stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

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
2015-06-29 N/A Larry Berman CFA, CMT, CTA

Markets.  The Euro got down to the $1.06 level and there are a lot of calls for it to go to parity before year end.  Today’s move was fairly benign.  Crude oil has really struggled in the last couple of months.  We are probably heading back for a re-test of the lows over the next number of months.  It depends on what the dollar does relative to the Euro.  If it dips below $50 then it is an opportunity to look at energy stocks.  He likes ZEO-T because it is equal weight.  He has been adding a bit recently.  He wants to buy oil stocks on this pullback.  Gold can only be range traded for the next couple of years.  The recent flight to safety has not done much for gold (GLD-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-06-29 DON'T BUY Larry Berman CFA, CMT, CTA

Presidential 3rd year of the cycle.  This would normally be a year of spending, but because of the debt level it is much more difficult and so it won’t be the norm this time.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-29 DON'T BUY Larry Berman CFA, CMT, CTA

Educational Segment.  How you may want to invest during the Greek Meltdown.  GREK-N is an ETF that trades in the US.  There are no Canadian banks that deal in Athens trading.  Forget about the Greek debt.  The individual cannot play that.  In 2012 we came off the bottoms and got a massive rally.  The potential to double your money is great, but it is not risk free.  The two year Greek bond is trading at about 33%, suggesting the probability of default is 50%.  The Market is telling you they are leaving the Euro.  You have to view the investment after currency conversion.  The risk is 50% on taking a haircut based on the currency risk. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-06-29 N/A Michael Simpson, CFA

Markets.  Markets were looking for an excuse to decline and the Greek news was just the trigger.  He is taking this as a buying opportunity.  It is clear that Greece has very little bargaining power or leverage.  The Fed is on track to raise interest rates in September.  It will be the first one for 9 years.  Dividend stocks are a broad category.  There are traditional utility or other sectors that have a lot of debt, but he looks for dividend champions that can raise their dividend and do well.  Consumer and healthcare sectors have some such names.  Multinationals that left Canada are not automatically coming back, but it helps those that have expanded. Dividend champions are those that can raise them year after year.  He is realistic in a slow growth economy.  They have to beat inflation with dividend increases.  You want companies that can do well in a recession. 


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
_N/A
2015-06-29 N/A Michael Simpson, CFA

Silver.  Demand from industrials is not that strong.  Gold and silver will move in the opposite direction of Silver. 


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
_N/A
2015-06-29 N/A Richard Croft

Markets. We are down to the end game with Greece, which is a good thing. It has been 5 years trying to sort this out. Had thought the market had paid way too much attention to Greece. It comes down to the uncertainty of the event more than the event itself. Not sure on how it is all going to be played out. His suspicion is that the referendum will be the end game. Even if they vote No to the austerity measures, it doesn’t necessarily mean that they are going to exit the euro zone. It could play out for some time to come. This is a great buying opportunity. You have a crisis that was really not that big of a crisis. We have had an increase in volatility, and one of the things that investors want to keep an eye on is the notion that we have had 5 years of very strong markets without much in the way of a correction. The #1 strategy has been momentum. If you bought momentum stocks in this low volatile environment with low interest rates, you have done very well. As volatility starts to come up and interest rates start to rise, you may start to see a shift into more value kind of strategies or stocks. This is what he is looking at right now.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
_N/A
2015-06-29 COMMENT Richard Croft

Selling deep in the money Calls on high dividend stocks? This Reduces the cost of the stock to the point where the dividends actually looks very attractive. You are getting a 6.5% yield, whereas if you bought the stock in the market and didn’t Sell the Call, you would get whatever the normal yield would be. The problem is that when you have a “deep in the money” Call, very often you will find that they get assigned early. If you write an option that is a year from now, each quarter when the dividend comes due, that option can go into a point where it has no time value. That option will often get exercised and the other person will take the dividend. Arbitrageurs do that all the time.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-26 COMMENT Brent Cook

Mining. We are getting closer to the end of the bust in the sector. We went through a 10+ year super bull market in commodities and a lot of excesses were built up with excess money being thrown in and it was time to start getting rid of that. Thinks we are nearing the end now, but we’ll still be dragged along for a while. The mining cycle has always been boom and bust. When we come out, it will look even better. The sector is down 50%-80%, depending on which index you look at. Because of this, things are a lot cheaper, but that doesn’t mean everything is worth buying. There are a few good projects and companies out there worth buying. He is focusing on identifying very competent people that understand what a real economic project looks like early on, and trying to get in with those groups on the discovery/pre-discovery stage. We are producing more metal than what we are finding and it is taking so much longer to find these projects and they are so much more expensive to bring them into production.


