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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
2014-09-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Alibaba IPO blew off the doors.  There are signs of bubbles.  You have to know how to manage your portfolio post-stimulus.  The demographic trend is that we are all aging.  People just want that yield and yet safety.  Utility type stocks have therefore been caused to trade way above value and when will the bubble burst.  Pipeline infrastructure is still a growth area.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-09-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Uranium.  URA-N is a basket of companies that deal in the uranium space.  A lot of commodity stocks are selling off as the Euro and Canadian dollar weaken.  We should see a recovery as there is a long term base pattern developing.  Right now the market is focusing on currency, rather than commodity.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-09-22 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold.  Thinks we will break below $1200, below the lows of last year.  Silver already took out its lows.  There should be a floor below $1200 because supply starts to get shut in.  We are seeing lots of basing patterns, but are still seeing lower highs.  Longer term it looks interesting.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Women in Investing.  Woman are making more and more decisions in finance.  Graphic showing age of population and how many dependants they have, increasing.  Women will control most of the wealth going forward.  Women are increasingly taking over the reins of investing.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2014-09-22 WATCH Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Their cost base could be $30-$50.  They are a low cost producer.  New infrastructure, he hears, is in the $65-$70 range.  It is the Canadian price, not the West Texas price that you go by.  He thinks we will test below $90 in crude and that would be your opportunity to step in.


Price:
$43.560
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-22 COMMENT Must be logged in to use chart KKR-N KKR & Co. LP

Private equity firm.  The yield is ~12% and nothing yields that high.  He does not follow the company.


Price:
$22.300
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-22 DON'T BUY Must be logged in to use chart TD-T Toronto Dominion

A pull back is 5-10% to him.  He prefers the ZWB-T ETF to play banks.  He does not like the level of the banks right now. 


Price:
$56.790
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-22 BUY on WEAKNESS Must be logged in to use chart ZGI-T BMO Global Infrastructure ETF

Global infrastructure.  Performance has been fabulous.  Wait for a correction and then get in for 5 years or more.  Could get hurt more than some in an interest rate scare.


Price:
$31.040
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He thinks we had the economic recovery because we had ultra low interest rates.  He is waiting to see what economic performance we get when the FED raises interest rates.  1 in 5 people on the US are still on food stamps, so he is not sure they have fixed anything.  If Scotland separates the issue is North Sea oil.  The issues are also how much of the debt do they assume and will they have their own currency.  There would be brutal cuts to social services.  If Scotland and its oil were to leave the UK this would be a problem.  Maybe at the end of the day it will not pass.  There are all kinds of destabilizing factors linked to this potential event.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2014-09-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Liquidity trap.  October is the last time they are doing QE.  They are pricing in the first move by next June.  You have to understand what the fixed income markets are going to do.  We won’t have the liquidity from the FED, although Europe will fill in some of the lost liquidity.


Price:
$0.020
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
_N/A
2014-09-15 WEAK BUY Must be logged in to use chart BAC-N Bank of America

The jury is still out.  Ultimately the too-big-fail-banks will have challenges.  There will be big run ups and then pullbacks.  You want to buy them on pullbacks.  It will be with more volatility than in the past couple of years. 


Price:
$16.740
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 BUY on WEAKNESS Must be logged in to use chart CWO-T iShares Broad Emerging Market ETF

Does not use it.  It is a smart beta type index, which he likes.  It filters out some of the weaker stocks.  However, he thinks the emerging markets will underperform so only buy them on pullbacks.


Price:
$32.010
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 BUY on WEAKNESS Must be logged in to use chart OXF-T First Asset Can-Energy Covered Call ETF

The question is do you want to time the market or be in the market.  If you want the yield, and you are okay with some volatility, then these ETFs are nice to hold.  Over the next year the sector is probably mostly sideways.  He thinks energy stocks will pull back more over the next 6 months.


Price:
$6.900
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 DON'T BUY Must be logged in to use chart REI.UN-T RioCan Real Estate Investment

We are about to go into a phase where things that are interest rate sensitive will underperform.  This one does a lot of financing so it should underperform for the next year or so.  Dividends are safe. 


Price:
$26.220
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-09-15 WEAK BUY Must be logged in to use chart TLF.UN-T Tech Leaders Income Fund

Likes the covered call overlay strategy.  It gives you a little less downside.  Generally he likes these strategies.  There is an ETF, however, that is going to be cheaper [not specified].  A nice way to play the markets.


Price:
$10.150
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,273 entries
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