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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
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 A Comment -- General Comments From an Expert
A Commentary
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 A Comment -- General Comments From an Expert
A Commentary
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 A Comment -- General Comments From an Expert
A Commentary
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 A Comment -- General Comments From an Expert
A Commentary
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
2017-04-24 COMMENT Barrick Gold
ABX-T
Peter Brieger

He has been a long-time Bull on gold. Likes this as a senior play, but prefers Gold Corp (G-T). Thinks the price of gold is going higher, between $1300-$1400 this year, and that would help all gold stocks.


Price: $25.710
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 PAST TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick Feb 22/16. Up 14.53%.) This has been one of his favourite stocks because of the long-term need for food, fertilizer, etc. The merger with Potash (POT-T) bothers him somewhat.


Price: $123.860
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 BUY Arc Resources Ltd
ARX-T
Peter Brieger

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.


Price: $18.110
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 WAIT Boeing
BA-N
Liz Miller

She would not be a new buyer.  It took off last fall, up 50% on good results and increased defense spending, etc.  It historically has a run and goes sideways for a long time.  You hold it ready for the next run.


Price: $182.060
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 COMMENT Bank of America
BAC-N
Peter Brieger

They just had a bang-up quarter. They were the best of the big 4 in the US. Their net income margins and net interest income, went way up. He would suggest you check with your financial advisor to see what they say in more detail. He does like this bank.


Price: $23.630
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: No
2017-04-24 DON'T BUY BCE Inc.
BCE-T
Peter Brieger

He would personally not buy this. His clients have some, but it is a very small part. The competition is heating up with the various channels and media that is coming on. The demand is exploding, but it is also diversifying.


Price: $61.420
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
2017-04-24 COMMENT CitiGroup
C-N
Peter Brieger

Sees further upside in the US banks in general. This one is in the middle of a valuation, and he thinks they are recovering nicely and will share the benefits of a growing US economy, and likely higher US interest rates. This will be a long-term hold.


Price: $59.440
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Unknown
2017-04-24 BUY Carnival Corp.
CCL-N
Liz Miller

It was a bargain for a while because a number of the companies in the sector had struggled and had accidents.  This is viewed as the leader in the industry.  Fuel costs being low are an added benefit.  You could have bought it cheaper a year ago, but there is plenty of upside going forward.


Price: $59.620
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 COMMENT CCL Industries (B)
CCL.B-T
Larry Berman CFA, CMT, CTA

He does not know the details of how they are going to split it.  There is research that shows there is a perception that you can buy more shares after a split.  This is a human condition.  There is nothing beneficial in fundamentals.  Trade it if you want but because you like the company and then own it post-split, but don’t buy it just because it is going to split.


Price: $300.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-24 COMMENT Canadian National R.R.
CNR-T
Peter Brieger

He likes this fundamentally. Looking at the rail charts of the major North American rails, they have all advanced in the last month or 2, discounting an economic recovery to the point that they are all at levels that make it uninteresting at this time. If you own it, continue to Hold.


Price: $102.210
Subject: NORTH AMERICAN - LARGE
Bias: UNKNOWN
Owned: Yes
Showing 1 to 15 of 163,623 entries
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