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
2015-02-02 COMMENT Must be logged in to use chart ZXB-T (Not List BMO 2015 Corporate Bond Maturity

Bond fund that gives the approximate return of a 1 year bond.  It is going down because of the coupon payout and you are getting some of your capital back.  The total return is positive over the last year.


Price:
$14.750
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2012-12-10 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Loves it.  Covered Call Utility Stock ETF.  Utility stocks are relatively stable and the fact that you can do a covered against them enhances the yield a couple percent a year and is a brilliant strategy.  A nice stable investment and if markets dip you still get the yield.


Price:
$14.970
Subject:
N/A
Bias:
CAUTIOUS
Owned:
Unknown
2013-03-25 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

6-8% dividend for next 2-3 years.  Covered call strategies.  Not without volatility.  Likes it.


Price:
$14.840
Subject:
N/A
Bias:
CAUTIOUS
Owned:
Unknown
2013-04-08 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Broader based utilities.  For the next few years this trades 5% on either side of $15 and generates a nice yield for you.  Includes telecoms.  6-7% yield.  Don’t worry too much about volatility.


Price:
$14.950
Subject:
N/A
Bias:
UNKNOWN
Owned:
Yes
2013-06-10 BUY on WEAKNESS Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Utilities tend to have higher debt load so if interest rates go up they tend to underperform.  This has 20% US utilities.  Around the 14.50 area he has been buying it.


Price:
$14.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2013-08-12 BUY on WEAKNESS Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Likes it. Normalization of interest rates since May has hurt this stock.  Also they own Telcos which are under pressure because of Verizon.  6% yield. 


Price:
$14.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2013-11-25 HOLD Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

It is down because when Fed started talking about tapering, everything interest sensitive went down.  It had nothing to do with covered call strategy.  6.5% yield.


Price:
$14.420
Subject:
TECHNICAL INVESTING and OPTION STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2014-04-07 COMMENT Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Telcos and pipelines.  Some US utility exposure and a covered call overlay.  Telcos are about 15%. 


Price:
$15.170
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-12-15 BUY on WEAKNESS Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Utility stocks are the lowest end of the spectrum in terms of volatility.  There is some energy exposure so this one really isn’t a risk free dividend.  It will be less volatility than pure energy.  We should have a bottom in the energy sector in the next couple of months.


Price:
$14.600
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2015-02-09 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Covered Call Utilities.  Loves it as part of a holding.  Has a 6-7% position.  Utilities, telcos and pipelines, 20% in the US.  Not without risk.  It is interest rate sensitive.  5.5-6% yield.


Price:
$15.380
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-10 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

He has a full position.  It is a great holding.  The covered call gives you an enhanced yield.  He would look to sell if it went over $15.


Price:
$14.110
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 COMMENT Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Utilities, pipelines, telcos, big dividend players with a covered call overlay. Quite an interest rate sensitive sector. This is a time to look at this. If you are a total return investor, this is not necessarily going to give you a lot of growth. If you are a yield investor, it is a great, great holding for a nice yield and lower volatility in the broader markets.


Price:
$13.320
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-18 WEAK BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

Consists of good dividend paying companies with a covered call overlay.  It is pushing an 8% yield.  It has been a bad performer because pipelines have performed poorly.  It is a diversified way to get income from Canada in a tax efficient way.  There will be volatility.  It is not a fixed income replacement.


Price:
$11.700
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-01-25 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

He loves this holding. It is very high yielding. You have some of the best and highest yielding companies and the covered call overlay adds to the yield.  It is not a bond replacement, but fits into a lot of portfolios.  It looks attractive for yield players out there.


Price:
$12.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 BUY Must be logged in to use chart ZWU-T BMO Covered Call Utilities ETF

ZWU-T vs. ZUT-T.  ZUT-T is equal weight utilities in Canada.  ZWU-T is 80% Canada and utilities also include pipelines and telcos and it has a covered call overlay. He prefers this because it is more diversified and has the covered call overlay.


Price:
$12.610
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 2,398 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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