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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
2017-08-17 N/A Bruce Campbell (1)

Markets.  It is pretty quiet and he has been down to 3/4ths staff some days.  Trading volumes in the markets are down these days.  The repatriation of cash may now not happen and that is pressuring the S&P.  Year to date the US is up but in CAD$ really it is not.  Canadian markets are flat also.  Banks look attractive.  Energy is cheap, but you have to believe in the price.  The rest of the Canadian market is actually up.  Canada is not as cheap as it appears and you have to be a stock picker.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-08-17 N/A Gordon Reid

Market. This has been an impressive earning season off the 1st quarter, which was actually more impressive. We were up over 15% in the 1st quarter and over 10% in the 2nd quarter. Earnings are certainly driving this market, and validating the market. The VIX has been at historic lows. Today, we saw the market paying attention to what was happening in Washington. The worry is that the exodus of CEOs in the last few days, might be followed by Trump’s inner circle within the White House. The US economy is on solid footing. Companies are investing and spending again. Far too much attention is paid to politics and policies. Companies are taking advantage of a resurgence in global growth. We are in the procyclical market, which tends to last for a while, and are in the early stages of that move.


Price:
$0.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
_N/A
2017-08-16 N/A David Burrows

Market. Has a strong belief that we have been in a secular bull market for equities that got underway in 2013 when it took out the 2,000 highs in the US. We probably have a persistent rising market for quite a long period of time, but with some interruptions. A correction was ended in February 2016, which probably opened a window for 2-3 years of a pretty low volatility market. Seasonally July, August, September are the 3 toughest months of the year. It is interesting though that the month of July is much better than seasonal. Historically, if July is good, then August and September are less volatile than typical, which has been the case so far. Over the last 3-4 weeks, in equity markets globally, the work he does around risks has shown an uptick in risks as breadth, the percentage of stocks doing well, has been deteriorating. That always causes him to get a little more cautious. He doesn’t expect significant downside. Over the next month or 2 you could see 3%-5%. However, given that July was a strong as it was and that the economic data is improving and the earnings have been very, very good, he wouldn’t expect that kind of pullback, but it is possible. Thinks people don’t fully understand that not only are earnings beating, but this quarter was the best beat for both revenue and earnings since 2010. Earnings estimates are being revised higher. The market is handling new very, very well, and that is a great indicator of the health of the market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-08-16 N/A Christine Poole

Market. When Trump was first elected, sentiment was very positive. Pro-growth policies would be put in place. So far, he is not accomplished anything, and it is somewhat discouraging that the councils are being disbanded, as he would be getting good advice from various CEOs. It is somewhat encouraging that nothing has been put through and markets are continuing to go higher, especially in the US. It has really been driven by profit growth. We are now trading above historical averages and we really need to see proper growth come through, which it is doing. Second quarter earnings is just winding down and have come in stronger than expected, double-digit year-over-year. Expectation was around 7%. What is more encouraging, is that we are also seeing growth in the euro zone economies. Japan is even growing now. China seems to be stabilizing. To her, equities still remain the asset class of choice if investors can withstand the volatility and the risk associated with them.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-08-15 N/A Kash Pashootan

Income Investors. Beware of rates for both fixed income and equities. For the last several years there has been a real appetite for yield. Based on demographics, more and more Canadians and Americans have either retired or are close to it. Their #1 objective was generating enough income to maintain their lifestyle that they were used to while working. That is partly why there has been such an inflow into dividend paying stocks. Owning bonds at 2%-2.5% just doesn’t cut it. You need to be really thinking and understanding how interest sensitive your portfolio really is. As a general rule, yield plays are often the most interest sensitive. Many Canadians don’t realize that pipelines, telcos, REITs, utilities, etc. are quite interest sensitive, because this is really the first time they’ve had a meaningful exposure. Going into the first rate hike, with investors having a larger exposure to equities, it is important to understand what the potential is for a portfolio in a rising interest rate environment for fixed income and equities.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 N/A Kash Pashootan

When constructing a portfolio between bonds, Index ETF’s and dividends, which should go in TFSA, RRSP, and nonregistered accounts? There are 2 considerations. The one people look at right away are tax considerations. In a registered account such as a TFSA or RRSP, it doesn’t matter what kind of income/return you generate because they are tax sheltered. Sometimes hold the least tax efficient instruments in their Registered accounts such as bonds, and/or the more tax favourable instruments outside of the registered accounts. He tends not to, because liquidity requirements vary depending on the kind of account it is. If you hold your least liquid assets in registered accounts, you may not want to withdraw from the account which provides you with liquidity. When you withdraw stocks from a non-registered account in a bad market, you have to sell at less than what you generally paid for it. Build a balanced portfolio in all the different accounts, knowing that you will have liquidity when you need it.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 COMMENT Kash Pashootan

