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
  
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-23 $0.020

Markets: After a bit of a quiet period, the markets are beginning to rally.  The policy tools will come back into the forefront and QE3 may occur, but they are hesitant to enact it.  The impact is reducing as time goes on.  There is lots of runway in dividend paying stocks.  Especially if they are growth, dividend-paying stocks.  In the REIT space there is a difference in the space and you are seeing some dividend increases.  Overall, they have been pretty dramatic out-performers but fundamentals remain strong.  He has been trimming some profits as they continue to run and out perform in general.

Kevin Hall BComm, CFA HIGH YIELD EQUITIES & REITS SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-27 $0.020

Markets. We are at the tail end of the reporting season and, thus far, he thinks people are somewhat disappointed in the returns that have been coming in. ROE’s have not been quite as buoyant as had been hoped. This is a reflection of the underlying economy.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-27 $0.020

Banks. Hoping to see some modest improvements such as 3%-4%. As well, hopefully a couple of dividend increases. Probably from Toronto Dominion (TD-T) and CIBC (CM-T). Financial services in Canada is a pretty crowded play. We are back up to almost 2X book on financial services stocks now. People have overplayed the dividend. Dividends are a good place to be but isn’t expecting to see a whole lot of appreciation for the time being with the economy struggling.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-27 $0.020

Energy. Longer-term, this is the place to be. Have pulled back a little bit from the multiples we have seen before. Things in the oil patch have been a bit slower as weather conditions have hampered them to some degree. However, you have to take a 2, 3, 4 year time horizon when investing in energy because no one can tell you what the commodities are going to do short-term.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-27 $0.020

Base metals. Has been quite a setback in base metals and he is currently scouring looking for where he would like to position himself. Has a small exposure at the moment but would like to broaden it out.

Michael Sprung CANADIAN LARGE CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-28 $0.020

Markets: Light volume yesterday and today.  Could be a combination of those on holiday and those waiting for the Fed’s Friday announcement.  There is not a lot of conviction out there.  We are setting up for a perfect storm here because the market is really expecting something to happen.  Lets not forget there are a whole lot of European meetings happening afterwards.  Income is a big focus for him and so he is positioned cautiously.  There are some good sectors to hold but for August he is holding more than normal cash values.  Big pension plans are still very heavy in bonds.

Andrew Hamlin GROWTH & INCOME CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-29 $0.020

Market. He is finding growth in large cap in Healthcare and the techs are performing really well this year. Pretty good market for innovation for non-resourced based stocks. In the healthcare area there is a lot of innovation going on. We have gone through an interesting sort of hype cycle and a correction from that and we are now into realization of the benefits of new technology like gene sequencing and the ability to really target drugs better because of that.

Ian Ainsworth LARGE CAP GROWTH & TECHNOLOGY OPTIMISTIC _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-08-29 $0.020

Financial Services. In his fund, he tends to compare Canadian banks to US banks and the Canadian ones have benefited by having real estate prices move up and up. Now there is a large call from US hedge funds to Short the Canadian real estate market. Sees more upside in some of the US banks such as Wells Fargo and Northern Trust. The 2 Canadian banks that he does like and owns are ones that have growth outside of Canada, Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T).

Ian Ainsworth LARGE CAP GROWTH & TECHNOLOGY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-30 $0.020

Markets. He is keeping an eye on global PMIs, which are pretty weak and speaks a lot to the resource sector. Also is watching the volatility index VIX, which is really low, touched 13.5 just a little while ago, and you have to go back to 2007 to find readings that low. Investors are generally fairly complacent. There has been a big move off the bottom, particularly in the S&P, and now there are all these policy related issues that are coming up. None of this is really overly bullish and particularly when we’ve had this really strong move in a short period of time. His cash position is low to mid $30’s. Sees risk in the next 3-4 week window but feels central banks will continue to ride to the rescue.

