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

Recent Opinions

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Date Signal Company Expert Opinion Price
2016-05-03 N/A A Comment -- General Comments From an Expert
A Commentary
Gordon Reid

Markets. We are on a teeter-totter in the sense that stocks are not cheap, but earnings are not that good either. We have seen earnings fail to outperform the previous year, 4 quarters in a row, and the next quarter is predicted to be another of those. We are in an earnings recession and are not seeing great earnings. The market has moved up modestly and is pretty much sideways, which is the way it should be. You want to reward good earnings. The correlation between earnings and stock price is the greatest predictor of where things are going. He is comfortable in a seesaw type of market, where good stock picking is rewarded. We are not totally rolling over as an economy. The economy is slow growth, but progressing. What really affects earnings are energy prices and foreign exchange, which tend to be transitory, not permanent. When that starts to turn around we’ll start to see a positive progression of corporate earnings. (You can look at a blog on his website at http://www.goodreid.com, where he discusses investing for the long-term.)


Price: $0.020
Subject: US EQUITIES
Bias: UNKNOWN
Owned: _N/A
2016-05-03 COMMENT A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

Canadian Banks. They will continue to struggle. In the last quarter, delinquency loans went from 10 basis points to 30 basis points, an increase of 3 times in a one quarter period. They’ve gorged on lending consumers’ money, which has been a very good business. He is concerned that with increased capital requirements the banks are being forced to adhere to, their funding costs are going up and margins are very low. He has no exposure to Canadian banks, and a very small allocation to Canadian financials, with none to international.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

North American Rails? He doesn’t own any. There are 2 areas that are really hurting the rails right now. 1.) Coal shipments are down substantially and that will be in a long-term terminal decline. 2.) In oil by rail, you are seeing fewer oil cars shipped. That had become a very large component of a lot of the railways in the last 5 years. The only area firing on all cylinders right now, is cars being transported by rail, and at 18 million units per year, you have to wonder how long that will continue.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 HOLD Apple
AAPL-Q
Gordon Reid

People either love it or really dislike it. He continues to like it. In the last 15 years, this stock has been halved 3 times. It’s not like it is different this time, but you always have to look into the future. This company, over time, is growing well. The latest quarter, which was an off cycle quarter, didn’t grow so well. While everybody wants to fit the equation of quarter to quarter, the product cycle of this company doesn’t work quarter to quarter. Had a fantastic introduction of the S model iPhone, where units grew 40%-45%, followed by the off cycle. Putting the 2 together you had a pretty good progression.


Price: $95.180
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

Great balance sheet. Great products. Great services. Trading at 11X next year’s earnings. If this is overpriced, yielding 2.5% (more than the US Treasury bond), then the whole market is overpriced. A very dynamic company that has lots of products and services. Thinks it is going to continue to innovate and that there will continue to be growth in emerging markets. 


Price: $95.180
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 PAST TOP PICK Air Methods Corp
AIRM-Q
Gordon Reid

(A Top Pick May 5/15. Down 18.53%.) In the air ambulance business. They have 2 areas of operation, contracting with people that need an air ambulance, and the community side where they work for hospitals transporting patients. Things tend to be fairly lumpy, but looking at a long-term progression it is a really good story. Not expensive.


Price: $36.250
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Amgen Inc.
AMGN-Q
John O'Connell, CFA

Right now the drugs are a fashion, and that is one thing that makes them interesting. Thinks this market is in a big rotational spin, and right now they are under attack because politicians are trying to get elected. If you are patient, he thinks this will be fine. It is well-run and has some good products. Expect there will be a lot more M&A activity in the drug space again.


Price: $156.350
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 COMMENT Amazon.com
AMZN-Q
Gordon Reid

Difficult company to understand, because they tend not to be traditional. They don’t try to satisfy the street by returning capital to shareholders through dividends or buybacks. They don’t try to satisfy the street by having a progression of earnings over time.


Price: $671.320
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Aecon Group Inc
ARE-T
John O'Connell, CFA

This will get its fair share of infrastructure spending that governments are planning on. They do a lot of business in the mining and oil/gas business. Thinks it is going to be a very difficult environment for manufacturing and infrastructure that is not government related. He is somewhat apprehensive about this company being able to grow its earnings, because of the weakness in the energy patch. Even if this recovers, it is going to be a long time before there are major investments, as companies are going to have to pay back their debts first.


