Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
September 25, 2017

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.

Imperial Oil(IMO-T)
September 25, 2017

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$39.550
Owned
Unknown
DON'T BUY
DON'T BUY
September 25, 2017

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.

Exxon Mobil(XOM-N)
September 25, 2017

IMO-T vs. XOM-N.  Oil is not going to take off in a big way but he has been buying oil on weakness over the last while.  However he is now thinking of reducing his weight in oil.  Now is not the time to step in.  He would tend to stick with Canadian because of currency risk.  They are getting over bought.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$80.980
Owned
Unknown
WATCH
WATCH
September 25, 2017

A laddered bond portfolio.  He likes it.  Each ETF provider’s version has had bad performance over the last few months because short term yields are seen as rising.  The risk is if the BOC is more aggressively tightening.  You want to wait until after the next announcement when there may be another pull back and then perhaps get in.

A laddered bond portfolio.  He likes it.  Each ETF provider’s version has had bad performance over the last few months because short term yields are seen as rising.  The risk is if the BOC is more aggressively tightening.  You want to wait until after the next announcement when there may be another pull back and then perhaps get in.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.500
Owned
Unknown
HOLD
HOLD
September 25, 2017

The decline over the summer was all currency.  If North Korea escalates, the US$ could shoot up and then you would get an increase in the ETF.

The decline over the summer was all currency.  If North Korea escalates, the US$ could shoot up and then you would get an increase in the ETF.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.700
Owned
Unknown
BUY
BUY
September 25, 2017

Writes put options across many sectors.  The decline over the summer was all currency.  You might want to go to ZPH-T if the dollar gets down to a $0.80 dollar.  It has not had the down move of ZPW-T.

BMO US Put Write ETF(ZPW-T)
September 25, 2017

Writes put options across many sectors.  The decline over the summer was all currency.  You might want to go to ZPH-T if the dollar gets down to a $0.80 dollar.  It has not had the down move of ZPW-T.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$17.650
Owned
Unknown
BUY
BUY
September 25, 2017

One of the only retailers that is AMZN-Q proof.  It is a tough one for a value investor to buy.  You have to be careful if they ever did disappoint.  You have to keep your eye on it.  The valuations are way too high for his style of investing.

Dollarama Inc.(DOL-T)
September 25, 2017

One of the only retailers that is AMZN-Q proof.  It is a tough one for a value investor to buy.  You have to be careful if they ever did disappoint.  You have to keep your eye on it.  The valuations are way too high for his style of investing.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$136.270
Owned
No
BUY
BUY
September 25, 2017

A great little company.  Volumes have been growing steadily for the last few years.  Huge barriers to entry.  Great margins and cash flow.  They are building a new plant because of expected further huge growth in volumes.

Ten Peaks Coffee Co(TPK-T)
September 25, 2017

A great little company.  Volumes have been growing steadily for the last few years.  Huge barriers to entry.  Great margins and cash flow.  They are building a new plant because of expected further huge growth in volumes.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$6.540
Owned
Unknown