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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
2014-10-22 N/A Bruce Campbell (2)

Markets. Had expected there would be some weakness going into September/October. However, it was a lot more severe than what he was expecting. As a result there has been some technical damage done to the markets, and he wants to see that the support is held in a number of different areas. If not, then he will probably become more defensive in his portfolios. Technically he is watching both the 50 week moving average and the MACD indicator crossing the zero line for the TSX. When the MACD crosses down below the zero line, this is normally followed by more significant down side. If he doesn’t see that breakdown, he’ll probably be in a position where he wants to add back exposure to his portfolios. If he did see that breakdown, he would probably take more defensive action and Sell down. Typically when heading into recession, oil and interest-rate indicators give signs of an economic rollover. Instead of oil spiking up over 80% in a 12 month period, it has gone the other way and is actually a big stimulus to the consumer. At the same time, the spread on interest rates between Short and Long is still very wide. This is a little surprising, and that is why he is concerned about what might be ahead for the markets.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-21 N/A Jerome Hass

Markets. He always believes in having structure in place in order to be prepared for any market conditions. Having Shorts in place as a form of insurance, is something he believes in. Up to the end of August, markets were up 12% and everybody was happy. When you put Shorts in place, it is actually a drag on performance. It is not until you get to a place like Sept/Oct when the market starts to head south, that you all of a sudden realize the value of having insurance. He uses Shorts for hedging purposes as well. If he has a Long position, he wants to Pair that with a Short position. What people sometimes miss in Pair trading is the relationship between the 2 stocks. You can have a Long and Short position, and both of them can go down and you can still make money, as long as your Short goes down more than your Long. Conversely you can do this in up markets as well. He tries to ignore the day to day movement of the Market itself.


Price:
$0.020
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
_N/A
2014-10-21 N/A John Zechner

Markets. He is calling this V bottom snap back a technical bounce, and we could see lower lows. The TSX dropped all the way from $15,500 to $13,800 and he expects we will recover some of that. Feels the correction is far from over. There are some issues out there to deal with. The slowing growth in Europe, some of the slower numbers we have seen in the US and yet you still have the potential for a US rate rise. China numbers are not blow away anymore. Earnings are not blowing anybody away. He wants everyone to stop saying “let’s buy the dips”.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-20 N/A Larry Berman CFA, CMT, CTA

Markets.  Every time there is a Monday holiday we seem to get some market volatility.  S&P got down 9.4% and he was looking for 10, so we saw that.  16-17% of the S&P has reported already and he gives it a B+ rating.  IBM missed big, but when looking at various sectors, the change in earnings have been actually pretty good and in fact a bit better than expected by about 2-3% going into the quarter.  Revenue has been better than expected except for IBM and they are pointing to currency problems.  IBM may be a specific story.  We’ve seen some pretty good moves in financial stocks in the US after earnings reports.  He thinks it is a 70% chance it is a market bottom for now.  It may be a challenge in 2015 as the FED tries to ‘remove accommodation’.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-20 N/A Larry Berman CFA, CMT, CTA

From a 3-5 year perspective he likes oil and gas.  He was looking for pullback and we got it.  Looking out at the dividends from the energy sector, relative to where the banks are, he likes the dividend in the energy sector much better than the banks for the next 3-5 years.  There is talk, though, in the market where Saudi Arabia are going to be complacent in the energy price and this will punish Russia.  The spike below $80 in oil is probably the bottom and certainly in the low end of the range.  Below $75 makes no sense because of cost of production.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-20 WATCH Larry Berman CFA, CMT, CTA

Gold.  A number of months ago he identified a double bottom.  We tested those.  But every rally has gone to lower highs.  The now triple bottom is still vulnerable.  Gold is not responding to recent S&P lows the way it should.  Wait for panic selling and then buy in for the next decade.  The lows of last year have to be taken out and then there has to be panic selling. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-20 N/A Larry Berman CFA, CMT, CTA

