stockchase picture

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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Markets.  There’s been push and pull in place for a couple of months.  Eventually we will get an interest rate hike.  But the push and pull is definitely giving us an opportunity.  There are a number of high quality German companies that have been hit hard due to the Ukraine.  The lack of US interest rate was a stimulus last year.  This is a multi-year trade moving up.  We are seeing lots of M&A as a way for US companies to grow. 


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: _N/A
2014-08-28 WEAK BUY A Comment -- General Comments From an Expert
A Commentary
Darren Sissons

Australian Banks – Dividend strength.  They have massive reserves.  Over time that has made itself into the economy.  Given that it is an ADR, the Australian dollar has been high and it has been hard for repatriation for earnings outside of Australia.  He has a negative view on the country.  He’d like to see a lower Australian dollar.  You can buy one of them now, however.


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Markets. He is still pretty well fully invested. He is not a Market Timer, but just buys businesses that he thinks are good value. Not overly concerned about having a correction, as he thinks it will be rather muted. If you bought the S&P on the day before it peaked in 2011, you would still have a 12% annualized rate of return, over that 3.5 year period. If we see markets fall, cash will come in and underpin it.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Canadian Banks. Do you buy and hold? He tends to hold them. His favourite has always been Toronto Dominion (TD-T). If you were coming in with cash and looking to buy one bank, it would be TD. If you are looking to buy 2 banks, the 2nd one would probably be the Bank of Montreal (BMO-T). The commonality between the 2 is the exposure to the US market.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2014-08-28 SELL Apple
AAPL-Q
Darren Sissons

Sep 9th is perhaps the day they have an announcement of a new iPhone.  The challenge is the price.  There is a challenge to sell a $600 phone to people in China.  What is left in the company to drive them to a higher value? 


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 PAST TOP PICK Apple
AAPL-Q
Don Lato

(A Top Pick Aug 26/13. Up 45.52%.) Thinks Sept 9 is going to be a big deal. We are going to see some new products and are also going to see a new business or 2. Thinks they still have the brightest and best research department in all of technology. Had more cash allocated to research over the last 2-3 years. If you don’t own, he would buy half now and half after Sept 9th.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 SELL AutoCanada Inc.
ACQ-T
Don Lato

Reported their earnings about 2-3 weeks ago which were a little disappointing. This has been a great performer over the last couple of years. One concern is what they are paying for their new businesses. They might be pushing the envelope a little bit too hard. The low hanging fruit has already been taken. In a rollup model you have to keep that momentum going, so you might end up taking your eye off the valuation a little. He passed on this one.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 WEAK BUY Bank of America
BAC-N
Darren Sissons

As they make more profit, the government will continue to take a little bit of money off them.  A change in government might change that.  These big money center banks will continue to grow.  Get the US banks on the downside and ride them up.  This one is a bit risky for him, however.


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 BUY Bank of America
BAC-N
Don Lato

The outlook for this is fairly positive. They have had everything but the kitchen sink thrown at them, in terms of fines and penalties and recovery of the financial crisis several years ago. Trading at 10-11 times earnings and paying a fairly decent yield. He prefers the Canadian banks.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2014-08-28 TOP PICK BB&T Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 TOP PICK BP PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Yes
2014-08-28 DON'T BUY Blackstone Group LP
BX-N
Darren Sissons

He would avoid it due to the structure.  (See KKR-N today)


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
2014-08-28 COMMENT Canadian Imperial Bank of Commerce
CM-T
Don Lato

Is it more desirable to buy a stock directly before or after a stock split? It really doesn’t matter. If you buy it before the split, chances are you are probably going to pay a smaller commission because you are buying fewer shares. As far as he is concerned, he would be buying a business, and it would be valued the same as it was before a stock split.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2014-08-28 PAST TOP PICK Canadian Natural Rsrcs
CNQ-T
Don Lato

(A Top Pick Aug 26/13. Up 51.67%.) Spent a good part of 2013 in the penalty box. A very, very well-managed company. Diversified across natural gas, heavy oil and light oil. Growing dividend and growing production. This is still a Buy at current levels.


Price: $0.000
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2014-08-28 DON'T BUY Deutsche Bank AG
DB-N
Darren Sissons

They have had a number of challenges.  He does not think the EU banks had received direct injection of funds.  The UK offers better opportunities.  Be careful on continental Europe.


Price: $0.000
Subject: GLOBAL LARGE
Bias: BULLISH
Owned: Unknown
Showing 1 to 15 of 131,291 entries
First Previous 1 2 3 4 5 Next Last