Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
September 16, 2013

Nothing wrong with the company but if you want the Canadian energy sector you want to be diversified. You might want to look at ZEO-T, an ETF with equal weighting. It should get a better long term result. He is a big fan of it and it pays a dividend of 3%+. But there is nothing wrong with CVE-T. The sector will be range bound and you should take money off the table when it is weak and then wait to put it back in.

Cenovus Energy (CVE-T)
September 16, 2013

Nothing wrong with the company but if you want the Canadian energy sector you want to be diversified. You might want to look at ZEO-T, an ETF with equal weighting. It should get a better long term result. He is a big fan of it and it pays a dividend of 3%+. But there is nothing wrong with CVE-T. The sector will be range bound and you should take money off the table when it is weak and then wait to put it back in.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.660
Owned
Unknown
DON'T BUY
DON'T BUY
September 16, 2013

Some recent index changes are putting in some better companies into the US indexes and this could benefit index ETFs. SH-N you could hold if the market fails to break August highs.

SPDR S&P 500 ETF (SPY-N)
September 16, 2013

Some recent index changes are putting in some better companies into the US indexes and this could benefit index ETFs. SH-N you could hold if the market fails to break August highs.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$170.310
Owned
Unknown
WATCH
WATCH
September 16, 2013

Good way to play silver and gold. Short to medium term trade. But stocks need to start to fail here. The improvement in the Syrian situation is a bit negative for silver and gold.

Good way to play silver and gold. Short to medium term trade. But stocks need to start to fail here. The improvement in the Syrian situation is a bit negative for silver and gold.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$24.960
Owned
Unknown
WATCH
WATCH
September 16, 2013

The better way to play Europe is VGK-T because the MER is lower than the iShares version. It is probably a better holding but is at a 52 week high and the market is not ripe for a breakout. We are re-testing a high and if we can’t go higher we will correct 5-10% and that is the time to get your money to work in Europe.

The better way to play Europe is VGK-T because the MER is lower than the iShares version. It is probably a better holding but is at a 52 week high and the market is not ripe for a breakout. We are re-testing a high and if we can’t go higher we will correct 5-10% and that is the time to get your money to work in Europe.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$54.360
Owned
Unknown
HOLD
HOLD
September 16, 2013

Preferred 4% shares. It depends on what else is in the portfolio. Company and dividend is safe. It could correct a little bit more but he would not sell here for reasons of risk.

Enbridge (ENB-T)
September 16, 2013

Preferred 4% shares. It depends on what else is in the portfolio. Company and dividend is safe. It could correct a little bit more but he would not sell here for reasons of risk.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$42.560
Owned
Unknown
BUY
BUY
September 16, 2013

[Caller asked about playing food.] This is not really a play on food, but on low beta on the TSX. This is the best way to play food.

[Caller asked about playing food.] This is not really a play on food, but on low beta on the TSX. This is the best way to play food.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.260
Owned
Unknown
DON'T BUY
DON'T BUY
September 16, 2013

Very solid balance sheet. Highly levered to markets. You will need a lot for it to happen in order to go up. Prefers banks, BNS-T especially. It will be positive if they buy CI.

Manulife Financial (MFC-T)
September 16, 2013

Very solid balance sheet. Highly levered to markets. You will need a lot for it to happen in order to go up. Prefers banks, BNS-T especially. It will be positive if they buy CI.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$17.840
Owned
Unknown