Stock Opinions by Larry Berman CFA, CMT, CTA - Stockchase Experts
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Larry Berman CFA, CMT, CTA @

On Stockchase since : Jul 2002

Chief Investment Officer, Partner at ETF Capital Management Inc.

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Stock Opinions by Larry Berman CFA, CMT, CTA - Stockchase Experts

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General Market Comment 

November 19, 2018

Market. The conference this weekend was a bit of a surprise. It looked like they were making some progress. Theft of intellectual property is a big thing. He is doubtful that this will get solved two weeks from now in Argentina. The markets for the next little will find this to be a significant negative factor. The price of oil for the last 8 weeks has been making lower lows and lower highs. He does not see that it will collapse now. We will probably get a tradable bounce in the energy sector. As global numbers have come in the last number of weeks, purchasing managers are cutting back. The Fed is indicating they cannot raise rates as much as they thought they could do a month ago.
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Market. The conference this weekend was a bit of a surprise. It looked like they were making some progress. Theft of intellectual property is a big thing. He is doubtful that this will get solved two weeks from now in Argentina. The markets for the next little will find this to be a significant negative factor. The price of oil for the last 8 weeks has been making lower lows and lower highs. He does not see that it will collapse now. We will probably get a tradable bounce in the energy sector. As global numbers have come in the last number of weeks, purchasing managers are cutting back. The Fed is indicating they cannot raise rates as much as they thought they could do a month ago.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

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COMMENT
General Market Comment 

November 19, 2018

Oil and Natural Gas – An ETF for gas and light oil. There is a split between traditional oil production and natural gas. ZJN-T covers this in Canada. XEG-T is the broad Canadian energy market. ZEO-T is equal weight. There is no split between heavy and light oil via ETF.
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Oil and Natural Gas – An ETF for gas and light oil. There is a split between traditional oil production and natural gas. ZJN-T covers this in Canada. XEG-T is the broad Canadian energy market. ZEO-T is equal weight. There is no split between heavy and light oil via ETF.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

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$0.000
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Unknown

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BUY
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
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ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$10.860
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Unknown

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COMMENT
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
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ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$18.440
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Unknown

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COMMENT
ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.`
E.T.F.'s
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ZPR-T vs. ZWC-T vs. ZWU-T. He likes ZWU-T and ZWC-T for the covered calls. ZPR-T is reset preferreds. They reset. There is an expectation that BOC will be less aggressive with interest rates so we are seeing pressure on these. The lower it gets the more he likes it. He feels it will appreciate next year.`
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$12.910
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Unknown

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General Market Comment 

November 19, 2018

Why are Natural Gas stocks dropping in the face of a boom? They are outperforming the oil stocks. When people sell an ETF they sell the whole sector including the gassier companies. These stocks should be going up. The market is considering this spike in natural gas as a non-permanent thing.
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Why are Natural Gas stocks dropping in the face of a boom? They are outperforming the oil stocks. When people sell an ETF they sell the whole sector including the gassier companies. These stocks should be going up. The market is considering this spike in natural gas as a non-permanent thing.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

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$0.000
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_N/A

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General Market Comment 

November 19, 2018

Bonds. You have fixed coupon bonds and floating rate notes where the coupon adjusts so the price does not. Floating Rate and Reset Preferred bonds are better in a rising rate environment.
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Bonds. You have fixed coupon bonds and floating rate notes where the coupon adjusts so the price does not. Floating Rate and Reset Preferred bonds are better in a rising rate environment.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
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DON'T BUY
It is the broad Canadian bond market. It is not a great holding. You want floating rate notes. HFR-T is a better bet. ZST-T does this in Canada.
E.T.F.'s
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It is the broad Canadian bond market. It is not a great holding. You want floating rate notes. HFR-T is a better bet. ZST-T does this in Canada.
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$24.580
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Unknown

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BUY
BMO US Put Write ETF.(ZPW-T) 

November 19, 2018

ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
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ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$17.480
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Yes

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BUY
ZPW-T vs. ZWH-T If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
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ZPW-T vs. ZWH-T If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$20.290
Owned Owned
Yes

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BUY
ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
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ZPW-T vs. ZWH-T. If you can afford to stay in cash and wait for markets to correct, it is preferable. He uses ZPW-T and ZWH-T as well as ZLU-T to hold his exposure to the equity market. They will fall much less than the S&P. They are not risk free.
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$33.900
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Yes

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BUY
Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
E.T.F.'s
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Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$54.900
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Yes

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COMMENT
General Market Comment 

November 19, 2018

Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
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Canadian Banks, BAC-N. See his educational segment today on Canadian banks. The US banks will make weaker lows before new highs. He is long on KRE-T (US Banks).
Unknown
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

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Unknown

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N/A
General Market Comment 

November 19, 2018

Educational Segment. Covered Call ETFs. All the ETF providers write Options differently. The Covered Call bank ETF vs. the non covered call variant were compared since inception. In 5 different periods, ZWB-T went down less in market downturns. In strong periods, you make most of your money. The covered call exposure significantly underperforms the non-covered call strategy.
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Educational Segment. Covered Call ETFs. All the ETF providers write Options differently. The Covered Call bank ETF vs. the non covered call variant were compared since inception. In 5 different periods, ZWB-T went down less in market downturns. In strong periods, you make most of your money. The covered call exposure significantly underperforms the non-covered call strategy.
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
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DON'T BUY
ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.
E.T.F.'s
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ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.
E.T.F.'s
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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$19.570
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Unknown

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