Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 16, 2017

It has a covered call overlay. A lot of good news is priced into the banks so he would not be chasing this one, but be a dup-buyer in the Canadian banks.

It has a covered call overlay. A lot of good news is priced into the banks so he would not be chasing this one, but be a dup-buyer in the Canadian banks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.710
Owned
No
HOLD
HOLD
January 16, 2017

They had a disappointing forecast. In the past year it sold off every time it got above $45. At best it is a hold.

Stella-Jones Inc. (SJ-T)
January 16, 2017

They had a disappointing forecast. In the past year it sold off every time it got above $45. At best it is a hold.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$39.500
Owned
Unknown
COMMENT
COMMENT
January 16, 2017

Leveraged ETFs are toxic for long term holding. The more volatile the underlying asset its, the more toxic it is. It is great for short term trading. You don’t go out and sit on this because the price of Nat Gas will eventually go up. ZJN-T is a good one to sit on for Nat Gas exposure. You can play it for a long period of time.

Leveraged ETFs are toxic for long term holding. The more volatile the underlying asset its, the more toxic it is. It is great for short term trading. You don’t go out and sit on this because the price of Nat Gas will eventually go up. ZJN-T is a good one to sit on for Nat Gas exposure. You can play it for a long period of time.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$11.260
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
January 16, 2017

Silver Technicals: It is a speculation on money, inflation and so on. Gold broke $1200 support recently, so we will see some resistance at $1250 soon. He is out of all his gold shares. He is inclined to sell into this pop a little bit. He would then buy the dips after that.

Silver Technicals: It is a speculation on money, inflation and so on. Gold broke $1200 support recently, so we will see some resistance at $1250 soon. He is out of all his gold shares. He is inclined to sell into this pop a little bit. He would then buy the dips after that.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$26.960
Owned
Unknown
COMMENT
COMMENT
January 16, 2017

DOW mature blue chip companies with a covered call overlay. ZPW-T or a hedged version, which is even better, would be better going forward.

DOW mature blue chip companies with a covered call overlay. ZPW-T or a hedged version, which is even better, would be better going forward.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.150
Owned
Unknown
DON'T BUY
DON'T BUY
January 16, 2017

A put write strategy on a 100 of the best US companies across all economic sectors. They have a pretty sustainable payout, but it is paid in US$. It is not hedged. They have filed a prospective on a hedged ETF that is similar.

A put write strategy on a 100 of the best US companies across all economic sectors. They have a pretty sustainable payout, but it is paid in US$. It is not hedged. They have filed a prospective on a hedged ETF that is similar.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.620
Owned
Unknown
HOLD
HOLD
January 16, 2017

It has a good yield of 6’ish percent. Valuations in these types of companies have been rather high as defensives, low interest sensitive, and low volatility did well. There were rumours they would buy WIG and the stock could be under pressure if the deal was consummated. For him it is too highly valued for the growth profile. You own it for the yield.

Altagas Ltd (ALA-T)
January 16, 2017

It has a good yield of 6’ish percent. Valuations in these types of companies have been rather high as defensives, low interest sensitive, and low volatility did well. There were rumours they would buy WIG and the stock could be under pressure if the deal was consummated. For him it is too highly valued for the growth profile. You own it for the yield.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$32.280
Owned
No