A Comment -- General Comments From an Expert

A Commentary

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Analysis and Opinions about A Commentary

Signal
Opinion
Expert
COMMENT
COMMENT
July 9, 2008
Sectors of Global vs Domestic Performance: Feels that wind power will continue to outperform. Likes the high barriers to entry. Currently there are 8 players in the global arena.
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Sectors of Global vs Domestic Performance: Feels that wind power will continue to outperform. Likes the high barriers to entry. Currently there are 8 players in the global arena.
COMMENT
COMMENT
July 9, 2008
Solar Technology: He prefers wind to solar because of cost competitiveness. Solar sector has come off quite a bit and there are interesting opportunities for you to start chipping away. He divides the solar sector into 2 key parts. Tier 1 such as First Solar (FSLR-Q), Suntech Power (STP-N) and Qcell (?). Tier 2, which they don't buy, would be Arise Technologies (APV-T).
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Solar Technology: He prefers wind to solar because of cost competitiveness. Solar sector has come off quite a bit and there are interesting opportunities for you to start chipping away. He divides the solar sector into 2 key parts. Tier 1 such as First Solar (FSLR-Q), Suntech Power (STP-N) and Qcell (?). Tier 2, which they don't buy, would be Arise Technologies (APV-T).
COMMENT
COMMENT
July 8, 2008
LNG Gas: Countries like Japan are paying $16 to get LNG shipped, so it won’t be coming in to North America. Any kind of disaster could create a natural gas shortage, so the trend is your friend.
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LNG Gas: Countries like Japan are paying $16 to get LNG shipped, so it won’t be coming in to North America. Any kind of disaster could create a natural gas shortage, so the trend is your friend.
COMMENT
COMMENT
July 7, 2008
Carbon Tax: Probably $2 or $3 a barrel and will be an additional expense, particularly for the oil sands companies. With oil prices over $100 a barrel, the impact will be fairly moderate.
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Carbon Tax: Probably $2 or $3 a barrel and will be an additional expense, particularly for the oil sands companies. With oil prices over $100 a barrel, the impact will be fairly moderate.
COMMENT
COMMENT
July 7, 2008
Precious Metals: Predicting golds to reach $2000 and silver $40 in the next 4 years. Investors should have a bit of both gold companies as well as ETFs. South Africa, which currently has an electricity shortage, is the play for platinum, palladium, etc., which is where you have to go to invest in them.
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Precious Metals: Predicting golds to reach $2000 and silver $40 in the next 4 years. Investors should have a bit of both gold companies as well as ETFs. South Africa, which currently has an electricity shortage, is the play for platinum, palladium, etc., which is where you have to go to invest in them.
COMMENT
COMMENT
July 7, 2008
Rather than an ETF, try to buy the physical gold bullion itself. You will have to buy from the banks and put in a safety deposit box.
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Rather than an ETF, try to buy the physical gold bullion itself. You will have to buy from the banks and put in a safety deposit box.
COMMENT
COMMENT
July 4, 2008
Contarian Outlook: Current market condition is good news. Always looking at sectors and cherry picking in them. Financial sector - will likely get a chance later to buy dividend-paying stocks with possibility of capital appreciation. Dividends allow increased returns even if stock does not move. Wait for things to shake out and some tax loss selling. Other sectors, particularily housing, could also be interesting.
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Contarian Outlook: Current market condition is good news. Always looking at sectors and cherry picking in them. Financial sector - will likely get a chance later to buy dividend-paying stocks with possibility of capital appreciation. Dividends allow increased returns even if stock does not move. Wait for things to shake out and some tax loss selling. Other sectors, particularily housing, could also be interesting.
DON'T BUY
DON'T BUY
July 4, 2008
Canadian banks are still expensive at 10X cash flow basis. He prefers buying when they are trading at 5Xs. He owns Toronto Dominion (TD-T).
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Canadian banks are still expensive at 10X cash flow basis. He prefers buying when they are trading at 5Xs. He owns Toronto Dominion (TD-T).
COMMENT
COMMENT
July 3, 2008
