Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 8, 2015

Buy and Hope is not a good investment strategy. He predicts sideways moves at best. You want to buy at lows and get out at highs. The company is fine, however. He likes GLD-T for gold exposure.

Buy and Hope is not a good investment strategy. He predicts sideways moves at best. You want to buy at lows and get out at highs. The company is fine, however. He likes GLD-T for gold exposure.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$11.400
Owned
Unknown
COMMENT
COMMENT
June 8, 2015

An actively managed ETF of ETFs. It is a global risk management index fund. It is trying to generate income while managing risk. He likes the idea, but does not know their strategy. It is mostly fixed income holdings.

An actively managed ETF of ETFs. It is a global risk management index fund. It is trying to generate income while managing risk. He likes the idea, but does not know their strategy. It is mostly fixed income holdings.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.430
Owned
Unknown
BUY
BUY
June 8, 2015

You are down at an area of major support that was pretty good resistance back in 2012. Don’t overweight this or any stock.

Walmart Inc (WMT-N)
June 8, 2015

You are down at an area of major support that was pretty good resistance back in 2012. Don’t overweight this or any stock.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$72.610
Owned
Unknown
WATCH
WATCH
June 8, 2015

He would like to see a quarter or two of no collections issues. Momentum has been taken out a little a bit. He also believes they could grow their earnings 30%. They had loans to 55 farmers and 2 of the farmers defaulted.

He would like to see a quarter or two of no collections issues. Momentum has been taken out a little a bit. He also believes they could grow their earnings 30%. They had loans to 55 farmers and 2 of the farmers defaulted.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.040
Owned
Unknown
DON'T BUY
DON'T BUY
June 8, 2015

Micro cap dry gas producer. It is about 3 times PE. The stock is pretty much dead money for now. You need a pickup in energy prices. In this market today this name would not massively outperform.

Micro cap dry gas producer. It is about 3 times PE. The stock is pretty much dead money for now. You need a pickup in energy prices. In this market today this name would not massively outperform.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$0.750
Owned
Unknown
DON'T BUY
DON'T BUY
June 8, 2015

Got themselves into a pickle in terms of debt heading into a collapse of crude price. Debt to cash flow is 4.6 times so they are getting up there. Has not owned it in 2 years. If you believe in $70 oil this name could double, but at $65, no. They could potentially sell some assets.

Got themselves into a pickle in terms of debt heading into a collapse of crude price. Debt to cash flow is 4.6 times so they are getting up there. Has not owned it in 2 years. If you believe in $70 oil this name could double, but at $65, no. They could potentially sell some assets.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$0.720
Owned
No
WAIT
WAIT
June 8, 2015

It is a large holding for him. One of the few that has not gone up this year. It is an incredibly profitable business model. They make $0.20 for every dollar they earn, after tax. They became a bit more stringent in their lending recently. They are no longer further extend credit to customers longer than 90 days and this will have a one to two quarter hit to loan losses. There is some regulatory risk and an IPO that will be a competitor. Wait a quarter or two before getting in.

goeasy (GSY-T)
June 8, 2015

It is a large holding for him. One of the few that has not gone up this year. It is an incredibly profitable business model. They make $0.20 for every dollar they earn, after tax. They became a bit more stringent in their lending recently. They are no longer further extend credit to customers longer than 90 days and this will have a one to two quarter hit to loan losses. There is some regulatory risk and an IPO that will be a competitor. Wait a quarter or two before getting in.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$18.850
Owned
Yes