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
2016-09-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He will be watching the debate tonight.  There is a 51.8% likelihood that Hillary wins.  They are neck and neck.  If Trump is seen as a clear victor tonight there could be more market volatility.  The Saudis would like to pump as much as they can.  There is no chance they cut.  They are not going to give up market share.  He thinks Oil is below $40 before it is above $50.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-09-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Currency effects on your portfolio.  Over the next decade, average returns are going to be lower.  When you invest globally, currency is the most important consideration.  When the CAD$ is getting weaker, you are making money. However, when it gets weaker, it reduces profits.  With ETFs you can control the currency.  Currency explains about 70% of the difference in returns when investing globally. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-09-26 BUY Must be logged in to use chart HIU-T HBP S&P 500 Inverse ETF

HIX-T vs. HIU-T.  Inverse exposure to their respective indexes.  They are a way to hedge your overall exposure.  He loves the idea of using these. 


Price:
$36.850
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-26 BUY Must be logged in to use chart HIX-T HBP 60 Inverse ETF

HIX-T vs. HIU-T.  Inverse exposure to their respective indexes.  They are a way to hedge your overall exposure.  He loves the idea of using these. 


Price:
$7.290
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-26 DON'T BUY Must be logged in to use chart HVU-T HBP S&P 500 VIX Short Term Future Bull+

VIX index.  Individuals should not use these.  They are not for long periods.  You will lose 5-10% per month just based on the way the futures contracts are managed.  You can’t hold these things long term.


Price:
$5.170
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-26 COMMENT Must be logged in to use chart MEG-T MEG Energy Corp

They are well respected, but leveraged.  Analysts are expecting oil and gas to go up in the future, which he does not agree with.  They will have losses for the next couple of years.  It looks like there is a base is forming. 


Price:
$5.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-26 DON'T BUY Must be logged in to use chart TRP-T Trans Canada Corp

It is at 25 times earnings and is not cheap for a pipeline.  If we go through a period of worry about rising interest rates, there is a likelihood of a correction in the stock.  There is no value here.


Price:
$62.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-26 COMMENT Must be logged in to use chart ZPW-T BMO US Put Write ETF.

He loves the strategy of just taking in premiums with options.  You could go out 6 months and write a put and then if it comes down in the next 6 months you buy it at the price you want.  You are always taking in a premium and then you own the stock at the price you want.  There is no ETF that does that strategy.  This ETF gets rid of stocks as soon as they are put to them.  In a taxable account this is income, because it is a naked write.


Price:
$19.410
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-26 COMMENT Must be logged in to use chart ZRE-T BMO Equal Weight REITs Index

REITs are little bit on the cheap side compared to world indexes, but he does not think they are good value.  The interest rates going into next year are too high.  He does not like the market risk overall.  He likes the sector for the dividend, but not for the total return.  It is attractive if you don’t mind the volatility risk short term.


Price:
$19.480
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-09-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Credit is becoming a major threat in China.  This has been a major risk for years.  100% of the growth in China has been fueled by debt since the Lehman moment.  You see an increase globally in defaults in debts since 2015.  There is a warning signal here.  Trump is picking up inch by inch.  He has a reasonable chance here. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-09-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How to Short.  The simplest way is to buy a long ETF with inverse exposure, avoiding those with leverage.  You can cushion the downside or profit from corrections.  We are almost certain to have a recession within the next two years.  You can’t short in your RRSP, so you have to buy inverse ETFs.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-09-19 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Parking Cash.  He assumes that means risk-free.  There is nowhere to park cash risk free with a yield.  It does not exist today. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-09-19 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Covered Call Strategies.  When he is neutral to negative, he wants to hold things that he can get more yield from and that have less market risk.  Covered calls do this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Agricultural ETFs to take advantage of sector mergers.  You won’t get a pure exposure to those affected.  They will be 4-7% of the ETF.  COW-T has 80% exposure to the US.  MOO-N has closer to 40% of the chemical side of things.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-09-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Buy silver and sell gold through an ETF.  He is not sure there is an ETF to do this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 2,036 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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