Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 7, 2018

It should be dividend income and the covered call overlay is all capital gain.  He does not see a lot of growth in the banks for next few years.  This is the best way to hold them.  He expects them to fall 25% from the peak during the next recession.  The dividends are not in jeopardy. 

It should be dividend income and the covered call overlay is all capital gain.  He does not see a lot of growth in the banks for next few years.  This is the best way to hold them.  He expects them to fall 25% from the peak during the next recession.  The dividends are not in jeopardy. 

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.910
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
May 7, 2018

It plays US FANG stocks and global internet services.  He is not aware of a Canadian ETF for this.  This is tradable if it gets back down to its lows. 

It plays US FANG stocks and global internet services.  He is not aware of a Canadian ETF for this.  This is tradable if it gets back down to its lows. 

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.140
Owned
Unknown
HOLD
HOLD
May 7, 2018

It is his favourite way to play Europe.  It is yielding 6%.  It holds the highest quality dividend paying companies.  He may reconsider it in 6 months.

It is his favourite way to play Europe.  It is yielding 6%.  It holds the highest quality dividend paying companies.  He may reconsider it in 6 months.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.680
Owned
Yes
DON'T BUY
DON'T BUY
May 7, 2018

It is looking like a value trap.  They are having to sell off assets to pay down debt from a recent acquisition, which sounded great initially but is not panning out.

It is looking like a value trap.  They are having to sell off assets to pay down debt from a recent acquisition, which sounded great initially but is not panning out.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$27.580
Owned
Unknown
DON'T BUY
DON'T BUY
May 7, 2018

They are going through a restructuring, which is a codeword for bankruptcy.  It is in the purely speculative category.  There is nothing here for common shareholders.

They are going through a restructuring, which is a codeword for bankruptcy.  It is in the purely speculative category.  There is nothing here for common shareholders.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.380
Owned
Unknown
WATCH
WATCH
May 7, 2018

It is now a pure pump company.  It is a world class company.  It has sold off and because of this.  He is taking a look at it.  He feels they have come off for temporary reasons.

It is now a pure pump company.  It is a world class company.  It has sold off and because of this.  He is taking a look at it.  He feels they have come off for temporary reasons.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$44.430
Owned
Unknown
DON'T BUY
DON'T BUY
May 7, 2018

It is doing well and so is not a buy for him.  They are doing a good job of making acquisitions and buying back shares.

It is doing well and so is not a buy for him.  They are doing a good job of making acquisitions and buying back shares.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$120.890
Owned
Unknown