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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
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Sell off in Hong Kong weighs on other world markets.  They hear news, sell and ask questions later.  Last week had the biggest tick in volatility this year.  But September is the worst month seasonally.  The Russell is Down, but the S&P is up so money is rotating into the large caps.  The longer term things are starting to rebalance their portfolios.  July had the lowest VIX of the year, but it spiked recently.  20% of US citizens are on food stamps, so the economy is not fixed.  He thinks if the Fed were to try to raise interest rates next year the economy could collapse.  The unemployment rate has come down because people drop out of the work force.  Jobs are almost all in the fracking process.  The employment rate has gone up proportionate to the population growth.  You should rebalance into something that allows to still sleep at night. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs.  A great place for dividends.  They are linked to interest rate sensitivity.  If the risk of trade is there, everything interest rate sensitive will come off.  Thinks there is a 5-7% downside before the next area of support.  Prefers preferreds.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Dollar.  Caller says gov’t wants it to drop to $0.85.  The government does not have a policy of having a weaker dollar.  He thinks the dollar will in fact get weaker.  He suggests buying a money market ETF to play this.  You could buy anything with very low volatility and hold it in US$.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold vs Oil as an investment for 3 to 4 months.    He does not know if one is better than the other and you have to be diversified.  Get into the gold sector at an $1175 gold price.  If crude oil futures drop below $90 and we get another 5% down on the energy sector, then that is when you want to step in there.  He likes both sectors.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Sleep at Night Factor.  You need to take the risk down at times, but if you go to cash and markets go up then you miss out.  He wants to take money out of the banking sector and get it into the energy sector and get the same dividend yield.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-09-29 BUY on WEAKNESS Must be logged in to use chart CPG-T Crescent Point Energy Corp

Fine company and good dividend payer.  We had this correction.  You have a head and shoulders developing right now.  He thinks it might go a dollar lower before turning around. 


Price:
$40.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 BUY on WEAKNESS Must be logged in to use chart TDG-T Trinidad Drilling Ltd

The energy sector looks to be of value right now relative to the other sectors on the TSX.  There may be a little more downside.  This one is interesting to him and it is a fine company. 


Price:
$8.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-09-29 WAIT Must be logged in to use chart TSLA-Q Tesla Motors Inc

Time will tell if this is affordable for the masses.  If they could come down to $50k for the price of their vehicles, then it would appeal to the masses.  In 20 years the world will look a lot different in terms of cars.  The stock will have to go down another 10% still.


Price:
$245.260
Subject:
NORTH AMERICAN - LARGE & ETFs
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

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
Showing 1 to 15 of 1,281 entries
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