stockchase picture

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

Table View - Opinions in Detail

Print Export
Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-20 $0.020

US$. Where there are free-flowing currencies, and countries have to repay interest and the notional value of the bond in US dollars, it is going to be a lot more expensive for them. This will likely cause some credit stress over the next year or so. He is pretty sure the dollar is going to remain strong over the next year or so versus most currencies, specifically the euro and the yen. For the first time ever, Chinese estate values are going down. Money has been coming out of there to feed the stock market. Chinese mainland stocks have doubled over the last year or so, more importantly the last 6 months. Margin requirements were raised on Friday, but to combat that a shift in the reserve ratios to kind of neutralize things, the market seem to be a little positive this morning that there is no worsening in the Greek situation. Year-on-year earnings are declining, most of it, not all, is coming from the energy sector. He expects this for the next number of quarters.

Larry Berman CFA, CMT, CTA STOCKS, BONDS & ETFs UNKNOWN _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-20 $0.020

Fixed Income Suggestions. There are a couple of things to consider. You have credit risks. Corporate bonds, with the worse quality of these being high-yield or junk bonds. You will get a much higher yield, but those correlate a lot more with equity returns than they do with bond returns in general. If you don’t want a lot of interest rate risks, then a short term, 1 to 5 year laddered bond portfolio. All of the providers have them. If you fear that credit might be a problem at some point, then you want something with a bit longer duration on the government side. If stocks fall, government bonds will tend to do well. Longer  maturities tend to do better than shorter ones when you have a flight to safety.

Larry Berman CFA, CMT, CTA STOCKS, BONDS & ETFs UNKNOWN Unknown View
BUY A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-20 $0.020

Gold. At $1150, he kind of likes some exposure to gold. If you are going to hold gold for a long period of time, you are probably better holding gold equities, as gold bullion yields nothing. If you are thinking about trading, ETF’s are fine for that. He would suggest 5% or 10% in your portfolio.

Larry Berman CFA, CMT, CTA STOCKS, BONDS & ETFs UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-20 $0.020

Natural gas ETF, based on an outlook prices will increase in 3-5 years. There are 2 ways to play this. In the US FCG-N is the large cap natural gas weighted ETF of the companies. You get a dividend on this. In Canada ZJN-T is the Junior natural gas weighted ETF. If you have a 3 to 5 year view, do not even remotely consider any ETF’s linked to the underlying commodity. The underlying NAV erosion, over a long period of time, could be toxic.

Larry Berman CFA, CMT, CTA STOCKS, BONDS & ETFs UNKNOWN Unknown View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-20 $0.020

US currency and the US market? He wouldn’t put 100% of his clients’ money into the US, but currently is about 65% Canada and 35% US. The currency has worked in his favour recently, but that doesn’t mean it is going to continue to work in his favour. You have to own the best companies that you think are reasonable, cheap on valuation and are going to grow. Currency has a way of working itself out over the long-term. The companies he buys, he plans to own for 3 to 5 years or longer.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-20 $0.020

Greece. We are now in Act III of the Greek tragedy. No one knows for sure how this is going to play out. For a German taxpayer, who has just had his retirement age raised to 67, to use his tax dollars for his government to fund Greece, where a guy there retires at 55, it doesn’t add up. Feels it ultimately comes apart, but the pride in Europe is really strong and they are going to try to keep it together. A chart showing capital outflows as a percentage of GDP in Greece shows the intensity in the last 6 months is far greater than in previous ones. People with money in the banks in Cyprus actually lost money on their deposits. This is why money is fleeing Greece. About a year ago, Greece was able to come back to the bond market and issue bonds. They issued a 3 year bond at 3.38 which is currently yielding 27%. That is pricing in over a 50% chance of default. The European bank Index is still 60% below its peak before the crisis of 2008-2009. We are back up to the levels where we had seen problems. The vast majority of European banks failed the stress tests. He doesn’t think a QE is going to help and fix this.

