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
2016-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The biggest cost to the US government for the next 20 to 30 years is healthcare, but you don’t get the development of drugs from companies without the profits. We need to watch the IBB-N biotech ETF.  He thinks it might re-test the lows.  He sees a 40% chance of a rate hike in September and a 63% chance in December. Don’t think the fed will not raise interest rates in front of the election.  They have done it before.  He thinks the US$ will rise from here as we have challenges in Europe and Japan.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  The US$.  The market changed dramatically after the Fed said the rates were to go up September and December both.  The Euro is 57.6% of the US dollar index, so it matters what Europe does.  The notion that currency doesn’t matter is wrong.  It is the most important factor when investing.  A rate hike will put downward pressure on commodities and upward pressure on the US$.  He thinks we re-test the Brexit lows over the next couple of months.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Do you trim preferred or common shares when you need to lighten up on equities?  Perpetual preferreds trade more like bonds.  They may underperform in the next while whereas rate resets may do better.  Common shares will have even more volatility.  So he would sell these when rebalancing.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Sell a losing stock or a winning stock when you need to lighten up on equities?  He would crystallize the loss.  But it all depends on the particular situation, whether it is a taxable account and how it is diversified.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-29 WEAK BUY Must be logged in to use chart SIL-N Global X Silver Miners

How to Play Silver.  There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N.  He would buy SIL-N on dips.  But if the US$ gets stronger in the interim, then it would mitigate some of your gains.


Price:
$46.630
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 DON'T BUY Must be logged in to use chart SILJ-N PureFunds™ ISE Junior Silver ETF

How to Play Silver.  There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N.  He would buy SIL-N on dips.  But if the US$ gets stronger in the interim, then it would mitigate some of your gains.


Price:
$16.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 DON'T BUY Must be logged in to use chart SLVP-N iShares MSCI Global Silver Miners ETF

How to Play Silver.  There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N.  He would buy SIL-N on dips.  But if the US$ gets stronger in the interim, then it would mitigate some of your gains.


Price:
$14.680
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 DON'T BUY Must be logged in to use chart VT-N Vangrd Total World E.T.F.

This is only in the US market and trading it might involve currency conversion costs.  The CAD$ is somewhat undervalued right now so he thinks this is a bad time.  Also, you get all the other currency exposure.


Price:
$61.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 DON'T BUY Must be logged in to use chart XHB-N SPDR HOMEBUILDERS E.T.F.

How to Play the Housing Market in the US.  US housing has already come back.  He is not sure there is a whole lot more upside.  XH­B-N has the home builders and this is the best way to play that market.  It also has other companies that benefit from new home sales.  It does not have the lumber companies, however.


Price:
$36.270
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 SELL Must be logged in to use chart ZHY-T BMO HighYield Corp Bond US Hedge to CAD ETF

Don’t invest in it because it is ‘high yield’.  You are investing in the worst companies that have not defaulted yet.  There is more risk in these bonds.  When the economy turns down, these companies will struggle.  It will trade like equities.  He thinks markets are much closer to a top than a bottom.


Price:
$14.470
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-08-29 BUY Must be logged in to use chart ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET

Recommendation for a US or European ETF? The US is expensive, while Europe is relatively cheap.  From a long term buy and hold perspective, Europe is okay.  He likes ZWE-T, high quality, high dividend, currency hedged with a covered call overlay.


Price:
$19.660
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-08-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The conventional wisdom is that oil prices have bottomed.  What is not clear is what the recovery looks like.  Does it reach balance next year?  In the $50ish range, there is still debt stress to oil companies in the first quarter.  He does not think there has been any volatility in the last few months.  Markets came up and leveled off.  He is not sure the volatility is there and is not sure the underwriting for the banks is going to be there.  ZWB-T with a covered call overlay is the way to play the banks.  Real estate could be another headwind.  ATD.B-T have a great story – growth by acquisition.  New highs today in the stock.  He does not like the break out and so does not trade it.  He likes XST-T with ATD.B-T as a major holding as a major place to play but it is not particularly cheap right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Volatility – A bump coming in September?  He has been expecting this with the election and into November.  So far it has been pretty clean.  The event he sees is the Italian referendum in October.  There is a huge potential for an anti-EU party running Italy and wanting to leave the EU.  The US election will not cause the uncertainty that it previously looked like it would.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-22 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

NASDAQ US Bank ETF?  If you search you can get a whole series.  XLF-N is the entire financial sector.  KRE-N is regional banks.  Check out ETF.COM.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-08-22 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Packaging Companies ETF?  There is not one.  It is too narrow.  There is a company in the US that builds customer ETFs.  He is going to get details and tweet it out.  You can make out your own basket of ETFs.  You have to open a US based investment account.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 2,008 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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