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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
2015-05-25 N/A Larry Berman CFA, CMT, CTA

Markets.  Greece.  Will they make their IMF payment?  It is going down to the short strings in terms of negotiations.  He feels the whole world is prepared for a deal NOT to get done.  It will be disruptive for a while, however. Other countries might consider leaving the Euro. The UK is lining up for 2017 for a referendum on leaving it.  He believes the Economic union is not working. The Euro might start to get stronger as countries leave it. There are questions about where the US will land in terms of their growth.  The number of experts that don’t know what to do is as high as it has ever been.  He thinks we will have low interest rates for years and years.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-05-25 N/A Larry Berman CFA, CMT, CTA

Agriculture and Infrastructure ETFs – Are they truly global?  Every sector is going to have its day.  Then you have periods where they underperform.  If you want to buy the world then buy VT-N and Agriculture and infrastructure are included.  You can go into a sector specific ETF (e.g. MOO-N and COW-T (77% US exposure)) if you think a sector is going to do better.  These particular sectors will get decimated when bond stocks compete with dividends.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-05-25 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  The US$.  The trend line on a chart of US vs. Canadian $ from 1967 suggests it is not over.  The catalysts for this will likely last a long time.  The US dollar was almost this low compared to the Canadian $ in 2008, but what is the catalyst to make the situation worse?  He doesn’t see one.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-05-25 N/A Jason Mann

Markets.  He is focused on the attributes a stock has.  He looks at momentum and valuation.  If you looked at the 6 month returns of all stocks and ranked them, then every month made sure you held the top 25 of them you would outperform the market.  On top of this he looks at valuation.  If you ranked the best valuation stocks and bought those you would outperform the index.  Try to bias yourself to the best combination of attributes.  The deflation trade is unwinding and perhaps we are just moving into an inflation trade.  March/April was when this started to shift.  Investors should start to shift more into the cyclical part of the market. 


Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2015-05-22 N/A Bill Carrigan

Markets. The US 10 year bonds have gone from minus 2 to over 2. The market, instead of backing off, has gone on to make new highs. He thinks the market is saying that there is a trend to higher interest rates, not booming interest rates, but higher rates. That is good for the economy. We might see a shift from consumer sensitive stocks towards more economically sensitive areas. A chart on transportation averages shows it is rolling over with lower highs and lower lows. However, global infrastructure is now breaking out. The spread between these 2 is narrowing. He would back away from anything to do with consumers. Also, investors should look out more globally, and away from the US.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2015-05-22 N/A David Cockfield

Canadian economy. We are still going through the process of absorbing gasoline cuts, etc. Doesn’t see inflation as being a problem. There is slow growth on both sides of the border and not a lot of inflationary pressure. Thinks Central Banks are more worried about deflation than inflation. Economic growth in Canada is slow because of Alberta. We are lucky if we can get to the 2% level. The US might get to 2.5%-3%, which would help us along as well. People should be cautious on stocks. It is a very segmented market these days. The Canadian market has the financials, commodities (which are split between oil and gas) and minerals. Doesn’t think the oil/gas stocks as well as the minerals are going to do that well, and you sort of end up with financials, but they are sort of economy stocks that are depending on those other 2 areas. It’s going to be a tough slog for Canada, until we get some stability, particularly in the energy markets. His focus has been on dividend paying stocks with those that would go through any kind of a market. Telephones and pipelines still look reasonable, and the financials are still doing fine. You have to pick your spots carefully. Internationally he is edging up to the 20% mark and still likes the US market.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2015-05-22 DON'T BUY David Cockfield

REITs. He is not super enthused about this sector. Feels most of them have got reasonably well priced these days. Not particularly inclined to recommend one. If we do have interest rate increases, it will probably affect them. He is watching this, and may change his mind. (See Top Picks.)


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-05-21 N/A Andy Nasr

Markets.  If you look at the US economy it is doing well compared to other parts of the world where there is QE still in place.  This will create a buying opportunity for investors.  The improvement in the US economy will likely continue for 3 or 4 more years.  Europe will probably do well as they are early in the recovery.  The US$ strength is a benefit to Canadian investors who have US holdings.  He does not hedge his US$ exposure.  Rates are incredibly low and there is a natural maximum to how high interest rates could go before they have an impact on growth. 


