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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
2017-06-26 N/A Larry Berman CFA, CMT, CTA

Markets.  An Italian bank is purchasing for one Euro two Italian regional lenders that were being bailed out, and are now being wound up.  This is the continuation of ‘too big to fail’.  The government is not doing a good enough job of regulating the banks there.  This is going to be troubling for decades to come.  If interest rates go up marginally, you see purchasing coming down.  At the end of the day, fixed income is a safe place to put your money.  There are doubts that Trump can ever cut corporate tax rates all the way to 15%.  This will affect small cap US stocks, which would have benefited tremendously from a big tax cut.  That makes the Russell 2000 index the most expensive in the world, so he is short that index. 


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-06-26 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  Robots.   A lot of boring jobs were replaced by computers and so a lot of jobs have gone away.  Amazon is breaking every space.  They could have cost a million jobs by now.  They are only going to get bigger and bigger in this space.  He feels there will be social problems coming.  From the mid-70s to today, the bottom 50% of people have seen no real growth in their incomes.  The next 40% have seen only a marginal growth.  The top 10% are all doing well.  BOTZ-Q and ROBO-Q are ETFs for robots and they have outperformed the world.  He will love them once we get a market correction.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-06-26 N/A Stephen Takacsy, B. Eng, MBA

Markets.  Stocks aren’t cheap but where else are investors going to invest.  It is more and more of a stock picker’s market.  It will be tough for Trump to accelerate US growth to 4%.  Canada is doing far better.  Stimulus spending and tax cuts are temporary.  We are probably in low inflation for the rest of our lives.  There is a lot of government debt.  There is too much stuff in the world and not enough people to buy it all.  He feels tech specialty companies are the way to go.  We are running out of tech names in Canada, however.


Price:
$0.000
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
_N/A
2017-06-26 COMMENT Stephen Takacsy, B. Eng, MBA

Fixed income is very tough.  You are earning next to nothing on government bonds.  He focuses on high yield but keeps getting the companies redeeming them early.  He was picking away on beaten up preferred shares.  He suggests keeping your duration very short.


Price:
$0.000
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2017-06-23 N/A James Hodgins

Market. The US market is extremely overvalued. On a Price to Sales basis, it is more expensive than it was in 2000. That tells us that there is not a lot of expected return from here. He is not saying equities over the long-term can’t be good investments, but when you are entering at a point of such extreme overvaluation, like we are now, it is best to wait. Every 10 years there is at least one 30% drop-down in stocks, and we are now approaching 10 years in this bull market, and there hasn’t been much of a drawdown so far. We are well overdue for one. The extraordinary debt bubble that has been created since 2000, never really was sold. Debt to GDP ratios are extremely elevated. When that starts to unwind and we get to the other side of the credit cycle and liquidity is no longer being created into the economy, that is when you will see the big decline in equities. Any Long positions he has are special situations. He has a lot of Short positions.


Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
_N/A
2017-06-23 N/A David Cockfield

Market. The market has been a bit of a disappointment this year. When both financials and energy are a little weak in the knees, the market doesn’t do much. We have probably seen a bottom in the banks at this point. There is a misunderstanding or lack of knowledge in the US of how Canadian banking works. We are in a low interest rate environment for the foreseeable future. Doesn’t see a recession coming again, but we need to see a period of drift down of 5%-10% with some stability coming in.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2017-06-23 COMMENT David Cockfield

Indexed based ETF’s or sector-based ETF’s? He buys both. You have to look through the name and what they hold, and decide where you want to focus. If you really feel strongly about a particular sector, that is the one that you go to.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-06-23 N/A David Cockfield

The difference between mutual funds and ETF’s? Mutual funds are fully managed portfolios, and fees are higher because of that. They are selling to a lot of small investors and there is a fair amount of administrative costs. ETF’s are much simpler in that you have just a straight portfolio that is usually focused in a particular area and there is not a lot of investment management going on, and a lot less administrative costs. Fees on ETF’s are significantly less.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2017-06-22 N/A Bruce Campbell (2)

Markets. He sees a fairly strong economic backdrop.  There are checks in every box he is looking for.  There are technicals shorter-term that have deteriorated.  He is primarily Canadian.  Banks and oil have pulled back.  There are a lot of other sectors that have picked up and the TSX has done well.  He would like to see the technicals improve before going full into the market.  The HCG-T financing adds more stability to the Canadian financials.  Investors have taken some money off the table in energy and banks.  HMMJ-T (Cannabis) was launched during a very feverous pitch in the Marijuana sector and about the time legislation was tabled.  There has now not been a lot of news.  We will not expect any news through the summer and then get some news in the area of regulation.


Price:
$0.020
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
_N/A
2017-06-22 N/A Paul Harris, CFA

Market. We are getting global economic growth, but not at a significant clip. A year ago, the whole world was not growing. Europe was down, Canada was having trouble and the US was growing at 2%. Looking at some of the numbers now, you are seeing good global growth. It’s not going to be 3% or 4%, it’s going to be something like 2%. The world growing at 2% is much better than a part of the world going at 2% and the rest of the world growing at negative numbers. You are seeing low rates, low inflation and good global growth, which adds up to a stock market that continues to do well.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
_N/A
2017-06-22 COMMENT Paul Harris, CFA

Individual stocks or an ETF in the European market? If you are going to be putting money into Europe, the best way to deal with that is probably through an ETF. Europe is going to do well. It is a much more cyclical economy, so you tend to have a lot less tech there, and more utilities. Dividend yields are quite high there, so he would look for more of a dividend paying ETF.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2017-06-21 COMMENT Andy Nasr

Which pipelines should be held, and which should be sold? Not knowing which ones you own, he would suggest keeping the Kinder IPO along with TransCanada (TRP-T) and Enbridge (ENB-T). He wouldn’t hesitate to add to Pembina (PPL-T) and Alta gas (ALA-T).


Price:
$0.020
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-06-21 N/A Gordon Reid

Market. The average investor tends to concentrate on the P of the P/E. They are really interested in price and believe that if the price goes up it is good, but if it goes down it is bad. That is not the way real life works. People tend to judge the company, but are not equipped to analyse the depths that the professionals do. They spend too much time looking at macro issues, trying to figure out whether politics or policy is going to have a bad effect on their holdings. Politicians come and go. Companies and stock prices are driven by the abilities of companies and management to drive earnings, revenues and cash flow.


Price:
$0.020
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2017-06-21 N/A Andy Nasr

Market. He still likes the look of the US market, but is seeing opportunities elsewhere. If he had to characterize the 1st half of this year, he would sum it up by saying less is more. There has been less likelihood of fiscal reform in the US, which has been overshadowed by an improvement in corporate profitability that has helped US equities. In Europe, political risks have diminished, and there has been an improvement in fundamentals, which has probably helped European equities. The decline in interest rates and low volatility this just screams for diversification. As the year progresses, there is likelihood that volatility increases, and you’ll start to see the correlation between some asset classes deteriorate, which means you want more broad-based exposure. He is overweight equities relative to fixed income, and is seeing some opportunities in the US, but there is probably more capital appreciation potential in continental Europe, where things are getting a lot better.


Price:
$0.020
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
_N/A
2017-06-20 N/A David Burrows

Currency? Canada has a slightly lower growth rate than what they are seeing in the US. Also, the Cdn$ gets impacted by energy. The Cdn$ is likely to remain weak, and even weaken further from where it is. He has no problem buying US$ with our Cdn$, because we could be buying less a year from now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
Showing 1 to 15 of 10,246 entries
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