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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-04-15 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets.  It is very difficult to predict the path the market will take.  She is a bottom up analyst.  You hope the companies come out and execute quickly and that the market recognizes it.  You want to be focused and there are a lot of aspects of the market that you want to avoid.  She is still able to find 25 stocks that are attractive in this environment.  Focuses on strong management teams and how they invest capital on behalf of shareholders.  Most gains in the market are multiple driven.  She looks for companies that are going through a tough time and you don’t want to own them. 


Price: $0.020
Subject: US LARGE
Bias: SELECTIVE
Owned: _N/A
2014-04-15 N/A A Comment -- General Comments From an Expert
A Commentary
Keith Richards

Markets. Sentimental indicators have been flashing caution, plus volatility has been picking up. Started selling a couple of weeks ago and raising cash. The Volatility Index over the last 1-1.5 years has been hanging out around the mid-to low teens. A higher volatility level would be in the 35-40 and we haven’t seen that in a while, so he thinks we are kind of due. We are starting to see some return of volatility now and expect it will pick up over the summer, which is perfectly natural and normal. In spite of this, he is bullish on the market and comparing this year to 2011, there is a similar background where you had a low volatility period for about the 12 months preceding the April high of 2011. To play the volatility you always raise some cash, and you can always focus your portfolio on forward beta positions i.e. lower volatility positions.


Price: $0.020
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: _N/A
2014-04-15 COMMENT Alaris Royalty
AD-T
Keith Richards

Fell with all the rest of the interest sensitives. Found support at an old resistance level of around $25. He tends not to buy stocks like this because he feels there is very little upside from price potential, but as long as it doesn’t break $25 and you are happy with the dividend, it might just sort of look sideways for a while and you just collect the dividend. If it breaks $25, you have to jump out because there will be another fairly large leg down.


Price: $26.900
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 STRONG BUY Ann Inc.
ANN-N
Jennifer Radman

Strong balance sheet.  The manage team is acting with a sense of urgency.  A pretty compelling entry point here. 


Price: $40.100
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 COMMENT Allied Nevada Gold
ANV-T
Keith Richards

Chart shows the downtrend has been kind of broken and that the stock is attempting to base. For people that have owned this, it has traveled this far and you might as well see if it wants to break out or trade it at the top of the trading range.


Price: $4.060
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 COMMENT Arc Resources Ltd
ARX-T
Keith Richards

A good looking chart. It has gone through periods of consolidation. It is probably due to pull back which would probably be $30. As a longer-term trader, he would not be worried about this.


Price: $32.450
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Boeing
BA-N
Jennifer Radman

An interesting timer of these companies.  There are a lot of fuel cost concerns so there is a big refreshment in the product portfolio of customers such as Fedex.  A very capital intensive business with long lead times.  Not the type of industry she is a big fan of so she is on the sidelines here.


Price: $124.270
Subject: US LARGE
Bias: SELECTIVE
Owned: Unknown
2014-04-15 DON'T BUY Bombardier Inc (B)
BBD.B-T
Jennifer Radman

A year ago there was a lot of good stuff coming out of the ‘C’ series, but her issue was the balance sheet and it has come up again.  You have huge capital spending and don’t know when you get the money back.  She avoids situations like this.  It hit all her metrics except the balance sheet risk.


Price: $4.100
Subject: US LARGE
Bias: SELECTIVE
Owned: No
2014-04-15 PAST TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Keith Richards

(A Top Pick March 11/14. Up 5.53%.) This has a nice dividend. Every time it gets down to the trend line, you Buy. Has a great profile fundamentally and technically.


Price: $43.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Keith Richards

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.


Price: $43.310
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 PAST TOP PICK CitiGroup
C-N
Jennifer Radman

(Top Pick April 18’13, Up 6.03%) They passed the stress test, but can’t hand out big dividends or do big buybacks.  They have excess capital that they can’t return now, but at some point they can.  She uses this as an opportunity to buy into the stock.  It’s a pretty good value here.


Price: $48.310
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
2014-04-15 TOP PICK CASH
CASH
Keith Richards

For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.


Price: $0.010
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Yes
2014-04-15 COMMENT Cineplex Inc
CGX-T
Keith Richards

Chart shows a long upward trend line from early 2012. Currently it is testing the trend line. As long as this holds, you are okay. The old high of about $40 in mid-2013 is now its support.


Price: $40.760
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 DON'T BUY Clearwater Seafoods Inc.
CLR-T
Keith Richards

Chart shows a bit of a topping consolidation that looks like it might have been broken. Broke the neck line at around $8 and is trying to consolidate again. He doesn’t like stocks that have fundamentally broken their topping pattern. There are better looking charts out there.


Price: $7.820
Subject: TECHNICAL ANALYSIS
Bias: BULLISH
Owned: Unknown
2014-04-15 BUY Celestica Inc.
CLS-N
Jennifer Radman

They had products coming off their platforms.  Margins are going up.  She would be a buyer here.


Price: $10.510
Subject: US LARGE
Bias: SELECTIVE
Owned: Yes
Showing 1 to 15 of 126,451 entries
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