Marijuana stocks? Feels the easy money has been made. If you are getting in it at this point, risk management is more important now than ever, because most of the names have run up considerably. If you have to be in the space, he would buy a few of them, and split up your application amongst a handful.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-08-15 N/A Kash Pashootan

Investing in the current market? The challenge is timing the market, which you are not going to be able to do. You have to feel comfortable whenever you buy, so that when times do get bad, you can look at your portfolio and know that you know the business and are comfortable. If there is a correction, for the most part it is widespread and you are going to see a haircut on all names. In a high cash weighting, you sit on the sidelines and watch the market continue to go higher and higher, which has gone on for the last 2 years. The market is expensive if you look at it purely on a P/E basis, compared to where it has been for the last 30 years. However, through stock picking, you can build the portfolio that has a lower P/E ratio than the overall market. Secondly, when you compare the P/E ratio of the market to the last 30 years, it is really only one part of the story, because we have never had interest rates as low as they are in the last 30 years. To quantify how expensive or not expensive the market is, you can look at what the 10 year is paying, and what the average dividend yield of the market is, and see the spread above what you are getting as a yield on the S&P 500 or the TSX, compared to the 10 year. It is quite wide. Leg your money in, which helps you get dollar cost averaging. Also, understand the businesses that you buy.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 N/A Michael Smedley

Market. The market has been sliding off. Small caps have been particularly static or worse, and large caps not much better. We’ve had strength in the Cdn$ for some time, and that has now rolled over, at least temporarily. US stocks seem to do nothing, but go up. He tends to maintain a view that if a stock does brilliantly well for half a year, it cannot usually do as well in the 2nd half.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-08-15 COMMENT Michael Smedley

Gold. How do you know when to get in or out as a safe bet? You can’t. There is no way of knowing ever.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-14 N/A Benj Gallander

Markets.  He has gotten out of more companies in the past 4 to 5 months than possibly ever before.  He is taking some great profits.  His picks today are down in value and have a long way up to go.  When markets are up so high it is worth taking money off the table.  Don’t get greedy.  At some point there will be a blow off, but the trend right now is upwards.  North Korea, he does not think is quite as significant as some people do.  He thinks volatility can be his friend. 


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
_N/A
2017-08-14 N/A Larry Berman CFA, CMT, CTA

Markets.  We are seeing an equity rebound as we saw nothing over the weekend.  Nobody knows what the odds are of a much larger correction.  If you look at the Cuban Missile Crisis, the market was down over 20%.  This is the best example that is similar to the North Korean Issue.  In all likelihood we are not going to get to the crisis, but the markets may react.  Europe has started to underperform because of the strength of the Euro.  Their index hit a key technical level last week.  (See UUP-N).  In all likelihood the US$ gets a technical bounce.  He thinks we will settle into a new trading range.  The Canadian dollar will probably not get too much stronger than it is now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-08-14 N/A Larry Berman CFA, CMT, CTA

Education Segment.  Market Sell-Offs.  Every time we get a pullback we make a higher low followed by a higher high in the S&P.  The Russell 2000 has been testing support.  Until it breaks $133 we won’t have a technical breakdown.  The average stock is weakening, but it is not until the market breaks support that we will have a problem.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-08-14 N/A David Fingold

Market. Regarding the rhetoric between Trump and North Korea, it is incredible how little it takes for people to react. He saw some pretty big increases in the Put to Call ratios and a pretty big spike in option volatility. He considers those things to be bullish. People getting nervous is actually a bullish sign, at least for the intermediate term. He likes consumer discretionary, technology and healthcare. Healthcare in particular is quite interesting because it went through a nearly 2 year time out between Hillary’s tweets and the recent increase and the relative strength of the healthcare sector. That does require some stock picking. We are dealing with a kind of market where ETFs and index solutions are not going to get results that people want, because indexes contain both the winners and losers. You need to pick stocks that are going to work, which is why he is focused on building portfolios with no more than 25 companies in them.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-08-14 N/A David Fingold

US$ over the next few years? Thinks it will be going up. There was a very special set of circumstances from 1970 until 2012, which was the US buying more and more imported oil as the economy grew. In 2012, the US started dramatically increasing oil production, and are currently exporting a million barrels a day, and can export a lot more. Although he thinks the US$ is going up, it is going to fluctuate.


Price:
$0.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
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