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
2016-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Trump is ahead of Hillary according to weekend polls.  We will see after this week if Hillary is still gaining momentum.  The majority of earnings on the S&P will be in by the end of this week and they are better than expected.  There is a lot of potential for growth over the next couple of quarters, but there is also room for disappointment.  He is worried about a correction up to 20% over the next 6 months.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 PARTIAL SELL Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Stocks and Bonds.  Caller is 75% US.  The world is a little over 50% US.  He likes being overweight in the US, but he would like to hedge against the currency risk.  You can also be overweight Canada to get the dividend tax credit.  He would be looking to trim the US exposure.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks. He would start liking them 10% lower.  We are at the upper end of the trading range.  He would hold through ZWB-T, but when it got 10% lower.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

ETFs vs. individual stocks.  The biggest difference is diversification. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Concerns about the weekend’s G20 meeting.  They are agreeing to continue spending and not worrying about who is going to pay for it.  We need the growth pickup in the world, but the problem is the debt getting bigger.  150% of the world’s GDP has come from debt since the Lehman moment.  You can’t stimulate by weakening your currency, but that is what they are doing.  Infrastructure ETFs are very expensive right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-25 DON'T BUY Must be logged in to use chart CFW-T Calfrac Well Services Ltd

Fracking is still going to continue, but they are leveraged to the price of oil.  There is a massive glut in unleaded gas.  CFW-T should retrace almost to the February lows earlier this year.


Price:
$3.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-07-25 BUY Must be logged in to use chart RWM-N ProSh Short Russell2000 E.T.F.

This is non-leveraged.  It would lose only a half to one percent over a year due to rebalancing.  He uses it.


Price:
$56.030
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-07-25 COMMENT Must be logged in to use chart ZFH-T BMO Floating Rate Hi Yield ETF

4.9% yield.  Holds exposure to a high yield index so you get a high yield return.  There are risks.  It is very similar to the volatility of the market.


Price:
$14.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-07-25 BUY on WEAKNESS Must be logged in to use chart ZWE-T BMO Europe High Dividend Covered Call Hedged to CAD ET

He likes the covered call overlay and yield around 7%. He does not like the risk in Europe, but it is lower than North America.  It is a diversifier from Canadian and US dividend holdings.  He would not buy it here.  He would lighten up.  He would buy it back on a pullback.


Price:
$19.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The Markets have been very calm in the light of the coup attempt in Turkey.  The S&P sold off quite hard on the futures at first.  People were making moves at first.  There were more moves on the currency market, though.  Country Specific ETFs:  TUR is the ETF for Turkey.  When you go into a country that is emerging, you have to ask if it makes sense on a risk adjusted basis.  The currency risk defines much more of the risk than anything else.  He thinks the Turkish currency will wipe out any country returns.  The initial polls regarding the US election indicate Trump may not have made the best choice.  The republican party is fracturing.  For all the negative that Hillary has gone through, she is still fairly far ahead in the polling and that tells you that people really don’t like Trump.  As long as the polls stay close it is a negative headwind for the markets.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-18 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Equity or Bond ETF for new money.  Bond yields will probably stay low for possibly decades.  He does not like what has happened to the long end of the yield curve.  He would look at short term corporate bonds, and wait for a correction in the equity markets to get back in to equities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-07-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Long Term Income ETF.  It has to be diversified, have high yielding dividend stocks, and corporate bonds.  FIE-T holds Canadian banks and preferred. It is somewhat diversified. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  Crisis for Savers.  In Europe in asset classes, there will be negative real returns.  They expect 4.3% in emerging markets.  The buy and hold world is going to be challenged for the next number of years.  Fixed income and treasuries are looking negative.  Small caps are looking like zero returns.  Higher volatility investments will have higher returns.  Most returns come from the currency of the country. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2016-07-18 COMMENT Must be logged in to use chart BLD-T Ballard Power Systems

In almost 20 years they have not developed as a company.  You get spikes and then disappointments.  You could buy at pullbacks, but chasing breakouts has been bad in terms of returns.  If you like the technology you buy into the pullbacks.


Price:
$2.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-07-18 COMMENT Must be logged in to use chart DOD-N ELEMENTS Dogs of the Dow Linked to the Dow Jones

Dogs of the DOW.  It is not something he uses.  He is not that familiar with it.  It invests in stocks that have underperformed for a while.  In the long run all the stocks should perform equally so you buy the under performers and they catch up.


Price:
$18.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,978 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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