Price: $15.790
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 COMMENT Bank of America
BAC-N
Gordon Reid

The best comparable to this would be Citigroup (C-N), which he owns. The whole banking sector is really going to move in tandem on a catalyst, which would be interest rates. Very cheap from a valuation standpoint. These will do well over time, but you have to be patient with them.


Price: $14.360
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-03 COMMENT BlackBerry
BB-T
John O'Connell, CFA

(Market Call Minute.) He would own Apple (AAPL-Q) and keep it simple.


Price: $8.730
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 PAST TOP PICK Brookfield Infrastructure LP
BIP-N
John O'Connell, CFA

(A Top Pick April 21/15. Down 0.92%.) Took a real dive when people became concerned about global growth prospects for their infrastructure plays. It has been very well run. Has a very attractive yield, sustainable and well financed. Still a Buy.


Price: $41.980
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Baytex Energy Corp
BTE-T
John O'Connell, CFA

He was Short this recently. Has a lot of debt. There is no imminent danger of them breaking their covenants. A good operating team and have some good assets in the Eagleford which are performing very well. Heavy oil assets at these prices do not make money. Thinks it is vulnerable to a correction. Once oil goes over $50, they start making money, and investors will start to get pretty excited about it.


Price: $5.910
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 DON'T BUY Cameco Corporation
CCO-T
John O'Connell, CFA

The company is saying that the current tax issue is going to go away and is not going to be a problem, and if it doesn’t go away they are well reserved for it. He just doesn’t see a lot of growth in this. They’ve had lots of problems with their mines in the past, and have never really recovered from it. Believes that there is a long-term future for uranium, but just doesn’t know if it is a great business to be involved in.


Price: $15.300
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 COMMENT Costco Wholesale
COST-Q
John O'Connell, CFA

An exceptionally well-run company. One company he thinks that can continue to compete against Amazon (AMZN-Q). A great distribution network with loyal customers. It always trades at a huge valuation and always looks expensive, but always goes higher over time.


Price: $151.410
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 COMMENT Crescent Point Energy Corp
CPG-T
John O'Connell, CFA

Has pooh-poohed this one for about 4-5 years and got lots of hate mail for that. Hadn’t liked the business model of buying companies, raising the dividend, and then raising money to pay for it. They’ve now changed their model. Cut their dividend down to a sustainable level. Have lots of inventory and don’t need to buy any more. Large institutional investors are looking for a well-run company. This is it, and he thinks you will continue to see a massive flow of large capital going into this.


Price: $19.660
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 TOP PICK Charles River Labs Intl
CRL-N
Gordon Reid

Does safety testing, the efficacy, phase 1 through 3 trials for particular drugs for pharmaceutical companies. High growth, growing earnings last year at 17%.


Price: $78.800
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Cisco
CSCO-Q
John O'Connell, CFA

A well regarded company and is well run. Has a new CEO. Pays a good dividend and has a strong balance sheet. The major issue it has is that it is increasingly dealing with Chinese competition. One of the big risks in the market right now is protectionism. Doesn’t feel it has a huge amount of growth in it, but it does pay an attractive dividend. Good value at around $25, but at $28 you Sell.


Price: $26.860
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 COMMENT CSX Corp
CSX-Q
Gordon Reid

(Market Call Minute.) A little more exposed to coal, which is a negative. Operationally they have done a very good job bringing down their operating ratios.


Price: $26.540
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 TOP PICK Concordia Healthcare Corp
CXRX-Q
John O'Connell, CFA

This has grown by acquisition, buying a lot of drugs. They sell drugs to over 100 companies. Generates EBITDA of around $600 million. Have $3.5 billion of debt. They free cash flow $300 million a year which they can pay down the debt with. Thinks there is a very good chance this company will not be public in a couple of weeks. Dividend yield of 1.14%.


Price: $26.420
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 TOP PICK Walt Disney
DIS-N
John O'Connell, CFA

One of the best franchises in history. They just keep buying more good franchises and doing an outstanding job of developing the projects. ESPN is the big concern right now because of possible cord cutting, but is a brilliantly run program and one thing consumers are prepared to pay for is sports. Dividend yield of 1.37%.


Price: $103.780
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Element Financial
EFN-T
John O'Connell, CFA

He owns this. Frustrated because they had a good thing going and the management team got pushed, for one reason or another, to break the company up into 2. It is pretty quiet about how they are going to go about doing that.


