Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 22, 2018

Marijuana. If you are going to play the sector it is a momentum trade and the ETF is the way to go. The sector is tremendously ahead of itself and there is a lot of speculation in these stocks. We will not know for a year after it becomes legal, how these companies are going to do. You could get a lot of price volatility.

Marijuana. If you are going to play the sector it is a momentum trade and the ETF is the way to go. The sector is tremendously ahead of itself and there is a lot of speculation in these stocks. We will not know for a year after it becomes legal, how these companies are going to do. You could get a lot of price volatility.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$23.790
Owned
No
COMMENT
COMMENT
January 22, 2018

Where to Park. There is a ‘fear-of-missing-out’ trade. Canada is not the place to put your money at this point. Options might be one way to put your money to work. You can write a put on the S&P out 1 year to buy it 10% lower. You could take in a 2.5% yield while you wait. Or you could be patient and wait for opportunities to present themselves. ZWU-T which he talked about on the same show is another option for a third of your cash.

CASH (CASH)
January 22, 2018

Where to Park. There is a ‘fear-of-missing-out’ trade. Canada is not the place to put your money at this point. Options might be one way to put your money to work. You can write a put on the S&P out 1 year to buy it 10% lower. You could take in a 2.5% yield while you wait. Or you could be patient and wait for opportunities to present themselves. ZWU-T which he talked about on the same show is another option for a third of your cash.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.010
Owned
Yes
DON'T BUY
DON'T BUY
January 22, 2018

It is in the falling knife phase. It is a speculation and it could be time to dollar cost average. With the markets so strong right now, what will happen to this stock in the next recession. For the deep value investor it may be worth putting a percent or two into this.

General Electric (GE-N)
January 22, 2018

It is in the falling knife phase. It is a speculation and it could be time to dollar cost average. With the markets so strong right now, what will happen to this stock in the next recession. For the deep value investor it may be worth putting a percent or two into this.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$16.170
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 22, 2018

It is in all the portfolios he manages. It is pipelines, utilities and telcos. It is 70% Canadian / 30% US. They write covered calls to enhance yield to 6-6.5%. Because of all the yields carrying a lot of debt on their balance sheets it is very interest rate sensitive. You get a bit of a shock as they start to raise interest rates. It will stay in a trading range of $13 to $14.25 for some time. He has been nibbling for some time.

It is in all the portfolios he manages. It is pipelines, utilities and telcos. It is 70% Canadian / 30% US. They write covered calls to enhance yield to 6-6.5%. Because of all the yields carrying a lot of debt on their balance sheets it is very interest rate sensitive. You get a bit of a shock as they start to raise interest rates. It will stay in a trading range of $13 to $14.25 for some time. He has been nibbling for some time.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.410
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 22, 2018

(A Top Pick Jan 3/17, Up 17%) It is 50% US and Canadian retail is really starting to kick in. They will take a hit in the upcoming quarter in the US and then have ongoing 2-3% higher earnings going forward on the tax cuts.

Toronto Dominion (TD-T)
January 22, 2018

(A Top Pick Jan 3/17, Up 17%) It is 50% US and Canadian retail is really starting to kick in. They will take a hit in the upcoming quarter in the US and then have ongoing 2-3% higher earnings going forward on the tax cuts.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$74.410
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 22, 2018

(A Top Pick Jan 3/17, Up 10%) You only have an analyst day when you have a lot to say. They have electric car charging station in Europe. People will still go into their convenience stores with electric cars becoming more popular.

(A Top Pick Jan 3/17, Up 10%) You only have an analyst day when you have a lot to say. They have electric car charging station in Europe. People will still go into their convenience stores with electric cars becoming more popular.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$66.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 22, 2018

(A Top Pick Jan 3/17, Down 51%) They have not done anything wrong except to be a natural gas producer. If you have a long enough horizon and want to stick in at what looks like the bottom you will be okay. There is not much downside from here.

(A Top Pick Jan 3/17, Down 51%) They have not done anything wrong except to be a natural gas producer. If you have a long enough horizon and want to stick in at what looks like the bottom you will be okay. There is not much downside from here.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$4.300
Owned
Yes