Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
February 27, 2017

This is expensive now. He has been selling into the strength since December. If it gets back to those levels he would buy back in.

This is expensive now. He has been selling into the strength since December. If it gets back to those levels he would buy back in.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$11.345
Owned
Unknown
WAIT
WAIT
February 27, 2017

Utilities, pipelines and Telco’s. 80/20 Canadian to US. It fell on anticipation of interest rate increases and oil dropping early in 2016. You have to be careful because rising interest rates and falling oil prices are both negative for it.

Utilities, pipelines and Telco’s. 80/20 Canadian to US. It fell on anticipation of interest rate increases and oil dropping early in 2016. You have to be careful because rising interest rates and falling oil prices are both negative for it.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.850
Owned
Yes
DON'T BUY
DON'T BUY
February 27, 2017

If you want to be in the sector, use ZRE-T because sometimes a stock underperforms and sometimes it outperforms. Recently the sector has been improving while REI.UN-T has not. REITs are not cheap compared to other places to get a dividend.

If you want to be in the sector, use ZRE-T because sometimes a stock underperforms and sometimes it outperforms. Recently the sector has been improving while REI.UN-T has not. REITs are not cheap compared to other places to get a dividend.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$26.610
Owned
Unknown
COMMENT
COMMENT
February 27, 2017

There is no real negative from the covered call strategy in a dropping market unless the stock goes down by large up & down movements. However, it enhances your yield while you are waiting out the downturn.

There is no real negative from the covered call strategy in a dropping market unless the stock goes down by large up & down movements. However, it enhances your yield while you are waiting out the downturn.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.200
Owned
Unknown
SELL
SELL
February 27, 2017

He does not know what to do here. It is cheap from a long term perspective, but there has been a demonstration of poor execution for years. You could take a shot at it at $1.50, but you should not be in it right now.

He does not know what to do here. It is cheap from a long term perspective, but there has been a demonstration of poor execution for years. You could take a shot at it at $1.50, but you should not be in it right now.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$2.360
Owned
Unknown
DON'T BUY
DON'T BUY
February 27, 2017

You have the Amazon effect. They are owned by a hedge fund. He would not touch it. There is overcapacity in the retail space.

You have the Amazon effect. They are owned by a hedge fund. He would not touch it. There is overcapacity in the retail space.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$8.040
Owned
_N/A
BUY
BUY
February 27, 2017

It has a 3.4% yield. He likes it. On a seasonal basis technology may take a breather here. As we connect more and more devices up to the cloud this one should benefit. Trump may focus on building out the digital infrastructure in the states. He thinks they will be well placed going forward as we move from the world of analogue to digital. They are executing so you won’t lose any sleep over it. (Analysts’ target: $35.00).

Cisco (CSCO-Q)
February 27, 2017

It has a 3.4% yield. He likes it. On a seasonal basis technology may take a breather here. As we connect more and more devices up to the cloud this one should benefit. Trump may focus on building out the digital infrastructure in the states. He thinks they will be well placed going forward as we move from the world of analogue to digital. They are executing so you won’t lose any sleep over it. (Analysts’ target: $35.00).

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$34.260
Owned
Yes