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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
2017-01-20 N/A Michael Simpson, CFA

Dividends split companies? These will basically have a capital stock that doesn’t pay a dividend, and another piece that pays a dividend. They arrange this by using leverage, and usually invest in underlying entities that pay a dividend or generates cash flow. Depending on what you are invested in and how much leverage there is, and how the market performs, that is really going to determine how the split share does.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
_N/A
2017-01-20 N/A Don Vialoux

Market. The secret on seasonality is that you Buy on the rumour and Sell on the news. Historically, during the first 4 months after a president is elected, the market has a tendency to reach a fairly important short-term peak right around inaugural day. After that, it tends to go sideways for a time. Once you get your executives into power and Congress starts to do things, then the market moves higher. Historically, the Canadian market has done very well from approximately the beginning of December right through until February of each year, and there is good reason to believe that that is going to happen again this year. There is good reason to believe that 4th quarter earnings by Canadian companies are going to be very strong. In fact, the top 60 companies in Canada are expected to show a gain of 8.3% on a year-over-year basis. By the end of the year, markets will be significantly higher.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
2017-01-19 N/A Ross Healy

Markets.  We had a lovely lead up until tomorrow (Inauguration), and the market has said that this is really wonderful.  Trump’s tweeting rather changed the rules of the game.  Now we are going to find out if and when some of his programs can be put into place.  Interest rates are going to wend their way upward.  This year will tend to be a value market with high momentum stocks running out of gas.  You have to pay attention this year to the values of what you are buying.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-01-19 N/A John O'Connell, CFA

Market. He tries to make investments in companies that will do well irrespective of political considerations. Feels people have been paying a lot more attention to news events, than they have been to fundamentals. There has been disparity since the election, where people have been taking Trump at face value that he can solve all the problems in the world, and they’ve jumped on the bandwagon of buying cyclicals, industrials and financials. This has left some pretty good companies behind. He focuses on long-term themes such as information, technology, education, healthcare, etc.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
_N/A
2017-01-18 N/A Peter Hodson

Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
_N/A
2017-01-18 N/A Greg Newman

Market. He is constructive. Everybody is waiting for a pullback to happen from this really big move. There is now the uncertainty of what Trump will actually do. However, we have improving economic data, a rosier outlook for S&P earnings, and when you combine all the Trump friendly policies for investors, it is going to be a pretty good year. Investors want to be buying the reflation trade, and he likes to do that with dividend stocks that are going to pay him to wait.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
_N/A
2017-01-17 N/A David Dietze

Market. We have a simple problem called Valuation. Markets have run up from about 11 months ago. Their lows in February were up about 30%, but since the election we are up close to 10%. The question is, are these valuations sustainable. The NASDAQ hit 5 record highs in 6 trading days last week. There are some significant headwinds including interest rates, up nearly 100 basis points from last summer, the strengthening US$ given that US multinationals get up to half of their revenue from overseas, corporate earnings had a solid month in Q3, and thinks they will come through in Q4, but what are they going to do going forward.


Price:
$0.020
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
_N/A
2017-01-17 N/A David Dietze

Healthcare. He is bullish on this sector. People on both sides of the political aisle are scared to death, because healthcare costs are just jumping double digit percentages, and questioning what can be done about that. His analysis is that the downside risk, should they repeal Obamacare and do nothing about it, is probably less then if they repeal it, put a new name on it, prop it back up, and it is business as usual, it would have tremendous upside. Valuations are far more tempting than they were a year ago.


Price:
$0.020
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
_N/A
2017-01-17 N/A Jennifer Radman

Markets.  ‘Closet Indexing’ is when a manager buys an underperforming stock that is a large part of the index, but in a portion less than what it makes up in the market index.  A study has found that 37% of the Canadian market is subject to ‘closet indexing’.  The study only looked at mutual funds.  She thinks closet indexing is designed to underperform. She feels managers should be more selective.


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-01-17 N/A Jennifer Radman

Tweets controlling the market?  It creates volatility and buying opportunities in good companies.


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-01-16 N/A Paul Harris, CFA

Market. Because Trump won both houses of Congress, and there was a sense he was going to bring down tax rates, get rid of a lot of red tape, temper Dodd-Frank a little, we need to actually see things getting done and what is on the agenda. There will be some volatility in the market, and you want to Buy the volatility. If he can accomplish even half what he has talked about, it would bode well for the stock market. When you have an opportunity like this, if you like a particular stock and the fundamentals and a particular sector, now would be the time to get in. However, you have to feel comfortable with what you are buying.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-01-16 N/A Larry Berman CFA, CMT, CTA

Markets.  Brexit news is coming tomorrow from Britain.  Brexit is part of the shift to the right and it shows that people don’t want globalization any longer.  You have to understand what it means for growth and volatility.  It is a headwind.  It will be good for British exports, but if you invest in the UK, you better buy the hedged version of the ETF.  Trump is protectionist.  We are just beginning to see what this means on a trade basis.  He thinks it will allow not more than 2% growth in the US GDP.  The banks have had a big run up and he sees a sell-the-news happening soon.  There have been some misses and we have to watch for those.  Inauguration of Trump happens this week and you have to look at seasonally patters for the last 60 years, post inauguration day.  You don’t have much growth on average for the rest of the year.  A lot of news is priced into the market.  You have to play defense.  A post inauguration correction is expected.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-01-16 BUY Larry Berman CFA, CMT, CTA

Educational Segment.  Smart Beta ETFs.  Sustainable yield.  High dividend stocks can’t usually sustain the high dividends.  Sphere’s strategy aims to offer sustainable dividends.  You have to eliminate stocks from an ETF that can’t sustain high dividends.  They have a screen for these companies.  You lose a little yield, but greatly reduce volatility.  SHC-T is a Canadian sustainable high yield ETF.  They have US, Europe, Asian etc as well.  It is not always about the MERs. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-01-16 N/A Jason Mann

Markets.  He is not sure he knows a whole lot about a Donald Trump presidency.  You cannot make an investment decision based on tweets.  The trends in place prior to the election – reflation, cyclical doing well, and interest sensitives acting poorly, will extend into this year.  He is a magna investor and did nothing.  You do not know where the rhetoric will turn into policy.  You have to stick to trends and themes that have been developing.  Stay away from high multiple growth stocks.  Stocks hit by a Trump tweet have recovered, but it is not how this guest manages money. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2017-01-13 COMMENT Daniel Straus

ETFs. The ETF market is running at about $114 billion in Canada, and well over $2 trillion in the US. 2016 was a record year for growth in both countries. This is coming from all directions at once, institutional clients, retail advisors, etc.


Price:
$0.020
Subject:
ETF's
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 9,749 entries
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