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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
2015-01-26 N/A Don Vialoux

Markets.  We are seeing the Euro recovering after today’s Greek announcement.  The market anticipated it.  The focus now is on QE.  Equities in Europe should move higher.  It is the right time to put your money into emerging markets.  They are outperforming.  EFA-N covers the rest of the world other than North America.  The seasonality is from Feb. to May of each year.  This year we are seeing international markets outperform North American markets.  The strong US dollar is causing companies to give negative guidance but after January things look very good.


Price:
$0.000
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-26 BUY on WEAKNESS Don Vialoux

Gold.  Strong from July to October and mid December until the beginning of March.  XGD-T has already had a run as it went into the period of seasonal strength.  It is pulling back now and providing an opportunity to buy on weakness.  HSBC downgraded Canadian gold stocks today so wait until they come down and then buy on weakness.


Price:
$0.000
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 N/A Don Vialoux

Educational Segment.  He is at the largest ETF conference in the world.  Every ETF provider in the world is there describing their new products.  Greece is a hot topic.  He showed a chart of 10 year Greek bond yields. Yields have really come down.  The question of Greece leaving the Euro could lead to a rocky road in the markets.  What is happing in Greece is having an impact on your portfolio and you have to know how to handle it.  They are projecting the global ETF market will double to over 5 trillion dollars next year.  If Greece defaults on its debt it will have an effect even on North American markets.


Price:
$0.000
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-26 N/A Patrick Horan

Markets.  Stocks are still the best game in town.  Stocks that are geared to a growing economy are the right place to be.  The safety trade is way overbought.  Telcos, grocery stores, utilities, pipelines have all gotten over bought.  There is a lot of momentum money in these stocks and when they get out they get out indiscriminately.  We have seen a lot of fear based investing.  The next step is when people turn away from high multiples. 


Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2015-01-26 WAIT Patrick Horan

Banks.  He is not that positive on the Canadian banks because of oil.  By spring we should know where the price of oil will be.  You want to look at banks in the fall.


Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-26 N/A Patrick Horan

The baby boomers are shifting out of fixed income and into dividend stocks.  They are being forced to.  Some rates in Germany are negative. In Japan it takes 10 years to get a 1% return in fixed income.


Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-01-23 N/A Randy LeClair

Bonds. Canadian bonds went up something like 9% last year, but that was a rebound from a weak 2013. We actually had a negative return on the Canadian bond index in 2013, and people in the bond market had thought this was the end of the low interest rates that we saw in 2013. In 2014, we realized that tapering wasn’t a bad thing that everybody thought it was, so we had a really hard rally down again when interest rates dropped. 8.8% total return, on the Canadian bond index last year. He is overweight on the corporate bond markets, where spreads haven’t compressed yet.


Price:
$0.020
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 N/A Randy LeClair

What do “D+18” and “FF” mean in corporate bonds? FF is a “Fixed Floater”, which means the bond is fixed for a certain period of time, and after that time it begins to float. In Canada it is a rare for it to go past the fixed point. The D+18 means the company has the right to Call that bond at the Deposit Rate +18 basis points. This is usually quite a bit tighter than where the market usually trades the bond.


Price:
$0.020
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 N/A Randy LeClair

Interest rate drop. How does this look with the new issues of banking preferreds, high-yield, corporate debt, etc. You are looking at much, much lower yields, but he thinks there is a limit there, but doesn’t know what it is.


Price:
$0.020
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 N/A Randy LeClair

$5000 in an RESP to run for 13 years. Suggestions? He would suggest looking at either a fund or an ETF. You could also look at individual preferred shares.


Price:
$0.020
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 N/A Jaime Carrasco

Energy. The drop in oil prices is one of the catalysts to be looking out for going forward. This and the US$ are interrelated on the rise of the dollar. The key concern going forward which will bring more volatility to the North American market, is the level of debt on the fracing industry. A lot of this debt is not going to be able to be paid if oil prices stay here; you need oil prices above $85. He is currently under weighing the oils completely, but is looking forward to getting in. Thinks it is a great opportunity for Canada in the next couple of months. As the fracing industry gets destroyed because of debt, that production is going to have to be replaced, and Canada is that good supplier of that energy. This could be a pretty big hit to the economy.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 N/A Jaime Carrasco

Gold. Last year, this was the world’s 2nd best performing currency. If you look at gold as money, it is finally catching up to the US$. Looking at the period between 1978 and 1980, when gold had a massive run from $200-$100, it started moving in tandem with the dollar, and eventually caught up and beat it. If you have a race to the bottom, gold is finally catching up.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-23 WAIT Jaime Carrasco

Zinc? He thinks it is too early to step in. He would wait to see when the dollar tops, and then start to pick away at some of the miners.


Price:
$0.020
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
No
2015-01-22 N/A Stan Wong

Markets. We have gone from a complacent and dormant situation with volatility, back to a more normalized type of market. Last year the VIX Index was about a 14 on average. The 10 year average is closer to 20, and we have seen that level a couple of times already this year, and it has moved beyond that. Thinks volatility will definitely normalize. It will be a little greater this year as we deal with higher interest rates potentially down the road with the feds and with geopolitical pressures, as well as what is going to happen overseas with Europe and China.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
_N/A
2015-01-22 N/A Stan Wong

Energy. His energy exposure today is about 3%-4%, the same as it was 6 months ago. He would look to take advantage of the lower prices at some point. Doesn’t see any major catalyst for energy prices or energy costs to rebound in the very near term, but feels that in the back half of the year, as supply conditions tighten a little bit, that is where you might see a catalyst for oil and oil stocks to start rebounding a little. Energy is the wildcard for Canada in the back half of the year.


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