stockchase picture

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

Recent Opinions

Print
Date Signal Company Expert Opinion Price
2015-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

Markets.  He is not a market timer. His style is to buy good businesses at attractive prices. Holding about 3% cash in his portfolios. His advice to investors would be to not panic. Business and the economy are still good. Let the volatility provide you with opportunities if you’ve got cash, but don’t be panicked into doing something that you might regret 6 months from now. He likes consumer related stocks along with tech. You can start to maybe nibble if we get another downturn in oil prices. Choose the companies with a strong balance sheet. Look for the ones that have fallen the least, not the ones that have fallen the most.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2015-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
Don Lato

REITs. Is the potential rising interest rate environment hitting the sector too hard? It could be that people have overcompensated for the anticipated rise in interest rates. Concurrent with a rise in interest rates, generally, is better economic activity so your CAP rate is going to change and it is going to change unfavourably as rates go up. But your rent increases might be easier to obtain, and your vacancy rates are going to be lower. Higher interest rates are not the absolutely worst thing that can happen to the REIT sector.


Price: $0.020
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: _N/A
2015-08-28 N/A A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

Markets.  Did some buying on Monday morning when the markets fell. The interesting thing was that the Treasury market wasn’t really responding that much, which was kind of unusual. Usually when you see markets plunging like that the Treasury market really rallies. It had already rallied in anticipation of the crash. Has seen growing signs that you have to be concerned and worried about what was going on. Credit spreads globally were widening, and often times the bond market is the clue that often eventually trips up the stock market. We saw the premarket spikes in the VIX, which was a good sign. It felt like a short-term bottom. As a general rule, when we have the V type recovery that we had, you often will have a retest. Everyone is sort of keying off 2 things right now, the Chinese economy and oil prices. Thinks the boat got tilted too far to one side, enough people fell out of the boat and that caused the prerequisite bounce back. What you really have to pay attention to is the emerging markets, and China is viewed as one of those developing markets. It is not just China. The emerging markets, now count for over half the GDP. With the currency moves we have seen recently, the pressures are growing. To some extent the Chinese are being painted unfairly with a value in their currency. The currency is up 29% year-over-year, and the Chinese were probably anticipating that the Federal Reserve Board was likely to raise interest rates, so wanted to put a bit of downward pressure on the currency to offset that, when the feds raised rates, you would like to have a continuation of the strength of the US$, with a move higher in the Chinese currency as well.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: _N/A
2015-08-28 BUY A Comment -- General Comments From an Expert
A Commentary
John O'Connell, CFA

Energy stocks? Now is the right time to buy energy stocks. Investors are full of fear. It is exceptionally difficult and costly to get oil out of the ground. Saudi Arabia is going broke doing it. Pessimism is pretty high, and there are some really great companies out there. If you have a 2 year view, and buying good quality companies, not just the ones that are giving you dividends, you will make exceptionally high returns.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-08-28 TOP PICK Apple
AAPL-Q
Don Lato

Couldn’t resist using this as a Top Pick with the price in the $112 area. Stock sold off because of fears of China and their exposure, which is not insignificant.  CEO commented this week that they are expanding iPhone sales in China. The Apple App Store in China had its best 2 weeks ever. All those concerns of China may be a little bit overblown. Stock is trading at 11.5X earnings and still the dominant player on the smart phone. IPhone revenues are expected to increase again this quarter. Dividend yield of 1.84%.


Price: $113.290
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2015-08-28 PAST TOP PICK Apple
AAPL-Q
John O'Connell, CFA

(A Top Pick Sept 16/14. Up 14.24%.) Sold half of his holdings when it reached $128. This is a fantastic company. It’s the ecosystem they have developed. The durability of being able to develop technology solutions that make their customers want to be customers for long, long periods of time.


Price: $113.290
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-08-28 TOP PICK Ag Growth International Inc
AFN-T
Don Lato

Performance year to date on the business side has been pretty good. The problem lies in the next couple of quarters. Due to the wet summer in Western Canada, it has taken its toll on the farmers. They greatly decreased their guidance for the 2nd half of the year. With the wet summer behind it and the better prospects next year, you will see growth in earnings resume next year. Dividend yield of 6.34%.