John Stephenson RESOURCE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-31 $0.020

Commodities. Just waiting for commodities to start rallying. Commodity prices are doing not too badly but there are a lot of issues with commodity stocks, energies and a lot of material stocks. Year-over-year, from the end of July until now has been very tough for this group. This is putting a big cap on the TSX so we are not seeing big rallies.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-31 $0.020

TSX. Chart shows a big high in early 2008 before we had the crash and we have never exceeded that. That is not happening on the US side. Chart shows a bottoming from mid-2011 to now, similar to what had happened last year.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-31 $0.020

S&P 500. $1410 is a key resistance level. It can make it to $1425 on volume and this is one of the small problems that we have right now. Volume has been declining in both US and Canada. You need to have increasing volume to confirm the upward trend in the US, but we don’t see that. It could be due to the fact that we are at the end of August so he’ll be watching for the volume to be picking up but also the continued upward trend that we have seen.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-31 $0.020

Canadian financials. These are picking up steam based on the positive earnings announcements that we have been seeing. Increasing dividends are also a very positive sign.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-31 $0.020

Do you use one indicator more than others in technical analysis? Essentially, you are looking at a range of prices that a stock is trading at over a certain period of time. You are looking to see if you are in the low end or high end of that range. If you are at the high-end this is a Sell signal and if you are at the low end, this is a Buy signal. A lot of indicators are trying to do different things but the signals are generally the same. He likes the MACD because it helps you visualize very quickly, what the momentum is.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-08-31 $0.020

Does technical analysis work on ETF’s? Absolutely. In fact it probably works even better. You have much more smoother movement without big gaps. It allows you to be tighter with your stops and with your trend lines. You don’t have to worry about company specific announcements, which tend to throw you off.

Jeff Parent B. Eng. FCSI TECHNICAL ANALYSIS UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-04 $0.020

Markets (CDN): He is looking for a couple of more days of softness and then a rally.  November and out get very cloudy for stocks.  Lots of news coming up for investors to chew on.  If you try to distill all of these outcomes then you are either crazy or lucky.  The Chinese don’t want more inflation for food and domestics.  Bonds came off their 200-day moving average.  Gold has been in a great long-term trend.  Short term the energies, golds and pro-cyclical moves are moving up but he is invested in Consumer stables and defensives.

Hap (Robert) Sneddon FCSI TECHNICAL ANALYSIS CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-05 $0.020

Markets. Feels that a fair amount of stimulus, both monetary and fiscal, will be coming our way as this year continues to unfold. Has been fully invested all summer long because 1) he is bullish on equities, 2) if you are holding cash, you are basically getting nothing and 3) rate of inflation is generally higher than interest rates so you are losing purchasing power. Currently he is a big fan of the US equity market because US large cap stocks have been a fantastic place to be. In Canada, he is a little more favourable to the cyclical sector a little more than the financial.

Terry Shaunessy NORTH AMERICAN - LARGE & ETFs BULLISH _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-05 $0.020

Markets. S&P 500 is up 10% and the TSX is up just over 5% this summer. Economic data is actually slowing and decelerating. Because of this, she feels a lot of the rally is being driven by expectations that we will continue to get essential bank intervention by either Europe or the US Fed. She is still cautious because she feels the rally has not been driven by improving fundamentals.

Christine Poole NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-06 $0.020

Markets: ECB’s action does not fix any of the structural issues.  It delays when one of the countries finds it can’t sell debt.  They ultimately have to strike a balance with austerity.  You have to deal with the long-term structural issues.  Dividend stocks are a pretty crowded trade but there are a lot of them.  You need high quality and dividend growth. 

Jeff Young CANADIAN DIVIDEND SELECTIVE _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-06 $0.020

Markets. His portfolios are set up as a more balanced format.  A lot of the yield and defensive names have been trading at top-of-the-line values. If you look at good companies that are going to do well in the next 2-3 years and have an earnings momentum, there will be opportunities to pick them. On a day like today, you have to wait and watch for a few days to see how sustainable this bullish rally is.

Prakash Hariharan AGRICULTURE, DIVIDEND & FIXED INCOME OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-07 $0.020

Economy. ISM numbers came in and were, down for the 3rd time, indicating strong recessionary influences potentially at work. Those people who believe that QE3 is coming in, and he happens to be one of them, are wondering if it is going to be announced as early as the next Fed meeting. If they wait another month, until October, and the numbers look worse, it is going to look a little politically motivated.

Ross Healy NORTH AMERICAN - LARGE DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-07 $0.020

Markets. Precious Metals. Everybody that was patient and waited it out and were properly positioned are going to benefit greatly. We are witnessing a big Short squeeze. Gold broke through $1700, silver is outperforming as he expected. Still likes the producers and feels that the best place to be. Oil. We have the mess in the Middle East that is still fermenting. Foods. We have the drought in the US. There are a lot of negative catalysts but are very good for a lot of the holdings he has in his portfolio. He is now fully invested with 25% precious metals, 20% energy, 15% agriculture and the rest are in things that pay a really good cash flow.

