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Compiling comments that experts make about stocks while on public TV.

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Larry Berman CFA, CMT, CTA , Chief Investment Officer, Partner

ETF Capital Management Inc.

Address
5160 Yonge St. Suite 1860
Toronto, ON
M2N 6L9

Contact Info
Telephone: 888-383-9753
Fax: 888-383-9753
Website: http://www.etfcm.com

Date Signal Symbol Company Opinion Price
2013-05-13 COMMENT A Commentary A Comment -- General Comments From an Expert

Markets. CNBC (a finance TV Network) has been reported as having a lower viewership recently. He feels this is a good sign as it shows that in the States people are no longer watching or are interested in the market. A lot of the big US pension funds have moved out of the equity markets because of the volotility associated with them so when things are fixed there is a lot more potential for things to move on the upside.

That said, he doesn't think we are there yet. Have to wait for the governments of the world to stop supporting the economies, and for the interest rates to stabilize.  Three and a half trillion on the Federal Government balance sheet.

 Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2013-05-13 COMMENT A Commentary A Comment -- General Comments From an Expert

Educational segment 30 year treasury yield, if yields get above 3.5 percent he feels that the bond run isn't over.  He fields that bonds are a better bet over stocks for the next 4 quarters. Inflation is the number one fear of bond holders.

Price:
$0.010
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 N/A A Commentary A Comment -- General Comments From an Expert

Growth will slow towards the end of the year. Has happened in the last few years. View is they will move from Canada towards the States. Information Tech, health care, consumer names are starting points. Looking towards the global consumer. A safer way to play the growth in China.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 DON'T BUY BCE-T BCE Inc.

Fine long term investments. Take opportunities where they correct 5 to 10% over the peaks.

 Price:
$48.030
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 DON'T BUY CP-T Canadian Pacific Rail

He is expecting it to go down in the summer months.

 Price:
$131.200
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 DON'T BUY CTC-T Canadian Tire Corporation Ltd

Just as a pure retail play very expensive right now.

 Price:
$97.880
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 SPECULATIVE BUY HOD-T HBP Nymex Oil Bear+ ETF

Talking about the next month trading this is okay as a speculative buy.  Watch the oil prices.

 Price:
$5.270
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 Unspecified RY-T Royal Bank

Should be long term hold, or in and out? Depends on the person and their risk vs reward. Banks are a great long term investment.  He thinks it will pull back as the US banks gain, so for his clients he would take some profits, but not all. If you wanted to stay and get the dividends, ZWB gives slightly higher yields, but equal exposure to all the banks. 

Price:
$61.340
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 DON'T BUY WJA-T Westjet Airlines

When it get's to mid teens to mid 20's some support will come back. Not there yet.

 Price:
$20.760
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 DON'T BUY XME-N SPDR Metals Mining ETF

Is it a good time to go into the mining sector?  He uses XME which gives exposure to a broad number of mining types.  He would not be inclined right now. But in the next 12 months he expects them to have bottomed out.

 Price:
$37.840
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-06 N/A A Commentary A Comment -- General Comments From an Expert

Markets.  Chart of the total return index of the S&P looking back 15 years.  He drew a trend line from 2000 to 2007 and then to where we are now.  It underlines the need to diversify.  Canada has been a terrible place to be over the last 3 years.  It is 4% return per year in US$ but for Canadians it is zero because the CAN$ moved.  You can buy ETFs that hedge. 

 Price:
$0.020
Subject:
N/A
Bias:
UNKNOWN
Owned:
_N/A
2013-05-06 N/A A Commentary A Comment -- General Comments From an Expert

Education Segment.  To Diversify or Not.  Canadians tend to concentrate in Canada so we are overweight commodities, mining, etc.  In the last 3 years the world has done 10% per year including dividends and 75% of that return is from the US.  The rest of the world has done a couple of percent.  The US market is about 47% of the world.  Canada is 4% of the world.  China is 2% in the world index. 

 Price:
$0.020
Subject:
N/A
Bias:
UNKNOWN
Owned:
_N/A
2013-05-06 BUY on WEAKNESS BB-T BlackBerry

The verdict is out on how well the take-up is on the new product.  He is considering going to a Samsung for his next unit.  But he thinks BB will be a player, one of the top 10 in the sector.  Let’s see if they can turn things around.  Smart phones are not going to go away.  Buy in low teens and sell at upper teens or 20’s.

 Price:
$15.740
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-06 DON'T BUY CPG-T Crescent Point Energy Corp

It will go up and down for the next 3 years.  It is in a trading range and will stay there.  If we can solve the distribution problem for Alberta oil that will help a lot of these companies.

 Price:
$38.700
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
2013-05-06 BUY FCG-N 1stTr ISE Natural Gas E.T.F.

Larger Nat Gas cap weighed companies.  Play the whole sector.  You get diversification.

 Price:
$16.320
Subject:
N/A
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 746 entries
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