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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
2017-02-27 N/A Larry Berman CFA, CMT, CTA

Markets.  We have this divergence because we have the liberal budget coming out.  Canada is out of cash.  The US is going to cut taxes and make it more competitive, making business less efficient here.  He thinks what is doable through congress and what Trump would like to do are two very different things.  March 15th we next hear from the Fed, March 10th we get another employment number.  If we get a good employment number it is 50/50 we get a rate hike.  We are due for some volatility soon.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-27 N/A Larry Berman CFA, CMT, CTA

ETFs for an RESP at the start of University.  As you go into the years where you start to use the funds, you need to make sure the money you will take out each June is not subject to volatility.  Take next June’s withdrawal and put it into a money market ETF.  The rest can be a short term corporate bond ETF.  At some point before the end of the 4 years of school, we will probably have a recession.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-27 BUY Larry Berman CFA, CMT, CTA

VIX Products.  There are a suite of single, inverse and leveraged ETFs with Horizon.  You are exposed to US dollars even though you buy them in Canadian dollars.  They are not good for long term trades, however.  HUV-T may be one to look at.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-27 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Diverging tax policy in the US and Canada and how to take advantage of it.  Trump is addressing a joint session of congress tomorrow night.  Trump is going to talk about tax, including border tax.  They may not have agreement about tax reform until Q4 this year or even early 2018.  They want the tax reforms to be revenue neutral.  He is far more bullish in his outlook for the US than Canada.  The Canadian dollar could get weaker.  PSU-T is a high interest savings account, but you would also make money on the drop of the CAD$ relative to the US$.  For more aggressive types you could play it with small caps in the US and an inverse position in Canada.  There is volatility ahead with ambitious estimates for earnings growth possibly not happening.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-27 N/A James Thorne

Markets.  We are into a radically different era, especially when dealing with the US.  He refers to a book by William Strauss and Neil Howe, “The Fourth Turning”.  Every 80 years structures in the global economy have to be torn down and built back up again.  We have to trust Donald Trump and take him at face value.  This is going to be a world phenomenon and investors have to get used to it.  This is a natural evolutionary cycle and we have come to a crisis where things have to change.  People are going to talk about this period in history for a long, long time.  He does not know where the Canadian government stands.


Price:
$0.020
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
_N/A
2017-02-27 N/A Mike S. Newton, CIM FCSI

Market. If the market holds out in February, it will be the 13th consecutive month that the TSX has gone up, and it hasn’t happened that many times since 1981-1982 and back in the 1960s. It makes you wonder when the pullback is coming. One of the most frustrating markets for people who are underinvested, or who have a lot of cash and who are trying to find some type of pullback to get in on. There were a lot of positive comments from Warren Buffet over the weekend. Thinks the real tell will be tomorrow late, when we see whether or not Trump does a big meandering speech without any specifics, or if he actually gets into detail. We need to really see some detail in the State of the Union address, otherwise there will be a lot of concern on what is going on. Thinks buying an index fund at these levels is going to be a bit of a riskier play than most people think. Underneath the broad market, there is still some good value.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
_N/A
2017-02-27 BUY Mike S. Newton, CIM FCSI

Canadian Banks? Banks had a good run last until Friday, where they were up about 8%. They were all down today which brings them to about 6%. They’ve had a great 16 month run, but looking at a longer-term chart, they really didn’t do much for about 3 years. The quality of their mortgage Book is good. Thinks they are emerging out of a five-year run, so he is still happy to be in them. He would be buying all 5. (He is more inclined to be in the US banks through the Hamilton Capital Global Bank ETF (HBG-T).)


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-24 N/A Bill Shaw

Market. The markets are not cheap. Forward earnings on the TSX and the S&P are at 24X plus. As a value manager, he likes to buy stocks a lot cheaper than that. It makes it even more crucial to look at securities you are buying today, making sure, if a value investor, that they are indeed cheap. He still sees some growth, maybe at the 1.5X or 2X level. If Mr. Trump gets his policies put in place pretty quickly, we might see a little more tepid pace than the 3%-4% type level.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
_N/A
2017-02-24 N/A Bill Shaw

The effect of interest rates on REITs? Some people look at REITs as bond proxies, so they are going to be sensitive to interest rates. The key thing is to look at each REIT individually. You need to look at the duration of their mortgages that underlie the REIT and their financing. Most of them have gone long at 7-10 years, which means they have locked in current rates. The biggest concern is if we have a sharp move up where there might be some competition from bonds. If a longer-term investor, and you think rates are going to stay relatively flat for the next 2-3 years, the REIT sector is going to be a steady Eddie, and you are probably looking at dividend returns of 5%-6% and capital returns of another 4%-5%, so you are probably looking at 10%-12% compounded.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
_N/A
2017-02-24 N/A Andrey Omelchak

Market. Overall market multiples are looking like they are getting beyond levels that can be justified. The pulled back today, but after so many days and weeks of market outperformance, a natural pullback is warranted. It is a step in the right direction to make things more justifiable. In this environment, active managers have a tremendous benefit to be able to step in and protect investors’ capital. You can still find a lot of good opportunities in this market, but you really have to search quite a bit. You have to focus on stock picking and downside protection, and Buy the companies when they trade at a discount to intrinsic value.


Price:
$0.020
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
_N/A
2017-02-24 DON'T BUY Andrey Omelchak

Energy? He has a negative bias against investing in resources. In this type of industry they destroy capital throughout the cycle and don’t create value for their shareholders. You are sitting on a business that is constantly depleting, so they have to always replace existing assets. To do this, they have to continually make acquisitions. The incentive structure in this industry for the top management team is really misaligned with their shareholders. On a risk adjusted basis, you will not be well served to invest in this industry.


Price:
$0.020
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 N/A Brooke Thackray

Markets.  The American market looks expensive to him.  Trump has not yet implemented his pro-business policies so the market is up on anticipation.  The S&P has broken out and is moving up on a daily basis.  This is very positive.  There is no resistance at this point.  He does not see interest rates moving to 4%, maybe 2.5%.  The TSX is at record highs yet oil has not jumped.  CIBC (CM-T) is at a record high.  We have a positive breakout that is taking place.  But we are at the upper bounds for PE rations for banks in Canada.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-02-23 HOLD Brooke Thackray

Semiconductor Stocks.  SMH-N is the best known ETF in this area.  They have a cycle.  A lot of chips are bought by the end of the year.  We are past the seasonal period so once it weakens then exit.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-23 HOLD Brooke Thackray

Base Metals.  We are in the seasonal period: Nov. to Dec. and Jan. 23 to Apr.  It is volatile compared to other sectors.  Let them run unless it starts to break down.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-23 N/A John DeGoey

Portfolio Construction. 2016 was a pretty good year. Most stock markets around the world were up. Bonds were flat. As a result, if you had a 70/30 portfolio it is now probably 70/23 or 75/25 and you are going to have to trim a little, 5%-10% of your equities have to be sold in order to get back to the 70% target, and that money has to be put back into income in order to maintain the risk profile and the suitability.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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