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Stockchase compiles comments that experts make about stocks every day and helps you review how companies are thought of by investment experts. Sign up to get the latest news by email.

Stocks In The News

Daily Market Highlights

Airbus
17/Jun
Airbus launches long rage A321
Facebook
17/Jun
Facebook crypto plans pushes Bitcoin to $9K
Alibaba Group Holding
17/Jun
Alibaba Group Holding proposes stock split
Walt Disney
17/Jun
Walt Disney getting a rare downgrade
Canopy Growth Corp.
17/Jun
Canopy Growth Corp. and Canadian cannabis companies getting ready for new drug formats

Latest Stock Opinions and Top Picks from Market Call Guests

Top Picks
This week there were 20 Top Picks and 7 ETF in a wide range of industries: Consumer, ETF, Technology, Finan...   read more
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Today's Market Outlook

Market. A lot of people are calling for an emergency rate cut, but we are at full employment. Rate cuts at this point are pushing on a string. They are not going to work. It creates a miss-allocation of capital and bubbles. The Fed is saying they are considering negative interest rates to stimulate. We don’t want this here. The academics need to really rethink policy. There is an 80% chance of a rate hike priced into the market for July.
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 17, 2019
During extremely volatile periods it can rally massively, however in the long run you are going to lose significant amounts of value. It works great when you buy it and then the markets go down. He does not recommend it except for the most extreme professional market timers.
During extremely volatile periods it can rally massively, however in the long run you are going to lose significant amounts of value. It works great when you buy it and then the markets go down. He does not recommend it except for the most extreme professional market timers.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.000
Owned
Unknown
COMMENT
COMMENT
June 17, 2019
When you get a return of capital you are getting some of your own money back. In the next downturn, this will probably lose in the range of 30%. It's a fine ETF and the distributions are bigger than the underlying holdings. He does not like it from a couple of perspectives but there is nothing else wrong with it.
When you get a return of capital you are getting some of your own money back. In the next downturn, this will probably lose in the range of 30%. It's a fine ETF and the distributions are bigger than the underlying holdings. He does not like it from a couple of perspectives but there is nothing else wrong with it.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.000
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
June 17, 2019
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
Apple (AAPL-Q)
June 17, 2019
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.000
Owned
Unknown
BUY
BUY
June 17, 2019
[Is there something better?] He likes international: ZWE-T or ZWP-T depending on currency exposure preference. They are taxed higher than in Canada. He likes European dividends.
[Is there something better?] He likes international: ZWE-T or ZWP-T depending on currency exposure preference. They are taxed higher than in Canada. He likes European dividends.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
June 17, 2019
We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.
We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Unknown
BUY
BUY
June 17, 2019
It is a good buy at these levels. It is under pressure with world oil prices. It is an extremely well run company and internationally diversified. Their payout ratio is on the high side. Debt to cash flow is a little above industry norms but not significant. The dividend is secure, at least for the time being.
It is a good buy at these levels. It is under pressure with world oil prices. It is an extremely well run company and internationally diversified. Their payout ratio is on the high side. Debt to cash flow is a little above industry norms but not significant. The dividend is secure, at least for the time being.
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Unknown
BUY
BUY
June 17, 2019
There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.
BCE Inc. (BCE-T)
June 17, 2019
There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
June 17, 2019
It has been one of his favourite Quebec companies for some time. It has run to the extent where he is considering taking some profits. We are going to see much more turn-over and replacement for aircraft and that means demand for CAE. Increased pilot retirement will also create more demand for CAE products. (Analysts’ price target is $36.00)
CAE Inc (CAE-T)
June 17, 2019
It has been one of his favourite Quebec companies for some time. It has run to the extent where he is considering taking some profits. We are going to see much more turn-over and replacement for aircraft and that means demand for CAE. Increased pilot retirement will also create more demand for CAE products. (Analysts’ price target is $36.00)
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Yes
BUY
BUY
June 17, 2019
He likes them as a company. He likes how management has organized the company and all of its arms. The dividend is not great but overall if you are a long term believer in the development of infrastructure, it is a good overall macro entity to hold.
He likes them as a company. He likes how management has organized the company and all of its arms. The dividend is not great but overall if you are a long term believer in the development of infrastructure, it is a good overall macro entity to hold.
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
June 17, 2019
They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.
They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.
Michael Sprung
President, Sprung Investment Management
Price
$0.000
Owned
Unknown