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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
2014-10-01 N/A Charles Lannon

Markets.  Consumer confidence numbers today were weaker than expected.  There is profit taking as we get into Q3 earnings season.  The US is decoupling from the rest of the world.  It is a quarter of the global GDP.  China continues to decelerate.  Emerging markets are worried about a downshift in commodities.  You want stocks that have a range of growth possibilities ahead of them.


Price:
$0.000
Subject:
GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
_N/A
2014-10-01 BUY Charles Lannon

Australian Banks.  Buy now?  Very, very strong banking market like Canada.  They have high dividend payout ratios.  Real estate on a tear.  Good long term investment. 


Price:
$0.000
Subject:
GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-10-01 N/A Don Vialoux

Markets.  We had an interesting day.  A number of technical indicators are indicating more downside.  We are just getting started on the selling.  The bottom of the 4-year cycle for US presidential cycle is mid-October.  He is 20% in equities, 7% in commodities and the rest is in cash or fixed income securities.  Mid to end of October things will change.  Earnings this month will not be that good.  Estimates do not take into account the higher US dollar so you should get lots of negative guidance.  The S&P and Dow are only down 4% from their all time highs.  Others are down 10% or more.  We are going to have some fun on the upside.


Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2014-09-30 N/A Gordon Reid

Markets.  The strong US dollar is an indicator of a stronger US economy.  It has recently widened the gap between it and world economies.  The US dollar is telling us that interest rates are going to rise.  For multinationals it is a headwind in terms of repatriating profits.  We have to look at balance sheets closely in terms of leverage and debt servicing.  There are some negatives of a higher US dollar, but it means a better US economy.  It gives companies pricing power.  You can’t look at any one indicator in isolation.  Most people think rising rates are negative for companies, but it also means that the economy is good and in that case small negatives are overwhelmed by positive economic growth. 


Price:
$0.020
Subject:
US EQUITIES
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2014-09-30 N/A Keith Richards

Markets.  Things have played out exactly the way he thought they would.  He is half invested and nibbling away.  S&P is in a bullish trend.  The TSX broke out from its old highs, but now we are seeing resistance in the resource stocks.  He thinks you are better to look on the US side, but avoid NASDAQ and US small cap stocks.  The IWM-N ETF showed slightly lower highs through the summer, while the S&P continued up.  This divergence suggested a correction coming.  We are in a massive bull market with another 5 to 10 years left, even if there is as much as a 20% correction in it.  These are buying opportunities.  S&P has support around 1960 and we are approaching it.  It is quite healthy here. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVELY OPTIMISTIC
Owned:
_N/A
2014-09-30 DON'T BUY Keith Richards

Gold.  Short term is the right way to look at it.  There may be some support at the old lows of a year ago.  He would not like to see that level broken as it could mean more trouble.  It is trying to base.  There is a descending triangle.  He would not touch gold, but if you wanted to you could trade it off the bottom.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVELY OPTIMISTIC
Owned:
No
2014-09-30 DON'T BUY Keith Richards

Venture Exchange.  (JX-T) It has been treading water for some time.  It is a tight base and going nowhere fast.  Don’t assume a breakout or break down is going to happen. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2014-09-29 N/A Larry Berman CFA, CMT, CTA

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 WAIT Larry Berman CFA, CMT, CTA

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Larry Berman CFA, CMT, CTA

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 WATCH Larry Berman CFA, CMT, CTA

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 N/A Norman Levine

Markets.  He is looking for a good correction.  He would be happy with a 10% correction.  Valuations were getting out of whack.  He could not find anything in North America he wanted to buy.  There had been internal corrections going on in small and mid caps.  In the US an equal weighted index had been declining before the S&P.  Now the whole market is correcting.  A correction can take 6 to 10 weeks so it could keep going.  This correction is based on valuation, rather than on anything bad.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2014-09-29 N/A Patrick Horan

Markets.  He is seeing buying opportunities now in small cap growth.  This is where the market has left behind these.  Some are 2012 stories and the market doesn’t want anything to do with them.  The industrial exporters should be benefiting from a weakening Canadian dollar.  Today he noticed the VIX spiking at 16-17.  Every time it hits the 200 week average it usually falls and this time it kept going and the markets rallied off it.  Thinks there are people that are off side and are willing to plug their nose and get in.  Seasonally this is the best time to be in stocks.  This is the best time to get in, typically.  After the first two weeks in October you usually get the best returns.  He sticks to Canada for small caps because he knows management teams better.  Investors still need to be careful this time of year.  If we do rally from here it will not be a repeat rally of what we saw from the beginning of the year.  We saw strong commodity prices and falling interest rates.  Interest rates have now bottomed and commodity prices have fallen so this is a different playbook.  He recommends non-commodity, industrials, technology and anything that benefits from a strong US dollar revenue base and a weak Canadian dollar expense base.  Stay away from consumer, and commodities in Canada.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
_N/A
2014-09-26 N/A Michael Bowman

Markets.  Loves the drop yesterday and thinks valuations are fabulous.  Investors should use these drops for buying opportunities.  Insider selling is at a 15 year high.  He mentioned the market is not perfect all the time.  A lot of good quality oil companies are down.  It brings the risk reward ratio down to a nice area.  He finds the interest rate thing absurd.  The interest rate concern is a non-event to him as they are already so low.  It is unforeseen events that knock the market down, not planned ones.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on OIL SERVICES COMPANIES
Owned:
_N/A
Showing 1 to 15 of 6,975 entries
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