Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 18, 2017

In the next couple of months there may be a little more upside. At the beginning of the year the stocks were overpriced. He is going to trim when it gets back to the high end of its trading range. Don’t add to it now but you could buy on pullbacks.

In the next couple of months there may be a little more upside. At the beginning of the year the stocks were overpriced. He is going to trim when it gets back to the high end of its trading range. Don’t add to it now but you could buy on pullbacks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.500
Owned
Yes
HOLD
HOLD
September 18, 2017

It is one of the most global banks we have. It is not his favourite bank to own. On a valuation basis there is probably upside, but these banks could easily get cut in half if we ever get a correction.

CitiGroup (C-N)
September 18, 2017

It is one of the most global banks we have. It is not his favourite bank to own. On a valuation basis there is probably upside, but these banks could easily get cut in half if we ever get a correction.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$70.600
Owned
Unknown
BUY
BUY
September 18, 2017

He loves the strategy. They are consistently taking in yield in the fund and then pay out 6%. The US exposure has hurt them a little over the last year. Option strategy premiums are lower at the moment.

He loves the strategy. They are consistently taking in yield in the fund and then pay out 6%. The US exposure has hurt them a little over the last year. Option strategy premiums are lower at the moment.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.200
Owned
Yes
HOLD
HOLD
September 18, 2017

It has a book value of $17 and is trading at half that. The numbers are compelling but there is a credibility issue with management that has to be rebuilt. He would hold. The balance sheet is in good shape. You could buy when there is tax loss selling between week 2 in November to week 2 in December.

It has a book value of $17 and is trading at half that. The numbers are compelling but there is a credibility issue with management that has to be rebuilt. He would hold. The balance sheet is in good shape. You could buy when there is tax loss selling between week 2 in November to week 2 in December.

Josef Schachter
President, Schachter Asset Management
Price
$9.010
Owned
Unknown
HOLD
HOLD
September 18, 2017

He likes the company. He expects 22k BOE per day and 24k next year. It is trading below book value. They have good parameters on a value basis. The management is very well received. It could be a double in the next year or could go down before the end of the year.

Spartan Energy Corp (SPE-T)
September 18, 2017

He likes the company. He expects 22k BOE per day and 24k next year. It is trading below book value. They have good parameters on a value basis. The management is very well received. It could be a double in the next year or could go down before the end of the year.

Josef Schachter
President, Schachter Asset Management
Price
$6.250
Owned
Unknown
WATCH
WATCH
September 18, 2017

A lot of the drilling stocks are cheap. Book value is $4.99 so it is trading very cheap. It could go to a $1.20. During the next bull market it could be a $12 stock. You want to own it and sometime in the fourth quarter will be the time to buy it.

Trinidad Drilling Ltd (TDG-T)
September 18, 2017

A lot of the drilling stocks are cheap. Book value is $4.99 so it is trading very cheap. It could go to a $1.20. During the next bull market it could be a $12 stock. You want to own it and sometime in the fourth quarter will be the time to buy it.

Josef Schachter
President, Schachter Asset Management
Price
$1.750
Owned
Unknown
WEAK BUY
WEAK BUY
September 18, 2017

Lots of people like to own it because it is a big cap, but they don’t make a lot of money. It does not have the leverage to the upside like others. It is a conservative holding, it is stable. The stock does not reward shareholders very well and he prefers SU-T

Imperial Oil (IMO-T)
September 18, 2017

Lots of people like to own it because it is a big cap, but they don’t make a lot of money. It does not have the leverage to the upside like others. It is a conservative holding, it is stable. The stock does not reward shareholders very well and he prefers SU-T

Josef Schachter
President, Schachter Asset Management
Price
$38.340
Owned
Unknown