Jaime Carrasco ENERGY, AGRICULTURE & PRECIOUS METALS BULLISH on PRECIOUS METALS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2012-09-10 $0.020

Markets: There is some risk that the EU bond buying doesn't happen. On the 13th you get the result of the meeting when they decide. His view is that castles are being built in sand. He thinks they need significant austerity in the US because they can't afford to carry the debt there. Structural reforms needed and will be difficult in the US. Thinks there is some risk to the Euro currency.

Larry Berman CFA, CMT, CTA N/A UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-10 $0.020

Markets. Thinks we are going through a rolling crisis that is going to continue for a long, long time. Doesn’t think Europe is going away and it will come back at some point. Also, once you are through the drama of the US election, there is no question we will move towards a discussion towards fiscal restraint. Also, we are still dealing with a dramatically slowing Asian economy. Market is going to be increasingly focused on forward earnings momentum, which sort of sets forward PE multiples. Feels markets are fairly valued now but not extremely overvalued but he would be surprised to see them significantly higher priced than they presently are. He has about 20% cash in his portfolios.

John O'Connell, CFA NORTH AMERICAN - LARGE CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-11 $0.020

Natural Gas. $3.50-$4.50 sounds like a reasonable amount for the remainder of the year and into the 1st half of 2013. Looking out a little longer, you have to factor in the weather.

Joanne A. Hruska, CFA OIL & GAS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-11 $0.020

Crude oil. At the beginning of the year we had 75-95 WTI US$ per barrel as her forecast and this has not changed although currently it is at the top end of that band. Going to stick with this for the rest of the year.

Joanne A. Hruska, CFA OIL & GAS OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-11 $0.020

Economy. Feels the global economy is still deteriorating. Various central banks are easing and will continue to do so. Easing and low interest rates are not enough to offset the global weakness. US Fed will probably ease at some point in time and is a clear indication that the US economy is looking bleaker that it was 3 months ago. The impact of each round of quantitative easing brings with it a declining stimulus to the economy.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-11 $0.020

Markets. Usually valuations will rise on a combination of expansion of PE ratios and improvement in earnings. We are actually seeing some weakness in earnings so this has all been an expansion of PE ratios and the reason for this rise is strictly quantitative easing and ongoing low interest rates. He has about a 3rd of his portfolios in cash.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-11 $0.020

Precious metals. Gold has done well, trading at an all-time high. As bad as the European situation is, it is becoming pretty obvious that the Europeans will do what it takes to fix their situation. Every country in Europe has austerity programs in place. Their debt to GDP is starting to decline. Deficits are down sharply. In 2, 3 years they will be in somewhat better shape. At that point, the premium on gold will probably dissipate somewhat. Expect that gold and silver will suffer a little bit.

Lorne Steinberg VALUE STOCKS & HIGH YIELD BONDS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-12 $0.020

Markets. He is seeing so much value in this market. Obviously dividend payers have done really, really well. Some of the US payers have done okay but if you are going to have gains throughout the rest of the year, probably you’ll have more from names that have underperformed. TSX still has to catch-up to the S&P 500. Commodity names, cyclical names, beaten up performers shouldn’t be sold simply because they have done poorly.

Barry Schwartz NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-12 $0.020

Banks. Thinks Cdn banks are very undervalued and he is trying to find a reason why they are trading at such low valuations. It may be because some of the US banks are even cheaper but he trusts the book values of Cdn banks much more than US banks.

Barry Schwartz NORTH AMERICAN - LARGE OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-12 $0.020

Economy. Not sure that QE 3 makes a difference. The bigger issue is the large sovereign debt globally, which is dampening the ability of countries to grow. That will continue no matter what happens with QE 3. He sees a slow growth period for the next couple of years around the world. What will help unemployment in the US is a government that comes out and says “This is what we are doing about the deficit, this is what we are doing about growth and this is how we are going to achieve those goals over the long-term”. Companies will actually then make longer-term decisions.

