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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
2014-09-02 N/A John Hood

US Markets. Has been bullish on the US market for 4-5 years. Although he is still very strong on the US market, he decided to take about 15% off the table and wait. Historically, September is the worst month and October is not much better, and often there is a rise in late October. This has something to do with his decision to reduce his holdings. However the main driver was because of very, very large gains and rebalancing his portfolios. Has very little exposure to emerging markets. He is US #1, Canada #2 and a small amount in Europe.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

Selling Puts on banks. How many months would you go out? When selling Naked Puts, the risk/reward is the same as buying the stock and selling the options. When he does covered calls, he prefers going out 6 months as he gets a better premium. If you are willing to do more active trading on a 1-2 month contract, you’re going to do a little bit better provided you are on the right side. The only issue he has with naked put writing is that most people that do it are leveraging. They are not just doing the cash substitution, they are probably leveraging it 2 or 3 times, and if they are wrong they can get hit pretty good.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

Naked puts. A Put gives you the right to sell something. If you buy a Put for $50, and the stock goes down to $45, and you have paid $2 for that Put, that Put is now intrinsically worth $5, because of the difference between $45 and $50. People use this as a way of acquiring a stock at a lower price. A good strategy.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

If I believe interest rates will stay low for the long haul, what is an option strategy I could use as an insurance policy in case rates spike up? A very interesting question. There are options on government bonds that trade on Montreal except there is no volume and no open interest except on short-term months. There is nothing directly that you can do.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John Hood

What ETF would you recommend for buying Puts on a Utility index? There is nothing for this.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
_N/A
2014-09-02 N/A John DeGoey

Markets. To him, Canada has done as well as, if not better, than any other developed market globally. However, going forward he feels you are still a little better off getting money out of Canada. He began rebalancing portfolios at the beginning of the quarter, early July, and the rebalancing will be done at the end of the quarter.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A John DeGoey

Broad-based ETF’s such as VDU-T, VCN-T and VUN-T. Strategy of holding these versus ETF’s based on indexes tracking smaller baskets? He likes the more broadly based ETF’s as you are diversifying away from risk and getting more small companies. Diversification lowers risk and adding small-cap names historically increases returns.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A John DeGoey

An emerging market ETF that excludes Russia? There are many emerging market ETF’s, but they all have exposure to Russia. There are a lot that have minimal exposure.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A John DeGoey

Minimizing taxes when creating a will? To do this, you have to do lots of gifting while you are alive. Whatever you have in your estate will be part of your terminal tax return. If you have a spouse, you can name them as your beneficiary of your RRSP or RIFF, which will create a spousal rollover with no taxes. For regular ordinary investments in a taxable account, try not to have them in a taxable account when you die, just give it away before that happens. Legally you are allowed to give about $10,000 per person, per family member, per year. However, if you are giving away a marketable security, there may be a taxable capital gain/capital loss. If you give securities to charity without selling them, they will give you the receipt for the value on the day they receive it.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A John DeGoey

For a senior, do you prefer Index ETF’s weighted by countries/economies or by industry-specific ETF’s? He always prefers to diversify by geography than by sector. Geography products are cheaper and their benchmarks are easier to follow. As a result, you can build a more diversified portfolio.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A John DeGoey

ETF’s versus stock picking? Stock picking is lower cost because ETF’s might cost 35-40 basis points on average for a basket of stocks where individual stocks cost nothing. However, you might need 35 or 40 stocks and still not have the diversification as an ETF. Also, there is the cost of transactions for buying and selling stocks. There is also more risk with individual stocks.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-08-29 N/A Jennifer Radman

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price:
$0.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-29 N/A Robert McWhirter

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
_N/A
2014-08-28 N/A Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-28 WEAK BUY Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
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