Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 30, 2017

He prefers to play the broad space rather than figure out who wins the race. He prefers the HMMJ-T ETF. We are close to a market high so he thinks the market risk is high. The next broader market correction will pull this one back. He would keep your powder dry. In a 10% allocation to speculation he would put 1% in Marijuana. Maybe 3 or 4 if you are really speculative. He would prefer speculating more in AI.

Aphria Inc (APHA-T)
October 30, 2017

He prefers to play the broad space rather than figure out who wins the race. He prefers the HMMJ-T ETF. We are close to a market high so he thinks the market risk is high. The next broader market correction will pull this one back. He would keep your powder dry. In a 10% allocation to speculation he would put 1% in Marijuana. Maybe 3 or 4 if you are really speculative. He would prefer speculating more in AI.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.290
Owned
Unknown
DON'T BUY
DON'T BUY
October 30, 2017

A double leverage natural gas ETF. He would not hold for the long term. Go for HNY-T as you lose 3-5% per month based on losses in the nature of the futures contracts in the leveraged ETF. He also likes the Junior Natural Gas ETF ZJN-T for longer term.

A double leverage natural gas ETF. He would not hold for the long term. Go for HNY-T as you lose 3-5% per month based on losses in the nature of the futures contracts in the leveraged ETF. He also likes the Junior Natural Gas ETF ZJN-T for longer term.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$4.980
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
October 30, 2017

Preferreds and dividend payers. It is a great holding bu concentrated in the sector. It is at all time highs. He is reducing his exposure to the financial sector now. If it goes higher he would reduce more.

Preferreds and dividend payers. It is a great holding bu concentrated in the sector. It is at all time highs. He is reducing his exposure to the financial sector now. If it goes higher he would reduce more.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.550
Owned
Unknown
WATCH
WATCH
October 30, 2017

There is froth in the sector and he would wait for a 20% minimum pullback before nibbling at these companies. We should get a correction and you should buy the correction.

There is froth in the sector and he would wait for a 20% minimum pullback before nibbling at these companies. We should get a correction and you should buy the correction.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$38.960
Owned
Unknown
BUY
BUY
October 30, 2017

He likes it long term and would own more if it was cheaper. They are having to reinvest and it is hurting margins. He does not know short term and it is reasonably fully valued, but he likes the business long term. They are good at doing M&A and taking costs out. They are a royalty model so they care about growth in absolute units.

He likes it long term and would own more if it was cheaper. They are having to reinvest and it is hurting margins. He does not know short term and it is reasonably fully valued, but he likes the business long term. They are good at doing M&A and taking costs out. They are a royalty model so they care about growth in absolute units.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$82.840
Owned
Yes
TOP PICK
TOP PICK
October 30, 2017

They have grown 50% a year. Last year they had an execution issue and dropped their guidance. He found they were growing too aggressively and it was irritating customers. People didn’t understand this was the problem. Over the last two quarters they have been beating expectations. They are at 20% free cash flow growth now. (Analysts’ target: $165.00).

They have grown 50% a year. Last year they had an execution issue and dropped their guidance. He found they were growing too aggressively and it was irritating customers. People didn’t understand this was the problem. Over the last two quarters they have been beating expectations. They are at 20% free cash flow growth now. (Analysts’ target: $165.00).

Jordan McNamee
Portfolio Manager, Cambridge Global Asset Management
Price
$147.570
Owned
Yes
TOP PICK
TOP PICK
October 30, 2017

It is all online. He likes it because it has a terrific brand but de-rated significantly due to BREXIT, consumer confidence and residual values of cars in the UK. You can buy it at a price where it makes sense. (Analysts’ target: 430 pounds).

It is all online. He likes it because it has a terrific brand but de-rated significantly due to BREXIT, consumer confidence and residual values of cars in the UK. You can buy it at a price where it makes sense. (Analysts’ target: 430 pounds).

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$0.000
Owned
Yes