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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
2015-01-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It has been a quantitative tease with the ECB.  The DAX made an all time high.  The consensus is now that QE with happen through the ECB.  The Swiss bank said they will not continue to be pegged to the Euro.  This was a black swan event.  This wiped out some hedge funds.  There is a gross under investment in people’s retirements.  The bottom half of the population has almost no savings in their retirement accounts.  The governments need to nudge people such as with the recent move to require companies to force employees to set up and contribute to a retirement savings account.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Amount of portfolio in US.  The US is about 48% of the world in terms of market capitalization, vs. Canada at 4%.  This means to him that you should have at least 50% in the US.  But one of your most important factors investing outside of Canada is currency risk. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Silver.  It is a tradable rally here.  Not sure if it is the capitulation he was looking for.  He thinks the deflationary risk in the world is still greater than inflationary pressures.  This is probably not the take off and launch place for precious metals and we may make new lows later in the year.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-01-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Volatility: Taking the Whole World into Account.  Europe`s economic performance is horrible.  Chinese growth is in question.  US markets are really fluctuating.  The Swiss Franc`s volatility wiped out some hedge funds.  Out to twelve years, the interest rate in Switzerland is negative.  People only buy the bond for the currency, not the negative interest rate.  70% of your return in global investments is based on the currency.  The Euro is heading for parity with the US$. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-19 COMMENT Must be logged in to use chart CHR.B-T Chorus Aviation Inc

Suspects we could rally up to $6.  It was a double bottom.  There is some really good potential in this bottoming here.  In the short term it is probably overbought a little here.  Looks like it is in accumulation mode.  If oil prices start to rise later in the year, it will put pressure on the airline stocks.


Price:
$5.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-19 COMMENT Must be logged in to use chart XEB-T iSh JPMorgan USD Emerg Mk Bond

Banks.  What is next:  Likes XEB-T, the equal weight ETF for the banks. You are seeing lower lows and lower highs.  He wonders why we would go down and test the lows of last February.  It would be bank earnings, which we won’t see for 3 to 4 weeks.  Expects numbers to be down a bit, but that is what the market has priced in.  They are starting to get pretty cheap so he would be okay starting to nibble on Canadian banks.


Price:
$21.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-19 BUY Must be logged in to use chart ZUE-T BMO S&P 500 Hedge to CAD Index

There is also the XSP-T.  He is fully hedged against the US$.  ETFs are the only way to do this.


Price:
$31.260
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  When you look at where Goldman takes their oil price forecasts from, they have been behind in it.  The point is that when someone comes out with a big call like this, you don’t just run out and sell it.  It’s an opportunity to add some value to your portfolio.  Energy has not made lower lows, so he feels we will bang out a bottom here, although he does not know when.  Testing a low would be a buying opportunity.  He would be in complete shock if energy prices stayed where they are.  You don’t want to be selling these things here.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2015-01-12 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Hedged US ETFs.  He loves the ability to hedge or not hedge the US dollar.  These are brilliant ETFs and will be the solution for the next 20-30 years.  Currency becomes another source of returns.  He is mostly hedged to the US dollar.  He is only just starting to build in the Euro. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Can rising interest rates allow Fed to reduce bonds on the balance sheet?  He thinks if they did, housing and car sales would drop.  Does not think interest rates can go up. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

When oil prices go down, refining margins go up, so integrated stocks don’t suffer as much, or even benefit.  E & P companies don’t do as well in this case. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Geopolitical Influences.  In Jan. and Feb. we tend to get volatility in the markets. It seems geopolitical influences will be high this year.  Greece will be next to impact the markets.  Yields are rising there again.  They may elect an anti EU party.  He feels the only way to fix it is to get rid of half their debt.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-12 DON'T BUY Must be logged in to use chart IYT-N iShares Dow Jones Transport ETF

Dow transportation index.  Fedex, UPS and railroads.  Does not like the trade unless you trade day to day.


Price:
$158.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-12 N/A Must be logged in to use chart VIX-I CBOE Volatility Index

How do you trade it?  You have to get it perfect or you don’t make a lot of money on these things. 


Price:
$19.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-12 BUY Must be logged in to use chart ZWB-T BMO Covered Call Cdn Banks ETF

Canadian Banks are still vulnerable to the market risk.  He is starting to build banks in his sleep at night portfolio, however. 


Price:
$16.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,398 entries
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