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Compiling comments that experts make about stocks while on public TV.


General Comment by Larry Berman CFA, CMT, CTA

Bias Subject Owned

Sectors you like and dislike? Real estate is interest rate sensitive, so not his favourite right now. He is underweight. What is really cheap? A couple of days ago, gold was cheap and he was nibbling in this sector. However, if you are talking about a strategy for the long-term, the next 2, 3, 5 years, financials in the US are still pretty cheap. When he is tactical, and moving money around pretty actively, he is looking out 3 months, maybe 6. He has no idea what is going to happen 4 or 5 years from now.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.

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