Price: $38.220
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Yes
2015-08-28 COMMENT Amgen Inc.
AMGN-Q
John O'Connell, CFA

The healthcare sector in general is a good area to be in. He likes the strong cash flow metrics and the balance sheet. They have a good drug pipeline. Prefers Biogen (BIIB-Q) and Celgene (CELG-Q), which you may want to have a peek at.


Price: $155.890
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2015-08-28 COMMENT Bank of America
BAC-N
John O'Connell, CFA

Bank of America (BAC-N) or National Bank (NA-T)?  Buy National Bank. It has a much bigger dividend and trading at much lower multiples. The Cdn$ is cheap here, so why convert unless you have US$. If you do have US$, convert back to Cdn$ and put it into National Bank.


Price: $16.360
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2015-08-28 COMMENT BCE Inc.
BCE-T
Don Lato

This is a slow growth, regulated and changing business. Stock price has come down a little off its highs and is pretty reasonable value. A very, very nice dividend. On Dec 16, Pick and Pay kicks in, which might put some pressure on the revenue line. This is probably part of the decline we have seen over the last year or so. He would prefer Rogers (RCI.B-T).


Price: $53.330
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: Unknown
2015-08-28 DON'T BUY Canadian Pacific Rail
CP-T
John O'Connell, CFA

There is a big drop in crude by rail. Thinks it is going to continue to be challenging for the next little while, because there are some refineries shutting down for regular maintenance. A very well-run company. The company has been buying back a lot of stock. This is so tied to the commodity cycle, coal and economic activity he just doesn’t think it is a kind of thing that you need to be involved in at this stage.


Price: $193.180
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2015-08-28 COMMENT Crescent Point Energy Corp
CPG-T
John O'Connell, CFA

Thinks the street would say this company is pretty cheap right now. He has consistently had a number of quarrels with this company. They are growing like stink and it is a very well-managed company. The problem is that they are paying out a dividend. You invest $10, and it pays you back $0.60 every year, but you have to pay tax on it. Then they dilute you down by selling new shares to buy more and more great opportunities down the road. Doesn’t like the dividend paying model. Institutional investors are very, very nervous about buying these types of companies, because if prices stay down for a while longer the hedges all roll off next year and it is a disaster. They have a lot of debt.


Price: $15.330
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2015-08-28 COMMENT Walt Disney
DIS-N
Don Lato

Price earnings multiple is 20X forward and 21X current. Still a little high, but he does have it on his radar. Thinks the stock acted very negatively to its last earnings report where it talked about some potential subscriber loss on ESPN. A great company, but he would prefer to buy it a little bit cheaper.


Price: $102.480
Subject: NORTH AMERICAN
Bias: OPTIMISTIC
Owned: No
2015-08-28 COMMENT Walt Disney
DIS-N
John O'Connell, CFA

Loves this company. Exceptionally well-run with an extremely powerful brand, that is well diversified across the whole media sector. Investing  in a company like this at these levels, you can own it for a good long time. They have come under pressure, like the whole media space, because over the top technologies like Netflix and HBO are causing investors heartburn over whether companies will be able to maintain the large subscriber base as people start cutting the cable and going for direct channel choices. Regarding ESPN, Disney has a very strong franchise with a large diversified portfolio and will be able to start offering competitive solutions, maybe even going direct to the consumers, or teaming up with a company like Netflix, etc.


Price: $102.480
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2015-08-28 TOP PICK Facebook
FB-Q
John O'Connell, CFA

About a 50% growth rate. Hugely profitable. Gross margins and net margins are extremely high. Other than Google (GOOGL-Q), this company has really got mobile and advertising in a tremendous way, and as time goes on, both Google and Facebook are going to continue to grow their advertising revenues. They are just now beginning to monetize Instagram. Investors are completely underestimating how attractive the Instagram model is going to be for corporations to advertise their products.


Price: $91.010
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
Showing 1 to 15 of 143,534 entries
First Previous 1 2 3 4 5 Next Last