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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
2015-04-17 N/A Norman Levine

Economy.  He is waiting for rising interest rates in the US and everywhere. What is fuelling the stock market is what he would call just free money. Worldwide investors have been pouring money into equities, because fixed income is either providing very little or nothing. Large US multinational companies are being hit with currency issues because of the strong US$. Has been scaling back his exposure to equities, as he has found it much easier to Sell than to Buy. Hasn’t been adding anything in the multinational area, but has doubled his position in 3 banks, 2 US and one Canadian. For the most part they don’t have the exposure. Also, valuations are much, much more reasonable than multinational companies, especially consumer stocks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-04-16 N/A Kash Pashootan

Markets. He looks at what drove returns over the last few years and he had stocks that were undervalued. There were earnings expectations where the bar was very low. As well as this, the US economy was recovering. Today stocks are no longer cheap, earnings expectations are no longer low, but the good news is that we are seeing the US economy continuing to recover, but there are just not as many inputs driving equities higher. For the last 4 years, he has favoured the US market over the Canadian market, primarily because when he looked at the TSX, which is made up of commodities and banks, he has been pessimistic especially on the commodity space. Equities as a whole, whether you are looking at the US or Canada, the easy money has been made and we should expect more volatility as we move forward.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
_N/A
2015-04-16 N/A Kash Pashootan

Where is a safe parking lot for cash, while waiting for opportunities? The primary objective is to keep it safe and have it liquid and available. You could do that with a high-quality money market instrument, or even the banks, depending on how much you are parking. Banks have high interest savings accounts and you can buy that right in your trading account. Yields are somewhere between 1.25%-1.5%.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
_N/A
2015-04-15 N/A Peter Hodson

Markets. Investors are looking at 2008 with memories of painful losses. They are kind of ignoring the fact that corporate balance sheets are much better, interest rates are at historical lows, earnings are solid and there is lots of takeover activity. Corporations have a longer-term viewpoint. If they are going to buy a company, they are looking at a 30 year timeframe, while individuals are only looking at the next quarter. Who knows what is going to happen in the next quarter? Looking at the big picture, corporations are quite happy to borrow money, basically at 0%, and buy growth. If a company is willing to pay 100% more for a stock to take it over, maybe individual investors should not be so worried. He has seen so many “doom and gloom” stories in the past 30 years, and he constantly gets bombarded by his customers about reading an article online. Basically it is the same old, same old, where someone has predicted a market crash and have backed it up with data. On the other side, there are people buying stocks, and they are not stupid, and they have backed it up with data as well. For Canadian investors, energy, resources and materials may not be the best place right now. He has been trying to focus his customers on companies that are growing 15%-30%, because scarcity of growth will be worth the premium in the market. He’s just launched a Growth portfolio with 25 stocks. Some of them are growing at 50%-60%-70%, and those will get a lot of attention down the road.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
_N/A
2015-04-15 N/A Peter Hodson

Interest Rates. Interest rates, going up in the fall, could trigger a lot of economic activity in the housing market, etc. and this is where investors are missing the ball a little. When the tapering came in, everyone worried about that for over a year and stopped buying bonds and the market went straight up. Thinks the same thing will happen with interest rates. There have been 7 years of preparation for interest rate hikes. When they actually do go up, maybe that will trigger some sort of event where money will start to flow faster and you get the acceleration of money, and people will start to feel that now is the time to buy that house, or to buy that car, because rates are going to go up. It could be quite good.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
_N/A
2015-04-15 DON'T BUY Peter Hodson

Airline sector? Today there was the Can-Jet problem where they are laying off two thirds of their staff. Industry capacity has changed a little bit. Historically it has been a horrible business. Why put yourself through that bother?


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 N/A Peter Hodson

Energy. Thinks there is still some downside risk in oil. He has a lot of customers asking if they should go zero percent in oil. He can’t predict the future and doesn’t know where oil is going to go, so he tells them to make sure their weighting in their portfolio is appropriate. Thinks 10% would be a maximum weight.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
_N/A
2015-04-15 N/A Mike S. Newton, CIM FCSI

Markets. There is no secret that the global market is pretty much stretched. On a market cap weight it is about 18X, which is towards the high end. Bears will tell you that is of great concern, but there are pockets of value.  Within these large markets, like the S&P500 or Canada, there is incredible value. It is just whether you want to go down into some of those value names or whether you want to stick with what is working. Has been stopped out of a few names and hasn’t replaced them with a very good candidate yet. He puts investors into 3 categories. 1.) Those that have missed this rally, who have said they are not putting up with this again. They have stayed in cash because valuations are so high, so what is it going to take to get them back in. 2.) Those who didn’t do well in 2008, but have recovered, but haven’t changed the way they approach managing their money. If another 2008 comes along, he fears they will make another mistake. (Didn’t give #3.) He uses stop losses, which seems to work just fine.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-04-15 N/A Mike S. Newton, CIM FCSI

