Viewing Company A Comment -- General Comments From an Expert | StockChase
stockchase picture

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
2017-07-21 N/A Ross Healy

Market. There is a lot of liquidity sloshing around the market, which really doesn’t know what to do. However, when you try to reach into the market to grab some value, it’s difficult. Because of this, what has happened increasingly lately is that as a kind of default investment, investors are going into ETF’s, somewhat blindly. The issue he has is that people buy and never mind what the quality, the underlying fundamentals are. When he sees the market doing the same thing again, he has to look back and remember what happened when this happened before. In the end, it wasn’t terribly pretty. It is very hard to fight it. There is still value to be found in certain segments. The financial sector is an obvious standout on both sides of the border as being cheap. When this market stops, you better get off.


Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-20 N/A Mohsin Bashir

Markets.  He sees a little bit of opportunity in the TSX.  It did spectacularly well last year and it will be hard to replicate it.  The sectors that have outperformed the most are counter intuitive – utilities and telecommunication stocks.  They tend to be bond proxies and you won’t get the relative benefit in a rising rate environment.  He has seen opportunity in alternative energy, however.  We are trading at high PE multiples but we are having earnings grow into these multiples.  These may last for quite some time until there is a rollover of the cycle.  He would prefer financial services, and businesses that are tied to services in the industrial area.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-07-20 N/A Hap (Robert) Sneddon FCSI

Market. Everyone is worried that valuations are a little rich. We are in the middle of the earning season right now and investors still seem to be a little undecided. The bullish sentiment has spiked up a little lately. He expects a little pause until next week’s Fed. The growth Index showed it was a little extended in 2000 because of the Dot.Com bubble. This was followed by a housing bubble in 2008. A chart like this doesn’t tell you when to get out or what to invest in. There will be a little pause next week, and then we are going to have a really, really strong bull market in industrials, base metals and energy. Defensive areas such as utilities, bonds and staples should be underweight in a portfolio. As we get later into the period, you want to start to look for repositioning a portfolio, but for now the cyclicals are firing on all cylinders. To protect yourself, make sure you have a ballast between the procyclical defences, and you use stop losses.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
2017-07-20 N/A Hap (Robert) Sneddon FCSI

Crude Oil? Chart shows this has made a little bottom. There is a seasonality that starts in the summer. The good news is, we don’t have to wait too long to figure it out. If we break $45 and move down in July, probably all bets are off, and it will probably go down to $39. In the short term, the upside will probably be $55, but there is a seasonality, so he is expecting it to push.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
2017-07-20 N/A Hap (Robert) Sneddon FCSI

Cdn$? Once we broke 130, which wasn’t that long ago, we could get to 125. Once we get there, you are sort of looking at $.80-$.81. If we have this pro-growth move he is expecting, you are probably going to see the Cdn$ waiting to participate. The caveat is that technicals say we should stop here for a little bit. However, if we get that pro-growth move, he could see it going to $.90 kind of fast, but the Gov. of the Bank of Canada is going to have a conniption.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
_N/A
2017-07-19 N/A Eric Nuttall

Energy. It has been a tough, tough space to be in for the first 7 months of the year. It is record-setting because for the last 27 years, the energy index has never fallen for 7 sequential months in a row. He is optimistic that given the trends we are seeing in the US inventory drawdowns, the market is going to wake up to the fact that things have been improving since July of last year. Things are not as bad as you would think, and oil is heading higher in the next couple of months. Had thought that the timeframe for a change in thinking would be roughly September, but that has now been pushed back to about March 2018. There are 3 reasons for this. 1.) The biggest one is Libya and Nigeria both coming on bringing on almost a half a million barrels per day since the beginning of the year due to geopolitical situations. 2.) The dislocation between OPEC production cuts of 1.1 million barrels per day and OPEC export cuts which only fell to 400,000. That has subsequently improved. 3.) The ramp up in the US. The rig count since the beginning of the year is up almost 50%. Despite those 3 headwinds, inventories are still falling, and we are getting closer and closer to the end point. Expects oil to be over $50 in the next couple of months, $50-$60 in 2018-2019 when the bullish picture really starts to improve. He struggles to see natural gas being much above $3.


