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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
2014-07-29 N/A Ross Healy

Markets. He is not seeing any of the preconditions of a real market top. Even the 1987 plunge had at least 2 or 3 months of warning that something brutal was in the offing. He does not see it now. Unless something brand-new happens, then he thinks this bull market is going to head higher and head higher for some period of time. There are some stocks that are overdone such as the social media stocks, but that is much different than saying that there is a vast area that is set to collapse. Nothing like that on the horizon. Going forward, there will be some rotation, but that is standard in an ongoing bull market. There hasn’t been any rise in interest rates yet, and that is standard in a bull market. As the economic cycle wears on, a couple of areas in the market that are cheap, are materials, which had their big run at the beginning of the cycle and then let go, and have done nothing for the past 2-3 years. Also, interest-rate sensitive stocks like insurance companies are not too bad. Banks, by and large, have yet to see anything like a historically extended top.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Ross Healy

Gold. Thinks gold is going higher. Governments of Japan, US and much of Europe are intent on trashing the value of their currencies. Longer-term they are not enhancing the underlying fundamentals of their currencies. In a long-term sense, that tends to be very positive for gold. Because of this, he thinks gold is a good buy. In juniors, if you pick them well, you get the best leverage, but there are many of the intermediates and seniors which make perfect sense. You just have to be patient.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Ross Healy

Canadian Banks. First of all, Canadian banks are not a homogeneous mass. There are 6 of them and their valuations are all spread out. The one close to its historic peak is the Royal Bank (RY-T) and has been the leader all the way along, so he would still give that stock some decent upside potential of 10%-12%, but would be at a level where he would begin to look for another place to go. The potential of all of the banks is very, very strong, their balance sheets are superb, and bull markets never end until the banks top out, and our banks are not ready to top out. (See Top Picks.)


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Peter Hodson

Markets. There are always smart people on both sides of every trade. Going back through the past 40 years, every time there has been a market top he can give you smart people that are saying keep buying, and smart people saying that it is going to be over tomorrow. You cannot predict these things. His customers are very worried about a correction, but he sees good earnings, good valuations and low interest rates, so it is not a problem in terms of what he sees going forward. Long-term trend looks pretty good right now. We are in the middle of a long-term shift, away from bonds and into stocks. In 2009, we were in a truly different type of economy. 2009, 2010 and 2011 was a recovery. Now we are into the regular type of economic recovery. Better job growth, better earnings and companies are spending again. Interest rates are going to go up one of these days, but they are going to go up because the economy is strong, not because they have to go back up to 10%.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
_N/A
2014-07-28 N/A Larry Berman CFA, CMT, CTA

Markets.  Earnings season has been very, very good.  Looking at the next couple of years, now analyst’s estimates are pretty optimistic.  The trend line in interest rates is still pretty much in place.  We are in a liquidity trap were economies are recovering, but it is because interest rates are incredibly low.  The markets have responded and that is the more important factor.  Equities are the best place to be, driven by earnings.  Stocks that are linked to the oil sands are starting to do better.  In the short term they should have a slight correction, however. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2014-07-28 DON'T BUY Larry Berman CFA, CMT, CTA

Financial Stocks.  The ZEB-T rallied about 5-6% past week.  Analyst forecasts for next year are the same as where the banks are now.  They might revise earnings estimates or the earnings are all built in to the bank stocks.  If you are going into banks now, then ZEB-T is the best way to play because of the covered calls.  But he sold Canadian banks last week to move into the US.  He thinks they are a little stretched here.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
No
2014-07-28 BUY Larry Berman CFA, CMT, CTA

All the short term bond ladders are good in his opinion.  They are not without risk, if interest rates start to go up.  They mitigate only some of the risk.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2014-07-28 DON'T BUY Larry Berman CFA, CMT, CTA

Canadian Railways.  They have gone parabolic and for him very hard to invest in, knowing that at some point you will get a correction.  He needs to see a test of support or a test of a longer term moving average.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2014-07-28 N/A Larry Berman CFA, CMT, CTA