Paul Harris, CFA GLOBAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-12 $0.020

Banks. Barclays (BCS-N) versus Lloyd’s (TYG-N) and US banks or would you stay with Canadian banks? Used to own Lloyd’s, a UK bank that is restructuring. Thinks it will do okay but you can do well closer to home owning US banks. US banks are a great opportunity because of what is happening in the US. Even though there is slow growth he feels these banks are healing themselves. The mortgage/housing markets are getting better which can only help banks in the longer-term. Doesn’t think you will get the upside on Canadian banks that you would on a US bank at these levels.

Paul Harris, CFA GLOBAL UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-13 $0.020

Markets: When you look at how the announcement went from the fed, many bond traders had bought in advance and so now there was a bit of a sell off. He is not buying long government bonds. Long-term yields have definitely started a long-term rise. We should see corporate yields of bonds go up to where they were before the summer.

Joey Mack FIXED INCOME BULLISH on BONDS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-13 $0.020

Today's Fed announcement. This is not a big splash of new liquidity. They are buying mortgages so the banks can get mortgages off the books to drive the housing market. This just judges the economy.

Joey Mack FIXED INCOME BULLISH on BONDS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-13 $0.020

Markets. A lot of the stimulus was already baked into the market despite the fact that there was a bit of a rally today. At this point he is not sure how far the market can rally from the current stimulus program. Prefers US stocks as there is broader breadth and you can choose from many different areas and is much more defensive.

Stan Wong NORTH AMERICAN - LARGE & ETFs DEFENSIVE _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-13 $0.020

Stop Losses? His Sell criteria is based on 3 factors. 1.) If there is a decline in the fundamentals of the Quant tables that he uses. 2.) If a company misses its earnings, once or two quarters in a row. 3.) Stop Losses. He looks at where the 200 day moving average is and depending on the volatility of the company his stop loss is 10% to 15% below the 200 day moving average.

Stan Wong NORTH AMERICAN - LARGE & ETFs DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-14 $0.020

Markets. Strong showing after the Fed dumped $40 billion additional stimulus into its economy. This was on the back of the German announcement earlier in the week, which was really required to bring some kind of stability to Europe. US activity really distorts the overall picture. If this hadn’t occurred, what you would see is a slow steady growth by European companies, reporting lower and lower earnings giving good buying opportunities. Whereas in the US, they are effectively saying they are going to fight their way out of trouble so anything that has an opportunity to respond positively to inflation will rally. High beta stocks are going to move, which we are now seeing. He is waiting to buy in Europe but the prices just aren’t there because of all the stimulus and all the money sloshing around the world. Making it very difficult for a value investor right now.

Darren Sissons GLOBAL LARGE DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-14 $0.020

1)Since the US Feds telegraphed the buy of $40 billion a month, or half $1 trillion a year, won’t the Wall Street people just front run the mortgage backed securities? They’ve always done this and will continue to do so in the future. If Wall Street does not make a lot of money, then the engines in the US are now working appropriately.

2)Also, where does the $40 billion a month come from? For lack of a better term, the money is being printed. This tells you the US economy is going to inflate their way out of the situation. This worries him as it leads to inflation.

Darren Sissons GLOBAL LARGE DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-14 $0.020

Economy. The ECB and the US Fed are just kicking the can down the road. Ultimately, austerity has to come into play and deleveraging has to occur. If all the poor institutions had been allowed to fall apart in 2008, it would have been a lot cleaner fall and would have allowed the economy to resuscitate a lot sooner. By keeping interest rates ultra cheap, all it does is create bubbles where people are borrowing-through car loans or mortgages when they really can’t afford it, especially if interest rates start to rise at some point in time.

David Driscoll GLOBAL DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-14 $0.020

Markets. NASDAQ and the S&P 500 have had big returns but that has been dominated by Apple (AAPL-Q), which is 20% of the index. If you take Apple off the equation, then returns on the US are pretty much the same as other places globally except for some of the BRIC countries that are actually negative. For his clients he has been taking a little profit off the table from the consumer names because they are the ones along with utilities that everyone has gone to hide. For people with 100% exposure to equities, he has them in about 20% cash and the rest would be about 10%.

David Driscoll GLOBAL DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2012-09-17 $0.020

Markets:

 

Junk Bond ETFs. There has been massive growth in this area. Hedge funds use high yield bonds. E.g. JNK-N. The yield is historically low right now. It will add some volatility. There is a lot of money going into this sector because of the need for yield.

 

The French have been downgraded like the US. They are being counted on along with Germany to save the basket of European countries. Germany cannot save the whole Euro region on their own, so he is really watching France.

