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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
2017-10-23 N/A Larry Berman CFA, CMT, CTA

Market.  He expects a big week in earnings.  FNG-N has all the FANG stocks that are reporting this week.  You had a pretty big run up and then some weakness.  His gut feel is that we should get a bit of a sell-the-news action.  He likes the idea of diversification and this is a very niche ETF.  He feels the FED will continue to step on the breaks and try to raise interest rates.  The ECB is doing the same thing.  It will be a challenge over the next year.  It is the beginning of the unwind for them.  He does not have a strong feeling to sell Europe at present, though.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-10-23 N/A Larry Berman CFA, CMT, CTA

The long term implication of an inverted yield curve.  Prior to every recession we ever had we saw an inverted yield curve.  It forecasts a recession well out from the present.  We should get a bounce short term in the curve but longer term we should get an inversion.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-10-23 COMMENT Larry Berman CFA, CMT, CTA

Sleep at night portfolios (mutual finds Larry manages for BMO).  Some combination of the three will fit most people’s portfolios.  The global dividend fund is suitable for most people.  The global balanced fund is currently yielding about 4%.  All three manage risk when it comes up.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-23 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Seasonality.  The seasonal pattern has not worked this year (Sell in May and Go Away).  There was no market correction in Sept./Oct.  Since we did not get a correction you might say we will not get much of a seasonal impact for the rest of the year.  He looked into history and over 30 years in years where we did not get that seasonal correction, the market just continued up and the seasonality in November December is even stronger, although sometimes the correction is just later in the year.  Seasonality is just one factor to incorporate into your investing decisions.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-10-23 N/A Rick Stuchberry

Market.  It is interesting times we are in.  Investors may be missing the big news out of Asia.  The media is focused on Washington.  There have been important things longer term out of Asia.  The PM in Japan was reelected and is now the longest serving PM in decades.  He will get their economy back on its feet.  The Chinese communist parties had their semi decade get together and laid out their next 50 years’ plans.  It affects people worldwide.  They are growing at 6.8% when everyone said they were done two years ago.  It is important to look at what is going on in the number 2 economy in the world.  China needs to cut commodity production due to pollution generation.


Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
_N/A
2017-10-20 N/A Bruce Campbell (1)

Market. Usually, from about Nov 15 to the end of the year the market does well. From here to Nov 15, it is usually flat and then up into the year end, so maybe there won’t be any correction until early next year. Surprised energy is not doing better with oil prices of $51-$52. Stocks had a nice run when oil initially pushed through $50, but it hasn’t really followed through, even though it has tried a couple of times. Fears of a bubble in Canadian real property has kind of dissipated. In the banks, the quarter was up about 9%, dividend increases were still there, and we now have reasonable returns, so it’s a nice place to hide.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-10-20 N/A Bruce Campbell (1)

Black Swan? By definition, an upcoming recession is probably not a Black Swan. Usually there is so much debt that you get out on a limb. Other than real estate, we don’t seem to have any thing else that feels like a bubble. We have an expensive market, but we don’t have an inverted yield curve or anything coming, except the pace of higher rates. If there is some danger of the Fed tightening too quickly and tip us over into a recession, that would be 2 years from now, so the earliest risk would be 2019.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-10-20 N/A William Chin

Market.We are now starting to get economic data that suggests the consumer is not quite as robust as they once were. Today the August retail sales report came out, which is consumer spending. It fell .3% after a .4% gain in July, and excludes cars and auto parts, which are more volatile, so we are looking at core consumer spending, which actually fell .7%. In July it was up .2%. The economy is taking a sharp turn for the worst. The economy has been carried by the consumer and the housing market for a long time. You would want to have a moderate housing correction, and hopefully energy exports can pick up. Maybe crude oil prices are stabilizing which would help. Our exports have been falling for 3 months in a row, and in those 3 months, we lost 10% of our exports. That is due to a very strong Cdn$ due to the 2 rapid rate hikes. Taking back the emergency rate cuts is totally justifiable, but doing that in a hurry will have a larger than expected impact. Element of surprise has always been the strongest tool in the Central Banks toolbox. He can’t see any reason for them to raise rates further.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
_N/A
2017-10-19 N/A Peter Hodson

Market.  The average investor has a 30 year time frame.  We have not had a correction in a very long time but if you are worried about it and you have a long timeframe, you don’t have to worry about it.