Education Segment.  Earnings.  Large caps are hanging in relative to small caps because if we look at sectors on a share weighted basis, the large caps are generally driving more of the earnings and earnings growth.  The R-2000 is flat on the year while the S&P has gone up.  Energy and health care have been big movers.  Industrials make good sense.  IT has had a big boost.  Trailing EPS should be $119.52 at end of year.  2015 and 16 will be 11% higher each year.  He thinks you should continue to buy the dips.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2014-07-28 N/A Peter Brieger

Markets.  Geopolitical situations could go haywire any time now around the world.  R-2000 has taken a hit.  There are comments about the poor quality of lending in the US.  But he doesn’t see anything going very wrong at this point.  It is essential that the republicans recapture the house in the US.  Then people and companies will start spending.  We had a period of tremendous cost cutting in US corporations.  If the economic recovery continues you can see some tremendous upside on corporate earnings.  There is potentially some tremendous upside.  He is finding value here and there.  Stock markets are not terribly overly valued. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-07-28 N/A Peter Brieger

Companies borrowing to buy back shares.  He disapproves of buy backs, preferring dividends.  Share buy backs have a short term effect, but it does artificially inflate earnings.  Interest rates ticking higher could really affect profits in this case.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-07-28 N/A Michael Sprung

Markets. As a value investor, it is hard to find value in this market, and it is getting harder. We’ve had a fairly good equity market for the last few years. This year in particular, Canada is already up on a total return basis of 15% or so, and the US is up over 8%, and it is getting a bit stretched. At this point in time, it is sort of prudent to have a little bit of cash on the side, which you can treat as an option or a little bit of protection. If there should be a setback, which would give a good opportunity to step in. Wouldn’t be surprised if we had a correction somewhere along here. It never hurts to take profits when you got them, so when balancing your asset mix, you can hold the cash on the sidelines so that you can step in again if an opportunity arises.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2014-07-25 N/A Eric Nuttall

Oil. There has been a pullback and he sees this as an opportunity. Had felt the energy sector had gotten a little too frothy in April-May, so had taken the cash in his fund up to 34% and was adding some large caps, not the market he usually focuses on. Now deploying cash and is down to 10%, and has been selling his large caps. Oil price is high and the differential between Canadian oil and light oil has been shrinking. Also, the loonie has been falling. Canada is adding “take away capacity” via rail to the US. All of the major issues that investors had challenges with, and the reason they were not investing in energy stocks, have now disappeared. As a consequence there were a bunch of stocks trading at really cheap values. Fundamentals today are the best they have been in 4-5 years. Stocks have had too good of a run. We’ve had a pullback and now is the time to be adding. He is a long-term believer in a high oil price, $100-$110. Many of his Top names that he would hold can grow production by about 20% a year spending 1X cash flow or grow at 10% and pay a 5%-10% dividend yield.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
_N/A
2014-07-25 N/A Eric Nuttall

Natural gas. Not as bullish on natural gas as there is a ton of low-cost supply. We have gone from a very bullish to a very bearish scenario in a month. At $4 there is enough plentiful supply in Canada and the US. Areas like the Marcellus shale have grown anywhere from 4 BCF a day to as high as 15-16 PCF, that is the equivalent of being the cheapest in 4 years. That 15 PCF is heading to 30 in the next 4-5 years. When he looks at natural gas names, they have to be very low-cost and preferably have liquids associated with the gas stream because that is where the majority of the economics are derived from.


Price:
$0.020
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
_N/A
2014-07-25 N/A Darren Sissons

Markets. He is a Value Investor so is having some trouble finding value in this market. Asia is really the only place where there is value and he probably has allocation for only one more Asian stock. The US, given 1% growth, is very expensive. Europe has recovered and valuations are somewhat ahead of themselves. Feels the China slowdown story is a little overdone. Starting to see some come back on the currencies in Europe, and if that happens, there might be some opportunities in Europe as well. In Canada, oil prices are high, and obviously a lot of the energy companies have picked up and done quite well this year. However, there is still the delivery problem. How do you get the oil from the middle of Canada out to the West Coast? Rail is a challenge and there isn’t a pipeline. Although values have risen on the back of higher prices, he still wonders if those values are sustainable. As interest rates start to move north, that will be a change for a lot of sectors.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
_N/A
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