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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
2015-07-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  China is still a big problem in the markets.  China is always in the top three of things going on in the world.  PEK-N is an ETF to play China.  We saw a wave up.  He sees more downside coming from a technical point of view.  Obama is trying to get more corporations to be more into green and clean energy.  This is going to be a growing area.  From the ’08 peaks we have not recovered, however. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 BUY on WEAKNESS Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

RDV on Australian Exchange.  It is a basket of higher dividend paying Australian shares.  36% banks, 10% insurance companies.  If China continues to slow for the next couple of years, Australian banks may tend to underperform.  There is a band of support at $28 so buy it there.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-07-27 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Preferred shares and rate resets.  Indiscriminant selling is occurring from retail investors who don’t understand them.  They are undervalued right now, but selling could keep going.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Chinese government and central bank interventions.  It makes him ill that governments try to support the value of a market.  Stay away from China.  The dust has not settled there.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Market Breadth.  There are a handfull of stocks that are leading the markets higher, but the average stock is not participating.  VT-N is the entire world of global equities.  Over the last year we have moved to a flat pattern compared to 2012-2014.  How many stocks are above the 200 day moving average?  Only 51.8%, quite a drop off.  This is classic of the late stage of a bull market.  In New York it is below 40% now.  Starting Q1 last year, small caps started to outperform dramatically.  In ’97-’99, small cap stocks started underperforming.  When markets ultimately made their highs in 2000, small caps kicked up.  He is looking for a 10-15% correction, not a bear market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-27 BUY Must be logged in to use chart GLD-N SPDR Gold ETF

He has a 25% position in gold in his trading portfolio.  He uses an ETF that is currency edged.  There is potential for a bounce here.  He does not think China will bring down the gold market.  Gold stocks will bounce more than bullion when it recovers.


Price:
$104.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-07-27 BUY on WEAKNESS Must be logged in to use chart SU-T Suncor Energy Inc

2/3rds of revenue comes from gas sales and refining.  These profits have never been better.  Drilling and oil sands are what is not doing well.  You want to be buying at about $28-31.  We are near the bottom of the range.


Price:
$32.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-27 BUY Must be logged in to use chart ZWB-T BMO Covered Call Cdn Banks ETF

This is the way to play banks right now because they won’t grow for the next couple of years.  He has been adding to his position.  A 5% yield.


Price:
$15.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-07-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Chinese market bubble.  The government stepped in to prop up the stock market.  It was a rapid expansion over an extended period of time.  You have huge margin expansion.  Uniformed investors piled in.  This is not a sustainable situation.  China is a big, big problem for the market place.  Let’s see how it plays out, but be advised to stay away.  Wait for the dust to settle.  PEK-N is a US ETF to allow you to play it.  Will it come back to support?  Yes, possibly.  There is possibly more downside.  Avoid it.  The Chinese economy is not expanding, despite the numbers they release. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-20 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks are exposed to a lot of the Canadian economy but you are not diversified if that is all you own.  He likes REITs right now.  Preferreds also. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Education Segment.  The price of Gold – Is it a trading opportunity?  He just started adding to gold positions as we got close to the low from last year.  Gold has not done anything particularly bullish so he can’t actually call the bottom.  There was 5 tons of gold sold in China that looks like a massive capitulation out of a long position.  So look at the dollar: When QE ended, the dollar index took off and gold started to trend lower again.  Seasonally the price of gold should be starting now to trend up.  This should be a great trading position.  He has a 2/3rds position at present and will probably go higher.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-07-20 DON'T BUY Must be logged in to use chart AMZN-Q Amazon.com

You don’t want his opinion.  They take in $100 Million and make no money.  Their margin is 0.1%.  He does not understand the company or the value.  It would be a huge risk if there was a correction at some point.


Price:
$488.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-20 WAIT Must be logged in to use chart EWW-N iShares MSCI Mexico E.T.F.

Mexico – is it a good time to get in?  What fund?  Currency is your biggest risk.  The peso has depreciated against the US dollar.  It is not a pure energy trade like Canada often is.  Telecoms and Banks don’t benefit from lower currency.  Mexico exports energy.  It is not the time to get in yet.


Price:
$57.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-07-20 HOLD Must be logged in to use chart XIC-T iShares S&P/TSX Capped Comp. ETF

Should you hold other ETFs directly that are held within this ETF?  XIC-T is the broad TSX composite.  You could sell and then overweight ZEB-T to overweight the banks, for example.  Sector specific ETFs can be used instead to overweight certain sectors.


Price:
$22.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-07-20 HOLD Must be logged in to use chart XIU-T iUnits S&P/TSX 60 ETF

Should you hold other ETFs directly that are held within this ETF?  You could sell and then overweight ZEB-T to overweight the banks, for example.  XIU-T is the passive investment.  Sector specific ETFs can be used instead to overweight certain sectors.


Price:
$21.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,585 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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