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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
2015-07-27 N/A Larry Berman CFA, CMT, CTA

Markets.  China is still a big problem in the markets.  China is always in the top three of things going on in the world.  PEK-N is an ETF to play China.  We saw a wave up.  He sees more downside coming from a technical point of view.  Obama is trying to get more corporations to be more into green and clean energy.  This is going to be a growing area.  From the ’08 peaks we have not recovered, however. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

RDV on Australian Exchange.  It is a basket of higher dividend paying Australian shares.  36% banks, 10% insurance companies.  If China continues to slow for the next couple of years, Australian banks may tend to underperform.  There is a band of support at $28 so buy it there.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-07-27 WATCH Larry Berman CFA, CMT, CTA

Preferred shares and rate resets.  Indiscriminant selling is occurring from retail investors who don’t understand them.  They are undervalued right now, but selling could keep going.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-27 N/A Larry Berman CFA, CMT, CTA

Chinese government and central bank interventions.  It makes him ill that governments try to support the value of a market.  Stay away from China.  The dust has not settled there.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Market Breadth.  There are a handfull of stocks that are leading the markets higher, but the average stock is not participating.  VT-N is the entire world of global equities.  Over the last year we have moved to a flat pattern compared to 2012-2014.  How many stocks are above the 200 day moving average?  Only 51.8%, quite a drop off.  This is classic of the late stage of a bull market.  In New York it is below 40% now.  Starting Q1 last year, small caps started to outperform dramatically.  In ’97-’99, small cap stocks started underperforming.  When markets ultimately made their highs in 2000, small caps kicked up.  He is looking for a 10-15% correction, not a bear market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 N/A Derek Warren

Markets.  REITs today are just getting thrown out with everything else.  There is fear that REITs will go down when interest rates go up.  Pricing for real estate is quite strong.  Retail is showing strength, but the apartment sector more so.  People gravitate towards them as a safe haven.  Target – we have not had a big bankruptcy since Eatons.  There will be a transition for the Target properties that could take two years.  He is underweight office, retail you should be market weight.  He likes industrial and hotels also.


Price:
$0.020
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-27 N/A Bruce Campbell (1)

Markets.The market has been down 7 days in a row, which is the 1st time since 2011 that that has happened, the time of the original Greece blow-up. 8.5% overnight in China got it started, so it was bad right from the get-go. You get a bit of momentum and a bit of negative sentiment, and it’s not very much fun. Thinks things will be better in the 2nd half of the year, but it may be longer than that for resource. Also, oil looks kind of sloppy. If we get stabilization in oil, that is part of it, but on the non-resource side, there is starting to be value in lots of areas. It has been a very narrow market. There is starting to be decent value, but if you take energy out in both US and Canada, the multiples on the non-energies are lower than they were January 1. If we get the little rate increase of 25 basis points out of the way, we will get some of this back. For his clients, he has a decent percentage of US and has been adding US lately, and is trying to get Canadian companies that have exposure to the US.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-07-24 N/A Jaime Carrasco

Recommendation on a portfolio that has about 15% in energy. This is about portfolio management. What he would usually do for his clients, where they have a lot of losses, is to rebalance. Understand that everything is down, even the good ones. It is a good opportunity to clean up a portfolio and to readjust within the sector depending on the risk spectrum, into the companies that he thinks are going to be the better performers. This is where stock picking is essential. Take a disciplined approach, clean up your portfolio, review each company as to which one has the true potential.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
_N/A
2015-07-24 N/A Jeff Young

Markets. This is a tough market, and in Canada anything even remotely connected to Alberta, is facing a lot of downside. This just relates to the sources of global growth. The US is the real growth driver. There is really no place to hide in the resource space or anything Alberta related, and you can’t count on the dividend being there through all circumstances. When you look at PMI’s (Purchasing Management Index?) globally, things are still positive. They are not accelerating and are not exceptionally positive, but they are generally positive. When you get into this environment, it does create opportunities, but you have to be selective.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
_N/A
2015-07-24 N/A Jaime Carrasco

