Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 16, 2016

Lithium Batteries. There are a lot of interesting investments in these areas, but he would like a broader way to get exposure to these areas. This one is in US$, however.

Lithium Batteries. There are a lot of interesting investments in these areas, but he would like a broader way to get exposure to these areas. This one is in US$, however.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$23.330
Owned
Unknown
HOLD
HOLD
May 16, 2016

5 or 10 years down the road there is great potential. He thinks Banks will underperform for the next 3 to 4 years. It is a pretty big top since 2014. It has broken down. If you are a trader, then lighten up on banks.

5 or 10 years down the road there is great potential. He thinks Banks will underperform for the next 3 to 4 years. It is a pretty big top since 2014. It has broken down. If you are a trader, then lighten up on banks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.930
Owned
Unknown
BUY
BUY
May 16, 2016

European Stocks’ ETF. His favourite way to play it is ZWE-T. Quality EU stocks with a covered call overlay. You will get a yield of about 7%. It is hedged so you don’t have to worry about currencies.

European Stocks’ ETF. His favourite way to play it is ZWE-T. Quality EU stocks with a covered call overlay. You will get a yield of about 7%. It is hedged so you don’t have to worry about currencies.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.910
Owned
Yes
COMMENT
COMMENT
May 16, 2016

Bond ETFs vs. GICs. If you have a 5 year GIC, you have zero risk. There is no volatility. VSB-T has price risk for the next 5 years and it does not mature. It is not a replacement for a GIC. You are taking interest rate risk. A bank is a better way to play it if you want a slightly higher yield than a GIC.

Bond ETFs vs. GICs. If you have a 5 year GIC, you have zero risk. There is no volatility. VSB-T has price risk for the next 5 years and it does not mature. It is not a replacement for a GIC. You are taking interest rate risk. A bank is a better way to play it if you want a slightly higher yield than a GIC.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$24.730
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
May 16, 2016

Not good in the short run. A lot of money has rushed in and he thinks the risk is back to $1200 before we go higher. Sell into strength.

Not good in the short run. A lot of money has rushed in and he thinks the risk is back to $1200 before we go higher. Sell into strength.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$121.800
Owned
Unknown
BUY
BUY
May 16, 2016

Semiconductors for the long term. It is a good place, but it is a broad space. The PC space is struggling. He likes QCOM-Q. They are well positioned with a multiple of 10-11 times. An ETF would give you too much baggage.

Qualcomm (QCOM-Q)
May 16, 2016

Semiconductors for the long term. It is a good place, but it is a broad space. The PC space is struggling. He likes QCOM-Q. They are well positioned with a multiple of 10-11 times. An ETF would give you too much baggage.

John Zechner
Chairman, J. Zechner & Assoc
Price
$51.910
Owned
Yes
BUY
BUY
May 16, 2016

He has recently stepped back onto the buy side. There is growth in the core products. They are going to kick off a lot of free cash flow to use to pay down debt. The debt holders seem to be on side. It will be a rollercoaster, however.

He has recently stepped back onto the buy side. There is growth in the core products. They are going to kick off a lot of free cash flow to use to pay down debt. The debt holders seem to be on side. It will be a rollercoaster, however.

John Zechner
Chairman, J. Zechner & Assoc
Price
$34.850
Owned
Yes