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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
2015-04-01 N/A Patrick Horan

Currencies. Currency volatility is really high right now. Believes this as a result of have and have-not oil countries. Before, if you had oil, you were a relatively rich country and probably building reserves. That has probably swung completely around. Currencies have to adjust to the valuation of asset mix of relative country mix dynamics. There is a certain degree of uncertainty out there as to whether we go into a deflationary environment or not. He doesn’t believe we are. As a result, currencies are difficult to project.


Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2015-03-31 N/A Paul Gardner, CFA

Markets. We are dealing with increased volatility in the stock markets. US stock market is trading at about 15-16 times. When you have ultimate yields below 2%, technically from that perspective, the yield from the equity markets is cheap relative to bond rates. In the US there is a 3%-4% GDP growth. Europe is not hurting by quantitative easing, which leads to higher equity markets. The Fed will most probably raise rates, but are not going to raise them aggressively. Just like last year, he thinks the winter was brutally hard for Northeast US and the Midwest, and that definitely impacts GDP growth. Like last year, he won’t be surprised to see 4% GDP growth in the US. European companies are actually making more money because of the opposite effect of US foreign exchange. We still haven’t seen the fall through of consumer behaviour on lower gasoline prices. When you add everything and the fact that rates are going to go up aggressively, he thinks there will be continued earnings momentum and the stock market should gently go up for the next 6-12 months. The most washed out sector is Canada, which has underperformed for 3 years. Considering where the US$ is, he would be a lot more comfortable deploying money into Canada. Valuations are slightly cheaper than in the US.


Price:
$0.020
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2015-03-31 WEAK BUY Paul Gardner, CFA

REITs. There are 2 situations. 1.) Alberta is having a slow down and 2) office and retail seem to be having problems, especially retail, because of e-commerce. That is going to take years to deploy, but it is kind of gnawing at the fringe. When interest rates go up, REITs get hurt, but from a valuation they are neither cheap nor expensive. He would say they are in the 7th inning of a 9 inning game. He wouldn’t expect much from them.


Price:
$0.020
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2015-03-31 N/A Gajan Kulasingam

Markets. The 1st quarter has been very volatile. There have been a fairly number of days where the market has been up 1%, down 1%, and he kind of expected that coming in. Any time you have the Fed move away from a policy that they have had for the last 5 years, you are going to have some dislocation of asset prices. Economic growth has not come in as strong as people had hoped. The rising US$ continues to hurt earnings for the multinationals. Energy prices continue to be low, hurting some of the S&P energy names. Market would like more certainty so that valuations can be recalibrated on a different rate path.


Price:
$0.020
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
_N/A
2015-03-31 N/A Gajan Kulasingam

Industrials. A postsecondary recovery has a normal cycle recovery of 5-6 years and we are already beyond that, and we haven’t gone through a full cycle yet. Transportation still has potential room for value. Short cycle industrials, depending on the end market exposure, have potential value. However, we are past the early cycle and are somewhere between the mid-to late cycle. You want to look at businesses that give you exposure to mid-cycle exposure, preferably non-residential.


Price:
$0.020
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
_N/A
2015-03-31 N/A Gajan Kulasingam

Utilities. He would be cautious. They had a great January and pulled back in February and March, essentially taking all of that back. Still thinks valuations are somewhat risky going into a rising rate environment and would look for specific utilities that are going to give you above average growth, M&A optionality and which have multiple leverage for value creation, either through asset monetization or through dividend growth and buybacks.


Price:
$0.020
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
_N/A
2015-03-31 N/A Gajan Kulasingam

What is the correlation between oil prices and share prices of pipeline companies? There is a fairly high correlation. Today’s oil price does not directly impact today’s cash flow stream, but what does impact is the price of oil over the long term. If oil stays at $30 for 3 years, then the growth and volume going through the pipelines will slow down and start to impair the valuation. The actual commodity spot price should not have a direct valuation.


Price:
$0.020
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
_N/A
2015-03-30 N/A Larry Berman CFA, CMT, CTA

Markets.  The leader of the people’s bank of China is suggesting more easing is on the way.  Real Estate has finally started to turn negative.  Markets that go up because of stimulus do not inspire confidence.  He would not put any new money there.  Surveys show C-suite execs are gloomy about the economy.  Retail sales in the US have been weak for the last couple of months.  Canada is an energy market and so only outperforms the world when energy is strong.  Corporate Canada is looking at it and saying that perhaps this is not a great thing for us.  Our job picture is not good.  He thinks business sentiment being negative it is not priced into the market.  Amazon is rolling out their home services business.  They are wildly bullish about bring down the costs, but these products and services Amazon is bringing are deflationary.  ETF costs are another example – they are deflationary also. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-30 WAIT Larry Berman CFA, CMT, CTA

Move out of GICSs now?  The time to place new money is not 6 years into a bull market.  When you have had a 20% correction, you can then start averaging into the equity market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-03-30 N/A Larry Berman CFA, CMT, CTA

Uranium.  He thinks nuclear going forward over 20-30 years is going to be the cleanest source of energy in the world for mass scale.  He is bullish on Uranium, but since the Japan disaster, the world vision has changed on this.  Regardless he is a big believer.  We are in a bottoming phase and it makes sense to have some.  He likes URA-N as a diversified way to play it.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-30 BUY Larry Berman CFA, CMT, CTA

Gold is a separate asset class.  He suggests HGY-T to get a yield from the covered call overlay while you wait.  He loves the invention of these covered call strategies.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-03-30 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Canadian vs. the world market since Mar 9/09.  Canadians need to be global investors.  The only incentive is tax considerations.  In non-taxable accounts you must be global.  Consumer discretionary has lead since ’09.  Less than 10% of the top three sectors make up the Canadian index.  Canada has a lot in its index that underperforms the world. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-03-30 N/A Martin Davies

Markets.  The spread between WTI and Brent is crucial. The WTI price is what we have on this continent and what reflects the storage numbers we have here.  The near month crude prices are lower than those of the future months (co tango).  We have a large pool of extra crude that is sitting in the north US and Canada.  Refiners use this as a cheap source of their input.  Some companies can spend through this trough and others have high debt and high decline properties and so have to cut back on CapX.  There is a wide difference between the haves and the have nots.  The former could be the survivors while the later may not make it. 


Price:
$0.020
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
_N/A
2015-03-30 N/A Martin Davies

His favourite pipelines are Keystone, Energy East and Gateway.  He prefers the mid stream companies, however.


Price:
$0.020
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
_N/A
2015-03-30 N/A Gordon Reid

Markets. There are a lot of moving parts, and some of them are counter to each other, such as the strength of the US$ which is probably giving fits to the US Federal Reserve. For somebody in the market who wants to be distinguished for good choices, it is a good time. We have had a long time where there has been a period of very, very low dispersion, where most stocks have tracked each other. He has tweaked his portfolio to take advantage of the stronger US$ going for more domestic type companies and scaling out of those that are more international. Had started to see this trend and started to pare back his international industrial exposure some time ago. He is constructive on the market.


Price:
$0.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
_N/A
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