Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner at ETF Capital Management Inc.
Member since: Jul '02 · 4402 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 0 | 23 71.88% | 8 25.00% | 1 3.13% | 0 0.00% | 0 0.00% | ||
| 1 Month | 0 | 3 37.50% | 5 62.50% | 0 0.00% | 0 0.00% | 0 0.00% | |
| 6 Months | 0 | 7 87.50% | 1 12.50% | 0 0.00% | 0 0.00% | 0 0.00% | |
| 12 Months | 0 | 7 87.50% | 1 12.50% | 0 0.00% | 0 0.00% | 0 0.00% | |
| 2 Years | 0 | 6 75.00% | 1 12.50% | 1 12.50% | 0 0.00% | 0 0.00% |
Stock Opinions by Larry Berman CFA, CMT, CTA
COMMENT
Believes US Federal Reserve will slow the rise in interest rates now that the USA 10 year bond yield has reached 4%.
USA 10 year bond yield of 4% provides stability to market.
Energy prices will also weigh on US Federal Reserve decision to raise/decrease interest rates going forward.
Unknown
$0.000
Unknown
BUY
Great option for investors looking to get exposure to S&P 500.
Will provide steady rate of return for the long term investor.
Small dividend yield as well.
E.T.F.'s
BUY
Great ETF that has exposure to utilities, telco's and pipelines.
Dividend rate sensitive to inflation.
High dividend yield at 7%.
Basket of Canadian dividend paying companies.
Would be good for a portion of the portfolio (not 100%).
E.T.F.'s
COMMENT
Educational Segment. Market equity indicator - "Berman's Call Pro-Eye" indicating the market is oversold.
First time equity market has been oversold since Great Financial Crisis.
Short term (2-3) months - now is a good time to buy.
Risk is low given indicators and market is setting up for a rally.
Unknown
COMMENT
Show unavailable for technical reasons (26-9-22).
Unknown
COMMENT
Show unavailable for technical reasons (19-09-22).
Unknown
COMMENT
Believes an economic "hard landing" is to be expected.
US Federal Reserve concerns for high inflation are justified.
~4% interest rates are a reasonable expectation.
August inflation numbers will be interesting to watch.
Unknown
COMMENT
Best news on US Dollar strength is behind us (expecting prices to fall).
6-12 months, thinks energy prices will normalize, and war in Ukraine will end.
Central Banks in Europe and Asia are not able to raise rates as quickly as US Federal Reserve.
Unknown
BUY on WEAKNESS
Likes agriculture sector.
War in Ukraine has caused supply crunch in fertilizer.
Believes a $70 (USD) share price would be a good entry point.
Long term, is a good investment to hold.
Strong business model.
agriculture
BUY
Good choice for investors looking at European exposure.
Price point is fair.
Catalyst to unleash further value won't occur until war in Ukraine ends.
E.T.F.'s
COMMENT
Foreign income is taxable, along with capital gains.
Important to understand tax implications.
E.T.F.'s
COMMENT
Educational Segment. Rising interest rates create problems with 60/40 (balanced) ETF portfolio.
Better to pursue option based ETF's that create Alpha.
Examples like ZWE are good route to generate higher returns for investors.
Concept of a 60/40 (balanced) ETF portfolio is a defensive investing strategy.
Good exposure to global assets is beneficial to investors.
Unknown
COMMENT
Due to technical difficulties this show was not available on August 29, 2022
Unknown
COMMENT
Believes U.S. Federal Reserve will have to be more hawkish than market would like.
Upcoming meeting in Jackson Hole will determine next US Fed actions.
US Federal Reserve has lost credibility with misleading statements about economy.
If inflation is flat for the rest of the year, that will equate to ~6% year over year.
Not sure inflation will get down to ~3% for a long time.
China real estate market downturn will not affect long term growth of country.
Markets need to re-price risk back to levels in June/July.
Unknown
BUY
Very good vehicle to take advantage of interest rates.
Question is whether rates will continue to go up.
Suspects that rates will continue rising.
E.T.F.'s
