stockchase picture

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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-02 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

US Markets. Has been bullish on the US market for 4-5 years. Although he is still very strong on the US market, he decided to take about 15% off the table and wait. Historically, September is the worst month and October is not much better, and often there is a rise in late October. This has something to do with his decision to reduce his holdings. However the main driver was because of very, very large gains and rebalancing his portfolios. Has very little exposure to emerging markets. He is US #1, Canada #2 and a small amount in Europe.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: _N/A
2014-09-02 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

Selling Puts on banks. How many months would you go out? When selling Naked Puts, the risk/reward is the same as buying the stock and selling the options. When he does covered calls, he prefers going out 6 months as he gets a better premium. If you are willing to do more active trading on a 1-2 month contract, you’re going to do a little bit better provided you are on the right side. The only issue he has with naked put writing is that most people that do it are leveraging. They are not just doing the cash substitution, they are probably leveraging it 2 or 3 times, and if they are wrong they can get hit pretty good.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: _N/A
2014-09-02 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

Naked puts. A Put gives you the right to sell something. If you buy a Put for $50, and the stock goes down to $45, and you have paid $2 for that Put, that Put is now intrinsically worth $5, because of the difference between $45 and $50. People use this as a way of acquiring a stock at a lower price. A good strategy.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: _N/A
2014-09-02 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

If I believe interest rates will stay low for the long haul, what is an option strategy I could use as an insurance policy in case rates spike up? A very interesting question. There are options on government bonds that trade on Montreal except there is no volume and no open interest except on short-term months. There is nothing directly that you can do.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: _N/A
2014-09-02 N/A A Comment -- General Comments From an Expert
A Commentary
John Hood

What ETF would you recommend for buying Puts on a Utility index? There is nothing for this.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: _N/A
2014-09-02 DON'T BUY SPDR Gold ETF
GLD-N
John Hood

He is not a gold fan. Why would you be a gold fan when the US$ and the US markets are strong?


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: No
2014-09-02 COMMENT iShares S&P US Preferred. E.T.F.
PFF-N
John Hood

Whenever buying anything that is non-Canadian income, it is treated as regular income. For a straight Canadian ETF on banks, he would choose ZEB-T or through Covered Calls on ZWB-T.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Unknown
2014-09-02 COMMENT Global X Social Media Ind. ETF
SOCL-Q
John Hood

Canadian social media ETF containing things like Facebook and Twitter? There is none in Canada that he is aware of, but there is SOCL-Q in the US. Valuation on these are awfully high. When he sees people that are fans of social media, etc., he gets leery about the valuations.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: No
2014-09-02 COMMENT Vanguard Global ex-US Agg Bond
VBG-T
John Hood

What would be a good percentage to invest in foreign bonds in an RRSP portfolio? Based on his client base ages 55 to 75, he has about 40% in bonds. If you are interested in emerging markets, he would go to this one.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: No
2014-09-02 BUY Vanguard MSCI Emerg. Mkt. ETF
VEE-T
John Hood

Emerging markets ETF for an RRSP for a long-term? High volatility is okay. Not keen on Russia because of the lack of transparency. He likes going with a broader approach so he likes this one because it is cheap. Other ETFs have something available in emerging markets, but look at the prices and let that be your guide.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Yes
2014-09-02 TOP PICK Vanguard Large Cap ETF
VV-N
John Hood

(A Top Pick Aug 30/13. Up 25.14%.) Has about 640 different equities. Very cheap. He is not buying now, but will be buying again.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Yes
2014-09-02 BUY iShares S&P/TSX SmallCap ETF
XCS-T
John Hood

This has smaller companies and a reasonable dividend yield. Thinks the fees are fairly high on this, but nothing wrong with it. It gives you a little bit of extra torque. He would rather be playing the US market on something like that, so you could look at iShares Russell 2000 (IWM-N).


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: No
2014-09-02 PAST TOP PICK iUnits S&P/TSX Capped Energy ETF
XEG-T
John Hood

(A Top Pick Aug 30/13. Up 26.48%.) This has always been one of his holdings. A couple of years ago there was a huge differential between world prices and Canadian prices, $30 or $40. Now with the rail delivering oil, it is not as critical an issue now.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Yes
2014-09-02 TOP PICK iShares S&P/TSX Equity Income
XEI-T
John Hood

Yielding just over 4%. The fees are reasonable.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Yes
2014-09-02 PAST TOP PICK iShares DEX Short Term Bond
XSB-T
John Hood

(A Top Pick Aug 30/13. Up 3.04%.) Very broad and diverse. He likes that there are about 240-250 different bonds in it. Never trust yield. Take a look beyond the 1st page where it gives you the quote, and look at what its “yield to maturity” is. That is what you are actually getting.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Yes
2014-09-02 N/A iShares Diversified Monthly IF ETF
XTR-T
John Hood

