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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
2014-08-29 N/A Jennifer Radman

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price:
$0.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-29 N/A Robert McWhirter

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
_N/A
2014-08-28 N/A Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
_N/A
2014-08-28 WEAK BUY Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 N/A Don Lato

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-28 N/A Don Lato

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-08-27 N/A Hap (Robert) Sneddon FCSI

Markets. Indicators seem to be overbought, herd mentality is very bullish which is the point at which we should be getting nervous, but when you overlay that with where we are in the seasonal part of the year, this is a defensive time of the year. October is the one for the big splash moves. September is our worst month of the year. There are fundamental things such as the QE ending, Europe possibly in a deflationary situation, and we had a great Q2 GDP, he thinks there are a lot of things that are going to converge over the next month or 2, to see where we are at. To have defensive positions now makes a lot of sense. It is where you place your money once you get a bit more guidance.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-27 N/A Hap (Robert) Sneddon FCSI

Oil. The critical level is $90, and the crude oil chart shows we are just around there at $93.73. If we break down through that $90, it probably means we go to the mid-$80. The price of oil could fall and yet you could have a really good oil investment run-up, simply based on how it executes and whatever area of the market it is in.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-27 N/A Bruce Campbell (2)

Markets. He uses a number of top-down indicators including short-term and longer-term ones. Right now they are all positioned very favourably. His portfolios are currently on offence, which means they are close to fully invested. Showed a Presidential Cycle Patterns chart, which showed the first 2 years as typically fairly flat as far as returns go. Going into the 3rd and 4th year there were fairly strong numbers. Starting September and going out into April and May of the 3rd year is when it tends to have the strongest performance. This is where we are heading right now. Historically, September is the only month that actually has a long-term negative rate of return. He would not be surprised to see a correction this September.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
_N/A
2014-08-26 N/A Benj Gallander

Contrarian Investing. Seasonality is very important to him. He does most of his buying in November and December during tax loss season. From March through to that point, it is very rarely that he Buys stocks. In November and December, it is very rare that he sells winners, because he wants to defer taxes. He is also looking at individual stocks and what they do over the course of a year. A lot of stocks have cycles, which can help with buying and selling. It’s an interesting time of the year because he used to call more CEOs and CFOs in August, and found a lot of them were away from their desks, often for a number of weeks. He now answers his calls and emails, but is not at his desk quite as often at this time of the year.


Price:
$0.020
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2014-08-26 N/A Benj Gallander

Medical marijuana? This is a tremendous growth industry and has gathered a lot of momentum. It wouldn’t surprise him to see some companies in the gold sphere, become medical marijuana companies. If they do, he would be very wary of those companies. People who constantly change sectors, often don’t know about the other sector and are just chasing the money, usually for themselves.


Price:
$0.020
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2014-08-26 N/A Michael Sprung

Markets. In this environment, it would be prudent to engage in some profit taking. We have had several years now of market gains. You never really make money in the stock market, until you actually sell it. In some cases, where he really likes and admires a company, and thinks it could continue to do well, he is just taking partial positions off. It is getting more and more difficult to find stocks that you consider to be outstanding value for the long term. He is trimming more in respect to weightings. Tries to run fairly concentrated portfolios, and typically has anywhere between 20 and 30 equity positions at any point in time. An average weighting for him would be 5%-6% depending on the risk profile of each portfolio.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-08-25 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Silver.  What gets gold going gets silver going.  We need inflation.  Deflation is the bigger risk to the economic story for the next couple of years.  We need Gold above $1500 and inflation in order to get another up-trend.  If we get a washout in the next month or two it could be a great buying opportunity.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-25 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Financial Literacy.  Are you a smart consumer of financial media?  The government wants to strengthen the skills of Canadians in financial matters.  You can get ideas from TV, but you must do your own research.  You need to have a plan as to when to get out.  65+ year olds’ bankruptcies have increased 600% over the last 20 years.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-08-25 N/A Eric Nuttall

Markets.  We had a bit of a sell off over the last couple of weeks.  In Ontario, there has not been a day over 30 degrees in all of July and August.  Usually Aug, Sept, and Oct are not terrific for energy stocks.  He increased his cash weighting to 32%.  Nat gas has fallen, but stocks that have been pounded in some cases do not get so much revenue from gas, but rather from oil.  There are still opportunities although the easy money has been made this year.


Price:
$0.020
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
_N/A
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