Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 20, 2016

A global high dividend paying ETF hedged to the Cdn$? There are a couple of options. The yield on this is just under 4%. It is hedged globally. There are many more choices in the US.

A global high dividend paying ETF hedged to the Cdn$? There are a couple of options. The yield on this is just under 4%. It is hedged globally. There are many more choices in the US.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$17.190
Owned
Unknown
WAIT
WAIT
June 20, 2016

Using a 5-year chart, and looking at where the long term support is and their averages, this sector has broken down quite a bit. Wait and see what the new US administration does to this sector. It ran up tremendously for a number of years, and now we are in a correction mode. If Hillary gets her way, there is probably another leg down in this area. You could buy a half or a 3rd just to be in there, because it has corrected significantly from the highs.

Using a 5-year chart, and looking at where the long term support is and their averages, this sector has broken down quite a bit. Wait and see what the new US administration does to this sector. It ran up tremendously for a number of years, and now we are in a correction mode. If Hillary gets her way, there is probably another leg down in this area. You could buy a half or a 3rd just to be in there, because it has corrected significantly from the highs.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$258.700
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
June 20, 2016

Chart shows this is developing a bottom, but it hasn’t done anything bullish yet. The trend over the last year has been lower lows and lower highs, and that trend is still very much in place. To confirm the bottoming, you want to see this break out over the March-April high of around $25. Consider buying a half a position now. Value wise it is attractive.

Chart shows this is developing a bottom, but it hasn’t done anything bullish yet. The trend over the last year has been lower lows and lower highs, and that trend is still very much in place. To confirm the bottoming, you want to see this break out over the March-April high of around $25. Consider buying a half a position now. Value wise it is attractive.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.630
Owned
Unknown
DON'T BUY
DON'T BUY
June 20, 2016

One of the biggest energy companies globally. You have to ask if there is value here, and if you are trading or investing. Right now, from an investment standpoint, a lot of the stocks have recovered back to the area where they are pricing in $60 oil. He doesn’t see a lot of value in the energy sector today. Feels the sector is probably going to underperform for a long time. If oil goes back to $40 or less, that is the time you want to nibble at oil companies.

One of the biggest energy companies globally. You have to ask if there is value here, and if you are trading or investing. Right now, from an investment standpoint, a lot of the stocks have recovered back to the area where they are pricing in $60 oil. He doesn’t see a lot of value in the energy sector today. Feels the sector is probably going to underperform for a long time. If oil goes back to $40 or less, that is the time you want to nibble at oil companies.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$52.620
Owned
Unknown
DON'T BUY
DON'T BUY
June 20, 2016

This has always been a thematic type of investment. There are times you want to own, and there are times when you don’t. The 5-year chart shows it is really on the highs and breaking out a little. He doesn’t like breakout kinds of stories because they fail more often than they don’t. Also, it depends on who wins the election. If Trump wins, this might be a very strong sector for a little while.

This has always been a thematic type of investment. There are times you want to own, and there are times when you don’t. The 5-year chart shows it is really on the highs and breaking out a little. He doesn’t like breakout kinds of stories because they fail more often than they don’t. Also, it depends on who wins the election. If Trump wins, this might be a very strong sector for a little while.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$125.210
Owned
Unknown
BUY
BUY
June 20, 2016

US dividend stocks? There are a couple of different ways to play this. You could do this through and equally weighted diversified basket of ETF dividend payers like this one. He would go with a hedged version. If things are going to recover, the Cdn$ is going to get a bit stronger, and you want to make sure you are hedged.

US dividend stocks? There are a couple of different ways to play this. You could do this through and equally weighted diversified basket of ETF dividend payers like this one. He would go with a hedged version. If things are going to recover, the Cdn$ is going to get a bit stronger, and you want to make sure you are hedged.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.280
Owned
Unknown
HOLD
HOLD
June 20, 2016

Has wanted to own this, because it has come down so much off the peak. Valuation is low on an earnings basis. However, consumers’ behaviour has changed and have moved to a lot of areas of products where this company is not very well represented. The company levered up recently to add assets in the Shaw deal, so the balance sheet is a little stretched. If you own, continue to hold. He just questions if there is much growth anymore.

Has wanted to own this, because it has come down so much off the peak. Valuation is low on an earnings basis. However, consumers’ behaviour has changed and have moved to a lot of areas of products where this company is not very well represented. The company levered up recently to add assets in the Shaw deal, so the balance sheet is a little stretched. If you own, continue to hold. He just questions if there is much growth anymore.

John Zechner
Chairman, J. Zechner & Assoc
Price
$12.910
Owned
No