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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
2015-03-27 N/A Darren Sissons

Economy. The US is definitely on a recovery path. However, their currency is getting a little high which is probably hurting earnings of some of the big international companies. He expects small and some medium-size companies with a US focus to do well. There is also obviously going to be a rising interest cost there, so there will be some challenges in funding those businesses. Europe. This is a tale of 2 parts. The Germanic north and the UK are really doing quite well and recovering nicely. Spain is also doing quite nicely. However, the south is still mired in some challenges. Thinks the Quantitative Easing is going to work for them. In Asia, China is slowing, but it still presents opportunities. Southern Asia is where he sees some really decent opportunities. For the 1st time in a long time, he is starting to think about Latin America. It has definitely been in a decline for 4.5-5 years. Next year would be the 6th year and there is starting to be some restructuring going on.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-03-26 N/A Jeff Young

Markets.  The market looks expensive.  Western Canada had been the driver in Canada.  The manufacturing base in Ontario is not robust enough to make up for it.  Things that are low risk in earnings are just too expensive and the cheap ones are tied to Western Canada.  In the last couple of years we had weak Q1s and then it got better throughout the year – maybe this year.  He looks at anything that pays a dividend.  Some are more bond-like.  Others pay little but have much more ability to grow the dividend over time.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
_N/A
2015-03-26 DON'T BUY Jeff Young

Food Stocks.  He does not have any exposure.  It is overvalued relative to its growth prospects.  It is a very competitive environment.  Maple Leaf (MFI-T) looks the most interesting, however.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
No
2015-03-26 N/A Benj Gallander

Banks.  If you have a sell target you might want to stick with it.  They are generous in their dividends.  There is potential upsides if they look at splits.  When the banks are looking at deals like the Ivory Coast like National is, it often means they are going to start getting into trouble.  When they look at having higher returns it is also an indicator of difficulties.  They don’t interest him.  Prefers American Banks.


Price:
$0.020
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
No
2015-03-26 N/A Benj Gallander

How to Pick AGMs to attend.  He goes to ones he is interested in so he can evaluate management.  He usually goes to ones that are not doing well and then he keeps going if he buys.  An excellent art of due diligence.  There is also free food sometimes.  He also talks to CEOs before or after AGMs.


Price:
$0.020
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
_N/A
2015-03-26 N/A Benj Gallander

Markets.  Low oil prices eventually bleed through into economies and it is a huge plus.  The economy will do that much better than it would otherwise.  He has been looking at a lot of oil and gas but he has not played it well so far.  Oil and gas is about as out of favour as you can get and that makes it contrarian investing. 


Price:
$0.020
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
_N/A
2015-03-25 N/A John Wilson

Markets.  On the US economy he is optimistic but not so much on the markets.  The first quarter is going to be difficult.  The strong dollar, lower exports, and is energy collapsing, but 2.5-3% growth should occur in the rest of the year.  It will pick-up because of the price of gas.  Americans live pay cheque to pay cheque and so this will translate into consumer spending.  There is a lag until that really flows into retail sales.  Canada is different with its bigger exposure to energy, which will bleed through to the rest of Canada.  You add to that how emerging markets are still facing a lot of growth challenges and that will weigh on commodities.  Also our consumers are quite levered.  Canada is much more challenged.  Just because we have been up for 6 years does not mean we can’t go for 7.  But we have seen an increase in volatility.  Earnings are not increasing right now, so the multiple would have to go higher for the market to go higher.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
_N/A
2015-03-25 N/A James Hodgins

Markets.  We are in a battle between the deflationary debt and deleveraging, and the central banks printing money.  This has been going on since 2009.  In the smaller cap commodity side things have been very negative for 3 years now.  We are heading into ‘pre-announcement season’.  You are likely to see some pretty big misses and that could put downward pressure on equities.  He is seeing some definite rolling over in global trade.  We could be at a cyclical peak in the inventory cycle.  He tries to find companies that have unique characteristics that are not dependant on short term cyclical factors.  He shorts cyclical companies with negative currency exposure.  We are heading into the weakest period of the year for metals.


Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
_N/A
2015-03-24 N/A David Baskin

Markets.  The US is better than Canada, not fabulous, but better.  When people have jobs they spend money and when they spend money they drive the economy.  He is not seeing any inflation in the US, well under 2% not counting energy and food.  There is no increase in wages so someone is making money.  Canada is not so good.  The employment picture is mediocre and the oil price thing will affect the west.  The low dollar should help Ontario and Quebec but we have yet to see it spill though.  With regards to currencies, they always over shoot.  $.82-$.84 is the correct range for the Canadian dollar right now.  You have to pick stocks individually.  A lot of REITs have yields of 6% and yet the treasury pays .75%, so if it goes up, does anyone really care?  There is too much fuss about not very much.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-03-24 N/A Michael Smedley

Markets.  Nothing is really happening in the markets.  It is at a high and it will probably stay there. As energy goes up, we get an advantage over the States.  Dabbling is fine.  The possibility is that Iraq winds down.  The US frackers will find better ways of producing as time goes on, so they are not worried.  Canada is more on the war front.  If you have no energy stocks at all then you should be looking at some.  You should only have so much for now and don’t try to time the market.  He likes Biotech and mid-caps in Canada. 


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
_N/A
2015-03-24 N/A Michael Smedley

Nat Gas prices.  Gas has smaller moves than oil.  Nat Gas’s price in North America is more insulated from the rest of the world than that of oil.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
_N/A
2015-03-24 BUY Michael Smedley

Gold.  He favours holding gold because of the world’s problems.  He always has something.  The larger ones have a harder time growing, however.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 BUY Michael Smedley

Cera Operations IPO.  The sector is hot.  They have about 10 brands.  They will sell off some of them.  They have various wizards in the area of turn-arounds.  It will go like hot cakes.  If you could buy some shares opening day then buy a few.  He probably will get some for the fund.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-23 N/A Larry Berman CFA, CMT, CTA

Markets.  If you go back over the last year it is about the worst in 30 years for Canada for jobs.  It is because of the oil sector.  Canada has said they will not cut rates again but if jobs keep getting cut maybe there will be another one later this year.  The Saudis are saying they will ride out the low oil prices.  It is mostly the low production rigs that are getting cut in North America.  It could be that oil stays weak longer than most people think.  The debt levels in Greece are unsustainable so they have to leave at some point, but their pride might sustain this thing for several years.  If Greece leaves the EU in a bad way it could wreak havoc.  But if they do it in a sensible way it will be okay.  It will just be a negative for financial markets.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-23 N/A Larry Berman CFA, CMT, CTA

Diversification.  VXC-T is an ETF where you get the entire world in one ETF, without Canada.  There are diversified companies but you still get company-specific risk.  Vanguard Total world (VT-N) is a great one to diversify throughout the world.  ETFs make asset allocation so eloquent.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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