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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
2017-09-22 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
2017-09-21 N/A Hap (Robert) Sneddon FCSI

Market.The last time he was on Market Call Tonight, he commented that he was starting to see a shift in the market structure. About 4-5 months ago, he really saw the nascent change in structure, where utilities, defences, etc. started to get a little weaker. They’ve had a little bounce up, but the big thing that has happened is a really big shift technically, that was really confirmed about 2 months ago. We now have a harmony of developed global central banks that are now talking about either raising rates, reducing stimulus, or some version of that. That is matching up with the fundamentals of the macro picture that is matching up with the technical picture which started a few months ago, and got much stronger at the end of August. The data has been a little soft lately and inflation is not really showing a sting. He suspects it is not going to, but the bankers job is to anticipate. One of the Fed governors indicated that what they had done over the last few years really hasn’t worked. The real economy has not significantly changed. We don’t have company spending. Capital spending is one of the biggest tells, that all this stuff has not worked. Experiment #1 is over, and thinks we are now into Experiment #2, that if they start to raise interest rates, it will send a message to corporations and investors, you don’t make your numbers by low costs to do your “buybacks”, you are going to have to start to assume risks. He is worried about the rally which people think is going to be quite strong. As we move into late Q1 and into mid-Q2 of 2018, where we are going to have enough time to see what has happened with these higher rates, he is really bullish on this sort intermediate term view, but suspects that the 2nd experiment might have to have some adjustments along the way.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2017-09-21 N/A Hap (Robert) Sneddon FCSI

Crude Oil?Chart shows a bottom made in early 2016, followed by a little bit of a higher bottom in mid-2017. The next thing he is looking for is $60, which will be the next place we have resistance. As an investor, if you ever want to know about the price of a commodity, the best thing to do is to look at the price of the producers as an indication of what is going to happen to the commodities. In the case of energy, you would look at the energy stocks to see where oil would go, and, for example, in the case of gold, you would look at gold stocks to give you a bit of a tell to show where gold might go. The consensus is that oil will be between $50 and $60.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
_N/A
2017-09-20 N/A Zachary Curry

Market. Feels the growth trajectory will slow down towards the end of the year. There are some headwinds facing Canada. However, it is a good place to be, notwithstanding it slowing. Thinks it will be more opportunistic towards the back half of the year, so he is positive on Canadian equities. There was a report out of the EIA lowering the Q2 and Q3 forecasts for shale producers. You could see it about $50 for sustained period of time. Doesn’t feel there will be a further rush to increase interest rates in Canada.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2017-09-20 N/A Bruce Murray

Technology.He doesn’t fear technology, he embraces it. There is a massive shift going on with $200 billion worth of advertising revenue. It is currently being picked up by TV networks, but is going to move to Internet-based businesses. Google and Facebook will probably pick up 95% of the business. There is a long road ahead, and traditional media businesses are going to have to learn a new business model and change. The first mover-advantage has gone. Facebook has probably 60-70 million subscribers now, and Disney is looking to pick up 25-30 million. Canadian companies have bought broadcasts and sports networks, so they are starting to build their own content in a better way. He is fully invested, and sees no reason to be un-invested.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2017-09-19 N/A Nick Majendie

Market. Last year, Canada was the best performing of all the developed nations in terms of our equity market. This year it is very definitely the other way. The big question is, where do we go from here. He is optimistic on the Canadian market over the next 6-12 months, principally because he is convinced we will see an improvement in oil prices that will help the energy sector. If you adjust for the change in our currency, performance has been just about the same to a Cdn$ investor as the S&P, despite the TSX lagging the S&P 500. Thinks we will see definite signs of the oil market tightening in the 4th quarter, and can see it hitting $60 in the next 6 months. Some of the numbers in the US are understated, and are constantly being revised. A very critical point was yesterday when Brent demonstrated backwardation for the 1st time since 2014, which means hedge funds will begin to look at taking long positions if that continues. He likes Canadian bank stocks very much, and is overweight in them. Results have been very good year to date. They are cheap relative to US banks, and represents good value.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2017-09-19 N/A Gordon Reid

Market.There are reasons to be optimistic going forward, but you have to be realistic about where equities are going. We haven’t had a correction of 5% or more for a very long time. Corrections happen all the time, and we have to expect that they are going to come from time to time. However, the underpinnings of the market are very strong. Corporate earnings are strong. We are seeing a synchronized economic expansion throughout the world. If you look at the developed world, it is hard to find a country that is not in a growth mode. Markets are very long-term vehicles. If we don’t get a correlated move between the economy and the market, we as investors think something is wrong. We have to look at things over cycles and over a long period of time. Sometimes markets get ahead of the fundamentals and sometimes the fundamentals get ahead of markets.


Price:
$0.020
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2017-09-18 N/A Larry Berman CFA, CMT, CTA

Markets.  Everyone is wanting to buy into dips but the markets keeps grinding higher.  He does not think the valuations are attractive however.  Quantitative tightening could be negative for markets.  It is huge to the markets that Trump brings tax reform.  Perhaps we will get a ‘sell the news’ impact. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-18 N/A Larry Berman CFA, CMT, CTA

Infrastructure ETF recommendation.  He is not sure there is one that is hedged to the Canadian dollar.  A lot of ETFs leave out the engineering companies.  ZGI-T and CIF-T are two Canadian ETFs but are not hedged.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-18 N/A Larry Berman CFA, CMT, CTA

A full cost mutual fund is probably 2.5-3% cost.  You get active management.  An index ETF is lower cost but you don’t get the active management.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
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