Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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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 Market Call (BNN TV) 2017-02-23 $0.000

Markets.  The American market looks expensive to him.  Trump has not yet implemented his pro-business policies so the market is up on anticipation.  The S&P has broken out and is moving up on a daily basis.  This is very positive.  There is no resistance at this point.  He does not see interest rates moving to 4%, maybe 2.5%.  The TSX is at record highs yet oil has not jumped.  CM-T is at a record high.  We have appositive breakout that is taking place.  But we are at the upper bounds for PE rations for banks in Canada.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS _N/A View
HOLD A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-23 $0.000

Semiconductor Stocks.  SMH-N is the best known ETF in this area.  They have a cycle.  A lot of chips are bought by the end of the year.  We are past the seasonal period so once it weakens then exit.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-23 $0.000

Base Metals.  We are in the seasonal period: Nov. to Dec. and Jan. 23 to Apr.  It is volatile compared to other sectors.  Let them run unless it starts to break down.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-23 $0.000

Portfolio Construction.2016 was a pretty good year. Most stock markets around the world were up. Bonds were flat. As a result, if you had a 70/30 portfolio it is now probably 70/23 or 75/25 and you are going to have to trim a little, 5%-10% of your equities have to be sold in order to get back to the 70% target, and that money has to be put back into income in order to maintain the risk profile and the suitability.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-23 $0.000

Gross capital gains are applied against the OAS threshold even though there are offsetting capital losses. Is this correct? That is correct. The OAS claw back is based on income for any kind of allowable adjustment. This is for people who are in the top 5% of income earners. There are things called flow through shares that you can buy, which are not applied against line 234 of the tax return, and that gives you a tax deduction against all sources of income.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-23 $0.000

Behavioural Finance?The most applicable thing in this might be anchoring. A lot of people don’t like to Sell losers, because they want to hold them until they come back. You have to let these go. If it is something that has gone down, you should sell it. Also, if something has gone up very well, don’t be afraid to trim.

John DeGoey PERSONAL FINANCE & ETFs UNKNOWN _N/A View
HOLD ABX-T Barrick Gold Market Call (BNN TV) 2017-02-23 $0.000

It broke out of a down trend earlier.  Gold tends to slow down during Mar. to May.  ABX-T would go down.  Put some stops on this.  As soon as gold weakens, then exit.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WATCH AGT-T AGT Food & Ingredients Market Call (BNN TV) 2017-02-23 $0.000

The best time of the year for AG stocks is Aug. to the end of the year.  Right now we are after the seasonal period.  It is in a descending triangle and that is a bearish pattern.  If it breaks down below the support level in this pattern, then you need to exit.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD BNP-T Bonavista Energy Corp Market Call (BNN TV) 2017-02-23 $0.000

There has been a bit of a pull back and then a bump up.  This is a position you can let run.  Feb 25th until May 9th is the period of seasonal strength.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CASH CASH Market Call (BNN TV) 2017-02-23 $0.000

A lot of people went out to cash before the election based on valuations and then the market ran away on them.  Drops this time of year are less frequent than other parts of the year.  Don’t move to huge amounts of cash this time of year.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD CHR-T Chorus Aviation Inc Market Call (BNN TV) 2017-02-23 $0.000

It is an offshoot from the airline industry, which does well in the fall time.  Maybe Warren Buffet will buy this one.  We have seen the break out and it is above resistance.  It tested it and came back up.  This actually looks quite favourable.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD CSU-T Constellation Software Inc. Market Call (BNN TV) 2017-02-23 $0.000

We should see it fall back due to it getting to the end of the period of seasonality.  He would put a stop in place.  It was going down then the market is going up.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
BUY CTC-T Canadian Tire Corporation Ltd Market Call (BNN TV) 2017-02-23 $0.000

The season period is January to Mid-April.  It was in an ascending bullish triangle and then it popped when they came out with great earnings.  This is very positive.  It has still has room to move higher.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CXR-T Concordia Healthcare Market Call (BNN TV) 2017-02-23 $0.000

Technically it has fallen off the face of the earth.  You are making a gamble at this point.  He would not move into healthcare at this time of the year.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD DIS-N Walt Disney Market Call (BNN TV) 2017-02-23 $0.000

It has been driven by ESPN and cord cutting.  It is seasonal and we have just reached the end of its period.  If it breaks the current trend, then look to exit.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK HXE-T Horizons S&P/TSX Capped Energy Index Market Call (BNN TV) 2017-02-23 $0.000

It is a call on oil.  People are saying Canadian oil stocks just pulled back because of potential border taxes, but US oil stocks did the same thing.  We are starting to break out right at the beginning of their seasonal period.  Feb. 25 until May 9, oil stocks tend to do well.  Technically and seasonally it is the right time to step into oil stocks.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
PAST TOP PICK HXQ-T Horizons NASDAQ-100 Index ETF Market Call (BNN TV) 2017-02-23 $0.000

