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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
2016-05-05 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Markets.  We are entering a period of seasonal weakness.  It is not a great economic back drop for investing.  It will take a huge catalyst to move the markets higher.  We are moving into 6 months that are typically weaker.  The average is a loss of half a percent since 1950 in the summer.  You tend to get some big drops in the summer sometimes, which brings the average down, even though the market is up over the summer 82% of the time.  You are exposing yourself to increased risk over the next six months.  There are lots of opportunities in the summer also.  Gold tends to do better. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2016-05-05 COMMENT A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Small Cap Seasonality.  From Dec 19 to Mar 7 they do well. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2016-05-05 WAIT A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Gold.  Seasonal performance is just one of the factors that affect it.  Silver’s period is from January 1st to end of March.  Gold is from July to September.  He trades it every year. 


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2016-05-05 N/A A Comment -- General Comments From an Expert
A Commentary
Paul Harris, CFA

Market. US earnings numbers looked terrible and expectations became very low, but then everybody kind of beat expectations. Looking through those numbers has been very difficult. A lot of the big tech stocks had very negative numbers, and those sectors tend to be the ones that are growing. Apple’s numbers in China were terrible. The one positive thing is that margins stayed pretty level, and that is because they are cutting a lot of costs. When you see big companies like that miss, it tells us that we are in a much more difficult environment than what people are really thinking about. Big sectors, such as utilities that people are very comfortable with, have done poorly in these last earnings numbers. This indicates that the overall economy is not able to grow as quickly.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: _N/A
2016-05-05 COMMENT A Comment -- General Comments From an Expert
A Commentary
Paul Harris, CFA

Rails? He owns and prefers Canadian National (CNR-T). Rails are a great story. This is a business that has been consolidated. Have moved sideways over the last while simply because of the commodity cycle. As the world plods along here, rails do incredibly well. They are more environmentally friendly for shipping things. The commodity cycle is turning a little bit here, so they are going to be better off. In Canada, we still cannot figure out what we are going to do with pipelines, and the only way to move oil really is through rail, and that will continue to happen. As a sector they are not expensive at these valuations, although the Canadians are more expensive than the US ones.


Price: $0.020
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-05-05 TOP PICK Apple
AAPL-Q
Paul Harris, CFA

Trading at only 10X earnings, but if you take out the cash, it is probably only 8X earnings. They are increasing their dividends. 63% of their revenue comes from the iPhone. In the last quarter everything fell. IPhone7 is coming out which he thinks will offer added products. Dividend yield of 2.45%.


Price: $93.240
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Yes
2016-05-05 BUY Adobe Systems
ADBE-Q
Paul Harris, CFA

(Market Call Minute.) An interesting story. Not cheap, trading at 24X earnings. They have done a very good job of trying to understand how people use their products and marketing and sales.


Price: $93.500
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-05-05 COMMENT Brookfield Asset Management (A)
BAM.A-T
Paul Harris, CFA

He likes this. They are very smart and understand allocating capital in the right way. Have done a very good job of narrowing the gap between the NAV and the underlying assets. They’ve been very good at looking at the environment, and taking opportunities when things were really bad.


Price: $43.470
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Yes
2016-05-05 DON'T BUY BlackBerry
BB-T
Paul Harris, CFA

The difficult part for him is that the user base has gone down tremendously over the last little while. As they move towards trying to be more of a software company, that may help them, but that transition is going to take a fair bit of time. There are better companies to own.


Price: $8.610
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Unknown
2016-05-05 BUY BCE Inc.
BCE-T
Paul Harris, CFA

Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. They just did a big deal where they acquired Manitoba Tel. The issue is whether the deal goes through as they still need regulatory approval.


Price: $59.050
Subject: NORTH AMERICAN/GLOBAL
Bias: UNKNOWN
Owned: Yes
2016-05-05 SELL ON STRENGTH Baytex Energy Corp
BTE-T
Brooke Thackray

You are buying leveraged oil. If you think oil is going to go up in price, then this is a great play.  If you think oil will go down in price, not a great idea. It has  heavy oil composition and large debt. We are up to the resistance point right now.  The seasonal period ends May 9th.  Sell on strength.


Price: $6.200
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2016-05-05 PAST TOP PICK First Trust NASDAQ Global Auto Index Fund
CARZ-Q
Brooke Thackray

(Top Pick Feb 29/16, Up 3.75%) Automakers and parts.  We have peak auto sales and record results.  But the stocks have not been outperforming, so that is a sign you should exit the position.


Price: $31.610
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2016-05-05 SELL Cineplex Inc
CGX-T
Brooke Thackray

It is dependent on the movie cycle.  Consumer discretionary can suffer in the summer.  We are trying to break above the resistance line.  It is a consolidation that is taking place.  We are at the top of the trading channel.  He would exit and look to buy at the bottom of the trading channel.


Price: $49.630
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2016-05-05 HOLD Clearwater Seafoods Inc.
CLR-T
Brooke Thackray

Income positions actually do well in the summer time.  This one’s chart is actually positive.  If it breaks below the trend line you want to look to exit.


Price: $13.730
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2016-05-05 PAST TOP PICK Crescent Point Energy Corp
CPG-T
Brooke Thackray

(Top Pick Feb 29/16, Up 22.57%) Feb 25th until May 9th is the seasonal period of strength.  We are up just past support here.  But now is not the time to be in energy.  He exited.


Price: $20.200
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
Showing 1 to 15 of 151,413 entries
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