Energy. He is not a fan of the energy patch, more because of its cyclical nature. It is fantastic to see some recovery, and very refreshing for a lot of Canadian investors. You have to remember that a lot of the valuation of these energy companies is based on $65-$70 oil, if not even higher. This rally is obviously welcome, but he is not sure it is as sustainable as some investors might think.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-04-15 N/A Mike S. Newton, CIM FCSI

How do you apply your stop losses when the stock is moving up? He doesn’t enter Stops into his trading system. Uses an old-fashioned spreadsheet, linked in dynamically to his data feed. Has his spreadsheet showing red, yellow and green. Yellow he doesn’t mind, but red he does not like. It starts to tell him when things are weakening. He follows it up with a ratcheted level. His warnings are fairly simple and he is not looking at technicals at the 1st stage. 5% off of its high gives it a yellow, 10% gives it a red and then he watches it from there. He doesn’t usually let things get much further than a -10 or a -12. Is the name falling 10% (Eg.), but is the entire sector down 10%? That gives him a bit more comfort to sit tight on it. If it goes down 11%-12%, then he starts looking at the 50-200 day and does another whole sweep of his fundamental research reports, and then makes a decision. When you have a sector doing well, and for whatever reason your name in that sector is not doing well, you have to get out of the name and move on.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-04-14 N/A Christine Poole

Markets. There have been weak numbers out of the US which is causing a concern to investors as to whether growth has really slowed. Weather played a part in the 1st quarter. There is slowing profit growth because of the strong US$, and that is a headwind. The US touched a high of $2,117 back in March, it has been up and down and we are still 4.5% from those levels. Earnings season is just starting now. There are some financial companies reporting. We are seeing a pretty healthy economy and things will improve as the year rolls out. The bar has been set low and it depends on the industry. The consensus for the S&P 500 is that earnings are going to be down over 4%, and that hasn’t happened in a while. 2nd quarter is still down a couple of percents and this will slowly improve in the 3rd and 4th quarter. They will be raising rates in a slow, measured pace, until they see confirmation that growth has resumed. She thinks spending, because of low energy prices, won’t show up until the back half of the year.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-04-14 N/A Don Vialoux

Markets. Between now and May 5, markets are okay. This is because we are going through the earnings period for the 1st quarter. Bulls are saying “Look for some good news in the next 3 weeks.” because this is when companies have their annual meetings, announce dividend increases, share buybacks, etc. On the other hand the Bears are saying “Earnings are not going to be good for the 1st quarter, and in fact on average, earnings on the S&P 500 companies are expected to be down 4.8%.”. Beyond the beginning of May, it is a very different scenario. It looks like the Fed is going to increase interest rates for the 1st time, probably sometime in September. Since 1946, the Fed has changed its course on 13 occasions, where it started to increase interest rates. On every one of those 13 occasions, the stock market has been hit on an average of 10.1%. On 3 of those occasions, it has been more than 30%. It is not at the time of the actual increase, but it is the 6 months prior to the actual 1st increase. Between now and September, we are within that 6 month period. This is at a time when markets in the summertime are volatile anyways. Watch for markets to be okay for a while, but soon as it starts to spike, that is a clue that we have a problem.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2015-04-13 N/A Larry Berman CFA, CMT, CTA

US Dollar. When you look internationally at investment returns, currencies are a big, big factor. The dynamics that are going on in the marketplace right now, between the Fed contemplating tightening, Bank of Canada easing, Europeans just starting their QE, Japan continuing their QE, when you look at that and only that, you can get a real sense that the US$ is going to continue to get stronger. There is about $9 trillion worth of global debt from foreign countries and corporations pegged to the US$. So if the US$ gets stronger, for them to repay that, there is an added pressure for demand for dollars. All of these things combined over the next year probably keep the US$ on the stronger side. Never listen to what Central Banks are doing, they are almost always wrong.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-04-13 N/A Larry Berman CFA, CMT, CTA

China. This speaks to the US$. For many, many years, because of all the dollars they got through trade, they were the biggest buyer of US treasuries. A couple of years ago, they backed off and said that they weren’t interested in treasuries anymore. With them missing their numbers, we are all concerned. Very concerned about real estate prices now starting to fall there. They are going to do 7% growth because they are going to engineer it. He thinks China has got to be slowing to 4%-5%. That will ultimately come out in trade numbers.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-04-13 N/A Larry Berman CFA, CMT, CTA

US Earnings. We are expecting a little bit of weakness this quarter. A lot of that has been discounted already. The 1st part of earnings, the banking side, people are expecting them to be a little bit better. Banks tend to report at the front end of earnings season, and that tends to be a bit more positive. The real risk comes towards the back end of earnings’ season as we get into late April and early May.


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