Viewing Expert Larry Berman CFA, CMT, CTA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

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
2016-05-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Low volatility ETFs.  After markets fall, portfolio managers move out of low volatility stocks and into higher risk.  Low volatility stocks are trading at a larger premium today than in the past, making them more volatile.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

TFSA suggestions for young people.  If you are investing for the long term, he suggests going for growth, rather than dividends.  When you finally take the money out, you still won’t pay any tax.  He suggests a US ETF specializing in small to mid caps.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Artificial Intelligence and ETFs.  The Buzz Index.  His guest looks at social media and identifies the top 25 stocks with the most bullish prospects.  He uses the power of the computer to scan social media for comments he is looking for.  Software uses natural language processing.  He also tries to gauge how many people are listening to the person posting. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-02 WATCH Must be logged in to use chart EMP.A-T Empire Company (A)

He thinks there is some value in this area.  Maybe it could go a little bit lower, but there should be some support here.  It probably looks interesting here, however when they are having challenges in execution, the market will keep it down.  Above $23 it would say the market is building confidence in them.


Price:
$21.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-02 COMMENT Must be logged in to use chart MEG-T MEG Energy Corp

It is off its lows.  There is probably a lot of leverage.


Price:
$6.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-02 WATCH Must be logged in to use chart MG-T Magna Int'l. (A)

Non-performing loans in the US are increasing rapidly.  You are probably seeing a mini bubble in the auto sector and that car sales will go down over the next couple of years.   Buy in the mid-$40s.


Price:
$52.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-02 BUY Must be logged in to use chart XSB-T iShares DEX Short Term Bond

Seasonality around fixed income is inverse to equities.  So buy in May and go away in the fall if not holding for the long term.  You get a lot of your own money back in their yield.  You have to look at the yield to maturity, not the coupon.


Price:
$28.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-02 DON'T BUY Must be logged in to use chart ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF

Or ZBK-T.  If you want to be in the banks this is probably a good place to be.  But he feels US banks will underperform for a long period of time.  He does not like the sector.


Price:
$18.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Companies play a game by talking down their numbers, and then beat them.  He showed a chart of profits.  They are falling this year, even after backing out financials and energy.  Non-GAAP compared to GAAP earnings are widening.  Real earnings, not adjusted for accounting, are really falling.  He is very cynical with how Wall Street plays games with earnings.   We are very late in the cycle.  There are not years of earnings growth ahead of us.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-04-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Currency hedging.  You want to hedge for 5 years if the dollar gets below 73 cents.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-04-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational segment. The zero interest rate policy.  The central banks are ripping about a trillion dollars away from the savers.  This is actually effectively the biggest increase in taxes for savers in history.  Japan cannot do anything to stimulate growth except to lower the value of the currency.  There is $75 Billion in in ETFs that Japan has purchased in the last few years to try to stimulate the economy.  The largest economy in the world (USA) is not growing if it was not for borrowing.  Borrowing in the system is going up and GDP growth is going down.  They just can’t keep going on like this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-04-25 WATCH Must be logged in to use chart CJR.B-T Corus Entertainment (B)

It looks like they declared their dividends on schedule for the last couple of months.  He does not comment on sustainability.  It is hard to say if there is relative value here.  They are probably closer to a low than a high.  The PE is low.  It does not look like the analysts love this stock.  It probably has some more volatility.  ~10% yield, which suggests it may be a cut.


Price:
$11.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-25 WAIT Must be logged in to use chart CXR-T Concordia Healthcare

The whole space around biotechs got caught up in the Valiant (VRX-T) story and more importantly is who will win the US election. Hillary has an aggressive stance against the biotech companies.  You need to see how the dust settles before investing.  He is okay trading it up to the recent resistance.


Price:
$40.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-25 BUY Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

He has not looked at it.  It is in a longer term downtrend.  He would be comfortable with having something like this in his portfolio. There should be long term support at present levels.


Price:
$29.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-04-25 COMMENT Must be logged in to use chart LIT-N Global X Lithium E.T.F.

Technology.  He loves clean tech and innovations. He loves the lithium sulphur battery idea.  Can you invest in this for the long run?  Yes.  The longer your investment horizon the more volatility you have to endure.  You have to be able to handle the ride if you invest for 5 years.  You should accumulate during the down times.  There is a Lithium ETF:  LIT-N.


Price:
$23.010
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,878 entries
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1 Comment

raziel

April 3rd 2015 at 8:48am

My preferrers have come down substantially as a result of lowered bank rates, I believe. Shouldn't an instrument with a fixed rate go UP when bank rates are lowered?


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