Latest Stock Opinions and Top Picks from Market Call Guests

Larry Berman CFA, CMT, CTA

Mon

Mar 25

Larry Berman CFA, CMT, CTA

NORTH AMERICAN - LARGE & ETFs

BMO Tactical Dividend... [ZZZD-T]
SAVE

Sleep at night dividend portfolio. Alternatively... read more

Six Flags Entertainment [SIX-N]
SAVE

The biggest public amusement park operator... read more

VanEck Vectors J.P.... [EMLC-N]
SAVE

Emerging markets issue bonds in local... read more

SPDR Utilities E.T.F. [XLU-N]
SAVE

Utilities sector in the US. It is more... read more

General Comment

Market. Stress in the US housing market.... read more

Top Picks

Lots of resource stocks are reporting earnings this week. In terms of the consumer sector, there are Keg Royal... read more

David Fingold

Mon

Mar 25

David Fingold

US EQUITIES

LuLulemon Athletica [LLL-T]
SAVE

They are getting things right. It went... read more

BWX Technologies Inc. [BWXT-N]
SAVE

People get confused because they control... read more

Progressive Corp Ohio [PGR-N]
SAVE

He likes the company. It is one of the... read more

Xilinx Inc [XLNX-Q]
SAVE

They make FPGAs. Programmable logic... read more

Apple [AAPL-Q]
SAVE

The streaming thing is very interesting.... read more

Strauss Group [STRS-IT]
SAVE

(A Top Pick Feb 21/18, Up 25%) Largest... read more

Top Picks

Founders have a vision, and those who are successful create an empire. Some of these companies, though establi... read more

Top Picks

This week there were 22 Top Picks and 1 ETF in a wide range of industries: Healthcare, Basic Materials, Indust... read more

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Today's Market Outlook

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Larry Berman CFA, CMT, CTA
Market. Stress in the US housing market. He presented a graph of the percentage of households who own homes and pay more than half of their household income to mortgage costs. The last peak in 08/09 had 17% doing that and now it is 23%. So this is a sign that leverage is a problem, even if we have low interest rates. However the credit core back then was better than it is today. This is another reason why interest rates cannot go up.