Price:
$0.020
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
_N/A
2017-07-19 N/A Eric Nuttall

How do you value a frac sand company? One way would be by calculating the cash flow stream over the 50ish years of reserve life. A quicker and easier way is to just look at, on a forward basis, the total value of the company (debt+ market cap divided by cash flow) and relate that back to historical multiples. The US names have typically traded from 7 to 8 times, and today they are trading 3 to 4 times.


Price:
$0.020
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
_N/A
2017-07-19 N/A Veronika Hirsch

Market. The Canadian economy is doing all right, but you look at the composition of the index and it is mostly oil, gas and banks. Then we had the Home Capital effects which spilled into the banks, and they became unloved. Oil and gas fundamentals have not been great this year. The base metals and all the other resources had a little bit of a lift in the last little while, but it has also been going down in the first 6 months of the year. Banks will probably do okay, but it pretty much depends on what oil and gas does. Everybody is looking for a rally in oil and gas, but no one knows how long it will last or how good it will be.


Price:
$0.020
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2017-07-19 COMMENT Veronika Hirsch

Cannabis? She hasn’t done enough work to recommend one name over another. Every day there is a new name that comes up on her screen, and it is getting to be a crowded space. In the long run, whatever the politics, etc., her experience is that the front runner and the consolidator will be the name to own. It’s a little early to tell at this time.


Price:
$0.020
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-07-18 COMMENT David Burrows

Canadian bank? He would rather choose a US bank over Canadian banks right now. There are some potential rocks in the water for Canadian banks. However, if he were looking for a Canadian bank, it would probably be Toronto Dominion (TD-T) because of their US retail exposure. Virtually all of them are trading below the 150-day moving average and have had a very weak rally through May and June, while US banks had a very good rally.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-18 N/A David Burrows

US or Canadian healthcare services? It is very hard to invest in healthcare in Canada. In the US, this is the largest industry. There is a secular growth theme behind it in that you have an aging population who want more and more services. There are going to be bumps in the road along the way. Medical devices is the most attractive area, because some of it is discretionary spending. He also really likes the biotech space, because it is innovation and new treatments. You could consider the ETF ALPS Medical Breakthroughs (SBIO-N).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-18 N/A David Burrows

Markets. We are in a pretty good market, and when you are in a decent market, you want to be able to take advantage of it. Correlation, stock to stock and sector to sector, the way they behave are very low. There are some really strong, long-term themes that you can focus in. When you consider how much of the return is coming in from the top 10 stocks, it is actually not high. There are some sectors that you absolutely have to be avoiding. You don’t want to own the indices. We are in a world where active management works much better than passive. On the negative side, you continue to have to be careful of some of the big sectors in the Canadian market, including energy, retail and some of the defensive sectors that could be at risk if long-term rates slowly move higher. You want to be focused in industrials that do well in improving capital spending, technology, the 800 pound gorilla, and healthcare where demographics are driving things.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-18 N/A Barry Schwartz

Is 40 too young to invest in dividends? When a company declares a dividend and raises a dividend, it is a clear signal that they are confident in the upcoming year. You can never be too young to invest in dividends.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-17 N/A Brendan Caldwell

Markets. The central bank of Canada insists the economy of Canada’s is really strong. The US wants to raise rates so there is something to cut later and he thinks it is really the same in Canada.  Energy sensitive provinces had somewhat of a rebound. The government is extrapolating out to the end of the year, but now energy prices are going back down.  We are the only real petro currency in the world, after Mexico and Norway.  The Canadian market is weird compared to the rest of the world. Outside of our biggest sectors, there are world beater mid-sized companies in Canada.  A lot gets taken over by bigger entities.  Canada is not a sector by sector thing.  The good sectors are worth 15% of the index.


Price:
$0.020
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
_N/A
2017-07-17 DON'T BUY Brendan Caldwell

A recommendation for an Index Fund for Oil. Don’t get a leveraged one.  He is not that wildly bullish on the price of oil right now. The price of oil is going to bounce around.  Rebalancing in a leveraged fund could cause you to lose money even if oil goes up. 


Price:
$0.020
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
_N/A
Showing 1 to 15 of 10,330 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.