CP.TO 0.88VRT 8.93NVDA -0.07TSM 5.21JPM 2.67ZST.TO 0.01HSAV.TO -0.1HSUV.U.TO 0.01
Market Commentary

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

COMMENT

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

Aug 05, 2008
ETFs are great because you can get the broad exposure to the sector. What looks interesting to him now are the 1) non-durable consumer stocks 2) biotech and pharmaceuticals 3) software (specifically companies that have recurring revenue) and 4) rails.
Photo of David BurrowsDavid BurrowsUnlock Rating
COMMENT

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

Aug 05, 2008
Cdn$: Feels that $0.98 is the base and probably $1.02 for the maximum for this year. Longer term $.98 to $1.05.
Photo of Peter BriegerPeter BriegerUnlock Rating
WAIT

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

Aug 05, 2008
Banks: Looking out 3 years, bank stocks will be very much higher and the yield is going to be very attractive. There was a recent bounce in the US financials, which has rubbed off on the Canadian banks. He still feels there are a lot of financial worries so the bank debacle is not over yet.
Photo of Peter BriegerPeter BriegerUnlock Rating
COMMENT

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

Aug 01, 2008
Oil Income Trusts: Revenues have picked up substantially and they have increased payouts. On a long-term basis, he likes Baytex Energy (BTE.UN-T), Freehold Royalty (FRU.UN-T), NAL Oil & Gas (NAE.UN-T). Arc Energy (AET.UN-T) is a little expensive but has one of the best managements. In both the Montney and Bakken areas.
Photo of David CockfieldDavid Cockfield
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COMMENT

Gold:(A Commentary)

Jul 31, 2008

Gold: One would have thought it would be going up in this environment. He thinks the US$ will still go down. Longer term, gold is a great place to be.

Photo of Derek Webb, CFADerek Webb, CFAUnlock Rating
COMMENT

Refineries:(A Commentary)

Jul 31, 2008

Refineries: This is an area that could have the greatest leverage going forward. Crack spreads are about as low as they have ever been due to high oil prices. Now that oil has dropped, the margins will start to move back out. Valero Energy (VLO-N) would be his choice.

Photo of Derek Webb, CFADerek Webb, CFA
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COMMENT

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

Jul 30, 2008
Coal Plays: With acquisition of Royal Utilities Income Fund Sherritt (S-T) is more coal than it used to be. Other pure plays would be Grand Cache (GCE-T) or Western Canadian (WTN-T), which are the small ends of small caps. These 2 would be raising your risk quite a bit because if coal pulls back, they will drop quite a bit.
Photo of Bruce Campbell (1)Bruce Campbell (1)Unlock Rating
COMMENT

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

Jul 29, 2008
European Utilities: Can be divided into 2 categories. Energy market is deregulated so with higher energy costs they have higher power costs. There is also the regulated utility, which is the more defensive one. The utility sector is providing the traditional defensive haven. There are a lot that would yield 4% to 5%.
Photo of Bruce CooperBruce Cooper
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DON'T BUY

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

Jul 29, 2008
Australian Banks: Not bottoming as yet. 2 of them have issued profit warnings in the last few days. There has been a bit of a housing bubble in Australia, interest rates have gone up and housing prices are starting to roll over. Yields are attractive, but not sure they are safe.
Photo of Bruce CooperBruce Cooper
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HOLD

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

Jul 29, 2008
British Gas: Probably one of the highest quality oil/gas companies in Europe. Has the fastest growth rate of all the major European energy companies. Very much focused on gas and LNG. Good long-term holding with strong fundamentals.
Photo of Bruce CooperBruce Cooper
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COMMENT

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

Jul 28, 2008
Markets: What we have seen over the last 3 weeks is a little bit of a head fake. Fundamentals are not quite there yet. Things will get worse for the next couple of months. Look for a market bottom late August or early September and would be a good time to start moving into the market.
Photo of Duncan StewartDuncan StewartUnlock Rating
COMMENT

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

Jul 28, 2008
What oil company to own? ETFs are an absolutely brilliant way of playing the market if you don't know what company to own. Low costs.
Photo of Duncan StewartDuncan StewartUnlock Rating
HOLD

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

Jul 25, 2008
Canadian Banks: If you compare these with the global situation, they are good businesses. Profitability over the last few years has been due to the elevated credit. As a credit unwinds, the profitability will not be there.
Photo of Jaime CarrascoJaime Carrasco
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COMMENT

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

Jul 25, 2008
Healthcare & Diagnostics Area: With health care, you have to be very specific. US$ will continue to drop. The ability of the US to pay concerns him. He would avoid the drug makers and focus on the diagnostics. He would play this through GE (GE-N).
Photo of Jaime CarrascoJaime CarrascoUnlock Rating
COMMENT

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

Jul 25, 2008
Principal Protected Notes: Good vehicle. Offers a very good way to participate in specific investments. Note of caution. The issuer protects it. In other words, if you have a note by a company that went broke, your note would be worth zero.
Photo of Jaime CarrascoJaime CarrascoUnlock Rating
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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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