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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
2017-02-23 N/A Brooke Thackray

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.  CIBC (CM-T) is at a record high.  We have a positive breakout that is taking place.  But we are at the upper bounds for PE rations for banks in Canada.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-02-23 HOLD Brooke Thackray

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.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-23 HOLD Brooke Thackray

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.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-23 N/A John DeGoey

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.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

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.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

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.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

With 3 accounts, RRIF, TFSA and non-registered account, which type of investment should be steered to which account? The 1st thing is, do not put US investments into your TFSA because there are tax problems associated with that. You should put equities into your TFSA, unless it is going to be something you need for buying a car, an emergency fund, etc. Has no strong opinion on what to do with your taxable account and your RRIF.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

Should dividends that are DRIP be changed in order to put the dividends into a new RRIF, or should I sell something instead? There is no right or wrong answer on this. It is a matter of personal preference.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

TFSA for a 20-year-old? If the 20-year-old turned 18 two years ago, this will be the 3rd year. The TFSA limit was $10,000 2 years ago, and was $5500 last year and $5500 this year, which comes to $21,000 which is what the limit will be for them. Remember that TFSA limits carry forward forever. If this is going to be long-term money, something like iShares MSCI World Index Fund (XWD-T) would be a good way to diversify.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 COMMENT John DeGoey

Russell 2000 versus the S&P 500? These are 2 different benchmarks which get you 2 different things. The Russell 2000 are the 2000 largest companies in the US. The S&P 500 is only the 500 biggest companies in the US. The S&P 500 is a blue-chip sort of benchmark and the Russell 2000 has more mid-cap and small-cap names. If you go back 50-60 years, the Russell has outperformed the S&P 500 by about 2.5% annualized. If you have a long-term horizon, you should consider putting some money into the Russell 2000.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 N/A John DeGoey

Maximum number of ETF’s you would recommend for a traditional portfolio? He traditionally builds portfolios with 6 asset classes, and normally has no more than 2 ETF’s per asset class. That would be 6 to 12. If you have a very small account, it might be just 6 or 7, but if you have TFSAs and RRSPs in various multiple accounts, it would be closer to 12.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A John DeGoey

Take CPP when turning 60, or wait if continuing to work? If it were him, he would wait longer. People are living longer, and if you are still working, it’s not like you are going to need that extra income.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 COMMENT John DeGoey

Index funds? These are a lot like the plain-vanilla ETF’s that were the 1st ones in the market. These compete with mutual funds and give the exact same benefits. They are cheap and broadly diversified, and track a benchmark. If you are a long-term buy and hold investor, this is not materially different from a mutual fund. However, you should still look at costs. A lot of them frequently cost over .05% or more, whereas you might be able to find an ETF that is tracking the exact same benchmark, and cost 1/10th of 1% or less.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-22 N/A Paul Macdonald

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.


Price:
$0.020
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
_N/A
2017-02-22 N/A Jerome Hass

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.


Price:
$0.020
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
_N/A
Showing 1 to 15 of 9,862 entries
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