Crude: As it goes up, there is a point where the economy can't stand it. Thinks the magic number is around $130. Dow Transport chart shows a high in 2007 and trying to make a new high in May 2008. Transports are economically sensitive and are a bellwether. As soon as crude broke above $130, transports immediately nose-dived. As long as it stays above 130, the more trouble we've got and it extends the bear. There are signs that crude is getting tired. A lot of the energy stocks are not behaving well and there is some divergence between the stocks and the price of crude.
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Crude: As it goes up, there is a point where the economy can't stand it. Thinks the magic number is around $130. Dow Transport chart shows a high in 2007 and trying to make a new high in May 2008. Transports are economically sensitive and are a bellwether. As soon as crude broke above $130, transports immediately nose-dived. As long as it stays above 130, the more trouble we've got and it extends the bear. There are signs that crude is getting tired. A lot of the energy stocks are not behaving well and there is some divergence between the stocks and the price of crude.
COMMENT
COMMENT
July 3, 2008
Financials: Ultimately there will be an entry point for the banks. Financials hit their critical low in March. Dropped today but at a higher low. If the higher low can be held it is probably quite good. If you are a traitor or want to take on some additional risk, buy the bank that has made the lower low. It might spring act more.
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Financials: Ultimately there will be an entry point for the banks. Financials hit their critical low in March. Dropped today but at a higher low. If the higher low can be held it is probably quite good. If you are a traitor or want to take on some additional risk, buy the bank that has made the lower low. It might spring act more.
COMMENT
COMMENT
July 3, 2008
Agriculture: The boom is a real phenomena based on real demand for food products. With the ethanol situation in the US taking away acreage from food production, a growing demand for protein in the developing world there will be continuing demand for agricultural products. However, that sector has had a tremendous upward move and it may be too late to get in on it.
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Agriculture: The boom is a real phenomena based on real demand for food products. With the ethanol situation in the US taking away acreage from food production, a growing demand for protein in the developing world there will be continuing demand for agricultural products. However, that sector has had a tremendous upward move and it may be too late to get in on it.
TOP PICK
TOP PICK
June 30, 2008
Water Sector: A lot of dollars needs to be spent on infrastructure as well as on specifically water. Only 1/3 of the world has fresh water available to them. You won’t see prices move as aggressively as in energy or agriculture.
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Water Sector: A lot of dollars needs to be spent on infrastructure as well as on specifically water. Only 1/3 of the world has fresh water available to them. You won’t see prices move as aggressively as in energy or agriculture.
TOP PICK
TOP PICK
June 30, 2008
Global Agricultural: Agricultural soft commodities have had a big run and there might be some softness in prices over the next short while. In 5 years prices will be even higher than today. New technologies will be changing the world.
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Global Agricultural: Agricultural soft commodities have had a big run and there might be some softness in prices over the next short while. In 5 years prices will be even higher than today. New technologies will be changing the world.
TOP PICK
TOP PICK
June 30, 2008
Cdn Preferred Shares: This has been a very negative market in the last 12 months. They present a great way to get exposure to a tax efficient income in today’s low interest rate environment. Gives you good exposure to good companies. You can get 5% to 6% return in banks and life insurance. Be in P1’s and P2’s, the higher quality credit side.
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Cdn Preferred Shares: This has been a very negative market in the last 12 months. They present a great way to get exposure to a tax efficient income in today’s low interest rate environment. Gives you good exposure to good companies. You can get 5% to 6% return in banks and life insurance. Be in P1’s and P2’s, the higher quality credit side.
PAST TOP PICK
PAST TOP PICK
June 30, 2008
(A Top Pick Feb 13/08.) Canadian Banks & Life Insurance: Banks have a fantastic cash flow producing asset in retail banking, which can make up for any mistakes they make. Fantastic opportunities long term. Good entry points for long-term investors.
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(A Top Pick Feb 13/08.) Canadian Banks & Life Insurance: Banks have a fantastic cash flow producing asset in retail banking, which can make up for any mistakes they make. Fantastic opportunities long term. Good entry points for long-term investors.
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