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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
2016-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  Trump is ahead of Hillary according to weekend polls.  We will see after this week if Hillary is still gaining momentum.  The majority of earnings on the S&P will be in by the end of this week and they are better than expected.  There is a lot of potential for growth over the next couple of quarters but there is also room for disappointment.  He is worried about a correction up to 20% over the next 6 months.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-07-25 PARTIAL SELL A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

US Stocks and Bonds.  Caller is 75% US.  The world is a little over 50% US.  He likes being overweight in the US but he would like to hedge against the currency risk.  You can also be overweight Canada to get the dividend tax credit.  He would be looking to trim the US exposure.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2016-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Canadian Banks.  He would start liking them 10% lower.  We are at the upper end of the trading range.  He would hold through ZWB-T but when it got 10% lower.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

ETFs vs. individual stocks.  The biggest difference is diversification. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  Concerns about the weekend’s G20 meeting.  They are agreeing to continue spending and not worrying about who is going to pay for it.  We need the growth pickup in the world but the problem is the debt getting bigger.  150% of the world’s GDP has come from debt since the Lehman moment.  You can’t stimulate by weakening your currency but that is what they are doing.  Infrastructure ETFs are very expensive right now.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2016-07-25 N/A A Comment -- General Comments From an Expert
A Commentary
Norman Levine

Markets.  Valuations in the US are rather high and that is caused by ‘free money’ and bonds that pay no money.  He finds potential in the perpetual preferred market.  You get premium yields and if rates don’t go up any time soon you don’t get hurt by them. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: _N/A
2016-07-25 DON'T BUY Apple
AAPL-Q
Norman Levine

Everyone is in love with it because of what it did in the past.  There have been only moderate innovations since Steve Jobs passed away.  He does not see where future growth is going to come from.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-07-25 DON'T BUY Air Canada (B)
AC-T
Norman Levine

He does not invest in airlines because airline stocks are trades.  They are getting hurt by what is happening in Europe.  People won’t travel there. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-07-25 HOLD American Financial Group Inc.
AFG-N
Norman Levine

(Market Call Minute) Higher bond yields would really help here.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-07-25 WATCH Alimentation Couche-Tard (B)
ATD.B-T
Norman Levine

It probably got ahead of itself and now growth has almost caught up to itself. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-07-25 BUY A&W Revenue Royalties Income Fund
AW.UN-T
Norman Levine

Continues to do well.  It is a royalty so you are dependent on sales growth, rather than earnings.  He owns a similar company (CAO-T).


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2016-07-25 HOLD Boeing
BA-N
Norman Levine

Continue to hold it but you may not make any money in the short term.  The problem is that with the fuel prices being so low, there is less incentive to upgrade airline fleets to get more efficient equipment.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Unknown
2016-07-25 DON'T BUY Bank of America
BAC-N
Norman Levine

He is not a fan of the money center banks.  He prefers regional banks.  He would prefer TD-T [which the caller also asked about] although he does not own it either.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: No
2016-07-25 TOP PICK BankUnited, Inc
BKU-N
Norman Levine

Regional, commercial bank.  It doesn’t loan much to consumers.  Florida and New York Metro area.  One of the best management teams in the banking industry.  Their capital structure is very conservative and they are well capitalized.  They guided down on future growth.  They are going to hold off on growth until times get better and he likes that.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
2016-07-25 BUY CCL Industries (B)
CCL.B-T
Norman Levine

(Market Call Minute) He still loves the stock.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: CAUTIOUS
Owned: Yes
Showing 1 to 15 of 154,324 entries
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