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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
2014-09-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He thinks we had the economic recovery because we had ultra low interest rates.  He is waiting to see what economic performance we get when the FED raises interest rates.  1 in 5 people on the US are still on food stamps, so he is not sure they have fixed anything.  If Scotland separates the issue is North Sea oil.  The issues are also how much of the debt do they assume and will they have their own currency.  There would be brutal cuts to social services.  If Scotland and its oil were to leave the UK this would be a problem.  Maybe at the end of the day it will not pass.  There are all kinds of destabilizing factors linked to this potential event.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2014-09-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Liquidity trap.  October is the last time they are doing QE.  They are pricing in the first move by next June.  You have to understand what the fixed income markets are going to do.  We won’t have the liquidity from the FED, although Europe will fill in some of the lost liquidity.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2014-09-15 WEAK BUY Must be logged in to use chart BAC-N Bank of America

The jury is still out.  Ultimately the too-big-fail-banks will have challenges.  There will be big run ups and then pullbacks.  You want to buy them on pullbacks.  It will be with more volatility than in the past couple of years. 


Price:
$16.740
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 BUY on WEAKNESS Must be logged in to use chart CWO-T iShares Broad Emerging Market ETF

Does not use it.  It is a smart beta type index, which he likes.  It filters out some of the weaker stocks.  However, he thinks the emerging markets will underperform so only buy them on pullbacks.


Price:
$32.010
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 BUY on WEAKNESS Must be logged in to use chart OXF-T First Asset Can-Energy Covered Call ETF

The question is do you want to time the market or be in the market.  If you want the yield, and you are okay with some volatility, then these ETFs are nice to hold.  Over the next year the sector is probably mostly sideways.  He thinks energy stocks will pull back more over the next 6 months.


Price:
$6.900
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 DON'T BUY Must be logged in to use chart REI.UN-T RioCan Real Estate Investment

We are about to go into a phase where things that are interest rate sensitive will underperform.  This one does a lot of financing so it should underperform for the next year or so.  Dividends are safe. 


Price:
$26.220
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 WEAK BUY Must be logged in to use chart TLF.UN-T Tech Leaders Income Fund

Likes the covered call overlay strategy.  It gives you a little less downside.  Generally he likes these strategies.  There is an ETF, however, that is going to be cheaper [not specified].  A nice way to play the markets.


Price:
$10.150
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 WEAK BUY Must be logged in to use chart VXC-T Vanguard FTSE All-World ex Canada

There is a question based on tax.  You should talk to your accountant based on foreign holdings rules.  Fine in a registered account. 


Price:
$25.780
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 DON'T BUY Must be logged in to use chart ZRE-T BMO Equal Weight REITs Index

This sector is going into a correction phase by mid-next year. 


Price:
$19.700
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  In the Scottish referendum it looks like they want to separate.  He remembers when Quebec had a referendum to separate.  The British pound is reacting.  If Scotland separates would they use the pound?  They would have to assume part of the British Debt.  Job figures are being criticized.  The average error is 90k-100k.  But this is the only information on jobs we have.  It was not a bad number, but off the current pace.  The US is doing well because interest rates are low and that is funding the recovery.  If years from now the economy is booming and interest rates have risen then he will be a huge bull.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-09-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil and Gas.  Oil prices have to go up because the cost of getting it out of the ground is going up, but that is over decades.  There is some technical selling that is playing out right now.  Crude oil will be in a trading range for the next 5 years because of new supply coming on line.  The stocks are going to trade.  Buying opportunity for stocks will be about 3 months for the next low.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-09-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment. Financial Literacy.  Seniors: Increasing bankruptcies.  Larry’s guest is trying to develop a national financial literacy strategy.  Seniors are entering their senior years with more debt and don’t have good financial literacy.  In terms of low interest rates, it is a great time to pay down debt before interest rates start to go up again.  The guest wants seniors to know what questions to ask about the products the advisor is suggesting they get into.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-09-08 WATCH Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Their cost of production is about $50 vs. new companies at $75.  There is a head and shoulders development on the stock chart.  If we take out the lows over the last month that could trigger another round of technical selling.  Our next best buying opportunity would be about 5% lower.


Price:
$44.720
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-08 HOLD Must be logged in to use chart DOL-T Dollarama Inc.

There is some M&A activity in the states involving dollar stores.  We haven’t quite made a higher high.  Watch to see if we continue to make higher highs and higher lows.  He has no strong view here.


Price:
$94.420
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-08 HOLD Must be logged in to use chart F-N Ford Motor

A big downgrade today.  Auto sales are going up, but they are profitless sales.  The growth in auto sales from here is profitless.  Some of the auto stocks have flat lined.


Price:
$16.800
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,265 entries
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