Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
September 30, 2013

If you write a call a year out then if it falls you get some premium. He would cut a position in this in half at this point. Crude oil prices belong in the low to mid-$90s for the next year. Thinks oil will correct to this point and so SU could fall 10%.

Suncor Energy Inc (SU-T)
September 30, 2013

If you write a call a year out then if it falls you get some premium. He would cut a position in this in half at this point. Crude oil prices belong in the low to mid-$90s for the next year. Thinks oil will correct to this point and so SU could fall 10%.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$36.830
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 30, 2013

Could be part of most people’s portfolios. What the government does to tapering could have a lot of impact on yield plays. Add to this on weakness and sell on strength.

Inter Pipeline (IPL-T)
September 30, 2013

Could be part of most people’s portfolios. What the government does to tapering could have a lot of impact on yield plays. Add to this on weakness and sell on strength.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$25.150
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 30, 2013

There is a risk with what is happening in Russian with the potash space. Analysts are not sure where prices will be a year from now. In the next 20 years there will be another 20 billion on the planet so owning stocks like this when they have corrected makes a lot of sense. Nibble at it now.

Agrium (AGU-T)
September 30, 2013

There is a risk with what is happening in Russian with the potash space. Analysts are not sure where prices will be a year from now. In the next 20 years there will be another 20 billion on the planet so owning stocks like this when they have corrected makes a lot of sense. Nibble at it now.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$86.570
Owned
Unknown
BUY
BUY
September 30, 2013

Double bear ETF for crude oil. Price of oil is already starting to break down. This is a reasonable trade. If we get back to $105 then something has changed with oil.

Double bear ETF for crude oil. Price of oil is already starting to break down. This is a reasonable trade. If we get back to $105 then something has changed with oil.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$4.190
Owned
Unknown
BUY
BUY
September 30, 2013

Rising rates are much more favorable to insurance than to the banks. A lot of that is already built into the price of insurance companies. There is probably a little more to go.

Manulife Financial (MFC-T)
September 30, 2013

Rising rates are much more favorable to insurance than to the banks. A lot of that is already built into the price of insurance companies. There is probably a little more to go.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$17.040
Owned
Unknown
WATCH
WATCH
September 30, 2013

It is developing another support base. If it breaks ($55 range) then it is breaking down in a big, big way. If we get through the recent highs then we will run up to the 52 week high. If the support holds then he would step into it.

Keyera Corp (KEY-T)
September 30, 2013

It is developing another support base. If it breaks ($55 range) then it is breaking down in a big, big way. If we get through the recent highs then we will run up to the 52 week high. If the support holds then he would step into it.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$58.540
Owned
Unknown
WATCH
WATCH
September 30, 2013

Japan had a great run this year. But he thinks they have some serious problems. Aging demographic. Weakening their currency is going to help and this is why they have done so well, but thinks it won’t be repeated in the next couple of years. If we saw a pullback of 15-20% he would get interested.

Japan had a great run this year. But he thinks they have some serious problems. Aging demographic. Weakening their currency is going to help and this is why they have done so well, but thinks it won’t be repeated in the next couple of years. If we saw a pullback of 15-20% he would get interested.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$11.320
Owned
Unknown