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Market Commentary
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A Comment -- General Comments From an Expert (A Commentary)

TOP PICK

A Comment -- General Comments From an Expert(A Commentary)

Jan 21, 2011
(A Top Pick Jan 21/10. Up 29.49%.) BMG Bullion Fund. This is a fund that actually holds bullion. Likes the diversification of 1/3 platinum, 1/3 gold and 1/3 silver. Less volatile than gold stocks.
Photo of David CockfieldDavid Cockfield
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COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Jan 21, 2011
Mid-cap, small caps or large caps? If you are an independent investor, you’re much better off to stick with large caps. If you have a decent broker, they could give you some mid-cap names. Small caps are very difficult.
Photo of David CockfieldDavid CockfieldUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Jan 20, 2011
Some names for income? Expecting banks to start increasing dividends. Crescent Point (CPG-T) and Pengrowth (OGF-T) nave very good yields. Also the pipelines Enbridge (ENB-T) and Trans Canada (TRP-T) have good yields wit the potential of dividend increases. (See Top Picks.)
Photo of Laura WallaceLaura WallaceUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Jan 19, 2011
Market. Relatively bullish and is pretty much fully invested. Expect we will go through the old highs either this year or next. A little over extended shorter term so has been taking some money off the table in some metals and fertilizers and moving it back to the golds and oils. Earnings and market should go through their old highs next year. About 70% invested.
Photo of John ZechnerJohn ZechnerUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Jan 19, 2011
Growth in India and China. A 10 to 20 year story. Will have pullbacks and will get overbought but it’s a long-term story.
Photo of John ZechnerJohn ZechnerUnlock Rating
N/A

A Comment -- General Comments From an Expert(A Commentary)

Jan 19, 2011
Shorter term he sees indicators that cause him to be more cautious. European debt yields are starting to move up fairly aggressively. Commodity price inflation in the developed world. Sentiment is extremely strong. He wants to be tactical and selective. He will be accumulating positions on a correction over the next 2 to 3 months.
Photo of Ara NalbandianAra NalbandianUnlock Rating
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A Comment -- General Comments From an Expert(A Commentary)

Jan 18, 2011
Fundamentals are sound in Real Estate. Job levels have rebounded in the real estate markets. Single digit vacancy rates, limited new supply. The US recognizes that Canada is the next best thing to the 53’rd state. Real estate companies are not over leveraged, good balance sheets, in good shape. This year you will see improvements in cash flow.
Photo of Jeffrey F. OlinJeffrey F. OlinUnlock Rating
DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Jan 17, 2011
European banks? In general he would not be buying these shares. There are questions about the banks in the peripheral parts of Europe, especially Spanish banks. He owns Credit Suisse (CS-N), a very strong bank and recovering from its problems.
Photo of Mark GrammerMark GrammerUnlock Rating
DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Jan 17, 2011
Pharmaceuticals? Forward PE’s are very low. His company is not a fan of the big pharmas. Exposure to regulation is a problem. Have to spend a lot to develop drugs. Patents are coming off. Good cash flow and if you are a patient investor, you can make a case for them.
Photo of Mark GrammerMark GrammerUnlock Rating
COMMENT

Insuring a portfolio?(A Commentary)

Jan 14, 2011

Insuring a portfolio? A simple but expensive way is to Buy a Put. You could do a straddle where you Buy a Put and Sell a Put further out of the money so the cost of Buying the Put is less. 2nd way is selling and taking some profits. You’ll pay some taxes but it doesn’t cost you any money. 3rd way, which he prefers, is going long S&P 500 VIX Short-Term (VXX-N). If the market corrects it will go up. He goes long this and Shorts a Call Option against it to take an option premium.

Photo of Derek Webb, CFADerek Webb, CFAUnlock Rating
COMMENT

Gold. (A Commentary)

Jan 14, 2011

Gold. Continues to be a massive Bull on gold because the bottom line is developed nations globally are effectively bankrupt. We are going to have a new monetary system in the world and gold is going to play a part in it.

Photo of Derek Webb, CFADerek Webb, CFA
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N/A

A Comment -- General Comments From an Expert(A Commentary)

Jan 11, 2011
Things are getting a little frothy. Some areas of the market are over valued. He is a balanced investor. Biased to large caps. Dividend streams are going to be a key component to returns.
Photo of Jeff BlackJeff BlackUnlock Rating
N/A

A Comment -- General Comments From an Expert(A Commentary)

Jan 10, 2011
If ECB wasn’t there or Germany wasn’t there there wouldn’t be much demand for Spanish bonds, Market is telling you there you won’t get back 100 cents on the dollar. There is definitely going to be a hair cut. Most of investors in these countries are the banks. He would stay out of Europe until it settles down.
Photo of Mark CarpaniMark CarpaniUnlock Rating
BUY

A Comment -- General Comments From an Expert(A Commentary)

Jan 10, 2011
Saw 5.7% bonds: Good franchise in the west. Change in CEO is good for bonds. Making money and executing and drama doesn’t’ concern him.
Photo of Mark CarpaniMark CarpaniUnlock Rating
TOP PICK

A Comment -- General Comments From an Expert(A Commentary)

Jan 10, 2011
Cara Operations: 9.15% due 12/01/2015. Widely known for Swiss Chalet and milestones, Kelsey’s, Montana’s. Biggest risk is downturn in restaurants.
Photo of Mark CarpaniMark CarpaniUnlock Rating
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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

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