stockchase picture

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
2016-02-08 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

What ETF for Canadian TSX exposure.  ZCN-T is the entire Canadian TSX.  XIC-T is the entire TSX and VCE-T is the MSCI Canada version of the index. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-02-08 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil.  He thought it would bottom in the $40s, not the $20s.  He got in early.  He is not inclined to do more at present.  There could be bankruptcies in the oil space in North America.  If you have not stepped in, then wait.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  You are better to put money in the market when the market is down 1.57% (a statistically calculated amount), such as on a day like today.  He thinks the Fed will suggest they won’t increase interest rates in March.  If we are going into a moderate recession, the US market is not down, even if the rest of the world is.  At some point this year we might see the S&P at the 16-17 hundred level.  The S&P could go up 10%, or it could lose.  This earnings season is far better than expected.  The top line growth, however, has been declining for a year, plus.  Best case scenario the market goes sideways, but there will be trading opportunities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  How to make Smart Monthly Withdrawals.  0.8% is the monthly average return of the S&P over history.   Look at the percentage difference between the current S&P price and the 21-day moving average.  If the current monthly return is twice as much as the average monthly return, it is time to take money out of the market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-08 COMMENT Must be logged in to use chart HHL.UN-T Healthcare Leaders Income Fund

They have a covered call strategy that increases yield.  He mistakenly suspected last week that they were returning capital.


Price:
$7.690
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-02-08 BUY Must be logged in to use chart IBN-N ICICI Bank Ltd.

He does not know the market space there, but loves the marketplace and the demographics.  One of the largest banks in India has to participate in the growth.  Don’t average down to more than a 5% holding.  He is okay adding to it.  He does not know if this has bottomed yet.  India should outperform over the next number of years.


Price:
$5.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-02-08 SELL Must be logged in to use chart MMM-N 3M Co.

XLI-N is the entire industrial space in the US including MMM-N if you want to keep it in US$.  If you look at oil prices over the next few years then the CAD$ won’t go above .80 or .90, but you have to weigh this against the return of the stock.  ZWA-T is hedged and has the same exposure.


Price:
$153.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-02-08 COMMENT Must be logged in to use chart ZUT-T BMO Equal Weight Utilities Index ETF

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.


Price:
$15.390
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-02-08 BUY Must be logged in to use chart ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET

European good quality dividend paying stocks with a covered call overlay.  It is a fine way to play in a defensive market.  This is the way to do it as they hedge the currency risk out.


Price:
$17.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.


Price:
$12.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-02-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Healthcare stocks or ETFs.  Generally healthcare does not pay a huge dividend.  You have to be careful.  CSH.UN-T is not diversified enough.  He would like a wider perspective to healthcare.  A global healthcare ETF would be great, but you have to buy it in the US and take the currency risk.  Some ETFs with good returns are returning your own capital to you. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The last two January’s have been challenging.  The January Barometer says that as goes January, so goes the whole year.  It suggests that we get flat or negative returns for this year.  You have to be active and rebalance to take the risk down a bit. When you do get the panic it should be an opportunity rather than a fear.  This quarter’s earnings have come in so far much better than expected.  Companies are taking down their expectations.  The forward numbers coming down is a challenge for the markets.  He does not think we get above 2000 on the S&P in the first half of this year.  In oil, hedges roll off the books this year.  There are too many unknowns to have confidence in the oil market.  When we rally, take money off the table and then take advantage of dips.  Energy is a very important catalyst for what happens for the remainder of the year.  Japan has done stimulus for the last 17 years and has not fixed the problem for their aging demographic.  Canada has a similar demographic challenge.  The overlying challenge is the aging demographic.  Interest rates may have to say low for decades because of this.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Fixed income.  The entire bond world after inflation and tax is negative.  It is a bad investment.  But don’t replace it with equities and dividends.  When markets sell off, you should up your equity exposure. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-01 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold.  Every time gold has made a lower low, it has been the primary trend.  We have not seen a higher high.  If interest rates stay low for the next decade or two, it will peak in failed rallies.  Buy into dips and sell afterwards, but as a long term investor it is not time to invest yet.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-02-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Dollar cost averaging.  For the average person, if you are smart, you can make informed decisions beyond dollar cost averaging.  But don’t just invest on the month end.  He looked at the VIX index.  He took a rating of -1.57, and said put that same money in the market when it declines that much.  This is Smart Dollar Cost Averaging.  -1.57 is based on volatility and this is the moment you need to invest.  You don’t know whether to do it at the close or the next morning but he prefers the afternoon of the day of that volatility.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 1,780 entries
<< < 1 2 3 4 5 > >>

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?


You must be logged in to comment.