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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
2014-11-24 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Caller asked for a recommendation for an ETF for 5 years for a RESP account.  There is no growth in fixed income and probably only 2 or 3 percent.  With a bond fund not having a maturity date, there would be interest rate risk.  He recommended a fund he manages for BMO, the Global Tactical Dividend Fund, the ‘D’ class.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Yes
2014-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Oil may be going into the $60s and Brent may be going into the $70s.  What we see in the extremes is that more and more people pile onto the trend.  In this sector you get more volatility.  The energy sector is currently his biggest waiting in his sleep at night portfolio.  He has primarily the Canadian sector because it has been hit harder than the US.  ZEO-T is the ETF he uses.  The biggest in Canada don’t dominate this ETF.  It is one of his bigger positions that he accumulated over the last couple of months.  Small cap markets are getting stretched here.  Small caps are lagging again.  In a robust market, small caps should be leading.  This is telling us the underlying markets are actually weak. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Interest Rates.  He and his guest felt interest rates will not be raised next year.  The world economy is slowing even though the US is growing slowly.  Only 37% of Americans are employed, down from 42 in 2007.  There isn’t enough demand to create inflation.  They won’t want to raise interest rates at a time when they will affect the 2016 election. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-11-24 BUY Must be logged in to use chart CMR-T iShares Premium Money Market E.T.F.

Stock vs. Stock.  FIE-T vs. CMR-T.  CMR-T is a money market fund.  FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility.  When markets are up go into CMR-T and FIE-T when they are down.


Price:
$50.030
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-24 BUY Must be logged in to use chart FIE-T iShares Cdn Financial Monthly Income ETF

Stock vs. Stock.  FIE-T vs. CMR-T.  CMR-T is a money market fund.  FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility.  When markets are up go into CMR-T and FIE-T when they are down.


Price:
$7.500
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-24 BUY Must be logged in to use chart LXF-T First Asset Can-60 C. Call ETF

Likes the way they do their covered call overlays.  They are writing on all the individual stocks in the index rather than on the index itself.  You might underperform over the long term if we are in a growth market.  Get out when the markets go down.


Price:
$8.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-24 BUY Must be logged in to use chart TD-T Toronto Dominion

Normally prefers BNS-T because of Latin American exposure but that has not done so well recently.  Loves the ZEB-T equally weighted bank ETF. 


Price:
$56.770
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
No
2014-11-24 BUY Must be logged in to use chart XFM-T iShares Cdn Financials

You have to consider risk adjusted returns.  The key to the success in this market is delivering higher than market returns without increased volatility.  This is a good one.  Go to their web site to get a good look at it.


Price:
$0.010
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-24 DON'T BUY Must be logged in to use chart ZBRA-Q Zebra Technologies Corp

You are at risk of lower dividends as the preferred shares reset.


Price:
$72.430
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Japan is in recession.  Germany just skirted a recession after two quarters of no growth.  He does not think the US can be completely immune to this.  Having said this, earnings are great, but the outlook for 2015 is starting to come down, even if the numbers that it is coming down to are still great.  2015 could be a little bit of a tougher year. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-11-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  How to Sleep at Night.  Risk and return go hand in hand.  The average market correction of more than 10% is 19%.  People sell mutual funds at this point, which is wrong.  Financial planning relieves much of the stress of investing.  Those that have a financial plan in place have much lower levels of stress and can sleep at night.  Talking about money with the spouse is very stressful. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-11-17 COMMENT Must be logged in to use chart COP-N ConocoPhillips

Stock vs. Stock.  BP-N vs. COP-N.  COP-N has outperformed BP-N, but that is history.  You have to know the management, their business plan, and he does not know that.  COP-N is probably not relatively cheap.


Price:
$71.420
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-17 BUY Must be logged in to use chart DOL-T Dollarama Inc.

Will split tomorrow.  It is getting tougher and tougher for people to make ends meet so this is a good stock going forward.  25 times earnings, but growing revenues a lot since they are opening more stores.  At some point this will tail off, but we are not there yet.  The split could be an opportunity to nibble at it.  Don’t commit a full position.  Add to it if it weakens.


Price:
$104.000
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-17 WATCH Must be logged in to use chart MMM-N 3M Co.

It broke out, but if it came back to test the bottom and then it held, he would go into it.


Price:
$158.690
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-11-17 BUY on WEAKNESS Must be logged in to use chart SU-T Suncor Energy Inc

Stock vs. Stock.  SU-T vs. TOU-T.  Gas will have more volatility than oil.  SU-T he owns and it is the better choice.  Out a year or two it won’t have much growth.  Will trade down to the mid-$30s next year and up as high as last summer’s high.  Partially sell if it gets to the mid $40s.


Price:
$39.190
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,344 entries
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