Price:
$0.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
_N/A
2017-10-19 N/A Andy Nasr

Central Banks.They are forward-looking, so monetary policy to some extent is forward-looking, considering that a lot of Central Banks in the US have hiked rates 3 times since Trump won the presidency. In Canada, the Bank of Canada has hiked rates twice, so we are forward-looking, because inflation isn’t quite at the target a lot of these Central Banks are targeting, which is 2% or below. They think the slack is eventually going to get absorbed and eventually move back up to 2%. Having fixed income in a portfolio is important, because it will act as a ballast and give you an opportunity to redeploy capital when an opportunity presents itself. As long as we have decent credit growth and decent economic growth, it bodes well for owning equities, corporate profits and earnings.


Price:
$0.020
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
_N/A
2017-10-19 COMMENT Andy Nasr

American Mortgage REITs?Typically very highly leveraged, which is one of the reasons he doesn’t own them. The perverse part about what is happening to rates is that the short end has gone up and the long end actually hasn’t. Where you want to start to get worried is when rates move up too quickly, which puts more of a dent in home ownership in the US.


Price:
$0.020
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2017-10-18 N/A David Burrows

Market. The 10-year chart for the S&P 500 is a thing of beauty. Trading at record levels. If looking at PEs vs estimates, there are people who will point out that the PE multiples have been moving higher, so prices are higher. Last quarter, 55% of companies beat the estimates, so estimates are too low. That has been rising. PE multiples that people are looking at are probably making stocks look more expensive than they are. Secondly, we are in an extremely low interest rate environment, and PEs can be higher. We are in a secular bull market for equities. It didn’t start until 2013. When you took out the highs from the last bull market in 2000, that was the 1st year of multiple expansion, and multiples have been expanding since. There will be corrections, but expects equities between 2013 and 2023 are probably in the teens from a return standpoint. The volatility we have been seeing, that everyone is saying is so low, is virtually identical to the early 90s and identical to the early 50s. Both were in secular bull markets. We will see a good-sized correction out there somewhere, but none of his work points to any of the things that would be happening if it were coming up soon. As long as the percentage of stocks performing well are expanding, there is no bear market or correction that has ever taken place while that is happening. The most important thing in the way a market is behaving, is how it reacts to news. For example, there have been lots of big news items last year and the market hasn’t cared.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-10-18 N/A David Burrows

Stop losses? He uses point and figure price charts, which mark out the orderly progress of either higher highs and higher lows, or lower lows and lower highs. He would encourage you to get a book on this. A very good one would be Tom Dorsey on point and figure charting. In the absence of that, for a longer-term investor, you could use a 150-day moving average. It is amazing how often a stock pulls back and then reverses higher at their 150-day moving average. If a stock dipped below this on heavy volume, that would be a good reason to become a seller.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-10-18 COMMENT David Burrows

Good stock or ETF for medical devices? He likes the area as a sector. If you check out iShares DJ Medical Devices ETF (IHI-N), it had a wonderful rally through 2016 into July 2017. Since then it has consolidated sideways, and is within a whisper of breaking out to a new high. The group is a little more economically sensitive than big Pharma, because more of these things are paid for by people who have more confidence to buy. You could also look at Stryker (SYK-N), which he owns, which manufactures hips and knees.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-10-18 N/A Brian Madden

Market.  The TSX has come roaring to life post labour day.  Patience and diversification paid off.  Stocks don’t go up in a straight line.  Last year Canada was the star and this year, US stocks were the top of the leader board.  He has mainly balanced portfolios.  The round number fixation on 23k will get fixated on and this is nothing unexpected.  It is probably not a reason to be nervous right now.  Don’t try to pinpoint the top or bottom of a market but maintain a balanced portfolio.  Fixed income has been sobering.  The main benchmark index has been negative two quarters in a row.  It is important for investors to realize that rising interest rates may dampen capital value of bonds, but it means when they renew, there are higher interest rates.  The do have a place in a portfolio.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 10,595 entries
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