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
_N/A
2015-05-21 BUY Andy Nasr

Interest rates and REITs.  People fret about it and how it will impact the REITs.  You only have to be mindful if a REIT is trading at an astronomical rate.  In the last 30-40 years in the US when rates have gone up, REITs have outperformed.  Interest rates are bad for REITs with longer duration leases.  If you have to refinance your debt before your rent comes up for renewal, then you suffer from interest rates increases.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 N/A Stan Wong

Markets. The S&P 500 is eking out another record high today, with the Dow and NASDAQ pretty close. In the last little while we have seen a narrow range. There is not a lot of direction. We are making new highs, but are not making meaningful very, very strong moves on the upside. Given that we have some traditional seasonal weakness ahead of us; markets could probably tread water for a while. There is some trepidation about equity valuations and there are the US$ headwinds as well as the Fed’s shift in policy. At this point you want to be cautious. Expect markets will grind higher for the year, but over the next few months you want to be somewhat cautious. Generally speaking the May to October period tends to be somewhat softer. Not only are the markets weaker, but valuations are also stretched at 17 or 18 times earnings.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
_N/A
2015-05-20 N/A Paul Gardner, CFA

Economy. The Fed met today and the key takeaway seems to be that it is unlikely that rates are going to be raised in June. The bigger issue is September. Do they delay it until next year? That is the big issue. He believes they will probably hike in September, but very, very slowly. A lot of this has to do with normalization of the economy. If you have an economy that is growing decently and there is US growth beyond 2% along with employment growth, don’t you want to normalize a bit? With inflation rates of 1.5%, you should probably have mid-rates of around 2.5% and long rates around 3.5% in the US. The winter was harsh, which impacted economic numbers. With US growing beyond 3%, we have to start now to be putting in higher bond yields, which is what we have seen over the last 6 weeks. Bond prices are down around 3%, which is very aggressive. Probably another 25 basis points of tightening in the bond market will suffice. This is a great environment for corporate earnings with global growth at about 3%, the lowest funding yields we have seen in 2 generations, labour costs not going up that much and trade agreements with global possibilities going on all over the place, so this is a great time to own companies. Thinks equity markets will continue to tick up, not aggressively, but grudgingly. This is the greatest opportunity to be in the equity markets.


Price:
$0.020
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
_N/A
2015-05-20 N/A Bruce Campbell (2)

Economy. He looks at a lot of economic indicators, which help to forecast when a recession might be coming. A Bear market typically leads a recession by 6 to 9 months. He wants to make sure he knows where things are going economically, and right now they look very strong. Watches the Leading Economic Indicator and specifically, the 18 month moving average to make sure the leading economic indicator is ahead or above the 18 month moving average. When it crosses below, it can mean that a recession is coming fairly shortly. Also, likes to watch interest rates and make sure that there is a normal yield curve. Any time the yield curve inverts, he knows that it is a real solid sign that we can see a recession in the near future. Also, any time energy prices rise by 80% or more, in a given year, it usually leads to recession. This year we have had quite the roller coaster in energy. It bottomed out in March in the $42-$43 range. So far we are just under $60, and probably have room to about $75 before we have to be concerned.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2015-05-19 N/A Brian Acker, CA

Markets. The US$ is in a secular bull market, but all US assets will go up as well over time. The Dow and the S&P 500 hit new highs yesterday. 2015 is going to be the year of the macro, and not the year of the stock. He wouldn’t be a stock picker too much this year. This is going to be the year of central bank actions including China. The only proviso he would give is that if a company disappoints the market, either through sales or earnings, the market really takes them to the woodshed and you could be down 10%-15% in a day. This is a correction in a bull market until the 10 year bond breaks 2.712%, at which time all bets are off. He is looking for 1 or 2 interest rate hikes from the Fed in 2015.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
_N/A
2015-05-19 N/A Zachary Curry

Economy. The recent US housing numbers were great. Very similar to what happened last year, specifically on the weather, but with GDP growth formulas basically biased on the back half of the year. It started out slow and moving better off into the tail end. Whether or not we see that continuing is everyone’s question. Perhaps some of the low oil price money, that everyone thought was being saved, is moving into bigger purchase items such as housing, which would help fuel housing starts and building permits. This is consistent with his view in that the 1st quarter will follow through into the latter half of the year in Canada and the US as well as emerging markets, starting off slow and continuing along.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-05-15 N/A Robert McWhirter

Economy. The recent rise in bond rates indicates investors seem to be suggesting a return of inflation. Part of that revolves around the US particularly because of the dramatic pickup in household formations. Since house formations and housing represent about 42% of the US CPI, expectations are that the strength will help with 1) employment and 2) will ultimately lead to higher prices which then may also lead to a higher CPI. The Fed has stopped tapering and globally there seems to be an indication of bottoming in commodity prices, and an expectation of an improvement in the economies over the next 12 months. Rates are a little more normalized now. The previous run, when there was a steepening of the yield curve in Aug/11, analysts are currently expecting 10 year bond yields,  currently around 2.25% may get as high as 3%, and in 2011 there was a 29% lift in stock prices in the following 8 months. Doesn’t know if there is going to be a 29% lift, but he is certainly expecting it will contribute to a positive backdrop for stocks, and particularly for Canadian stocks because of being providers of raw materials.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
_N/A
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