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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
2014-12-18 N/A David Burrows

Markets.  We have been going through an18 month market transition.  In 2012 what worked was China and the countries that supplied into the China growth story.  As the growth story in China slowed, the consumer-lead growth story started to lead.  The one commodity that held up in value was oil.  Then the oil producers sold off starting with the weaker ones.  He steadily reduced his producers to zero starting in September.  The broad market then started to step away over the last 6 weeks.  The net is that this is a continuation of what has been happening over the last 18 months.  It sets up a very positive environment for the consumer market.  There is likely to be a really strong economic tail wind.  He is focused in developed markets.  He would use this strength as a continued opportunity to sell.  You have to look at the impact of emerging market debt.  As the US dollar goes up, that debt is going up.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-18 BUY David Burrows

Banks. The banks are set up for the environment that is coming toward us.  You have to pick your spots.  RY-T is probably the most attractive because it has such a large wealth management division.  The other bank he likes is TD-T because of the US footprint where they are executing well.  He would prefer a US bank because of the dividend growth.  WFC-N is one pick.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 DON'T BUY David Burrows

Pipelines. Pipelines stocks are a group a lot of people have made money in.  It was a big weight in his income portfolios over the last 5 years.  Pipelines are the least correlated to the price of oil, but what has happened is that people have lost confidence in the pipelines and multiples have contracted.  They have long term contracts.  Low energy costs for 18 months could cause some volume loss, however.  IPL-T is probably one of the more resilient ones.  He would not put on any new positions just yet, however.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 N/A David Burrows

US$.  He thinks the appreciation will continue on for years to come.  The Canadian dollar is not appreciating against world currencies as quickly as the US. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-12-18 BUY David Burrows

US Healthcare Sector.  The biggest industry in the US.  He would pick JNJ-N.  PFE-N is good also. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-18 N/A John DeGoey

Economy. It is generally conceded that next year we will still see global growth pretty sluggish and tepid. This makes it more important for investors to keep their costs low. If Real Return is fairly constant (Real Return is the return above inflation) and inflation is very low, then right away the nominal return is low. If we have tepid growth, then returns might be even lower still. We have muted growth and very little inflation, so the total return for the equity markets might be mid-single digits for the next little while. If that’s the case and you are using a traditional mutual fund where you are paying a 2.5%, that is half your return. Whatever you can do to in reduce your costs is really important. That includes the cost for advice you are getting. People who have a 7 digit portfolio should be paying less than 1% for advice.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 N/A John DeGoey

2015 Investing Resolutions.

  1. Keep track of your household net worth (total assets -total liabilities) annually - it should be growing.
  2. Resolve to cut costs in 2015; financial advice for a 7 digit portfolio should cost >1%, IMO.
  3. Trade less. Research has shown repeatedly that trading correlates negatively to performance.
  4. Do all tax loss selling and make all charitable contributions before Christmas.
  5. Maximize all government plans if possible.
  • RRSP room can be found on your Notice of Assessment

Lifetime TFSA room is $31,000 with another $5500 in room coming in January.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 N/A John DeGoey

Converting a stock portfolio with a lot of capital gains to an ETF? The deadline is Christmas Eve Dec 24th to have those capital gains pertinent to 2014. If you are prepared to wait for one more week, you can do the Sells and they can be counting against your 2015 tax liability, which allows you to push the tax bill back by 12 months. Make sure you keep the asset allocation consistent. On the other hand, you can do part of it for 2014, an additional part in 2015 and the rest in 2016. That will spread the tax bill out over 3 years.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 N/A John DeGoey

30-day rule. If you sell a stock in a self-directed cash account with a capital gain, and at the same time purchase the same stock in a self-directed TFSA,  does the 30 day rule apply? His understanding is that the answer is Yes.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 N/A John DeGoey

Buying US stocks with Cdn$? He generally does not encourage doing this. If you have US$ already, then buy the US stocks with the US$'s.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 N/A John DeGoey

What does it mean for an ETF to be Canadian dollar hedged and why is this advantageous? What you have to think about is whether or not the Canadian dollar is going to go up or down relative to the US dollar. The US dollar has been appreciating relative to the Canadian dollar for the past 4 or so months because of the drop in oil prices. As a result an unhedged position would be advantageous for you. However, if you ever thought the Canadian dollar was going up relative to the US dollar, putting the hedge in place is the way to save yourself from getting money back when you convert the currency back.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-18 DON'T BUY John DeGoey

Gold bullion ETF? Doesn't think that there is one in bullion. He would not recommend gold in general. Gold has been hovering around $1200 and he does not think it is going to change anytime soon.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-12-17 N/A Gordon Reid

Energy. Has limited exposure with about 8% weighting to oil. The oil companies he has exposure to, although senior, have been impacted to a degree, but are going to be the long-term beneficiaries of this episode. This is a classic cycle where things are good, people become overextended, debt to cash flows get extreme, banks turn their backs on exploration companies and the larger, more stable  producers gobble them up at cheaper prices. He expects that this will happen again. Although he has an 8% exposure to oil, he also has some beneficiaries in the retail space that will benefit from this type of situation. This spurs spending at all levels of the economic strata, but it also increases confidence. That not only increases the multiplier effect of dollars being spent, but the velocity of those dollars being spent.


Price:
$0.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-17 N/A Gordon Reid

Gordon Reid’s website articles. Everybody is welcome to read these articles on such things as estate taxes, T11 35 requirements if you hold foreign assets, wills and will estate allocations, market timing, simple math on bonds and how they actually work, etc. He also asks for ideas from anybody on an article and what they would like to see. You can email him at info@goodreid.com.


Price:
$0.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-17 N/A David Baskin

Markets. The positive showing today was a combination of things. Oil seems to have found a floor, at least for one day. The federal reserve is clearly not in any hurry to raise interest rates. The economic indicators that the Fed is looking at certainly shows there is no inflation. Headline inflation came down sharply today, by 0.3%. Even the core inflation, which strips out energy and food, was very, very reserved, so there is no reason at all to think that the Fed is going to lift interest rates, even in April. In the meantime, the US economy is picking up steam. He has been looking at things to buy, but it has been so volatile lately, he has been sitting on the sidelines and watching. By and large, every stock that he buys, pays a dividend.


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