Price: $13.870
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Facebook
FB-Q
Gordon Reid

The future is very, very bright. You are paying up on the expectation of future growth. Their numbers are astounding. They have 1.65 billion monthly users and well over 1 billion of active daily users.


Price: $117.430
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 DON'T BUY Freeport McMoran Copper & Gold
FCX-N
Gordon Reid

This is a materials company, mostly in copper and some in gold. The issue he has is its debt, and how much of an issue that puts them in if we start to see some failure on the commodity side.


Price: $12.010
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-03 SELL First Majestic Silver
FR-T
John O'Connell, CFA

(Market Call Minute.) Everything in the commodity space is rallying like crazy, so sell them.


Price: $12.590
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 DON'T BUY Gilead Sciences Inc.
GILD-Q
Gordon Reid

This makes him uncomfortable. He doesn’t like the concentration. They derive over 60% from their hepatitis C drugs, which have been very successful. There are a few issues. Very high cost at about $90,000 for a cure which is a 90-day script. A lot of people are after them to get the price down. There is also competition from other drugs. It is a cure, which is great from a social standpoint, but from a business standpoint do you want to invest in a company where the drug will no longer be needed.


Price: $87.170
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-03 DON'T BUY General Motors Corporation
GM-N
Gordon Reid

(Market Call Minute.) This is a true cyclical, and you sell cyclicals when the PE is low, and buy them when the PE is high. Currently the PE is low, and the total auto sales is rolling over.


Price: $31.250
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 PAST TOP PICK Home Depot
HD-N
Gordon Reid

(A Top Pick May 5/15. Up 26.91%.), Have doubled their net profit margin over the last 7 years. Same-store sales are at around 7%, and total sales at around 10%. With low interest rates, people are forming homes at a faster rate. The company is in new homes as well as renovations and repairs.


Price: $134.540
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 DON'T BUY IBM
IBM-N
Gordon Reid

(Market Call Minute.) Grew by cost cutting, which is a finite process. You can grow revenues to the moon, but you can only cut costs so much. It finally caught up and the stock rolled over. There are better opportunities elsewhere.


Price: $144.130
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Johnson & Johnson
JNJ-N
Gordon Reid

A fabulous company. Have had their hiccups over the years. They are in 3 major areas including consumers, devices and pharmaceutical. The pharmaceutical area has done the best, and is now pushing 45% of their business. Well-managed and a great balance sheet. Valuation is somewhat high at about 20X earnings.


Price: $112.690
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-03 PAST TOP PICK Kelt Exploration
KEL-T
John O'Connell, CFA

(A Top Pick April 21/15. Down 52.34%.) One of the better run liquids rich oil/gas companies in Canada. He recently participated in their convertible debenture issue which pays 5%. Have grown their production very well and has a very low cost base. Excellent management team and a huge resource, that a larger entity will find attractive as some point. This is an excellent Buy right now because there are some guys hedging, buying convertibles and shorting the stock. Incredibly cheap.


Price: $4.170
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 PAST TOP PICK McDonalds
MCD-N
John O'Connell, CFA

(A Top Pick April 21/15. Up 39.87%.) Has a good board and a very well-run organization. Good dividend. They are growing same-store sales. A little concerned that they are using a lot of debt to buy back stock and increase dividends. Thinks they can keep going.


Price: $128.400
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Netflix Inc.
NFLX-Q
John O'Connell, CFA

Trades at an amazingly large valuation. It went to crazy astronomical valuations based on growth. They pursued international expansion and have grown subscribers that way as well. To remain competitive, they’ve had to invest in content, which is exceptionally difficult, so it becomes no different than a movie company, a risky proposition. They say they are making money, but what they don’t tell you is that they invest a huge amount of money, capitalize a bunch of expenses, and slowly write off those costs against some accountant’s view of how long they are going to be able to earn a revenue stream off that.


Price: $91.540
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Pfizer Inc
PFE-N
Gordon Reid

Just reported and had quite good earnings. They are reeling, of course, from the government decision to not allow the Allergan deal to go through. There is a lot of debate because the 2 companies were within the law, but the tax inversion issue is a big one, and the way it was done is leaving a bad taste in people’s mouths. Pfizer is just starting to move out of the issue of Lipitor coming off patent. It was a blockbuster drug before, but when it goes generic you see sales drop dramatically. Their pipeline has been building. This company has had basically flat revenues and earnings for 4 or 5 years, and is trading at about 20X earnings. A bit of a “show me” stock, and that goes for most pharmaceuticals. You are better off going into biotechs. Prices have come down quite dramatically, and are trading at cheaper multiples than Pharma drug companies. Have a look at Biogen (BIIB-Q) or Celgene (CELG-Q).


