Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 9, 2013

Pays a higher dividend than securities in it by paying back some of the capital. So it is not a pure dividend. See their web site for details. Thinks the dividend is actually in 4-5% range and rest is return of capital.

Pays a higher dividend than securities in it by paying back some of the capital. So it is not a pure dividend. See their web site for details. Thinks the dividend is actually in 4-5% range and rest is return of capital.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$6.740
Owned
Unknown
COMMENT
COMMENT
September 9, 2013

He doesn’t follow it. In general he looks at upper $1400s to lower $1500s for gold prices in the coming year. We are in a trading range. Something needs to come along to change that.

He doesn’t follow it. In general he looks at upper $1400s to lower $1500s for gold prices in the coming year. We are in a trading range. Something needs to come along to change that.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.200
Owned
No
DON'T BUY
DON'T BUY
September 9, 2013

Coal is not clean compared to Nat Gas but it is the cheapest source of the BTU. It will be here for a long time to come, but will get used less and less over the next decade.

Coal is not clean compared to Nat Gas but it is the cheapest source of the BTU. It will be here for a long time to come, but will get used less and less over the next decade.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$29.340
Owned
Unknown
BUY
BUY
September 9, 2013

The valuation is attractive here. A 3 to 5 year play on Nat Gas, which will be a growing part of the future and supplies are massive for the next 100 years. Accumulate the stock.

Encana Corp (ECA-T)
September 9, 2013

The valuation is attractive here. A 3 to 5 year play on Nat Gas, which will be a growing part of the future and supplies are massive for the next 100 years. Accumulate the stock.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.180
Owned
Yes
WAIT
WAIT
September 9, 2013

We are not early on insurance. If we get back to $35 then risk reward starts to get more compelling. Wait for a 10% pullback.

We are not early on insurance. If we get back to $35 then risk reward starts to get more compelling. Wait for a 10% pullback.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$42.490
Owned
Unknown
DON'T BUY
DON'T BUY
September 9, 2013

They’ve done a great job, but it may be hard to create profitability. It is a challenge that they may not exist in 10 years. You could enter if it got to liquidation value.

They’ve done a great job, but it may be hard to create profitability. It is a challenge that they may not exist in 10 years. You could enter if it got to liquidation value.

Brandon Osten
President & CEO, Venator Capital Management
Price
$10.430
Owned
Unknown
HOLD
HOLD
September 9, 2013

Good dividend at 5.3%. Cap-X level is high but there is good cash flow. A very defensive sector. It is going to grow over the long term.

A T & T US (T-N)
September 9, 2013

Good dividend at 5.3%. Cap-X level is high but there is good cash flow. A very defensive sector. It is going to grow over the long term.

Brandon Osten
President & CEO, Venator Capital Management
Price
$33.630
Owned
Unknown