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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
2014-04-16 N/A Rick Stuchberry

Markets. We’ve had almost a 5-year rally since the bottom. About 2 months ago he started trimming positions and raising his cash levels from fully invested to about 15%-20% in cash, looking for a correction. However, there is a real resistance recently to the market trying to go down. When it went down, the NASDAQ went down but the S&P and Dow didn’t follow. Comparing it to the 1987 market, everybody thought the 1987 market was exhausted and would roll over. It went sideways for 6 months and then took off on the upside. We are in a long-term secular bull market that will last decades, not months. Corrections give you opportunities to Buy.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-04-16 N/A Rick Stuchberry

Do oil stocks still have legs? The good news in energy is pretty well here with $104 in the oil and about $4.50 in natural gas. He would probably make a switch towards more natural gas. He has reduced his energy component in the last little while. Owns Crescent Point (CPG-T) for the yield.


Price:
$0.020
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-04-16 N/A Jerome Hass

Markets. Looking at the overall markets in the US and Canada, they are trading at about 15 or 16 times this year’s EPS, which is slightly above the historical average of 14+ so they’re not expensive and he is finding them reasonably valued. What is interesting is that there are some sectors that are clearly overvalued. The US tech sector is one example. He is a bottom up investor and likes markets like this because it really appeals to stock pickers.


Price:
$0.020
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
_N/A
2014-04-15 N/A Jennifer Radman

Markets.  It is very difficult to predict the path the market will take.  She is a bottom up analyst.  You hope the companies come out and execute quickly and that the market recognizes it.  You want to be focused and there are a lot of aspects of the market that you want to avoid.  She is still able to find 25 stocks that are attractive in this environment.  Focuses on strong management teams and how they invest capital on behalf of shareholders.  Most gains in the market are multiple driven.  She looks for companies that are going through a tough time and you don’t want to own them. 


Price:
$0.020
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-04-15 N/A Keith Richards

Markets. Sentimental indicators have been flashing caution, plus volatility has been picking up. Started selling a couple of weeks ago and raising cash. The Volatility Index over the last 1-1.5 years has been hanging out around the mid-to low teens. A higher volatility level would be in the 35-40 and we haven’t seen that in a while, so he thinks we are kind of due. We are starting to see some return of volatility now and expect it will pick up over the summer, which is perfectly natural and normal. In spite of this, he is bullish on the market and comparing this year to 2011, there is a similar background where you had a low volatility period for about the 12 months preceding the April high of 2011. To play the volatility you always raise some cash, and you can always focus your portfolio on forward beta positions i.e. lower volatility positions.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
2014-04-14 N/A Larry Berman CFA, CMT, CTA

Markets.  They were originally looking for 4 or 5 % increase in earnings quarter over quarter and now it is down to 2%.  What we saw last week was the beginning of the 10% correction he was looking for.  It will play out for the next month or two.  This is a correction in a bull market.  If the S&P falls 10, the NASDAQ could fall 20.  Let’s look at this dip in the market as an opportunity to do some buying.  Most people believe things are recovering. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
_N/A
2014-04-14 N/A Larry Berman CFA, CMT, CTA

The sell off that we are in now is specifically linked to the over valuation of the NASDAQ.  The momentum money is coming out of the market. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
_N/A
2014-04-14 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Why Earnings Estimates Are So Low.  Warnings are a big game for the market.  They put out guidance that they know they can beat just before releasing them.  Telecoms and utilities are improving guidance slightly.  We need to pay attention to materials and financials.  He thinks the gains are going to be mitigated by slow earnings over the next couple of years. These corrections will be buying opportunities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
_N/A
2014-04-14 N/A Josef Schachter

Markets.  Iraq increased production in February.  They still have more to bring online.  We needed the extra capacity during those winter months, but now that we are in the shoulder season they need to cut back or there will be a glut.  He is predicting a price decline.  We have not yet seen a correction in the WTI yet.  Nat Gas: now there is too little inventory.  We should get through a normal winter with $5 gas, but if we have another cold winter, we could see spikes to $7-$8 in Nat Gas.  Buy Nat Gas stocks in Q4 this year.


Price:
$0.020
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
_N/A
2014-04-14 WAIT Josef Schachter

Nat. Gas Service Companies.  There is going to be a better buying opportunity in the third quarter in this sector.  In 2016/17 we will see the industry running at record rates.


Price:
$0.020
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
_N/A
2014-04-14 N/A John O'Connell, CFA

Markets.  Concentrates on the best picks on the long side and then pairs them on the companies that won’t grow as rapidly.  He had a negative view on the Canadian dollar and shorted it and that worked out well.  The high flying concept stocks were short and it worked out pretty well.  The things he owns keep working out really, really well.  It’s one of those perfect storms.  He is not so much contrarian, but he wants to make sure he is thinking hard about why he is investing in things.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-04-11 N/A Martin Davies

Markets.  The reduction in the differential between oil prices has been one of the powerful positive trends in the Canadian oil and gas sector.  LNG is a tremendous business opportunity and to exploit our Nat Gas reserves.  But if they don’t go west they can go east or south.  Technological changes are bringing down costs.  It is exciting times.


Price:
$0.020
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
_N/A
2014-04-11 N/A Martin Davies

Oil Price Spreads.  It is all about transportation.  We have difficulty shipping our oil to places that really need it.  Rail cars started being used over the last couple of years and that made a huge difference to the spread.


Price:
$0.020
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
_N/A
2014-04-10 N/A Don Lato

Markets.  We are set up for a balanced budget in 2015, which is ahead of most of the other countries in the G7.  2013 was wonderful with US up 30%.  2014 is still positive.  Valuations are reasonable in the broad market with a few places where they are too high.  There is volatility right now.  The sell off today is a buying opportunity.  He was carrying a little more cash coming out of 2013 than he usually would.  He is considering Valiant as an addition. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2014-04-10 N/A Philippe Capelle

Markets.  Sees good upside for the markets going into 2015.  Canada and emerging markets will improve 12 months out.  Pure energy is 20% of the TSX and will do the heavy lifting.


Price:
$0.020
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
_N/A
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