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
2017-09-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Trump was not focused on North Korea over the weekend in Tweets.  But North Korea is suggesting that previous tweets were a declaration of war.  Markets have dropped slightly.  At some point the market wakes up.  In Germany, Merkel was re-elected but with fewer votes.  The Euro has dropped.  Governing in Germany is going to me more difficult.  Eventually the European project starts to break apart.  The risk factor is there.  Unwinding of countries’ balance sheets is another market risk present.  Caution should prevail in the markets right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-25 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Lithium ETF Recommendation.  LIT-N has had a great run up and is tremendously over bought.  He would wait for a pull back into the low $30s before buying.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Fang Stocks ETF Recommendation.  FNG-N.  See his educational segment today.  When we go into ‘Risk Off’ you will see a lot of profit taking happening.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Sleep At Night Portfolio.  He nick-named the portfolios he began running for BMO-T about 4 years ago.  He still believes in these very much. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-09-25 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

ETF in AI Category.  BOTZ-N and ROBO-N.  They have had a phenomenal run up and are probably over done a bit at this point.  Japan has a significant weight.  It will be an investment theme for decades to come.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  (weekly series) What Investor Personality Are You?:  3. The Follower.  Typically are interested in markets but don’t know a lot and are most interested in looking for a ‘tip’.  Their portfolios don’t have a lot of construction or diversification.  They suffer from regret aversion and hindsight bias.  They won’t make a lot of their own decisions.  The FANG stocks have a lot of these.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-25 WATCH Must be logged in to use chart CBO-T iShares 1-5 yr Ladder Corp Bond ETF

A laddered bond portfolio.  He likes it.  Each ETF provider’s version has had bad performance over the last few months because short term yields are seen as rising.  The risk is if the BOC is more aggressively tightening.  You want to wait until after the next announcement when there may be another pull back and then perhaps get in.


Price:
$18.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 WATCH Must be logged in to use chart IMO-T Imperial Oil

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.


Price:
$39.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 DON'T BUY Must be logged in to use chart XOM-N Exxon Mobil

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.


Price:
$80.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 BUY Must be logged in to use chart ZPW-T BMO US Put Write ETF.

Writes put options across many sectors.  The decline over the summer was all currency.  You might want to go to ZPH-T if the dollar gets down to a $0.80 dollar.  It has not had the down move of ZPW-T.


Price:
$17.650
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-25 HOLD Must be logged in to use chart ZWH-T BMO US High Dividend Covered Call ETF

The decline over the summer was all currency.  If North Korea escalates, the US$ could shoot up and then you would get an increase in the ETF.


Price:
$19.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-09-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Everyone is wanting to buy into dips but the markets keeps grinding higher.  He does not think the valuations are attractive however.  Quantitative tightening could be negative for markets.  It is huge to the markets that Trump brings tax reform.  Perhaps we will get a ‘sell the news’ impact. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Infrastructure ETF recommendation.  He is not sure there is one that is hedged to the Canadian dollar.  A lot of ETFs leave out the engineering companies.  ZGI-T and CIF-T are two Canadian ETFs but are not hedged.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

A full cost mutual fund is probably 2.5-3% cost.  You get active management.  An index ETF is lower cost but you don’t get the active management.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-09-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  (weekly series) What Investor Personality Are You?:  2. The Preserver / Conservative.  They have typically done well in their business or career and have always been conservative.  As they get older they get TOO conservative.  They tend to have more fixed income.  Over the last 30 years they would get 6-7% returns.  Over the next 10 years you are looking at a return of 2.5% before fees with higher risk.  He does not think you can re-think what kind of investor you are. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
Showing 1 to 15 of 2,379 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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