Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 13, 2017

This is a bunch of companies that are utilities, telcos, consumer staples; not that different than what you see in Canada, the US and Europe. Not cheap right now. The theory is that if we go into a bear market that is ugly for a while, these are safer stocks. They’ll go down less in a bad market, about half to three quarters of the rate of the broader indexes.

This is a bunch of companies that are utilities, telcos, consumer staples; not that different than what you see in Canada, the US and Europe. Not cheap right now. The theory is that if we go into a bear market that is ugly for a while, these are safer stocks. They’ll go down less in a bad market, about half to three quarters of the rate of the broader indexes.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.070
Owned
Unknown
COMMENT
COMMENT
March 13, 2017

Will the rise in value of this ETF continue? The TD Bank and Bank of Montréal launched some structured products into the market that were linked to the payouts of the preferreds, and they were wildly successful. The demand for these preferreds went through the roof. He doesn’t think this is sustainable and he sold into the rally. He doesn’t like the value up here and is reducing his exposure.

Will the rise in value of this ETF continue? The TD Bank and Bank of Montréal launched some structured products into the market that were linked to the payouts of the preferreds, and they were wildly successful. The demand for these preferreds went through the roof. He doesn’t think this is sustainable and he sold into the rally. He doesn’t like the value up here and is reducing his exposure.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$11.460
Owned
Yes
COMMENT
COMMENT
March 13, 2017

This invests in healthcare related securities, and believes the enhancement comes from an option strategy overlay. Like any other sector, this is fine when it is going up. This ETF tends to have a lot of volatility compared to some of the others. He doesn’t use this, so doesn’t know that much about it. It’s a fine product and he has no issues with it. It has a pretty significant yield, which tends to be what attracts a lot of people. Dividend yield of 8%+ right now.

This invests in healthcare related securities, and believes the enhancement comes from an option strategy overlay. Like any other sector, this is fine when it is going up. This ETF tends to have a lot of volatility compared to some of the others. He doesn’t use this, so doesn’t know that much about it. It’s a fine product and he has no issues with it. It has a pretty significant yield, which tends to be what attracts a lot of people. Dividend yield of 8%+ right now.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$8.460
Owned
No
COMMENT
COMMENT
March 13, 2017

A Cdn$ Dow Jones Unhedged ETF’s? This is one, but is not sure if other ETF providers in Canada have an unhedged Dow.

A Cdn$ Dow Jones Unhedged ETF’s? This is one, but is not sure if other ETF providers in Canada have an unhedged Dow.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$35.880
Owned
Unknown
DON'T BUY
DON'T BUY
March 13, 2017

Management has done a good job at trying to turn it around. They made a lot of good moves by shutting down the hardware business or at least slowing it down, and getting into software. It’s a tough task. ROC is very low, and in fact is negative. It is still a long way away from being a good turnaround idea.

BlackBerry (BB-T)
March 13, 2017

Management has done a good job at trying to turn it around. They made a lot of good moves by shutting down the hardware business or at least slowing it down, and getting into software. It’s a tough task. ROC is very low, and in fact is negative. It is still a long way away from being a good turnaround idea.

Matt Kacur
President, FSA Financial Science and Art
Price
$9.430
Owned
Unknown
COMMENT
COMMENT
March 13, 2017

He loves this as a long-term hold. A really solid company. A disruptor in a good way. It has been very, very consistent over the years. Always investing in new ideas.

He loves this as a long-term hold. A really solid company. A disruptor in a good way. It has been very, very consistent over the years. Always investing in new ideas.

Matt Kacur
President, FSA Financial Science and Art
Price
$864.580
Owned
Unknown
DON'T BUY
DON'T BUY
March 13, 2017

Uranium is always difficult. Every uranium company has had a difficult time earning an acceptable ROC. This has a 4% ROC, and he would have trouble justifying the price.

Uranium is always difficult. Every uranium company has had a difficult time earning an acceptable ROC. This has a 4% ROC, and he would have trouble justifying the price.

Matt Kacur
President, FSA Financial Science and Art
Price
$14.800
Owned
Unknown