Price:
$0.020
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
_N/A
2015-06-26 N/A David Cockfield

Markets.  We are in a holding pattern until we get this whole Greek business settled.  He does not feel it is all that critical anyway.  70% of the Greeks want to stay in the Union.  He thinks there will be a draft agreement that will kick the can down the road.  Numbers on the US housing side are getting back to a more normal level.  There should be a backlog of demand for housing.  Unemployment is down and wages are up so we are on a roll.  Recently it looks like US consumers are spending some of that savings on gasoline.  He is drifting to ETFs.  He favours certain sectors for ETF investing.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2015-06-26 WATCH David Cockfield

REITs.  He is negative on REITs because he sees interest rates rising.  He would wait for the first rate increase by the FED and see what REITs do.  The real estate market on a longer term basis looks great.  A US hotel REIT may not be a bad investment.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-26 SELL David Cockfield

The great bull market in fixed income is over.  A lot of people did quite well sitting in fixed income mutual funds.  The only place you can go is equities.  He is not as keen on pipelines as he has been in the past as a replacement for fixed income. 


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-06-25 N/A Craig Millar

Markets.  The economy is continuing to recover, unemployment is continuing to go down and house prices are continuing to go up.  There are huge savings for the US consumer because of gasoline prices.  We are just waiting for Greece to get out of the way.  Stocks in Europe are relatively cheap.  QE in Europe is good.  The stock outlook is good, even if the economic outlook is tepid.  China slowed down a lot faster than people expected.  You have excess capacity and prices dropped to clear out inventory and that impacted margins.  He doesn’t like Japan because of corporate governance problems.  They all claim they are going to increase dividends and buy back stocks.  You haven’t heard that in 20 years and this is significant.  He is bottom up and only 10% macro.  He has a good US weighting and is overweight in Europe.  He has a low weighting in Asia.  He is a marginal buyer in Japan. 


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH
Owned:
_N/A
2015-06-25 N/A Stan Wong

Markets. For the last several months North American equity markets have been trading in a very narrow trading range. There is anxiety among investors regarding equity valuations. The S&P is trading at around 17-18 times PE earnings and the same with the TSX. There are geopolitical pressures that stem from Greece which is at the forefront right now. US$ headwinds are talked about all the time. There is an eventual pending liftoff of US interest rates, and investors are worried about the trajectory of interest rates. Expect this sideways pattern will continue, especially given the fact that we will traditionally have some seasonal summer weakness in the months ahead. We need to see the earnings backdrop improve before we see a more meaningful advance for the markets. Expects some market swings that will be driven once again by global central bank inactions. Volatility is the key. We’ll probably see plenty of market movement, but probably not a lot of direction or conviction. Equities still look better than bonds, certainly with interest rates moving up, and they still look better than cash.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
_N/A
2015-06-24 N/A Charles Lannon

Markets. The potential for higher interest rates and the stronger US$ has affected the performance of the markets. US markets are up 2% year-to-date, essentially unchanged, whereas European and Japan are up mid-teen rates year-to-date. Most of his US holdings are up and down, basically sideways. The strong contributors to performance have been European and Japanese names. Typically, expanding interest rates coincide with more rapid economic growth, and he sees economic growth continuing to stabilize and pick up on a global basis. Once you focus through the headwinds, profit outlook will improve into 2016. US and Canadian equity markets should start to pick up again as we get closer to 2016-2017. European growth was basically zero last year and will probably be around 1% this year, which is a horrible growth. It’s the incremental change of growth that is very, very positive for risk assets and how stocks will behave.


Price:
$0.020
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
_N/A
2015-06-24 N/A John Hood

Markets. The US is his favourite place. He doesn’t see anything going wrong there. It has a great capital market, great currency, continuing ongoing recovery, low interest rates and lots of oil. He sees things continuing to improve. Has been doing a little bit of selling in Canada because he sees a lot of headwinds here. Moved some of his funds into Europe and sold some of his Canadian equities to do that. Thinks there are a lot of good reasons to be in Europe, but at the moment he is still a little bit tentative about it because there are still geopolitical situations. Also, has some investments in Asia, not a lot, but he likes the Japanese situation.


Price:
$0.020
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
_N/A
Showing 1 to 15 of 7,887 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.