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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
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Markets.  The American market looks expensive to him.  Trump has not yet implemented his pro-business policies so the market is up on anticipation.  The S&P has broken out and is moving up on a daily basis.  This is very positive.  There is no resistance at this point.  He does not see interest rates moving to 4%, maybe 2.5%.  The TSX is at record highs yet oil has not jumped.  CIBC (CM-T) is at a record high.  We have a positive breakout that is taking place.  But we are at the upper bounds for PE rations for banks in Canada.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2017-02-23 HOLD A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Semiconductor Stocks.  SMH-N is the best known ETF in this area.  They have a cycle.  A lot of chips are bought by the end of the year.  We are past the seasonal period so once it weakens then exit.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-02-23 HOLD A Comment -- General Comments From an Expert
A Commentary
Brooke Thackray

Base Metals.  We are in the seasonal period: Nov. to Dec. and Jan. 23 to Apr.  It is volatile compared to other sectors.  Let them run unless it starts to break down.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Portfolio Construction. 2016 was a pretty good year. Most stock markets around the world were up. Bonds were flat. As a result, if you had a 70/30 portfolio it is now probably 70/23 or 75/25 and you are going to have to trim a little, 5%-10% of your equities have to be sold in order to get back to the 70% target, and that money has to be put back into income in order to maintain the risk profile and the suitability.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Gross capital gains are applied against the OAS threshold even though there are offsetting capital losses. Is this correct? That is correct. The OAS claw back is based on income for any kind of allowable adjustment. This is for people who are in the top 5% of income earners. There are things called flow through shares that you can buy, which are not applied against line 234 of the tax return, and that gives you a tax deduction against all sources of income.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Behavioural Finance? The most applicable thing in this might be anchoring. A lot of people don’t like to Sell losers, because they want to hold them until they come back. You have to let these go. If it is something that has gone down, you should sell it. Also, if something has gone up very well, don’t be afraid to trim.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

With 3 accounts, RRIF, TFSA and non-registered account, which type of investment should be steered to which account? The 1st thing is, do not put US investments into your TFSA because there are tax problems associated with that. You should put equities into your TFSA, unless it is going to be something you need for buying a car, an emergency fund, etc. Has no strong opinion on what to do with your taxable account and your RRIF.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Should dividends that are DRIP be changed in order to put the dividends into a new RRIF, or should I sell something instead? There is no right or wrong answer on this. It is a matter of personal preference.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

TFSA for a 20-year-old? If the 20-year-old turned 18 two years ago, this will be the 3rd year. The TFSA limit was $10,000 2 years ago, and was $5500 last year and $5500 this year, which comes to $21,000 which is what the limit will be for them. Remember that TFSA limits carry forward forever. If this is going to be long-term money, something like iShares MSCI World Index Fund (XWD-T) would be a good way to diversify.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 COMMENT A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Russell 2000 versus the S&P 500? These are 2 different benchmarks which get you 2 different things. The Russell 2000 are the 2000 largest companies in the US. The S&P 500 is only the 500 biggest companies in the US. The S&P 500 is a blue-chip sort of benchmark and the Russell 2000 has more mid-cap and small-cap names. If you go back 50-60 years, the Russell has outperformed the S&P 500 by about 2.5% annualized. If you have a long-term horizon, you should consider putting some money into the Russell 2000.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Maximum number of ETF’s you would recommend for a traditional portfolio? He traditionally builds portfolios with 6 asset classes, and normally has no more than 2 ETF’s per asset class. That would be 6 to 12. If you have a very small account, it might be just 6 or 7, but if you have TFSAs and RRSPs in various multiple accounts, it would be closer to 12.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 N/A A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Take CPP when turning 60, or wait if continuing to work? If it were him, he would wait longer. People are living longer, and if you are still working, it’s not like you are going to need that extra income.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-02-23 COMMENT A Comment -- General Comments From an Expert
A Commentary
John DeGoey

Index funds? These are a lot like the plain-vanilla ETF’s that were the 1st ones in the market. These compete with mutual funds and give the exact same benefits. They are cheap and broadly diversified, and track a benchmark. If you are a long-term buy and hold investor, this is not materially different from a mutual fund. However, you should still look at costs. A lot of them frequently cost over .05% or more, whereas you might be able to find an ETF that is tracking the exact same benchmark, and cost 1/10th of 1% or less.


Price: $0.020
Subject: PERSONAL FINANCE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-02-23 HOLD Barrick Gold
ABX-T
Brooke Thackray

It broke out of a down trend earlier.  Gold tends to slow down during March to May.  ABX-T would go down.  Put some stops on this.  As soon as gold weakens, then exit.


Price: $25.830
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2017-02-23 WATCH AGT Food & Ingredients
AGT-T
Brooke Thackray

The best time of the year for AG stocks is Aug. to the end of the year.  Right now we are after the seasonal period.  It is in a descending triangle and that is a bearish pattern.  If it breaks down below the support level in this pattern, then you need to exit.


Price: $33.030
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
Showing 1 to 15 of 161,775 entries
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