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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-29 TOP PICK Tsingtao Brewery Co.
0168-HK
Norman Levine

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 TOP PICK Hengan International (HEGIY.PK)
1044-HK
Norman Levine

Napkin/tissue business.  As people move to Chinese cities, they start using these products.  This one is out of favour, but there is growth.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2014-09-29 WAIT A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2014-09-29 WATCH A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.


Price: $0.020
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  He is looking for a good correction.  He would be happy with a 10% correction.  Valuations were getting out of whack.  He could not find anything in North America he wanted to buy.  There had been internal corrections going on in small and mid caps.  In the US an equal weighted index had been declining before the S&P.  Now the whole market is correcting.  A correction can take 6 to 10 weeks so it could keep going.  This correction is based on valuation, rather than on anything bad.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: _N/A
2014-09-29 N/A A Comment -- General Comments From an Expert
A Commentary
Patrick Horan

Markets.  He is seeing buying opportunities now in small cap growth.  This is where the market has left behind these.  Some are 2012 stories and the market doesn’t want anything to do with them.  The industrial exporters should be benefiting from a weakening Canadian dollar.  Today he noticed the VIX spiking at 16-17.  Every time it hits the 200 week average it usually falls and this time it kept going and the markets rallied off it.  Thinks there are people that are off side and are willing to plug their nose and get in.  Seasonally this is the best time to be in stocks.  This is the best time to get in, typically.  After the first two weeks in October you usually get the best returns.  He sticks to Canada for small caps because he knows management teams better.  Investors still need to be careful this time of year.  If we do rally from here it will not be a repeat rally of what we saw from the beginning of the year.  We saw strong commodity prices and falling interest rates.  Interest rates have now bottomed and commodity prices have fallen so this is a different playbook.  He recommends non-commodity, industrials, technology and anything that benefits from a strong US dollar revenue base and a weak Canadian dollar expense base.  Stay away from consumer, and commodities in Canada.


Price: $0.020
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: _N/A
2014-09-29 DON'T BUY Apple
AAPL-Q
Norman Levine

Steve Jobs was the heart and soul so when he died it did not remain the same company.


Price: $100.110
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-29 DON'T BUY Apple
AAPL-Q
Patrick Horan

Double Dutch Irish tax scheme.  It allows them to shelter their revenues through Ireland.  If the worst came to the worst they might have to restructure.  He would not get too shaken out on the stock based on this.  His problem is that most of their business is the iPhone.  It is very fat for them.  He does not see them growing around the world from here.  He also sees competition from guys with razor thin margins.  Everything they are doing speaks for consumerism and not technology.  If they continue to raise their dividend the stock could still work.


Price: $100.110
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: Unknown
2014-09-29 PAST TOP PICK TD Ameritrade Holding
AMTD-N
Patrick Horan

(Top Pick Oct 1/13, Up 30.04%) He is back into it.  It is one of the larger positions.  He got out last February and then got back in. 


Price: $33.430
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: Yes
2014-09-29 TOP PICK Avigilon Corp
AVO-T
Patrick Horan

Still growing between 30-50% on the top line.  They have more organic growth than he usually sees in the Canadian space.  You are getting it really cheap here. 


Price: $17.890
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: Yes
2014-09-29 DON'T BUY Bank of America
BAC-N
Norman Levine

He is much more positive on US banks than Canadian.  It is a fine bank, but has a securities division and he is not big on those.  The SEC is looking into a possible misstatement of the amount of capital that they have.


Price: $17.010
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-29 PAST TOP PICK Bombardier Inc (B)
BBD.B-T
Patrick Horan

(Top Pick Oct 1/13, Down 20.55%) He got out in January.  It was when management pushed out the ‘C’ series again.  If you own it then stick with it because he is looking at buying it again.  Has a sense that there is clear sailing on the ‘C’ series from here.  Thinks the stock will have a multiple expansion when ‘C’ series is done.


Price: $3.740
Subject: NORTH AMERICAN
Bias: SELECTIVELY BULLISH
Owned: No
Showing 1 to 15 of 132,398 entries
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