Larry Berman CFA, CMT, CTA

Upcoming earning season will be indicative of economy. Geo-political issues a concern, but shouldn't affect investors portfolio. Recent earnings from JP pointing towards strong consumers. Strong economy will create environment where US Fed is not able to cut interest rates. Larry Summers and others think interest rates need to rise (not fall). Expecting interest rates to remain high - economy too strong. Inflation numbers also remain sticky (not falling as quickly as forecast). Believes tech sector speculation is reason for strength in S&P 500 (not concrete strength in economy). 

Good defensive product for investors. Dividend is safe and reliable. Don't expect large capital gains from this product (covered calls remove high growth). 

Excellent product with ~8% dividend yield. Concern about BCE dividend sustainability. Good time to buy.  Would recommend holding for the long term. 

Combination of underlying of stock dividends, and volatility of call strategy. Good product, but would recommend a portion of portfolio. Don't rely on the yield only - need to understand the product fundamentals. ~15% seems unsustainable. 

Good product if bullish on copper prices, but can be a risky investment. Electrification of the world will require lots of copper. Overall is a strong investment thesis. Is buying at current prices. Not enough copper in production to satisfy demand. 

Geo-political tensions are worrisome, but should not affect construction of investor portfolio. "Panic buying/selling" not a good way to mange investments. Quality companies will perform regardless of tensions in Middle East. When others "panic sell" - can be a good buying opportunity for disciplined investors. Interest rates & inflation are much more important to investors. Underlying fundamentals of companies (debt, cash flow, margins, management etc.) are the preferred indicators to company health. 

Believes CPI report in the USA will be indicative on health of economy. If inflation numbers are high - will make it difficult for US Fed to cut interest rates. Zero interest rate cuts will be a sign that the economy is not as strong as assumed by the broader market. 

Current price (~$5) presenting a good buying opportunity. China likely to be largest EV market in the world. Longterm outlook very bullish. Would recommend buying. Good for long term investors. 

Similar strategy to ZPAY. Does not use this paticular ETF, but overall is a quality product. Would recommend for defensive investors looking for dividends. 

Has been buying stock, but overall company has not been performing. Suspects dividend cut is in the works. Once dividend is cut, the stock price will bottom out. Not a great time in the business. 

Solar ETF's have positive future, but investors need to be selective. Many companies have not been able to earn consistent profits. Good news is that the demand for clean energy is rising. Overall, will be a positive, but investors need to be careful. Would recommend a wide variety of solar ETF's to balance risk on portfolio. On the other hand, oil demand not going away. Selection of traditional energy stocks would also help balance investor's portfolios. 

Believes Jerome Powell's comments reflection notable shift in opinion. Expects US Fed will change opinion on cutting interest rates (economy too strong). Gold and broader market is strengthening across the board. Not seeing growth at a reasonable price - ratios are way too high. Employment numbers a bitter/sweet factor, as most market crashes are preceded by record employment levels. 

Interest classified as income on this product - therefore taxable. Not a significant premium, but very safe option. Good overall. 

Not intended for a long term hold. Covered call doesn't allow for a lot of upside. Yield good for defensive investors. Good for sideways, or horizontal markets. Not good for a bullish thesis on gold. 

Recent stock split irrelevant to investors. Underlying business performance most important factor in valuation. Comparing to options in tech sector, can be difficult to justify investment (valuation way too high). Would look elsewhere.