Viewing Expert Larry Berman CFA, CMT, CTA | StockChase
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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
2016-05-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Buffet bought into AAPL-O for about a $billion.  He also added to IBM in the past.  Larry would not chase what Warren buys.  The massive boom in China is pretty much over.  Let’s look to India over the next 2 to 3 decades.  India is going to have the massive boom that China had.  India is outperforming China.  There is a transition to a consumer society in China so he has not exited China completely.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-16 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Tech ETF not too conservative and not too aggressive.   Caller is moving from XLK-N.  He recommends the First Asset Covered call Strategy ETF (TXF-T).


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-05-16 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REIT Stocks Overvalued?  He does not think there is any value whatsoever in the REIT sector.  There will be trading rallies.  He would not put new money into the REIT sector.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-05-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Head and Shoulders Pattern.  This is THE best pattern and the most reliable pattern.  You get higher highs and high lows over a period of time and then you make a lower high and a lower low.  The neck line is the trend from shoulder to shoulder.  We had the S&P in an uptrend since Feb lows and then in April it had a head and in May it is having a second shoulder.  You have a lot of support in the 1970 area and if you are going to buy in the next while, it will be a good time.  However, he is worried about the market in September/October. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-16 HOLD Must be logged in to use chart BAC-N Bank of America

5 or 10 years down the road there is great potential.  He thinks Banks will underperform for the next 3 to 4 years.  It is a pretty big top since 2014.  It has broken down.  If you are a trader, then lighten up on banks.


Price:
$13.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-16 SELL ON STRENGTH Must be logged in to use chart GLD-N SPDR Gold ETF

Not good in the short run.  A lot of money has rushed in and he thinks the risk is back to $1200 before we go higher.  Sell into strength. 


Price:
$121.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-16 COMMENT Must be logged in to use chart LIT-N Global X Lithium E.T.F.

Lithium Batteries.  There are a lot of interesting investments in these areas, but he would like a broader way to get exposure to these areas.  This one is in US$, however.


Price:
$23.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-16 COMMENT Must be logged in to use chart VSB-T Vanguard Cdn Short-Term ETF

Bond ETFs vs. GICs.  If you have a 5 year GIC, you have zero risk.  There is no volatility.  VSB-T has price risk for the next 5 years and it does not mature.  It is not a replacement for a GIC.  You are taking interest rate risk.  A bank is a better way to play it if you want a slightly higher yield than a GIC.


Price:
$24.730
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-16 BUY Must be logged in to use chart ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET

European Stocks’ ETF.  His favourite way to play it is ZWE-T.  Quality EU stocks with a covered call overlay.  You will get a yield of about 7%.  It is hedged so you don’t have to worry about currencies.


Price:
$18.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-05-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  There will be some temporary disruptions to oil operations in Alberta because of the wild fires.  There is a short term supply disruption, but this will not affect investing unless you are a day trader.  Saudi Arabia is going to continue to be pedal to the metal with oil production.  Summer driving will probably keep oil below $40.  In September and October, we are at bigger risk for a pullback to $30.  Global trade is slowing, including from China.  This is a big challenge for the world.  All the borrowing and spending is not working.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Silver ETF.  SLV-N is the way to play the bullion.  There is also HUZ-T in Canada.  ZVR-T also.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment. Companies buying back shares.  There are a couple of ETFs that focus on these companies.  When you look at what share buy backs have done over the last 7 years to earnings, it has grossed up earnings per share by 25% for the S&P.  Companies generally buy back 10 to 15% of shares when they do so.  The earnings per share go up, but the EPS goes down.  The market likes share buy backs, but it indicates the company does not see many growth prospects for themselves.  There is a buyback index.  Buying back shares was good until 2000.  It is not good when interest rates are likely to rise.  PKW-T does not always outperform and has not been doing so for the last year.  Watch out when companies are increasing the rate of buying back shares.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-05-09 WEAK BUY Must be logged in to use chart BB-T BlackBerry

There seems to be some uncertainly.  Chen thinks they can make it as a product builder, but also in other areas.  There is a risk they don’t execute well.  Their products are very, very good, but the business market may not do well.  It is not a turnaround story any time soon.  It is at the bottom of the range so consider accumulating it.


Price:
$8.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-05-09 BUY on WEAKNESS Must be logged in to use chart POT-T Potash Corp of Saskatchewan

He believes in the feed-the-world trade.  It is very cyclical, but most of the bad news is in the sector.  We are at the ‘08/’09 levels.  You need at least a half position in it.


Price:
$20.240
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-05-09 WAIT Must be logged in to use chart XTR-T iShares Diversified Monthly IF ETF

XTR-T is around 6%, but nothing yields that inside of it so you are getting some of your money back and there is natural erosion of NAV because of that.  It is a nice conservative holding for some people.  You have to recognize what is in there.  There is some market risk later in the year.  You want to be patient with cash now.


Price:
$10.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,896 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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