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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
2014-07-22 N/A Colin Stewart

Markets. Volatility has been benign for so long, that expectation would be that at some point we have to have volatility move up. With the geopolitical events last week, there was a one-day spike. When you have a very low volatility period for a long time, chances are at some point it is going to go up, and markets are going to get choppier. He is still positive on equity markets, and feels pretty good about the US economy recovering. Valuations are a little more stretched than they were a year or 2 ago. You have to be a little more selective on your stock picking, and hold a bit of extra cash. In his funds, he does a bit more hedging, and looking at short positions, and ways of hedging out some of the risks in his portfolios. Key themes are the US economy, which he thinks is going to surprise to the upside, and increased M&A activity.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
_N/A
2014-07-22 N/A Colin Stewart

Stop Loss. These are very difficult to use. You really have to be on top of them and adjust them along the way. You can’t just use them by keeping them static. If there is an unusual event in the market, stocks can move down quickly and back, up and you can get stopped out of your position at an unfavourable price. He generally doesn’t use them, and just tracks things carefully.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
_N/A
2014-07-21 N/A Larry Berman CFA, CMT, CTA

Investing.  Russia is an ongoing saga.  When the first market dip came and then bounced back he said it was not done yet, but that it was only market noise.  It does not impact global growth.  The best way to battle Russia in their new cold war is for the world to take less of their resources, so that will benefit Canada.  But that could be years away.  For now it is anxiety taking place in the summer months and investors may decide to defer buying.  Stocks are weak in Europe with financials leading and we see it going below a long term trend line so it might be a good idea to back off and not be an aggressive buyer.  One of the best ways to be defensive is to buy the US dollar.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2014-07-21 N/A Larry Berman CFA, CMT, CTA

Shorting Equities – which equities to short:  He is negative on the energy sector in the short term.  One bullish thesis is that North American supply of oil offsets OPEC.  The US is importing less and less from OPEC, moving demand to Canada and that changes demand dynamics dramatically.  But names like SU-T are overbought.  You might short as a quick trade, but there is nothing that is particularly overvalued at this point.  RWM-N plays the short side of the Russell 2000.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2014-07-21 N/A Larry Berman CFA, CMT, CTA

Equity based hedge for inflation over 15 years? The only inflation he knows of is inflation-linked bonds.  TIP-N in the US.  There is one in Canada also.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2014-07-21 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Selling out to Cash Because of Possible Correction:  We should see a 5-10% correction including seasonality and geopolitical events at present to occur soon.  Selling out to cash is risky because if markets go up, then you lose out.  It is harder to buy it all back much higher (psychology of investing).  If we get a correction, it is normal and mild.  We should not be overly concerned about it.  Typically in this situation, the Canadian dollar goes south.  He would play it by holding US currency or buying US investments that are hedged to the US dollar.  Holding US$ during a 10% correction would only lose you 8%.  ZWH-T adds a covered call component to reduce that loss to 6% yet when the market goes up you typically gets a 6% yield so if you are wrong and there is no correction you still make money.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2014-07-21 N/A Ron Meisels

Markets.  Behavioral Analysis:  Technical Analysis is a sub section of Behavior Analysis.  It tells you how people behave according to the market.  By looking at people’s actions you want to predict up trends and down trends of a stock.  A lot of people are now worrying about the market having gone on for 4 years, but there is no law saying the market cannot go on further.  A lot of people got out of the market in 2008 and they have not all gotten back in.  We are in a major secular bull market.  S&P and TSX are more or less working in tandem. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
_N/A
2014-07-21 N/A Bruce Campbell (1)