US Dollar and portfolio adjustment.  Japan needs to continue to weaken their currency.  Euro may go to parity.  US dollar staying strong may be a drag on US earnings so you may want to change your portfolio as currencies weaken.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-20 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Volatility and the Bond Market.  In his sleep at night portfolio he looked for this correction.  Bond markets have done very well.  With 3 ETFs you can buy the entire world of fixed income.  He saw a 10 point spike in their charts.  Hedged fund portfolios are forced to come and buy fixed income securities.  He looked at the spread between VIX futures.  Wednesday of last week we saw the spike in the VIX spot and the bottoming of the S&P.  What he did was to get out of a lot of fixed income and rolled it into equities while they were so low and bonds were so high.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-20 N/A David Baskin

Markets.  He is starting to pick at some stuff.  He gets the sense that the worse is over for the correction.  Same for the stories that had people nervous have started to abate.  We were three years without a pullback.  He never sells into those things.  November and December are pretty good months usually.  If you held good solid companies you only got knocked back a few percent. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-10-20 BUY David Baskin

Banks or Healthcare?  Banks in Canada have been money makers in Canada as long as the eyes can see.  Banks double every 10 years.  To invest in Healthcare you have to invest outside of Canada and lose the dividend tax credit.  He likes medical device companies.  ZMH-N is a preference in healthcare.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-10-20 DON'T BUY David Baskin

Life Companies.  They make more money when bond yields are higher.  Right now bonds are so unrewarding.  If you are SLF-T or one of the others, then what you get on your bonds is so much less than before the financial crisis.  The question is how they can invest unearned premiums.  He thinks it is premature to buy the pure life insurance companies at this time.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-20 N/A Chris Hensen

Markets.  Buys businesses that generate high returns over a period of time.  His value-add is just buying good businesses.  He worries top down and invests bottom up.  He is seeing opportunities in the market since the recent correction.  He has been waiting for the valuations of certain companies to come down.  He has been adding to some positions over the recent volatility.  He expects volatility to remain as global economies continue to diverge. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
_N/A
2014-10-20 PARTIAL SELL Chris Hensen

Canadian Banks.  He does not own any in his focus fund.  If you have a big weighting in banks, it is risky.  He is concerned about the amount of leverage they have on the balance sheets.  It would exaggerate any slowdown in the next few years.  He thinks earnings will slow over the next year, so take some profits.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
No
2014-10-17 N/A Eric Nuttall

Markets.  This is the best time in 5 years to buy energy stocks.  It is the best correction going back to 08/09.  It was not the speculative names, but the majors.  Physical demand for oil world wide remains strong.  You look at inventory spreads.  Demand is up over a million barrels a day, but financial demand for oil is very, very weak. These are people who do not expect delivery of the oil when they invest in the future.  There has been a trade to sell oil because it was strong.  This put enormous short term pressure on the price of oil.  It is thought that oil futures are grossly oversold.  US oil companies are massively outspending cash flow.  As the price hits $80 going up, their cap-X should respond.  Companies are now thinking about their 2015 spending plans.  This weak oil price is very much a self correcting oil price.  The opportunity is in Canadian oil companies and in the ones that have simply sold down with the market.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
_N/A
2014-10-17 N/A James Hodgins

Markets.  He thinks this week has to do with the Fed unwinding QE.  Also, you are seeing numbers out of Europe, China and Japan that are quite worrying.  The US can implement QE without impacting the purchasing power of its currency, whereas Japan, when they did QE, created a tremendous weakness in the Yen.  Even grocery sales are down significantly.  It means the whole QE game globally is coming to an end.  We could see the Fed reverse their course, but does not think they will do that for credibility reasons.  There are record levels of debt in margin accounts, even compared to 2007.  Lighten up on risk assets and try to get diversified and not sensitive to broader market fundamentals.  Volatility is quite concerning to him.


Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
_N/A
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