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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 Chart Symbol Company Opinion Price
2014-10-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Global growth forecasts are starting to lower, but there is still growth.  The correction last week was an opportunity to buy.  There has been a large move in the US$ based on what has been happening in Europe.  We are getting close to resistance for the US$. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-06 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

TSX Support Level:  The 200 day average last week was taken out.  The next big support would be around 14,200-14,300.  We should hit that in the next month or so.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-06 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

The pipeline sector is not cheap.  There is no ETF, but ZJN-T and FCG-N are gas ETFs.  Stay away from ETFs with direct commodity links.  Pipelines are best played with ZWU-T although it also plays Telcos. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Gauging Market Health.  Spread Between Small and Large Cap Stocks.  The US market is generally up about 7.5%  The Russell 2000 is down 4% on the year.  The divergence started about March.  The global growth downgrade started to come out about that time.  So right now small caps are screaming as much cheaper than large.  We are seeing a decay in the Russell 300 index.  We should get a short term bounce, but he thinks there is one more leg down by November.  Small caps will be where you want to go for a good bounce.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-10-06 BUY on WEAKNESS Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

Buying into Warren Buffet has always been a great investment, however 1998 to current he has not beat the market because he is a value investor.  From 1998 to 2000 the stock got cut in half when the S&P doubled.  2000-2002 the stock doubled because he had no tech stocks.  He thinks it would be a good time now to own it.  But the experience will not be a whole lot different than owning the market.  Be a little patient for the next month or so if you are going to buy.


Price:
$139.160
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

There is going to be an economic cold war with Russia involving sanctions.  Once LNG gets going that will stable is the world oil supply.  He does not feel Russia would flood the world with oil.


Price:
$40.380
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 DON'T BUY Must be logged in to use chart TLM-T Talisman Energy

Lower lows and lower highs after the last year.  You have to be careful of a value trap.  It is underperforming so dramatically to others.  50% or more of revenue comes from Indonesia.  If they are having trouble executing in some of those markets then you should just sand aside.


Price:
$9.040
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 BUY Must be logged in to use chart ZEB-T BMO Equal Weight Bank ETF

Banks.  Equally weighted.  ZWB-T has the covered call overlay as he thinks the banks will not do much for the next while.  Prefers ZWB-T.


Price:
$23.690
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 WATCH Must be logged in to use chart ZGD-T BMO S&P/TSX Eq.Wt. Global Gold

Equally weighted gold in the world.  A great way to play the sector.  Thinks we will get a double bottom in gold at $1175.00.  If we break that then you get a sell signal.  It may go 10% lower.


Price:
$7.790
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 BUY Must be logged in to use chart ZWB-T BMO Covered Call Cdn Banks ETF

Banks.  Equally weighted with covered call overlay.  He thinks the banks will not do much for the next while.  In strong markets you want ZEB-T.


Price:
$17.240
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 1,291 entries
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