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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
2014-08-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  London is more biased to raising rates.  In the end the ECB will step on the gas, though.  The trend is inflation vs. deflation risks.  Deflation is thought to be the bigger risk in the EU.  People need to make asset allocation choices.  Bonds have outperformed equities this year.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-08-18 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Covered Call Gold ETFs.  Makes more sense if you want to play gold.  Without the covered call you have zero return after inflation.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  You want components of fixed income and equity when you create a diversified, balanced portfolio.  The strategy is difficult because of the low yields of bonds.  The reality is that equities have twice the volatility of fixed income.  When the market is strong like it is now, you want to rebalance. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-08-18 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Does not see a risk for the next number of years.  We have recovered post-crisis.  As long as we stay above the $43 level, then the breakout is not false otherwise it is negative and is not a new trend.


Price:
$51.950
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-18 DON'T BUY Must be logged in to use chart GE-N General Electric

GE is the economy because they touch so many parts of it, although they are getting out of certain areas.  GE has been trending down this year while the DOW has been trending upwards. 


Price:
$26.070
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-18 DON'T BUY Must be logged in to use chart MFC-T Manulife Financial

The biggest factor is the shape of the yield curve when you compare to banks.  Interest rates will be low for a long, long time.  Deflation is the bigger risk than inflation.  If the yield curve stays steep then banks will continue to profit from it, not insurance companies.


Price:
$21.610
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-18 HOLD Must be logged in to use chart OTC-T Open Text

When you decide to sell in real time you only find out you sold too early with hindsight.  Can it double from here?  Who knows?  There was a material gap up recently.  If it comes back into the gap, that is a bad thing. 


Price:
$60.840
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-18 DON'T BUY Must be logged in to use chart XGD-T iShares S&P/TSX Global Gold

There is this big base developing over the last year or so and is threatening the resistance area right now.  Most recent dip in June did not make a lower low.  He thinks it will continue to chop around here until there is inflation; however he thinks there is a bigger threat of deflation than inflation at present.  It is tradable on a short term basis.  Buy at $12.65 sell at $13.50-14 if you want to trade it.  Use a stop loss.


Price:
$12.740
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Master Limited Partnerships.  There are a lot of smart people on Wall Street looking to make money for their clients.  This is always a good thing except when the market gets frothy.  Master limited partnerships are now a tax hindrance for the US government.  Remember when Income Trust rules got changed in Canada?  QE: We need the flowing money, globally to keep the global economy going right now.  But the massive current debt, globally is also a hindrance to growth.  If you see wage pressures come, that is a tell tale sign of trouble.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-08-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

ETF for oil and gas services.  HOG-T is not services exactly, but it is included.  It only has a few weeks of price action.  This is the closest thing we have.  Not exactly like the XES-N.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-08-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil vs. Gold. Likes parts of the energy story over the next couple of years.  Thinks we will pick up market share relative to OPEC.  For gold we need inflation to take off.  He thinks there is one more shakeout below $1200.  Leave gold alone.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-08-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Latin American ETF recommendation.  A lot are dominated by Brazil.  It depends how you want to play Latin America.  There is even Mexico thrown in sometimes.  Etf.com is a web site to use to search for an ETF by criteria.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-08-11 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Medical and Pharma field.  Sector has had a phenomenal run the last couple of years.  Nothing is cheap now.  There are a couple of ETFs (ZUH-T, for example) that gives you health care exposure.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-08-11 BUY on WEAKNESS Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Tech ETF including APPL, GOOGL, etc.  iShares has IYW-N, based on the Dow Technology index.  This is not a great time to get in.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-08-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Tomorrow is the anniversary of his sleep at night portfolio and the BMO Tactical Dividend ETF fund.  The portfolio, composed of ETFs, is diversified and starts with a low beta core and high yield.  You need to get incremental returns for every increase in beta you assume.  The Sleep at night portfolio:

Ticker

Yield (%)

Beta

ZHY-T

6.33

0.32

ZPR-T

4.39

0.11

ZDV-T

4.22

0.55

ZUE-T

1.61

0.87

ZDM-T

2.26

1.02

ZEM-T

1.98

0.62

ZWU-T

5.62

0.43

ZRE-T

4.93

0.34


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 1,240 entries
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