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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
2017-04-25 N/A Craig Porter

Energy. Oil is now below $50, but there is a chance for it to get back up to $55. The world is fairly well balanced in supply/demand. OPEC seems to be sticking to their cuts and Russia has joined in. The big fear is that the US supply has been growing. Through new technology, the US has been able to get costs down and production is starting to increase. Feels we are in a $45-$60 trading range for the year. We have gone through 2 winters that have been much warmer than normal, and natural gas inventories have started to build up. The good news is that there has been a lot of industrial demand coming for natural gas in North America. LNG has started to pick up in the US. A lot of chemical industries are now using natural gas. Demand has kept pace with the supply.


Price:
$0.000
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
_N/A
2017-04-24 N/A Larry Berman CFA, CMT, CTA

Markets.  The new French leader, Macron, is liked by Europe.  There is still a risk, but most likely we don’t need to worry about France for now, except that eventually the EU will break up.  The world needs pro-business, but eventually he thinks Europe will not work.  Analysts are expecting 70% earnings growth this year on the S&P, which he thinks is out to lunch.  There is lots of room for disappointment, but the market should rally for a least a few weeks.  He would sell this rally.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-04-24 N/A Larry Berman CFA, CMT, CTA

Educational Segment.  US Government Shutdowns.  Valuations are high and this is a ‘risk-off’.  You want to be defensive if you can.  There have been 22 government shutdowns in history.  The most recent two had a small impact on GDP (0.1%).  The market historically gets nervous before a shut down and then is fine afterwards.  From a markets point of view it is a case of buying dips.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-04-24 N/A Liz Miller

Markets.  People are taking a second look at the Trump administration and wondering how long will it take to put through some of his measures.  The market rally is not entirely about the new administration.  What we have seen is optimism over the underlying economy and then how much more positive it will be under these new measures.  We are seeing a dichotomy in the economic news.  There is optimism, but no data to back up the sentiment.  Ultimately the underlying economic story will drive stocks.  She thinks we may be starting a decade of strong growth.


Price:
$0.020
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
_N/A
2017-04-24 N/A Peter Brieger

Market. Today it is a relief rally, because of the French election. “Sell in May and go away” has a nice ring to it, but is somewhat impractical. If Trump introduces his tax legislation this week, not to mention other things, and if the mood in the house can be changed to give it some likelihood of passing, then you definitely stay with the markets. On ETF’s, what you are seeing for the 1st time is a sudden exodus from value added management to ETF’s. That indicates people want to get into the markets and don’t trust active management. At some point, there will be a tipping point if quarters of ETF’s decide to sell. Stand well back, because there could be a nasty correction.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-04-24 COMMENT Peter Brieger

Semiconductors? Apple (AAPL-Q) is now considering doing its own internal semiconductor products. If you have a major company like this getting into the business, that could be a long-term warning sign. Check with your analyst or financial advisor to do some work on this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-21 N/A Greg Newman

Market. Dividends make you rich over the long-term. Bond yields are still very low. Dividend payout ratios on the TSX are at very healthy levels. There is a lot of opportunity for dividend growth and EPS. We may be in a bit of a sideways environment here. Feels the economic background is still quite favourable for stocks over bonds. The Canadian market has better upside over the next 4-5 years than the US one.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
_N/A
2017-04-21 COMMENT EDITOR

Tonight's program is on taxes, not stocks.


Price:
$0.020
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2017-04-20 N/A Mark Grammer

Deflationary environment.  He does not feel we are headed here.  He sees unemployment going down, globally, and wages trickling up.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
_N/A
2017-04-20 N/A Mark Grammer

US Fed Monetary Policy.  There is concern we might be heading to an inverted yield curve (indicating we are headed for a recession).  We are not yet seeing that.  The bond market is projecting the growth rate is not as robust as the Fed feels.  He would be very surprised if we did not get two more rate rises this year, but they would not impact the 2 and 10 year yields.  We need to get interest rates normalized.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
_N/A
2017-04-20 COMMENT Mark Grammer

Saudi Aramco.  It should be a trillion dollar company.  They are fully integrated.  He has not yet finished looking at it for valuation.  There will be a risk premium because the country is effectively an emerging market.  He will look at it for sure.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-04-20 N/A Lorne Zeiler

Market. The US markets are overvalued, meaning that return expectations should be lower. Earnings were at roughly 115 last year, and are projected at about 132 this year, so we are looking at 18-18.5 on a multiple basis. Other areas are looking more attractive than the US market. People should be looking at Japan and particularly Europe. Europe has had quite a few months now of positive economic surprises. ETF’s would be a good entry for most investors.


Price:
$0.020
Subject:
DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
_N/A
2017-04-20 N/A Lorne Zeiler

A stock or ETF for European exposure? If making an entry into a market where you have never been before, an ETF is a good way to do it. You get good diversification across countries and across sectors. Everyone assumes Canadian ETFs are all cheap and are all going to give diversification. That is not necessarily so. He’s been buying into Europe through a US listed ETF. (See Top Picks.)


Price:
$0.020
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
_N/A
2017-04-20 N/A Mark Grammer

Markets.  Borrowing costs are staying low for the foreseeable future because they are driven by inflation and we aren’t seeing it.  Low interest rates are actually incentivizing people to save, contrary to what people would think.  The rest of the world is cheaper than America.  Growth rates are actually higher with multiples being lower.  He looks for opportunities there.  Emerging markets have been much better in the last 12 months than the last few years.  With the US dollar stabling or weakening this bodes well for emerging markets.  Trump tweets and speaks, but then does not act as he indicated.


Price:
$0.020
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
_N/A
2017-04-19 N/A David Burrows

Market. Since last February, we have been in a very productive equity market. We are having a little pause right now which he doesn’t think will take very long. There has been a great focus on passive, low fee investing and being an index investor, at precisely the moment when correlations, or the degree to when stocks and sectors behave the same, is at its lowest level in 15 years. The opportunity to target specific themes and companies is really an outsized opportunity right now, and he hopes people will be able to take advantage of it. From 1966 to 1982, the market travelled sideways in a series of advances and declines. The late 70s was when Vanguard got its start in Index investing. That was the last time managers had been stupid for the previous 15 years. The S&P 500 from 2000 to 2013 travelled sideways in a series of advances and declines, and many managers had a hard time beating it. The topic now is index investing/passive investing, but that is looking backwards. Today, we have very strong clear themes in this market, and the opportunity to target and be an active manager has not been better in 15 years. The market bottomed in 1981, and by 1985 no one was talking Index investing.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
Showing 1 to 15 of 10,053 entries
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