Price: $33.700
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 SELL Paramount Resources
POU-T
John O'Connell, CFA

(Market Call Minute.) Great assets and a great amount of debt. Feels they need to raise money here. If you own, Sell and buy it back closer to $6.50-$7.


Price: $7.890
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Performance Sports Group
PSG-T
John O'Connell, CFA

(Market Call Minute.) This company has just blown it and it doesn’t look good. Be careful.


Price: $4.810
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Starbucks
SBUX-Q
Gordon Reid

Quite expensive, trading in the high 20s on a P/E valuation. Have done a fabulous job. Feels the real catalyst is China. They are moving around the world opening up businesses that are very effective. With online shopping, mall traffic is starting to drop which worries him a little. However, same-store sales have been robust. He doesn’t want to pay up for future growth which is already built-in and is less than guaranteed.


Price: $56.250
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-03 HOLD Schlumberger Ltd.
SLB-N
Gordon Reid

(Market Call Minute.) A great company in the oil services area. A long-term hold in energy.


Price: $77.230
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-03 BUY Spartan Energy Corp
SPE-T
John O'Connell, CFA

A debt-free company at present. Management has done an exceptionally good job of not overpaying and buying things in this environment. They have a war chest and are likely going to buy something.


Price: $2.760
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 SELL Teck Resources Ltd. (B)
TCK.B-T
John O'Connell, CFA

This has gone from $4 to $15 in 4 months. Financially they are okay. There has been a huge amount of Short covering. He doesn’t understand why people are in a hurry to buy the stock. There hasn’t been a rebound in copper prices in any meaningful way. Coal prices are not that great. Have huge capital commitments they have to make to finish off their share of a large oil project out west, which doesn’t make any economic sense at these prices. If you own, he would Sell. He is actually Shorting this.


Price: $14.380
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2016-05-03 DON'T BUY Twitter, Inc
TWTR-N
John O'Connell, CFA

This has been struggling for a long time. Haven’t been able to grow their monthly active users all that dramatically. They did a fantastic job of turning those users into profits and monetizing their platform. There has been speculation for many years that Google (GOOG-Q) might take them over.


Price: $14.010
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 PAST TOP PICK Time Warner Inc
TWX-N
Gordon Reid

(A Top Pick May 5/15. Down 10.27%.) Really likes this company. They tripped up by projecting earnings through 2018 of $8, and are just not going to get there, so the market has punished them a little. This media company is really monetizing their content very well through HBO, the over-the-top streaming model. Will probably earn around $6 next year, so it is not expensive. They are not as affected by cord cutting as other media companies. Still a Buy.


Price: $73.640
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Union Pacific Corp
UNP-N
Gordon Reid

This is a long term play. The rail business in the US is a great looking glass into the strength of the US economy, which has been relatively weak. The only area of strength we are hearing from the rails is in autos. If you are bullish on the US economy, you could take a position in this. Not a trade, but a longer-term Hold.


Price: $86.770
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Visa Inc.
V-N
Gordon Reid

This has been a great stock and has done very well over the years. They are buying Visa Europe, which is a terrific purchase for them. They do more business than MasterCard, American Express and Discovery combined.


Price: $77.190
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Unknown
2016-05-03 COMMENT Vermilion Energy Inc
VET-T
John O'Connell, CFA

Very good management team. Doesn’t like investing in energy companies that pay dividends. This company has probably done the best job of the whole group in terms of finding a balance between dividends and growth. Expects it will do well. Has good exposure to Europe through its oil/gas production there. If you want a dividend play, this is one of the better ones.


Price: $41.040
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2016-05-03 TOP PICK Verizon Communications
VZ-N
Gordon Reid

Large wireless telco with about 70% being wireless This is often described as a safe place in the market, because of the high dividend yield. When you look under the hood, you are seeing a company that is really innovating. Recently sold their wire line business in California, Texas and Florida. They are basically taking a telco and becoming a content delivery company delivering data, voice and streaming video. They produce a ton of cash. Dividend yield of 4.4%.


