Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 18, 2018

ZWH-T & ZPW-T are a defensive strategy but what is the favourite go to strategy for the S&P 500. VTI-N is the ETF that echoes this strategy.

ZWH-T & ZPW-T are a defensive strategy but what is the favourite go to strategy for the S&P 500. VTI-N is the ETF that echoes this strategy.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$143.990
Owned
Unknown
COMMENT
COMMENT
June 18, 2018

If you want to replace it, he would look at ZWU-T because it gives you all the Telco's. It gives you a couple in the US as well as pipelines and utilities. He is not looking for a lot more downside. It pays north of 6%.

BCE Inc. (BCE-T)
June 18, 2018

If you want to replace it, he would look at ZWU-T because it gives you all the Telco's. It gives you a couple in the US as well as pipelines and utilities. He is not looking for a lot more downside. It pays north of 6%.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$54.030
Owned
Unknown
DON'T BUY
DON'T BUY
June 18, 2018

He doesn't see the Gap different from other garment retailers; it's not special. He owns Lululemon instead, who have enjoyed strong growth. Go for growth. Gap is a laggard. TJX is interesting.

Gap (GPS-N)
June 18, 2018

He doesn't see the Gap different from other garment retailers; it's not special. He owns Lululemon instead, who have enjoyed strong growth. Go for growth. Gap is a laggard. TJX is interesting.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$32.540
Owned
No
DON'T BUY
DON'T BUY
June 18, 2018

He's not positive on cars as a whole now. Electrification is a trend, yes. There will be more e-cars, batteries and maybe hybrids. That said, Tesla needs to raise capital constantly and and has no plans to create cash flow. Can Elon Musk succeed? He's innovative, so it's possible. But the car space is too risky for him. How big will be the car market be in light of ride-sharing? Car sales may even shrink in the future. (However, battery technology is attractive.)

He's not positive on cars as a whole now. Electrification is a trend, yes. There will be more e-cars, batteries and maybe hybrids. That said, Tesla needs to raise capital constantly and and has no plans to create cash flow. Can Elon Musk succeed? He's innovative, so it's possible. But the car space is too risky for him. How big will be the car market be in light of ride-sharing? Car sales may even shrink in the future. (However, battery technology is attractive.)

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$370.830
Owned
No
WATCH
WATCH
June 18, 2018

He's watching it. On their conference call Q1 there was a major misunderstanding about the guidance they gave; no, they haven't hit their peak for the year. Rather they reached the high point on their margin percentage. The street reacted negatively and sold. It was astonishing. A fine company, but he's not sure this is the best company in this space and there's a lot of competition here.

Caterpillar (CAT-N)
June 18, 2018

He's watching it. On their conference call Q1 there was a major misunderstanding about the guidance they gave; no, they haven't hit their peak for the year. Rather they reached the high point on their margin percentage. The street reacted negatively and sold. It was astonishing. A fine company, but he's not sure this is the best company in this space and there's a lot of competition here.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$148.680
Owned
No
WATCH
WATCH
June 18, 2018

He's watching it. Everybody needs their services as a ratings agency. Moodys Analytics has good upside, because banks are recommending this service. Moodys and S&P are similar companies and both on his watch list. A fine company.

Moody's Corp. (MCO-N)
June 18, 2018

He's watching it. Everybody needs their services as a ratings agency. Moodys Analytics has good upside, because banks are recommending this service. Moodys and S&P are similar companies and both on his watch list. A fine company.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$175.160
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 18, 2018

A fine company he once owned. Semiconductors have had an enormous run until recently and are taking a break over the summer. Nothing wrong with that, not unusual. Enter this space in September or October. What will end this cycle
is a recession.

KLA-Tencor (KLAC-Q)
June 18, 2018

A fine company he once owned. Semiconductors have had an enormous run until recently and are taking a break over the summer. Nothing wrong with that, not unusual. Enter this space in September or October. What will end this cycle
is a recession.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$112.050
Owned
No