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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
2014-04-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  They were originally looking for 4 or 5 % increase in earnings quarter over quarter and now it is down to 2%.  What we saw last week was the beginning of the 10% correction he was looking for.  It will play out for the next month or two.  This is a correction in a bull market.  If the S&P falls 10, the NASDAQ could fall 20.  Let’s look at this dip in the market as an opportunity to do some buying.  Most people believe things are recovering. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
_N/A
2014-04-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

The sell off that we are in now is specifically linked to the over valuation of the NASDAQ.  The momentum money is coming out of the market. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
_N/A
2014-04-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Why Earnings Estimates Are So Low.  Warnings are a big game for the market.  They put out guidance that they know they can beat just before releasing them.  Telecoms and utilities are improving guidance slightly.  We need to pay attention to materials and financials.  He thinks the gains are going to be mitigated by slow earnings over the next couple of years. These corrections will be buying opportunities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
_N/A
2014-04-14 DON'T BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

You are getting a piece of the global business.  But there is not a lot of net growth compared to US banks.  Not the ideal investment.  Although it does have a stable dividend and there is probably not a lot of downside.  You could buy below $48 for a trade.


Price:
$52.010
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Unknown
2014-04-14 DON'T BUY Must be logged in to use chart MFC-T Manulife Financial

Already significantly reflecting forward revenue from increased interest rates.  If it pulled back to recent support, it would be more of a topping pattern for this one. 


Price:
$19.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Unknown
2014-04-14 DON'T BUY Must be logged in to use chart VZ-N Verizon Communications

A good dividend payer.  Very little net gain in the actual stock.  If you are looking for a nice dividend play, consider ZWU-T, 6% yield and low volatility.


Price:
$47.270
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Unknown
2014-04-14 DON'T BUY Must be logged in to use chart ZJG-T BMO Junior Gold Index ETF

Junior golds had a difficult time with financing over the last few years.  Gold needs to break out.  We need inflation to come back and he does not see that in the next 2-3 years.  Uranium has been beaten up silly and would be a much better holding.


Price:
$7.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Unknown
2014-04-14 WAIT Must be logged in to use chart ZUB-T BMO Equal Weight US Banks Hedged to CAD Index ETF

We’ve already seen 4% off the highs.  If we are going to see 10% in this correction, he would look to buy 5-8% less than it is today.  Dividends in the US banks are not high.


Price:
$19.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH
Owned:
Unknown
2014-04-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Years ago there were equality weighted indexes as opposed to TSX and S&P and there is evidence that these outperform the TSX and S&P.  Smart indexing tools may replace active management in the next decade.  Fees are lower than for anything other than market cap.  50 or 75 basis points over your investing lifetime, compounded, are huge.  US market seeing new highs yet earnings are not that good.  We are in the tenth month of a breadth decay after which history shows us we get a 10-20% correction.  The underlying market is weakening, not strengthening as we make new highs. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-04-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  He was at a US Technical Analysis Conference.  Last week we had a breakout in the S&P and a decent payroll number, but the markets went down.  The last corrections were about 5-6% .  Chart – divergence of breadth.  The natural number of stocks in the S&P making 52 week highs.  But in every rally fewer and fewer stocks are making new 52 week highs.  In 1988 the average stock was going down, but a few big ones were pushing the markets higher.  In the last rally it was less than 20%.  Chart – candle stick charges of S&P, last correction was a break of 50 average and not a 10% correction.  Over the last month we have two failed tops and he thinks now we are looking for a correction.  IWM.  It does not follow S&P at the lows.  It may show a sign of a 10%er coming up.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-04-07 HOLD Must be logged in to use chart BNK-T Bankers Petroleum

Will break down if we get a breakdown in the energy sector.  Concern is if we get below the trend line. 


Price:
$5.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-04-07 WAIT Must be logged in to use chart POT-T Potash Corp of Saskatchewan

Last April all these companies now have covered the gap.  But good news today did not help.  Thinks there is market weakness coming.  Bigger picture you want to own the company, but wait 3-5 months for lower levels.


Price:
$37.110
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-04-07 WAIT Must be logged in to use chart POW-T Power Corp

If over the next 3-6 months we correct, then this will be between $27+28.  Wait until the correction is over.  Then this will be a good name to own.


Price:
$30.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-04-07 HOLD Must be logged in to use chart UFS-T Domtar Corp.

Companies that are more sensitive to the economic cycle will tend to have a cooling period over the summer (May to Oct).  That is ‘sell in May and go away’.  Some companies have an inverse correlation.  Coming out of cyclicals, money goes into counter-cyclicals.  ‘Sell in May and go away’ works 60% of the time.  A gap up in UFS to $113 recently.  If we go below that you should take money off the table or buy a put.


Price:
$117.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-04-07 BUY Must be logged in to use chart XEG-T iUnits S&P/TSX Capped Energy ETF

If we look five years into crude oil we are pricing $75 to $80 (futures), but in the last two weeks oil has gone nowhere but up. 


Price:
$18.820
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,097 entries
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