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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
2017-07-27 N/A Andrey Omelchak

Markets.  He is surprised by how low the volatility is on the VIX.  These levels cannot continue going forward.  Investors have to be careful going forward.  Some caution is warranted.  You have to pick your points and not invest in the overall market.  There has been a lot of takeout activity and this is a sign of a toppy market.  It does not mean we have reached the top, however.  The gap between bonds and dividends has narrowed.  Now you take on more risk as you deploy capital in the equity market for dividends.  His fund has a negative view on commodities and he tries to stay away from them.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2017-07-27 DON'T BUY Andrey Omelchak

Investing in resources is very dangerous and you have to make a call on the underlying commodity.  He encourages investors to make investments outside of these sectors.  If it seems too good to be true, then it probably is.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-27 DON'T BUY Andrey Omelchak

Oil:  You can bring new supply into the market.  Demand/supply is looking okay because there are all these alternative forms of energy.  Investing in oil over the long term is not viable.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-27 N/A David Driscoll

Market. A cyclical movement index he uses is showing information that hasn’t been seen since the Great Depression and the tech bubble. This is cause for caution. He is looking at markets right now and there is really nothing that he would want to buy because everything is trading at such high multiples. Also, the earnings that are coming out are actually adjusted earnings, so he is not impressed. The “gap earnings” numbers are much lower than anticipated. Wall Street is allowing these numbers to flow through, but they are not generally accepted accounting principles. He is trading at about 20% Canada, 40% US and 40% International.


Price:
$0.020
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
_N/A
2017-07-26 N/A Bruce Campbell (2)

Market. The economy in Canada and the US is fine, but some shorter-term technical indicators have deteriorated, and are giving him some doubts. He tracks 2 different sets of data on his top-down indicators to indicate whether he is in offense or defence. Economic indicators have been strong and have stayed fairly strong across the board. A few months ago, some technical indicators in the overall market started showing a little bit of weakness, so he moved his portfolios to neutral and raised the cash level. Lately he has started to see a few things improving, but it is probably a little too early to move his cash back into the market.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-07-26 N/A David Cockfield

Market. The Cdn$ has run up way too fast and is going to hurt some of our economic numbers, particularly on the trade side. Canada is the worst in the G7, and the Canadian market is lacking in enthusiasm. Economic numbers are okay. The recent pullback has been orderly, but it is still a pullback. We haven’t seen the last of it until we have at least seen some consolidation. He is hoping we will see some good earnings in the earnings quarter which will help perk things up. As long as the market is going down, people get worried.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2017-07-25 N/A Norman Levine

Markets.  The TSX is the worst performing market in the world, even taking into account the currency.  The problem for Canadians is that our own market is down.  The strength of the Canadian dollar took away a lot of the gains.  The market in Canada is dominated by banks and resources.  We are totally undiversified.  He as 45% outside of Canada.  Half of that outside of Canada is in the US.  Most political news is noise to the market. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-25 N/A Norman Levine

Europe Recommendation.  He likes multinationals that are headquartered in Europe (see his top picks).  DEA-N is part of Europe and is the world’s largest liquor company.  The Finish elevator and escalator company KONE (KNBV-OMX) does a lot of business in China.  Sanofi in France he likes also.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-25 BUY Norman Levine

Canadian Rails.  He is favourable towards them.  Surface transportation companies let you know how economies are doing.  He prefers CNR-T over CP-T. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-25 N/A John O'Connell, CFA

Energy. Eventually oil has to be significantly higher than what it is currently trading at. Oil/gas companies in the US have been saying they can produce oil at $30-$40 a barrel. They looked back at one of the top ranked US companies, Pioneer, which lies in the middle of the Permian Basin.  They found their cash flow from operations from 2006 to 2016 were an accumulative $15 billion. Capital expenditures were $16.5 billion. That was with oil at around $78 a barrel. There was only one year where they produced positive cash flow from operations. They funded this through stock issues, debt and selling assets. That is a history of what some US and Canadian companies do. They traditionally sell assets, dilute shareholders, borrow more money, and hope for better times. They say costs are lower and productivity has improved. We are seeing a leveling out of productivity out of 3-4 years because of technology improvement. A lot of these companies sold some great Crown jewels, and have been drilling hoping for better days. Saudi Arabia and most OPEC countries need oil that is in the $80 price range, and probably higher. North American companies need at least $60 oil, just to be treading water.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-24 WATCH Don Vialoux

Natural Gas.  It has two periods of seasonal strength.  One is in the summer time when it is used for generation of power for air conditioning.  It is still in a downward trend and is building a base.  If it breaks out above $3.05 there will be an interesting trade on Nat. Gas.  A good way to play it is to invest in Nat. Gas stocks.  Gassy stocks are starting to show some interesting bottoming patterns.  Watch for results from gassy stocks.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-24 N/A Don Vialoux

Educational segment.  How to Play Earnings Season.  Next week is the big week.  Looking at Canada’s top 60 TSX companies, earnings should be up 11.3%, 47 should report higher earnings.  Base metals and energy are expecting the biggest percentage gains.  Look for those that had a loss last year at this time and report a profit this year.  The banks are expected to have robust earnings coming into this quarter.  The key in gold is how they calculate their future asset base. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2017-07-24 N/A Matt Kacur

Markets.  The market is looking expensive by quite a few metrics.  Sentiment is pretty strong.  In 2012 the total value of the future performance of a company was 54% and now it is 71%.  The rest of the value is fixed and working capital.  The FANG stocks are surprising okay.  He is little leery of AAPL-Q, however. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
_N/A
2017-07-24 N/A Keith Richards

Economy. The Cdn$ has gone over $.80 for the first time in about 2 years. Since 2011, the trend for the loonie has been “net down”, and he believes we are in a countertrend rally. The $.80 has not really broken the trend. The US$ has been hammered, which has helped. It is now coming into a key level of support. A lot of commercial hedgers who were shorting the Cdn$ have covered their shorts and are almost back to a net neutral position. Meanwhile, on the US side, the net hedgers on the US$ are Net Short in a big way, almost at an extreme level. This is a set up for a US$ rally, probably happening fairly soon and a Cdn$ overbought level probably happening fairly soon. If you own US stocks, don’t be too fearful of a lot more downside on your US$ versus Canadian.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
_N/A
2017-07-24 N/A Keith Richards

Energy. There is a monstrous technical lid on oil in the low $50s. If oil were to pop through $54-$55, it could be off to the races, but so far it has tried multiple times in the past 3 years, and it just can’t seem to do it.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
_N/A
Showing 1 to 15 of 10,347 entries
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