Price: $50.680
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 TOP PICK Walgreen Boots Alliance
WBA-Q
Gordon Reid

Recently did a deal with Rite Aid (RAD-N) that is going to put them into the US North East and Mid-Atlantic. There will be over $1 billion of synergies there. This is a company that has proven that they are not afraid to make acquisitions. Well-managed and will grow into the future. Dividend yield of 1.8%.


Price: $81.460
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 COMMENT Whitecap Resources
WCP-T
John O'Connell, CFA

(Market Call Minute.) Good management team, good assets, good execution and pays a dividend, but he would own Spartan (SPE-T) instead.


Price: $8.940
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2016-05-03 BUY Wells Fargo
WFC-N
Gordon Reid

A large money centred bank, and a little more mature and stable than a Citigroup (C-N) or Bank of America (BAC-N) coming off the ‘08 experience. Not as inexpensive as the others, but more stable. He likes this bank. Citi is trading well below its tangible BV.


Price: $50.000
Subject: US EQUITIES
Bias: UNKNOWN
Owned: Yes
2016-05-03 DON'T BUY Yum! Brands
YUM-N
Gordon Reid

(Market Call Minute.) In the process of spinning off their Chinese operations. A lot of moving parts, and not a cheap stock.


Price: $79.720
Subject: US EQUITIES
Bias: UNKNOWN
Owned: No
2016-05-02 COMMENT A Comment -- General Comments From an Expert
A Commentary
Adam Thomas

Markets.  There are a lot of seasonal patterns in the market, but the question is how you use them in your portfolio.  You can’t depend entirely on them, however.  Historically, going back to 1928 for the S&P, there is very little growth in the summer months.  You can’t dispute the seasonal patterns, even though they don’t work in every year.  Year 4 of the presidential year is often strong in the summer.


Price: $0.020
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Low volatility ETFs.  After markets fall, portfolio managers move out of low volatility stocks and into higher risk.  Low volatility stocks are trading at a larger premium today than in the past, making them more volatile.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

TFSA suggestions for young people.  If you are investing for the long term, he suggests going for growth, rather than dividends.  When you finally take the money out, you still won’t pay any tax.  He suggests a US ETF specializing in small to mid caps.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Artificial Intelligence and ETFs.  The Buzz Index.  His guest looks at social media and identifies the top 25 stocks with the most bullish prospects.  He uses the power of the computer to scan social media for comments he is looking for.  Software uses natural language processing.  He also tries to gauge how many people are listening to the person posting. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  It looks like oil went down too far, too fast and is now recovering on short covering.  The fundamentals have not changed that much since January, so he would not be surprised to see it roll over here.  No one knows where the US dollar is going.  He is not increasing energy exposure up here.  All the currencies are going up against the US dollar.  He spent some money in Canada and is hoping things come off so he can invest more.  He only spent a little in Canada.  The US is a little expensive.  In the US you are getting bankruptcies in energy.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-05-02 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Software.  He historically does not invest in technology.  He has OTC-T, however.  He likes how they are growing by acquisition.  It is decent value here and he likes the management.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Oil price over 5 to 10 years.  He does not like predicting anything.  No one predicted oil would go into the $30s, let alone below.  He thinks it will be between $30-$50 over the next few years.  Historically, commodities don’t turn quickly.  Make sure an oil stock has a good balance sheet.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Canadian Dollar.  He believes the dollar got overdone on the downside.  It could be vulnerable, but he does not see it going down to $0.59 like others.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Markets. He is not an advocate of “Sell in May and go away” or of using Stop Losses for his clients. To him, there is very little evidence that people can do it reliably and consistently. You have to time both getting out and getting back in. The things you can control are your costs, asset allocation and your turn over, and these of the types of things that he tries to focus on as a portfolio manager. He can’t control whether the market is going to go up or down this month, this quarter or this year. Doesn’t try to predict what is going to happen, but rather manages and reacts to what has already happened.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-05-02 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Percentage on fixed income? His asset allocation, all else being equal, is an old rule of thumb with a New World wrinkle. People usually say that your age is the percentage of your fixed income. He would say that your age times the decimal of your age is a good target for your fixed income, until about age 70 where it tops out at 50-50. For example, if you are 50 years of age, 50X.50 = 25%, so 25% of your income. 60 years of age is 60X.6 = 36% of your income. By the time you are 71 years of age, when you have to convert your RRSP to a RIF, that is when you get to 50-50. The reason for this is that we are all living much longer.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
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