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Compiling comments that experts make about stocks while on public TV.

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Richard Croft , President

R.N. Croft Financial Group Inc.

Address
218 Steeles Ave East
Thornhill, ON
L3T 1A6

Contact Info
Telephone: (905) 695-7777
Toll Free: 1-877-249-2884
Fax: (905) 695-9777
Email:
Website: http://www.croftgroup.com/index.htm

Bio:

R. N. Croft Financial Group Inc. is a boutique portfolio management company, providing fully customized discretionary asset management to discriminating investors. Our investment approach combines low cost tax-efficient indexed investment strategies, with targeted active management, and sophisticated options techniques to maximize client returns at any risk level. Our portfolio processes are unique, flexible and comprehensive.

Date Signal Chart Symbol Company Opinion Price
2015-05-13 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

LEAPs.  A long term equity anticipation: an option that has more than a year until expiry.  They are like a warrant in some senses.  There is no negative impact for time value erosion.  He won’t buy one for more than 30% of the cost of the underlying equity.  He looks at at-the-money LEAPs.  He looks out a year and a half or more.  A good way to play the market.


Price:
$0.020
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The bond markets are telling us that the economy is looking better than the stock market gives it credit for.  The labour market is getting tighter in the US and he thinks unemployment will fall below 5% and wage pressure will come into it and this will cause some inflation.  There is a change of mindset amongst bond traders that numbers will be better globally.  This will lead to more growth in the US than people give it credit for.  Option premiums have gone up.  TLT-N has a great premium.  He thinks we will see 3% next year on the 10 year in the US.  The US market will probably stay in a relatively narrow trading range for the remainder of the year.  Canada will tag along for the ride because we export a lot to them.  He thinks we can make it work at $65 for the oil price.  He likes Europe and Japan as well as China. 


Price:
$0.020
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2015-05-13 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

India.  It is a decent long term play.  He likes the ZID-T and INDA-N.  India makes sense because of the size of the population.  Their middle class population is the same as the entire US population.  This is probably an opportune time to look at this, but it should be no more than 2.5% of your portfolio.


Price:
$0.020
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2015-05-13 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Health Care Pharma ETF, equal weighted.  It is hard to understand the litigation risk in this sector.  VHT-N and XHS-N are examples.  A great sector to own in the US economy.  Having a position would make sense.


Price:
$0.020
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2015-05-13 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

A Capped ETF means that a company can’t ever be more than a certain amount of the portfolio, no matter how big the company gets.


Price:
$0.020
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2015-05-13 TOP PICK Must be logged in to use chart BAC-N Bank of America

Call Option.  Runs to 2017.  It is a LEAP.  If we have strength in the global economy and a rise in the rates, this bank has a lot further to go to recover.  He thinks it is poised to do a very decent breakout.


Price:
$16.470
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 WEAK BUY Must be logged in to use chart BBO-T Big Bank Big Oil Split Corp.

A split share is, in this case, 10 oil companies and 6 banks and they split out the potential growth and dividend payments.  With a two share structure.  The preferred share is basically a deep in the money call.  He would look at just the banks.


Price:
$9.220
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2015-05-13 DON'T BUY Must be logged in to use chart CAFE-US (Dead) iPath Pure Beta Coffee ETN

He would prefer QSR-T or SBUX-N.  Commodities have a place in a portfolio, but he does not understand a single commodity ETF.  It should be a basket of commodities. 


Price:
$0.000
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-05-13 TOP PICK Must be logged in to use chart DXJ-N Wisdom Tree Japan Hedged Equity

You are playing the liquidity infusion that is going on.  It is Europe on steroids.  It hedges out the Yen. 


Price:
$57.260
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 PAST TOP PICK Must be logged in to use chart ERUS-N iShares MSCI Russia Capped ETF

(Top Pick May 26/14, Down 16.09%) This is pre-Ukraine.  But Russia has recovered nicely in the last little while.  He got out when Russian got into the Ukraine.  He is not sure he would jump right in today.


Price:
$15.830
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-05-13 TOP PICK Must be logged in to use chart HEDJ-N Wisdomtree International Hedged Equity Fund

This is basically Europe and he likes it because of the Quantitative Easing that is going on.  If you look at QE3 in the US, their market had a 30% rally.  The fact is that the liquidity benefits the market.  You will see it play out in Europe. 


Price:
$64.170
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 PAST TOP PICK Must be logged in to use chart INXX-N EGSHARES INDIA INFRASTRUCTURE

(Top Pick May 26/14, Down 15.20%)  India is a country that needs a lot of infrastructure re-build.  If the new government continues to encourage capitalism then this one should do well.  He may have been early to this trade.


Price:
$12.580
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 COMMENT Must be logged in to use chart KWEB-Q KraneShares CSI China Internet

China/Internet Fund.  It has done fairly well. If you are comfortable with the Internet as it plays out in China, it is probably not a bad play.  He likes China.  He would prefer the whole country, rather than just one sector. 


Price:
$40.000
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
No
2015-05-13 PAST TOP PICK Must be logged in to use chart MSFT-Q Microsoft

(Top Pick May 26/14, Up 21.05%) iCloud had already started rolling out.  He is hoping to hold for another year.  They have lots of cash and are doing lots of stock buybacks. 


Price:
$47.625
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 DON'T BUY Must be logged in to use chart PDF-T Purpose Core Dividend Fund

High dividend names.  He is not sure why you would not just buy BRK either the A or B class.


Price:
$24.740
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
No
Showing 1 to 15 of 620 entries
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