Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 1, 2017

NASDAQ 100 hedged Tech. Previously this was the last thing to break before markets broke. He knows of a well known trader who is now shorting the NASDAQ 100 as of last week. Larry is net short the small NASDAQ companies presently.

NASDAQ 100 hedged Tech. Previously this was the last thing to break before markets broke. He knows of a well known trader who is now shorting the NASDAQ 100 as of last week. Larry is net short the small NASDAQ companies presently.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$43.130
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
May 1, 2017

It is now back almost at the lows of early 2016. The oil and gas sectors are getting cheap again and he is starting to buy, but we could see further weakness. We could see oil prices cooling off and heading back to $40. Use caution. He is nibbling and accumulating. The M&A activity with CVE-T is interesting. He is not worried about it, but the market thinks it is an issue.

It is now back almost at the lows of early 2016. The oil and gas sectors are getting cheap again and he is starting to buy, but we could see further weakness. We could see oil prices cooling off and heading back to $40. Use caution. He is nibbling and accumulating. The M&A activity with CVE-T is interesting. He is not worried about it, but the market thinks it is an issue.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.470
Owned
Unknown
COMMENT
COMMENT
May 1, 2017

Caller has a bond – wait for maturity to sell? If it is a going concern and the stock is heading lower, analyze their debt or ask your advisor to do it. This is the toughest question he has ever had on Berman’s Call.

Caller has a bond – wait for maturity to sell? If it is a going concern and the stock is heading lower, analyze their debt or ask your advisor to do it. This is the toughest question he has ever had on Berman’s Call.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$6.960
Owned
Unknown
BUY
BUY
May 1, 2017

XGD-T is the market cap weighted way to play the golds. ZGD-T is another one. Gold is probably going to be 1100-1350 over the next couple of years. He would buy dips in the gold names for a return to $1250 over the summer. It is a good play this summer.

XGD-T is the market cap weighted way to play the golds. ZGD-T is another one. Gold is probably going to be 1100-1350 over the next couple of years. He would buy dips in the gold names for a return to $1250 over the summer. It is a good play this summer.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$22.380
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 1, 2017

(Top Pick May 2/16, Up 12%) It owns Great West Life, IGM (Mutual Finds) and a holder of European firms. It has more of an exposure to Europe than the other guys. CRM-2 with more discloser was thought to hurt them, but did not.

(Top Pick May 2/16, Up 12%) It owns Great West Life, IGM (Mutual Finds) and a holder of European firms. It has more of an exposure to Europe than the other guys. CRM-2 with more discloser was thought to hurt them, but did not.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.320
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2017

(Top Pick May 2/16, Down 19%) It was a disappointment because their same store sales were pretty anemic. It had to do with the oil patch. Long term they are investing in their restaurants and turning them around. St. Hubert in Quebec was a good investment.

(Top Pick May 2/16, Down 19%) It was a disappointment because their same store sales were pretty anemic. It had to do with the oil patch. Long term they are investing in their restaurants and turning them around. St. Hubert in Quebec was a good investment.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2017

(Top Pick May 2/16, Up 13%) A Swiss, international company - the biggest in the world. They are a bet on world GDP.

(Top Pick May 2/16, Up 13%) A Swiss, international company - the biggest in the world. They are a bet on world GDP.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$0.000
Owned
Yes