength against other world currencies, because the US central-bank is ahead of everybody else. The European Central Bank and the Bank of England are in a very expansionary monetary policy mode. Bank of Japan is considering “helicopter money”, which could consist in part of having the government issue bonds to the bank of Japan with no maturity and zero interest rates.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 N/A Larry Berman CFA, CMT, CTA

Markets.  Trump is ahead of Hillary according to weekend polls.  We will see after this week if Hillary is still gaining momentum.  The majority of earnings on the S&P will be in by the end of this week and they are better than expected.  There is a lot of potential for growth over the next couple of quarters, but there is also room for disappointment.  He is worried about a correction up to 20% over the next 6 months.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 PARTIAL SELL Larry Berman CFA, CMT, CTA

US Stocks and Bonds.  Caller is 75% US.  The world is a little over 50% US.  He likes being overweight in the US, but he would like to hedge against the currency risk.  You can also be overweight Canada to get the dividend tax credit.  He would be looking to trim the US exposure.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-07-25 N/A Larry Berman CFA, CMT, CTA

Canadian Banks. He would start liking them 10% lower.  We are at the upper end of the trading range.  He would hold through ZWB-T, but when it got 10% lower.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 N/A Larry Berman CFA, CMT, CTA

ETFs vs. individual stocks.  The biggest difference is diversification. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 9,183 entries
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