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

A Comment -- General Comments From an Expert Stock Symbol: A Commentary

Notes:Sometimes an expert talks about things other then a particular stock. We think it may be useful to include it, so this is the spot we use.

Last Price Recorded: $0.0200 on 0000-00-00

Date Signal Expert Opinion Price
2017-09-25 N/A Larry Berman CFA, CMT, CTA

Markets.  Trump was not focused on North Korea over the weekend in Tweets.  But North Korea is suggesting that previous tweets were a declaration of war.  Markets have dropped slightly.  At some point the market wakes up.  In Germany, Merkel was re-elected but with fewer votes.  The Euro has dropped.  Governing in Germany is going to me more difficult.  Eventually the European project starts to break apart.  The risk factor is there.  Unwinding of countries’ balance sheets is another market risk present.  Caution should prevail in the markets right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-25 WATCH Larry Berman CFA, CMT, CTA

Lithium ETF Recommendation.  LIT-N has had a great run up and is tremendously over bought.  He would wait for a pull back into the low $30s before buying.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 BUY Larry Berman CFA, CMT, CTA

Fang Stocks ETF Recommendation.  FNG-N.  See his educational segment today.  When we go into ‘Risk Off’ you will see a lot of profit taking happening.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 BUY Larry Berman CFA, CMT, CTA

Sleep At Night Portfolio.  He nick-named the portfolios he began running for BMO-T about 4 years ago.  He still believes in these very much. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-09-25 WATCH Larry Berman CFA, CMT, CTA

ETF in AI Category.  BOTZ-N and ROBO-N.  They have had a phenomenal run up and are probably over done a bit at this point.  Japan has a significant weight.  It will be an investment theme for decades to come.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  (weekly series) What Investor Personality Are You?:  3. The Follower.  Typically are interested in markets but don’t know a lot and are most interested in looking for a ‘tip’.  Their portfolios don’t have a lot of construction or diversification.  They suffer from regret aversion and hindsight bias.  They won’t make a lot of their own decisions.  The FANG stocks have a lot of these.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-25 N/A Stephen Takacsy, B. Eng, MBA

Markets.  The BOC may have blown it by increasing rates so abruptly.  The CAD$ just blasted off and that is never a good thing when it moves too far too fast.  They need to telegraph the message better next time.  It will be harder on exports in the next few quarters.  He feels the proposed tax reforms are regressive, attacking small businesses.  It is extremely negative for the economy.  American stocks are very stretched in terms of valuations.  There are better opportunities in Canada.  He likes small to mid-sized companies that have leadership roles and are doing business in the US also.


Price:
$0.020
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2017-09-25 N/A Tyler Mordy

Market.Believes the US is set to underperform relative to other markets, and its currency is part of that. However, we are still in a secular bull market. Looking back to 2009, we had the US equities and the US$ very undervalued and the Fed as the most accommodative of liquidity provider globally. The Fed has become almost a leading indicator of what other Central banks will do. Coming up to December 2016, there were a lot of hopeful opinions on Donald Trump and the US$ was sitting at a 14 year high. US equities are very expensive, and the Fed was no longer the most accommodative liquidity provider. Be prepared for some underperformance in US equities. Globally, economies that lagged since then have been the emerging markets. We’ve had 7 years of underperformance of emerging markets, and they just broke a 10 year downtrend in the last quarter. EMs have done incredibly well year-to-date, but there has been some froth. Looking forward, this trend is going to be measured in years, not quarters like many are forecasting. In currency ETF’s, there is a big knowledge gap with investors. Most think currency is too difficult so they become passive investors to that class. He views it completely different, i.e., as an asset class. Currency can become overvalued and over loved or the opposite, similar to a stock. The Cdn$ has some good tailwinds, but also some good headwinds as well.


Price:
$0.020
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
_N/A
2017-09-25 N/A Tyler Mordy

Will North Korea affect the stock market?The luxury of being a macro investor is that you can lengthen your understanding of history, and look back at past episodes. He is not opposed to analysing risks and geopolitical risks. He is opposed to individualized risks in not remaining diversified. Stay globally diversified.


Price:
$0.020
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
_N/A
2017-09-22 N/A Don Vialoux

Market. This week and the next 2 weeks historically are the 3 weakest of the year. Analysts have a history of overestimating coming into the 3rd quarter and then have to start pulling them down, so there is a tendency for analysts to lower estimates, and for companies to lower guidance. This year in particular, it is likely to happen in the US, because there have been 2 hurricanes which will have an impact on 3rd quarter results. This is a short-term correction, which is going to provide you with a buying opportunity in the latter part of October. The consensus for earnings in the Dow Jones is a gain of about 3.7% in the 3rd quarter, 4.8% for the S&P 500 and 4.8% for the TSE 60 stocks. The strongest quarter of the year comes in the 4th quarter. People are buying things such as the new iPhone, Christmas gifts, etc.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-22 N/A Don Vialoux

Oil? Historically, oil prices tend to move higher from early in the year through to the end of September, then tend to dribble lower after that. In the last while, crude oil has formed a nice little trading range. If it gets above the $52 level, you could see it move higher. However, we are now into the period of seasonal weakness, and expects you won’t get a break out, and crude oil prices will move lower between now and January. If you want to be in energy, look at gassy stocks as opposed to oil stocks.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-22 N/A Don Vialoux

Technicals to monitor biotech and healthcare? You want to be in a sector that is in an upward trend and is outperforming the market. Also, you want the momentum indicators to be moving on the upside. Currently, this is not a good sector to be involved with.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-22 N/A Don Vialoux

Natural gas? This is normally from around the end of August through until the 2nd week in December. Currently, it looks like it is forming a nice base and trying to establish an upward trend. Weather is a very important factor when it comes to natural gas. When the weather is steady, natural gas doesn’t do very well. You get a boost in prices is when you get extreme weather in the fall. Yesterday there was a rude surprise when it turned out that natural gas inventories were larger than expected, which had a direct negative impact on natural gas prices. If you own gas and gassy stocks, stick with them for now. He prefers stocks as opposed to the gas, as natural gas ETF’s have a problem with the futures contracts going forward.


Price:
$0.020
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-22 N/A Paul Harris, CFA

Economy.He expects inflation to stay relatively low. There are many structural factors affecting inflation globally, and most global banks are puzzled by this low inflation world. Looking at yield curves globally, many of them are in the long end of the curve, which is purely an indicator of where inflation is, and they are not steepening as quickly as people would think. It is a very delicate balance they are in and they have to let people know exactly what they are doing and how they are going to be doing it.


Price:
$151.890
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-21 N/A David Burrows

Markets.  We are in a long slow expansion that has been going on for quite some time now.  There is very little excess built into the system.  The US Fed will work to normalize interest rates and it is important that they do that.  It speaks to the confidence that the Fed has in the sustainability of the recovery.  What’s working is a reflationary trade.  We are seeing a rotation from tech to cyclicals.  Europe and Japan are working hard to keep rates lower.  We saw secular lows in interest rates 16 months ago.  Bonds do not look very attractive.  There are controls in China being brought in that limit foreign real estate investment.  We are seeing real estate in Canada slowing down and also auto sales slowing down.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
Showing 1 to 15 of 10,521 entries
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