Markets. A lot of his Stop Losses have kicked in. Over the last 25 years we have been told by the system that we are developing this global economy and that we are all tied together. The economy has been built on debt and the debt now is creating problems, big problems. Their strategy is “let’s move to the back of the boat”, and shunning the lifeboats (gold). The US is in just as much trouble as Greece. It’s just that it is not hitting it yet. Italy comes next, then Portugal. All they have done is buy time. The consequences of debt is really the key problem. We have to stop perpetuating the idea that we can solve debt problems with more debt. The global economy is shutting down and it will affect the US. As an advisor, it is very hard for him to shun the one asset class that has delivered protection against geopolitical risks, economic risks, financial risks and political risks. Gold. He continues to advise clients to have some concentration in that asset, especially when nobody owns it. He is waiting for the right time for things to settle, and then will patiently do the proper thing, which is to reallocate a percentage to gold. Chinese are not selling, and just today announced they have doubled their purchases in gold. He is still playing the US with high-tech, US real estate plays, healthcare and blue chips. He does think the US$ will continue to move higher.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
_N/A
2015-07-24 COMMENT Jaime Carrasco

Oil.  A month ago, Russia and Saudi Arabia did 6 really big deals. One deal announced was that Russia will be building nuclear plants for Hydro for Saudi Arabia. China is Saudi Arabia’s biggest client. Chinese are not buying much oil from the Saudi’s because the Russians are getting paid in Yuan, not in dollars. That is very important. Thinks we are getting set up for Saudi Arabia, which is now in full competition in oil production with the US, to start selling oil outside of just the US$. That has massive implications for that puzzle of the currency set up that he keeps talking about.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Unknown
2015-07-23 N/A Martin Davies

Markets.  Expectations are low.  But he is excited by second quarter results.  He is looking at it in Canadian dollar terms:  Canadian dollar pricing for WCS and Light Crude.  The prices have done well this summer.  Condensate prices are very strong.  The balance sheet is the first thing they have to protect.  Less than 2 to 1 debt to cash flow is not a problem.  He expects more M&A activity with some companies being very distressed.  Later this year if things have not improved, we will see more transactions involving sale of assets or whole companies.  Be opportunistic.  The mid stream and downstream companies are very interesting companies to invest in.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
_N/A
2015-07-23 N/A Don Vialoux

Markets.  Don showed a “cold vs. average years” chart put out by Equityclock.com. A colder than average year, which we had, slows the economy down. Both US and Canadian economies in the 1st quarter had negative GDP growth. Global cooling can have an impact on equity markets until about April normally, but in this colder than average year, the markets tend to go sideways from April until June, the middle of the earnings season. After that they tend to slip off, like we have seen in the last few days, and then finally have a little lift into the latter part of the summer.  He is expecting this is going to happen again. A big move in equity markets is probably not going to happen until late October into the end of the year, during the pre-election year. In 12 of the last 13 years, something completely unexpected happened between May and October. Last year was Ebola and the Ukraine. This year is China and Greece. Right around the beginning of May you want to protect yourself, because an “event” virtually happens every year. The markets go through a period of volatility, and bring markets down. This volatility eventually does provide an excellent buying opportunity for what they call the Summer rally. It happens virtually every year. Any kind of weakness over the next few weeks is a buying opportunity for a move on the upside in the equity markets.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2015-07-23 WATCH Don Vialoux

Gold? Historically gold bullion bottoms in the 1st week of July, but gold stocks bottom around the 4th week in July. Watch for gold stocks to reach extremely oversold levels, which will provide an opportunity to enter, probably by the beginning of August. Be very careful because gold prices are way down. 2nd quarter results from gold companies are going to be horrendous, so don’t go into the gold sector prior to that time. Gold is extremely oversold right now on a momentum basis. In fact it is so oversold that there is a pretty good chance you could get a rally very shortly. Watch the US$, which is starting to show early momentum signs of rolling over. When it does that, it will give you an opportunity to purchase gold and silver.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 PAST TOP PICK Don Vialoux

(A Top Pick May 29/15.) (All 3 recommendations are cash or cash equivalents. Being in cash has been a very profitable investment during this period of time.) 2 Month Canadian Treasury Bill.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
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