Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 11, 2014

Does not love the company but likes the relative valuation. This space certainly has some negative headwinds. It is in an area where you generally want to own it. You are at the low end of the range going back 10 years. He does not give it a whole lot of downside from here. But he may cut the position if it does not rebound in the net number of months.

Transalta Corp (TA-T)
August 11, 2014

Does not love the company but likes the relative valuation. This space certainly has some negative headwinds. It is in an area where you generally want to own it. You are at the low end of the range going back 10 years. He does not give it a whole lot of downside from here. But he may cut the position if it does not rebound in the net number of months.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$12.390
Owned
Yes
WATCH
WATCH
August 11, 2014

Thinks we are in a correction phase in the markets. Thinks we will bounce a bit more and there should be at least one more leg down. Even if they keep delivering on earnings the multiple on this stock could keep coming down. It might pop, but has not show the sign of it having bottomed.

Thinks we are in a correction phase in the markets. Thinks we will bounce a bit more and there should be at least one more leg down. Even if they keep delivering on earnings the multiple on this stock could keep coming down. It might pop, but has not show the sign of it having bottomed.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$40.380
Owned
Unknown
WAIT
WAIT
August 11, 2014

Cash rolls in steadily, but it is tied to the underlying price of silver and gold. Thinks we are just building a phenomenal basing pattern.

Cash rolls in steadily, but it is tied to the underlying price of silver and gold. Thinks we are just building a phenomenal basing pattern.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$29.360
Owned
Unknown
WAIT
WAIT
August 11, 2014

Goldman put it on their conviction buy list. RBC says it is at a turning point. It is going to be driven by what gold does. It may be one of the better gold stocks to own, but buy it when it makes sense to buy it, otherwise just trade it.

Barrick Gold (ABX-T)
August 11, 2014

Goldman put it on their conviction buy list. RBC says it is at a turning point. It is going to be driven by what gold does. It may be one of the better gold stocks to own, but buy it when it makes sense to buy it, otherwise just trade it.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.450
Owned
Unknown
BUY
BUY
August 11, 2014

This is the only choice for Canadians for financial exposure as the insurance companies are having a real problem getting return on equity.

This is the only choice for Canadians for financial exposure as the insurance companies are having a real problem getting return on equity.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$19.550
Owned
Unknown
DON'T BUY
DON'T BUY
August 11, 2014

There are more problems at Scar Lake that could hold production for 3 months. The metal is in a sideways trend. He would be a buyer at $20.25. It will be in a sideways market for a while.

There are more problems at Scar Lake that could hold production for 3 months. The metal is in a sideways trend. He would be a buyer at $20.25. It will be in a sideways market for a while.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$21.270
Owned
No
HOLD
HOLD
August 11, 2014

Thinks there is M&A activity. He loves this whole sector. $12 is a good buy range. Thinks it could go a little bit higher toward the top of the channel. Loves the sector and the company.

Thinks there is M&A activity. He loves this whole sector. $12 is a good buy range. Thinks it could go a little bit higher toward the top of the channel. Loves the sector and the company.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$14.740
Owned
No