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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
2014-10-30 N/A Michael Bowman

Markets.  Historically if you look at market corrections in October, they are always good buying opportunities.  Ebola has proved itself as to not be able to be airborne.  China is set for a soft landing.  What’s not to like about this.  For these reasons people, are all just buying in without a change in fundamentals.  So just go with it.  The TSX is all about oil.  Cheaper oil is better for the consumer, but we worry about the companies.  Oil is a real catalyst here.  Baytex came out with earnings today and said they were increasing production.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
_N/A
2014-10-30 N/A Paul Harris, CFA

Markets. Most of his clients tend to be balanced between equity and fixed income portfolios, so volatility is subdued because when the equity market went down, the bond market kind of rallied a little. They might have been down, but not as severely as other people. Also, bounced back very quickly. He had been expecting a pullback at some time, and he was comfortable buying in the pullback. There is a very strong case for equities relative to the debt market. Stocks have more room to run. In spite of interest rates and what the Fed is doing, etc., dividend yields and earning yields tell you that you need to be in the stock market. He prefers looking at Cdn markets 1st, and then to the US and Europe. Stays away from Asia and emerging markets.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
_N/A
2014-10-29 N/A John Stephenson

Markets. There are some intraday reversals on Dow Transports, Russell 2000, etc.  Going higher earlier in the day and now dropping below yesterday's close. This is generally a bearish signal. He started buying 3-4 weeks ago because the Russell 2000 started moving up ahead of the S&P 500 and other bigger markets. This may suggest that the little rally may be coming to an end. He does not believe that is the reason. The US Fed announcement is coming up in about an hour he thinks the market is quite nervous about it. The probability is that they won't be as dovish as they have in the past. They'll see that the labour market is improving. He really believes they are going to start talking about some view to the economy healing. If so, that will be short term somewhat bearish for stocks, but over the longer term, a rising rate environment is actually, at least in its initial stages, positive for stocks. Still thinks this is a good time for investors to start wading in. Historically, November, is one of the strongest months on record, and typically you have increases of 6%-7% in that month. The best time to buy stocks is in the Nov-April time frame.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
_N/A
2014-10-29 N/A John Stephenson

Oil. Oil is up a little bit today. It has been an interesting time in the energy complex. Goldman Sachs came out a few days ago saying we were headed to $75 oil. He is in the $85ish camp and thinks that is where the long term costs are. Oversupply is really not the case, but you can't argue that demand is running away. We are in a kind of middling range for oil and doesn't see us getting $100 or more in the immediate future, but he doesn't see it falling below $75.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
_N/A
2014-10-29 N/A John Stephenson

Currency. Currently the Cdn$ is rallying against the US$. His overall view is that the US$ will continue to strengthen. It is clearly the strongest market globally. If you compare what has happened in Canada and the US, our real estate prices have continued to go up where theirs have gone through a retrenchment in real estate and prices fell by an average of 5%, across the country. Ultimately, you are better served in US$ terms and in US$ investments, because over time we are going to drift towards an $0.85 dollar in Canada.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
_N/A
2014-10-29 COMMENT Don Lato

Precious metals? He doesn't own anything in the area. Has never really participated.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-10-28 N/A Mike S. Newton, CIM FCSI

Markets. Markets are born on pessimism, mature on optimism and die on euphoria is a quote from Sir John Templeton. If that is the case, he would say that we are not in any kind of euphoric stage, and for five years we have not been in that moment. We are still in too much skepticism since 2008. Still a lot of nervous money on the sidelines. The stronger US$ certainly feels like a trend for the time being. Looking around globally, you have the uncertainty in Europe, the question if abenomics for Japan will really take hold, emerging markets have gone through another disconnect, Brazil's election, Russia, etc. There are a lot of things going on that are making the US$ look very, very strong. This is something you want to take advantage of in portfolios. Austerity measures in Europe, combined with pretty tight monetary policy that are tight compared to what they should be, hasn't really spurred a lot of growth in Europe. Probably the biggest thing he is concerned with is if the US gets pulled down by the periphery. If they can hold in and lasso and bring back the rest of the laggards with them, then he thinks we are on to new highs. Before adding to new positions, wait to see what Janet Yellin has to say. If she decides to continue with QE, that could be taken very negatively by the markets. He has been very heavily weighted to the US.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
_N/A
2014-10-28 N/A Mike S. Newton, CIM FCSI

Auto stocks? The problem with Ford (F-N) and General Motors (GM-N) is that they may be looking at 3%-5% year-over-year growth. Analysts don't see what the next move is in these 2 companies. You have to be very careful with this major change in gas and energy, which has caught a lot of people by surprise. The issue with Magna (MG-T) is their 40%-45% exposure to Europe.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
_N/A
2014-10-28 N/A Brooke Thackray

Markets. October is typically the most volatile month of the year. Last Wednesday was just one of those days where it all came together and impacted at the same time. Right now we are moving into a time period where volatility tends to die down, but we are still going to get some. During this time period in September and October, he has largely been in cash. As of yesterday, he switched his portfolio to be fully invested in equities. Stocks are fairly valued now. Looking at a forward PE basis, there is nothing wrong with that. The “beats” last Friday were about 70%, which is good.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-28 N/A Brooke Thackray

Gold. The seasonal period for gold has actually gone up in the last few years. It didn't work in 2014 and has actually come down. Chart shows gold is putting in a bottom. From a technical perspective, it actually looks like it has some support here.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-28 N/A Brooke Thackray

High-yield corporate bonds? These will give you an equity component as well as an income component as compared to government bonds. These perform well when equities tend to perform well. The seasonal period for these is basically from October to the beginning of January.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-28 N/A Brooke Thackray

Uranium? This is hard because the buying cycle is so long. Chart shows a downward trend since 2012 and is now showing a little bit of sideways movement. Seasonally uranium can start to do well this time of the year and into November. Technically it is okay.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-28 N/A Brooke Thackray

Banks or insurance companies? They both tend to perform at the same time. The difference generally is that insurance companies benefit from rising rates, but the banks do not. Right now his tendency would be towards the banks. Banks tend to perform well from Oct 10th into the end of the year. Watch out. Last year, the banks had really strong earnings in August and it pushed all the way up into the seasonal period, and once the earnings came out, they fell flat.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-27 N/A Larry Berman CFA, CMT, CTA

Markets.  When you look at longer term value in oil stocks you have to look at this as a pullback and a buying opportunity.  Fundamentally nothing has changed in the last 5 months except punishing Russia.  The US is suppressing world oil prices.  Forecasts are $70 for the next year or two for oil prices.  Accumulate on weakness, not run for the sidelines here.  Speculators are still very long oil.  The price should not stay below $80 for long.  If we get the pipelines going east/west we can sell our oil more easily on world markets and get the price and this will benefit Canada.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-10-27 COMMENT Larry Berman CFA, CMT, CTA

There will be a cold war between fracking in Canada and OPEC.  For the next year or so there will be playing back and forth.  OPEC has said they are okay with oil in the $80-$100 range.  In Canada, you have to cut costs, and be sure of your cap-X.  A lot of the production in the world will not be profitable.  He added SU-T on the weakness to client portfolios.  ZEO-T yields 3.4% and on a risk adjusted basis, you get a better quality dividend than the banks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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