Markets. The first few times the federal reserve ended quantitative easing, the markets didn’t like it at all. Now they are slowly unwinding it, and it is supposed to end in October. You would think that there wouldn’t be a problem, but the market always comes up with some kind of a reaction, so it really depends on whether we have had some kind of a meaningful correction before then. If so, then he thinks we’ll be okay. If we haven’t had anything, it might be an excuse for it to pull back. A little too early to tell. Even with bad news, the market doesn’t seem to want to go down. There is still a lot of cash on the sidelines, so that any meaningful pullback looks like it is going to be bought. Good companies and dividends will still provide positive returns.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-07-18 N/A Mohsin Bashir

Economy. Feels we are in the middle of the economic cycle which has been elongated by central banks. You have the Dow Jones up 3%, S&P up 6% and the TSX up 12%. You are really looking at a continuation of markets chugging along this mid-cycle period, where companies within industrial or technology spaces get the benefit from an increase and a ramp-up in capital expenditure. We are still working in the wake of the great recession, which saw about $400 billion of capital, escape the markets. One of the byproducts of that is that there are companies sitting on $1.7 trillion of cash. That cash is starting to get deployed in the realm of capital expenditure, and you are starting to see a little bit of increase in merger and acquisition activity. An example of a company that would be a beneficiary of the increase in overall infrastructure and industrial buildout would be United Technologies (UTX-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-18 N/A John Hood

Markets. It is difficult to see where anything is going to come out and really hit the markets. There could be an adjustment of 10%-20%, but it is going to be short. The markets are going to come back. You could have volatility, but there is nothing out there that is going to push us into something like we had in 2007-2008. Generally earnings have been great and he thinks that is going to continue. Feels the US recovery is real and is going to continue to carry on.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-18 N/A John Hood

In a TFSA account, is it better to buy ETFs or individual stocks? Which stocks or sectors would be a smart bet for a long-term hold? He would recommend an ETF, because how many stocks can you buy in a normal sized TFSA account? ETFs gives you diversification, and avoids the risk of an individual stock. Consider XIU for the Canadian and XSP as well as some of the competitor products from Vanguard. As long as they are good, broad-based ETF’s, you’ll be fine.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-18 N/A John Hood

How would you structure a $60,000 RESP for 2 kids, grade 9 and 6, using ETF’s? You are looking at a 4 to 7 year time horizon. Grade 9 is a relatively short period, so you might go with something with 70% equities and 30% bonds. Consider something like 25% (XIU-T), 25% (XSP-T) along with some bonds in the (XSB-T) with maybe 10% in the (ZWB-T).


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-17 N/A Robert Lauzon

Investing.  You always have volatility in oil, be it geopolitical, or whatever.  We could have $100 or so as the floor for oil for the next few days or so.  There is $15 in the oil price for reserves that are off line around the world.  It will trade around $100 for a while.  Gas is a buying opportunity now that we are trading back at the $4 level. Thinks we will almost get our gas reserves up to where they should be by winter.  Our cool summer is bad for Natural Gas, but he thinks we will have another cold winter.  There are hot oceans in the Pacific east that are causing rain to keep our temperatures lower.  He is predicting a $5-$6 gas price over the next few years. 


Price:
$0.020
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-17 N/A Keith Richards

Markets. Discussed a Zigzag tool, a filter that filters out all the choppy stuff. This tries to pick significant rallies and significant pullbacks. This can be set to look for movements of any percentage you want. He set it for 5% or more, and was looking for how many months there were, on average, between rallies where there would be a 5% or more correction. Since the beginning of the bull market, there are a lot of 4, 5 and 6 month periods that met the criteria. Chart indicates this current rally is a little long in the tooth. Seasonally there tends to be a soft spot between mid-January and around the end of August. Any pullback that we get would be an opportunity to Buy. Currently we are in the midst of a new secular bull market that is right for probably another 10 years, but that is not to say that we can’t get a 20%-25% correction somewhere along the way.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
2014-07-17 N/A Keith Richards

Gold. There is a little bit of a lid of around $1,330 on gold right now. Seasonally there is a lot going for gold over the next couple of months. He thinks it just may break out, but as a conservative trader, he’ll wait for it to breakout before entering.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
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