 

Hong Kong has massively unsustainable real estate pricing. There are real estate bubbles in a lot of places.

Larry Berman CFA, CMT, CTA N/A UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2012-09-17 $0.020

Markets and the Fiscal Cliff: Governments are choosing to monetize debt. They are trying to smooth out the 'bad'. QE is like a sugar high. Now the fed is looking out 3 years, not 6 months like before. This is good for gold. It will not go up in a straight line. We will go through periods where the economic numbers do improve. You have to be a trader. It's not as easy as buying and holding here.

Larry Berman CFA, CMT, CTA N/A UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-17 $0.020

Markets: He is skeptical that trades run out of gas. The dividend trade is still on. Weakness is a buying opportunity. There are some cyclical stocks that pay dividends and can increase them. Utilities or REITs that have been beaten up are opportunities. Likes real estate, energy including nat gas producers. Last year you had a warm winter that depressed prices and storage levels have come down and a lot of generation has changed from coal to nat. gas and if we have any kind of a winter it will be good for nat. gas. With the Telecom sector you are buying for the dividend. If you look at valuations, they are at the high end of the range so choose companies that can grow and increase dividends.

Andy Nasr CANADIAN DIVIDEND & REITS BULLISH on NATURAL GAS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-17 $0.020

Economy. There have been some very positive developments including the German courts decision that participation in euro bonds was not unconstitutional, Netherlands voted in a party that was not anti-EU, and the US instituted QE 3. Not time to be popping the champagne corks yet. QE 3 realistically means that things have not recovered as quickly as they had hoped with QE1 and 2. The steps are in place to get over this hump but we’re certainly not out of it, particularly in Europe, and it is going to take a while.

John Hood ETF's & OPTIONS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-17 $0.020

Markets. He is looking more at the defensive sectors right now, including Covered Calls including some of the ones that are available from Bank of Montréal (BMO-T). (See Top Picks.)

John Hood ETF's & OPTIONS CAUTIOUS _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-18 $0.020

Oil/gas. He is seeing a move into the cyclicals, in particular into oil and gas names. Rotation happened in some of the large cap names first and as valuation multiples expanded, it tended to trickle down into some of the smaller names. Stocks were so oversold earlier this year that it was bound to happen at some point. Also, there is more enthusiasm that Europe is going to sort their problems out and the US Fed is willing to step in and support the recovery process of quantitative easing, which is good for commodity stocks in general. He was holding about 10% in cash and is now taking it down to get in this rally.

Mason Granger OIL & GAS BULLISH on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-18 $0.020

Oil. Oil price is not supported by the fundamentals of demand. It is more driven by geopolitics and the fear of supply disruptions, which is not a particularly healthy spot for the market to be in. If peace breaks out in the Middle East, we are in for some risks on the oil quote. If oil can hang out in this $100-$105 range, a lot of the oil companies can continue to put up good production per share growth and generate value for shareholders.

Mason Granger OIL & GAS BULLISH on OIL _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-18 $0.020

Markets. Over the last 12-16 months, there has been a constant tugging in 2 directions. Soggy economic conditions on one side, which has tended to drag the market down over periods of weeks at a time. On the other side there is a very determined set of world central bankers trying to push liquidity into the system. Consistently through the period, there are certain groups that have performed pretty well. That has been largely dividend growth with pretty predictable cash flows. And then you have had bouts of risk on and risk off. In the last few weeks money has rotated to riskier assets. You have to pick your spots. He has taken some tactical exposure in yield producing energy and in gold as well as consumer, as the big beneficiary of low long-term interest rates is housing.

David Burrows NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-18 $0.020

Gold. In the last 6-8 weeks, gold producers have started to outperform the commodity. That tends to be a pretty good tell that there is a more significant move on the go. When the stocks are leading it tends to give you a little bit of a tell that you could see a more extended move.

David Burrows NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-18 $0.020

North American rail sector and the effect of the Bakken on this? He has a pretty significant ownership in railway companies. Transports as a group are not behaving very well except for the railways. We have a boom in energy production but there is not enough infrastructure to move it, so the rails are the big beneficiary in the short and intermediate term. He owns Canadian National (CNR-T), Canadian Pacific (CP-T) and Union Pacific (UNP-N).

