Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 12, 2018

There are companies with less systemic risk and more global diversification. They are a bit more sleep-at-night. The stocks are more interest rate sensitive. He would be shifting into lower volatility. Once the market falls 20-25% you should move to full beta exposure.

There are companies with less systemic risk and more global diversification. They are a bit more sleep-at-night. The stocks are more interest rate sensitive. He would be shifting into lower volatility. Once the market falls 20-25% you should move to full beta exposure.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.900
Owned
Unknown
COMMENT
COMMENT
February 12, 2018

It is a straight pass-through of distributions. When an ETF has a fixed distribution that is higher than what is in it, then you are getting some of your own capital in your distribution and the ETF provider could alter it.

It is a straight pass-through of distributions. When an ETF has a fixed distribution that is higher than what is in it, then you are getting some of your own capital in your distribution and the ETF provider could alter it.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.400
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 12, 2018

If you are bullish on a late cycle it is probably okay to buy on this on a pullback. He does not like late cycle inflationary plays. You could buy it for a bounce over the next couple of months, however. It will not do well if we go into a recession.

Franco-Nevada Corp. (FNV-T)
February 12, 2018

If you are bullish on a late cycle it is probably okay to buy on this on a pullback. He does not like late cycle inflationary plays. You could buy it for a bounce over the next couple of months, however. It will not do well if we go into a recession.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$89.190
Owned
Unknown
BUY
BUY
February 12, 2018

It is fine but why not go to a diversified source of dividends. ZWC-T is a basket of the best of the dividends plus a covered call overlay. You could also go for a foreign ETF but dividends are taxable.

It is fine but why not go to a diversified source of dividends. ZWC-T is a basket of the best of the dividends plus a covered call overlay. You could also go for a foreign ETF but dividends are taxable.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$27.210
Owned
Unknown
BUY
BUY
February 12, 2018

You get 6-7% return. It holds European dividend stocks with a covered call strategy. The risk is market risk but you can feel fairly safe with this one. He bought last week during the weakness.

You get 6-7% return. It holds European dividend stocks with a covered call strategy. The risk is market risk but you can feel fairly safe with this one. He bought last week during the weakness.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.910
Owned
Yes
BUY
BUY
February 12, 2018

6.49% yield. You aren’t getting your own money back. It is dividends plus covered call exposure.

6.49% yield. You aren’t getting your own money back. It is dividends plus covered call exposure.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.040
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 12, 2018

He likes it. It is in his action alert buy list. It is trading very, very cheaply. They are getting a lot of demand for their rigs. These stocks have been devastated and they have low debt. The balance sheet is in good shape relative to peers.

He likes it. It is in his action alert buy list. It is trading very, very cheaply. They are getting a lot of demand for their rigs. These stocks have been devastated and they have low debt. The balance sheet is in good shape relative to peers.

Josef Schachter
President, Schachter Asset Management
Price
$1.690
Owned
Yes