Larry Berman CFA, CMT, CTA STOCKS, BONDS & ETFs UNKNOWN _N/A View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-20 $0.020

Energy. Has sold all his energy producers and is out of energy completely, except for Pembina Pipeline (PPL-T) and Keyera (KEY-T). Hasn’t made a lot of money on energy, even in good times. Prefers owning companies that have strong pricing power, have the ability to raise their prices, and the ability to raise and compound capital over time, in a more certain business environment.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-20 $0.020

Markets. 25% of the Canadian Index is tied to energy or energy related companies, as well as other related plays in the index. Not easy to get diversified, so he has gone outside of Canada to get exposure. The great companies have PEs priced at excessive levels, because there is nothing else to buy. When you gravitate to looking for non-commodity related companies, everybody else is looking for them too, so valuations are too high. Because of this, he is looking outside of Canada and has found a lot of good ideas in the US. US and Canadian financials look extremely cheap. Also, healthcare and US technology also look attractive.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-20 $0.020

Currency hedging? His issue is that this is costly, and if you do it through a hedge product, it will eat into your fees or your dividend. Because of this, he doesn’t do it. He would be buying J.P. Morgan (JPM-N) or Goldman Sachs (GS-N).

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2015-04-20 $0.020

Markets. There is a greater than average probability of a correction this summer, probably 10%-20%, or probably a bit higher. There are a lot of different factors involved. First of all there are formations on the market. We have not had a 20% correction on the S&P 500 for literally for 4 years. Lack of volatility is not a great thing. He is also starting to see some of the secondary indicators that are showing that volatility might return. When levels of the VIX (volatility index) get too low, we tend to not stay there forever. His chart show that we have been hanging around in the low end (10 to 13) for a couple of years. This can’t last forever and he thinks we are probably going to see a move up. Looking at Breadth, it basically says how much participation there is in the stock market. He is looking at a 40 day moving average of the new highs and new lows on the NYSE. The chart shows stocks are moving up, but the moving average is heading down. 71% of Dumb Money (unsophisticated such as retail investors) is very bullish, versus 35%-36% of Smart Money (basically professionals, i.e. insiders, pension managers, sophisticated investors, etc.) A 2 to 1 ratio. Not such a great thing when Smart Money is leaving the room and Dumb Money is piling in.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS _N/A View
TOP PICK AAPL-Q Apple Market Call (BNN TV) 2015-04-20 $127.600

Good companies that have high ROE’s and generate lots of free cash flow with great branded products are going to grow. Thinks they are going to earn $8.40 this year and well over $9 next year. Add in the cash balance and trading at 10 or 11 times earnings, it may be the best company in the world. Dividend yield of 1.47%.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY Yes View
PAST TOP PICK AIG-N American International Group Market Call (BNN TV) 2015-04-20 $57.510

(A Top Pick March 27/14. Up 18.08%.) One of the biggest insurance companies globally. Good management. Buying back stocks below Book Value. Still a Buy.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY Yes View
BUY on WEAKNESS ATD.B-T Alimentation Couche-Tard (B) Market Call (BNN TV) 2015-04-20 $48.150

This has been an all-star performer and has been very successfully making lots of acquisitions. The valuation seems a little too rich. This is a company that you could probably buy on a pullback and hold in your portfolio for years and years to come.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY No View
WATCH AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2015-04-20 $21.930

It is a pretty wild and crazy chart. Some pretty major resistance on the stock at around $25, and thinks it is going to have some trouble getting through that figure for the time being. If he owned the stock, he would be very tempted to Sell it at $25.

Keith Richards TECHNICAL ANALYSIS CAUTIOUS Unknown View
BUY BIN-T Progressive Waste Solutions Inc Market Call (BNN TV) 2015-04-20 $34.630

Just touched a multiyear high recently. Has been buying more of this today at around $34. They have added new trucks and are trying to increase the efficiency. He could see this as a Hold for many, many years.

Barry Schwartz NORTH AMERICAN - LARGE BEAR on ENERGY Yes View
Showing 1 to 15 of 139,144 entries
First Previous 1 2 3 4 5 Next Last