David Burrows NORTH AMERICAN - LARGE CAUTIOUSLY OPTIMISTIC _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-19 $0.020

Corporate bonds. With the ECB announcing that they would be buying bonds from countries such as Italy and Spain and also the US Fed with QE 3, he could say riskier assets have performed very well and obviously high-yield had a very good ride. Short-term, he is taking profit right now. His long-term view is that you want to capture the credit spread that companies are paying vesters (?). Generally, corporations have strong balance sheets, good cash flows and they don’t have short-term maturities.

Marc-Andre Gaudreau BONDS - CORPORATE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-19 $0.020

How can we expect a Canadian Bond Index Fund to perform looking out to 2015 with interest rates staying low? Bernanke stated he would keep interest rates at 0 for the next 3-4 years and that he would try to keep the curve flat so it is hard to see rates rising significantly. The place to be in this scenario would probably be in credit.

Marc-Andre Gaudreau BONDS - CORPORATE UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-19 $0.020

Oil. There has been almost a $9 drop in 3 days, which historically is a heck of a move. He is feeling pretty confident that $90 WTI is going to hold. Feels that Saudi Arabia is concerned about demand destruction from too high oil production. They want a high oil price but they don’t want to kill off demand and bring on substitutes. Thinks their comfort price is at around $120-$125 Brent.

Eric Nuttall OIL & GAS BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-19 $0.020

Natural gas. We are in a shoulder season again. Historically gas dropped about 19% in shoulder season, which would imply about $2.65. Kind of irrelevant now and he is looking out to 2013. Demand was very, very high this summer because of the heat. At the same time, there was a lot of fuel switching from coal to natural gas. As gas has increased, that economic incentive is coming off the table. Looking out to 2013 he is looking for a recovery of around $3.50 Cdn (around $3.75-$4 US). As soon as gas approaches $4, he feels producer hedging will increase.

Eric Nuttall OIL & GAS BULLISH on ENERGY _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-20 $0.020

Market. QE 3 surprised a lot of people. Basically committing a total of $85 billion a month to support this market so the floor is very much in place. It also creates some tail risks, an abnormal or unusual event happening and when you start to put that much money supply into the system, and basically open the wallet of the Fed into the future as much as it takes, it creates some issues of future inflation. You have to take this into account when investing. Always assume that the most likely direction of the market is going to be the one that it usually takes. Make sure your assets are protected and there is not going to be an unusual event that throws you so far off your plan that it affects your life.

Gordon Reid US EQUITIES DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-20 $0.020

Dividends. Getting a lot of questions from clients about where they should look for yield. Sees some things happening in the market that are a little disturbing and a little dangerous. People are stretching for yield because basically bond market is not giving them the yield that they want or need. Going into companies that are paying 4%-5%, which is great, but you have to look at what you are buying. If the capital is at risk then you don’t want to go there. You have to look at the company and ask is it trading in the range of multiple that it normally has in the past. For many of these companies it is trading well outside of that range and he thinks there is risk to capital. Also, the long end of the yield curve, the long bonds, is a dangerous place because when interest rates start to rise, there will be a world of hurt in the bond market. Some REITs are paying out 95% or over 100% of their free cash flow, which is dangerous. Look for good growth companies with possibly a 2.5%-3% yield. Pipelines are a good place to look.

Gordon Reid US EQUITIES DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2012-09-20 $0.020

Small Cap US Companies. These are riskier. Bernanke is basically forcing money into the market and it is going to move towards risk assets. He holds about 40 small cap companies so that almost every client has a portion of their asset in US small caps.

Gordon Reid US EQUITIES DEFENSIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-21 $0.020

Markets. Pretty bullish and is buying a lot of stock these days. QE 3 has a lot to do with it. Also, investors’ sentiment has a lot to do with it. A rising tide floats all boats and it doesn’t matter where you are.

Michael Bowman CANADIAN LARGE & ETFs BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2012-09-21 $0.020

Gold. It has always been said that gold is a hedge against inflation as well as a currency play. Charting this from a way back, gold has never kept pace with inflation. Gold has been said to be something we are going to go to in times of economic turmoil. We went through that in 2007-2008 and gold dropped along with everything else. Gold is a currency play and that is all it is.

Michael Bowman CANADIAN LARGE & ETFs BULLISH _N/A View
Showing 1 to 60 of 132,078 entries
First Previous 1 2 3 4 5 Next Last