As a full position in an RRSP? When you get the quote, it shows the yield as about 5.8%, but if you look at the components of this ETF, corporate bonds, high yields, rates, etc., none of them add up to 5.8%. The reason is that there is a return of capital. There is a big difference between return “on” capital and return “of” capital. You are not really getting 5.8%, but actually about 4.5%.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: _N/A
2014-09-02 COMMENT BMO Low Volatility Cdn Eqty ETF
ZLB-T
John Hood

Had not looked at low volatility ETF’s because had thought they would be under-performers. However, this is not the case. They are good strong dividend players, and he’ll be looking at these further.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: No
2014-09-02 TOP PICK BMO US High Dividend C. C. ETF
ZWH-T
John Hood

High dividend companies in the US, but also has a Covered Call on it. This is getting a yield of roughly 6% of dividends and capital gains. Because this is US dividends, it will be treated as income, but you’ve got the capital gains overlay from the options. This is for people who on one hand want to be a little bit more conservative, but also because it is an income generator.


Price: $0.000
Subject: OPTION STRATEGIES & E.T.F.S
Bias: BULLISH on US MARKET
Owned: Yes
2014-08-29 N/A A Comment -- General Comments From an Expert
A Commentary
Jennifer Radman

Markets. It is very hard to tell what the market is going to do in the next quarter or two, which causes a lot of anxiety for people, especially investors who haven’t been in the market and are wondering what to do. If you keep it simple and cut the forest from the trees, it makes it a lot easier. She focuses on company valuations. They have obviously gone up, as the market has done well in the last few years. Not anywhere near the point where it is getting a bit crazy and too high. If the geopolitical situation gets out of hand, she would be buying into those dips. It is becoming increasingly important to being selective. Likes US financials, which still has fear. Also, the large cap technology side, where there is the concern of who is going to be the next player.


Price: $0.020
Subject: US LARGE
Bias: OPTIMISTIC
Owned: _N/A
2014-08-29 N/A A Comment -- General Comments From an Expert
A Commentary
Robert McWhirter

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price: $0.020
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: _N/A
2014-08-29 PARTIAL SELL Apple
AAPL-Q
Jennifer Radman

She tends to avoid the consumer products side on hardware electronics. This company has done a phenomenal job. She is always afraid of how quick consumers are to change their minds, and to go after new things. If you own, she would consider trimming back and getting out of the holding. 


Price: $102.500
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 COMMENT Abbott Labs
ABT-N
Jennifer Radman

Doesn’t follow this one too closely. Recent reports indicate they are doing a lot of things to restart their growth.


Price: $42.240
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 BUY Aetna Inc.
AET-N
Jennifer Radman

This is an area in the healthcare space which is showing pretty good valuations across the board. The whole group is at pretty compelling valuations. A decent stock to own.


Price: $82.130
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 PAST TOP PICK Avigilon Corp
AVO-T
Robert McWhirter

(A Top Pick Aug 2/13. Down 0.32%.) Sold his holdings at about $31. A year ago, it was growing like crazy but also producing free cash flow. The company then hired a ton of sales people to help their growth, so their expenses went up. Thinks it is a buying opportunity. Likes the underlying technology, and extremely high definition security system and they have new software that ties it all together.


Price: $18.550
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 BUY Bank of America
BAC-N
Jennifer Radman

Trading at 85% of tangible BV. Seem to be doing a better job and things are improving. The big litigation seems to be out of the way. A good sector to be in and this one should do well over the next few years.


Price: $16.090
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Unknown
2014-08-29 PAST TOP PICK Brookfield Properties Corp.
BPO-N (Dead)
Jennifer Radman

(A Top Pick Sept 20/13. Up 30.18%.) This has now been absorbed into the parent. She had actually sold her holdings. Hasn’t really had any exposure to the REIT sector, except for this one, over the last several years.


Price: $20.550
Subject: US LARGE
Bias: OPTIMISTIC
Owned: No
2014-08-29 BUY CitiGroup
C-N
Jennifer Radman

Trading at a pretty good discount to its tangible BV. This has grown every single quarter since the beginning of 2010. Have done a very good job of taking the problem assets down and selling them out of Citi holdings. ROE will likely trend higher.


Price: $51.650
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 PAST TOP PICK Celestica Inc
CLS-T
Robert McWhirter

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.


Price: $11.960
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
2014-08-29 PAST TOP PICK Chevron Texaco
CVX-N
Jennifer Radman

(A Top Pick Sept 20/13. Up 6.79%.) Still likes this. Have a lot of production coming on stream. Have some big projects off the coast of Australia where there have been a lot of concerns. Historically they have been very good at giving a very good return. Over the next several years, the shares should ramp significantly higher. 3.3% dividend yield.


Price: $129.450
Subject: US LARGE
Bias: OPTIMISTIC
Owned: Yes
2014-08-29 PAST TOP PICK Counsel Corporation
CXS-T
Robert McWhirter

(A Top Pick Aug 2/13. Down 16.69%.) This has been a disappointment, however this is a reasonable opportunity, but he would not buy it today.


Price: $1.700
Subject: CANADIAN & TECHNOLOGY
Bias: BULLISH
Owned: No
Showing 1 to 30 of 131,358 entries
First Previous 1 2 3 4 5 Next Last