(Top Pick Dec 13/16, Up 8.02%) He has hung on past the end of the seasonal period by a month and is moving his stop up tighter and tighter.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
PAST TOP PICK IWM-N iShares Russell 2000 ETF Market Call (BNN TV) 2017-02-23 $0.000

(Top Pick Dec 13/16, Up 1.42%) It has not done much since the start of the seasonal period.  He exited because he has not seen the relative strength.  The seasonal period ends March 7th.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
BUY MFC-T Manulife Financial Market Call (BNN TV) 2017-02-23 $0.000

SLF-T vs. MFC-T.  SLF-T has done well, and then pulled back recently.  He would prefer MFC-T.  The life insurance companies would be a slight preference over the banks.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK MG-T Magna Int'l. (A) Market Call (BNN TV) 2017-02-23 $0.000

It is a classic play on the economy.  Consumers keep buying cars.  Feb. 24 to Apr. 24 is the period of seasonal strength.  We are seeing a break out taking place.  Technically and seasonally it looks good.  (Analysts’ target; $65.37).

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
HOLD PM-N Philip Morris International Market Call (BNN TV) 2017-02-23 $0.000

It is a consumer staple product.  This is not its period of seasonal strength.  It has broken above recent highs.  It is out of season so he would not get into it. But if you have it then hold until it breaks down.  Aug. to Oct. are the prime months for the tobacco companies.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD PPLT-N ETFS Physical Platinum Shares Market Call (BNN TV) 2017-02-23 $0.000

Platinum is an industrial and precious metal and has done well since the beginning of the year.  This is a seasonable time for Platinum.  The seasonal period starts in January and runs as long as May, but most of the gains are in the first couple of months.  If you see it pull back, then exit.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
BUY PWF-T Power Financial Corp Market Call (BNN TV) 2017-02-23 $0.000

If you don’t like the way they allocate money, you can move to POW-T.  He sees a bit of a rally in PWF-T so play it out.  If it gets up to highs, you might trim it back.  There is nothing wrong with the decent yield.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
HOLD RY-T Royal Bank Market Call (BNN TV) 2017-02-23 $0.000

The banks have been on fire and everything has been working for them – oil, housing, etc.  They come out with earnings tomorrow.  It is trading into expectations for that.  The seasonal period is until mid-Apr.  Until it breaks some sort of level you should hold on to it.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WEAK BUY SLF-T Sun Life Financial Inc Market Call (BNN TV) 2017-02-23 $0.000

SLF-T vs. MFC-T.  SLF-T has done well, and then pulled back recently.  He would prefer MFC-T.  The life insurance companies would be a slight preference over the banks.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK XLB-N SPDR Materials ETF Market Call (BNN TV) 2017-02-23 $0.000

This is chemicals in the US.  We are seeing slow growth with a bump up from Trump.  It is positive on a fundamental basis, technically it looks good and it is strong from a seasonal point of view.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
PAST TOP PICK XLF-N SPDR Financial E.T.F. Market Call (BNN TV) 2017-02-23 $0.000

(Top Pick Dec 13/16, Up 4.03%) This happened outside his window of seasonal strength by more than a month.  He got stopped out back in January.  We need another move up, otherwise the rally is over. 

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
BUY ZUD-T BMO US Dividend Hedged to CAD Market Call (BNN TV) 2017-02-23 $0.000

US Dividend Hedged to Canadian dollars.  When you buy a hedged product, you are making a call on the currency.  You should hedge unless you feel strongly the US dollar will go up or you are trying to create a diverse basket of foreign currencies.  Right now he would buy this hedged version.

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2017-02-22 $0.020

Markets. With markets going up, it is time to look at alternative assets through using Pair Trades giving some hedging protection for portfolios. The markets have had a heck of a rally since the election on November 8, a good start for 2017. You have to question as to how long this could last. The forward valuation of the TSX index is trading at 16.4X forward earnings. That is the highest it has been this time of year since 2001. If you look at the expectations for earnings growth in Canada, the market is looking for about 24% this year, twice what it is in the US. The VIX, a measure of volatility, has only been this low 3.5% of the time in the last 2 decades. We are a lot closer to the top of the market than we are to the bottom. It makes sense to put some sort of portfolio protection into place.

Jerome Hass CANADIAN MID-CAPS & LONG/SHORT STRATEGIES CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2017-02-22 $0.020

Market. Looking back over the past 15 years or so, last year was the 2nd year since 2002 that we have had negative returns in healthcare. The other was in 2008, but it was the best performing sector. There is a lot of noise around the politics in the US about the affordable care act. His view is that the election was a critical pivot point. Given where valuations are right now, if you have a longer-term perspective, the fundamentals for the sector are intact over the medium term. The healthcare sector currently is very inexpensive. The forward multiple on the S&P Healthcare is 2.5 multiples below the market. We haven’t seen that in the past 15 years. That means that the price you are paying for the earnings for the companies is significantly below where it has been, compared to the market over the past 15 years.

Paul Macdonald HEALTHCARE BULLISH on HEALTH CARE _N/A View
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