A Comment -- General Comments From an Expert

A Commentary

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Analysis and Opinions about A Commentary

Signal
Opinion
Expert
COMMENT
COMMENT
September 18, 2006
Income trusts: - Likes to buy these when they are undervalued. Has a number of these. Likes to see 35/40% upside available, not including distributions.
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General Market Comment
September 18, 2006
Income trusts: - Likes to buy these when they are undervalued. Has a number of these. Likes to see 35/40% upside available, not including distributions.
COMMENT
COMMENT
September 18, 2006
Oil Sands: - Owns nothing in the oil sands. Prefers companies that have cash flow and earnings. In terms of the feeding frenzy to get into the tar sands, he’s not there.
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General Market Comment
September 18, 2006
Oil Sands: - Owns nothing in the oil sands. Prefers companies that have cash flow and earnings. In terms of the feeding frenzy to get into the tar sands, he’s not there.
COMMENT
COMMENT
September 18, 2006
US Recession: - Doesn’t see a recession, only a slowdown. Lower gasoline prices is helping the consumer. A chicken little scenario.
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General Market Comment
September 18, 2006
US Recession: - Doesn’t see a recession, only a slowdown. Lower gasoline prices is helping the consumer. A chicken little scenario.
COMMENT
COMMENT
September 18, 2006
Financials: - Has no bank stocks or Canadian insurance companies. However, US life companies are dirt-cheap. He is able to buy them well below book and break-up value.
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General Market Comment
September 18, 2006
Financials: - Has no bank stocks or Canadian insurance companies. However, US life companies are dirt-cheap. He is able to buy them well below book and break-up value.
COMMENT
COMMENT
September 18, 2006
Oil Sands: - One of the last open ended sources of oil reserves on the planet. Nothing has happened which is quite surprising. The cost of development has escalated tremendously.
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General Market Comment
September 18, 2006
Oil Sands: - One of the last open ended sources of oil reserves on the planet. Nothing has happened which is quite surprising. The cost of development has escalated tremendously.
COMMENT
COMMENT
September 18, 2006
US Recession: - Has concerns about the US consumer in 2007. David Dodge, Governor of the Bank of Canada is concerned about this as well as a global recession.
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General Market Comment
September 18, 2006
US Recession: - Has concerns about the US consumer in 2007. David Dodge, Governor of the Bank of Canada is concerned about this as well as a global recession.
COMMENT
COMMENT
September 18, 2006
Financials: - Out of these completely. In Canada, they are very, very expensive and offer no value at all. A long look back at bear markets, banks often suffer severe setbacks. He is waiting for a setback so he can get back into them.
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General Market Comment
September 18, 2006
Financials: - Out of these completely. In Canada, they are very, very expensive and offer no value at all. A long look back at bear markets, banks often suffer severe setbacks. He is waiting for a setback so he can get back into them.
COMMENT
COMMENT
September 18, 2006
US Health Care/Pharma: - Looks like they are bouncing quite nicely. Some good value has really come into the sector.
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General Market Comment
September 18, 2006
US Health Care/Pharma: - Looks like they are bouncing quite nicely. Some good value has really come into the sector.
COMMENT
COMMENT
September 18, 2006
E.T.F.’s: - Doesn’t believe in indexing at all. It breeds mediocrity.
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General Market Comment
September 18, 2006
E.T.F.’s: - Doesn’t believe in indexing at all. It breeds mediocrity.
COMMENT
COMMENT
September 18, 2006
Shorting Stocks: - Can't use shorts because he is not running a hedge fund and it is not his mandate.
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General Market Comment
September 18, 2006
Shorting Stocks: - Can't use shorts because he is not running a hedge fund and it is not his mandate.
COMMENT
COMMENT
September 18, 2006
Gold: - Not a gold player. Gold is a function of the US$ and is going to act like a thermometer.
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General Market Comment
September 18, 2006
Gold: - Not a gold player. Gold is a function of the US$ and is going to act like a thermometer.
COMMENT
COMMENT
September 18, 2006
Gold: - There are 3 potential buyers of gold. Central banks, and they are not buying. Investors, and they are buying like crazy. Commercial users and demand here has gone down badly. Currently, it is investors who are selling to one another and that's a very poor technical condition to be in.
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General Market Comment
September 18, 2006
Gold: - There are 3 potential buyers of gold. Central banks, and they are not buying. Investors, and they are buying like crazy. Commercial users and demand here has gone down badly. Currently, it is investors who are selling to one another and that's a very poor technical condition to be in.
COMMENT
COMMENT
September 18, 2006
Shorting Stocks: - Not shorting, but is pretty close to doing so.
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General Market Comment
September 18, 2006
Shorting Stocks: - Not shorting, but is pretty close to doing so.
COMMENT
COMMENT
September 18, 2006
E.T.F.’s: - Uses them the odd time if he wants to rapidly increase his exposure to the market. It's not particularly cheap.
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General Market Comment
September 18, 2006
E.T.F.’s: - Uses them the odd time if he wants to rapidly increase his exposure to the market. It's not particularly cheap.
COMMENT
COMMENT
September 18, 2006
Metals: - We are in a period where everyone has lost their confidence and there is a fear factor. He does own a few metals. Believes in it, but what has changed is the psychology.
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General Market Comment
September 18, 2006
Metals: - We are in a period where everyone has lost their confidence and there is a fear factor. He does own a few metals. Believes in it, but what has changed is the psychology.
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