Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 23, 2018

ZDY-T vs. ZUD-T. They are identical holdings. ZUD-T has a currency hedge. He buys ZDY-T to get exposure to the US dollar as well as US dividends. If he thinks the CAD$ will get stronger, he trades to ZUD-T. You can also get ZDY.U-T to buy it in US$.

ZDY-T vs. ZUD-T. They are identical holdings. ZUD-T has a currency hedge. He buys ZDY-T to get exposure to the US dollar as well as US dividends. If he thinks the CAD$ will get stronger, he trades to ZUD-T. You can also get ZDY.U-T to buy it in US$.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$31.650
Owned
Yes
BUY
BUY
July 23, 2018

ZDY-T vs. ZUD-T. They are identical holdings. ZUD-T has a currency hedge. He buys ZDY-T to get exposure to the US dollar as well as US dividends. If he thinks the CAD$ will get stronger, he trades to ZUD-T. You can also get ZDY.U-T to buy it in US$.

ZDY-T vs. ZUD-T. They are identical holdings. ZUD-T has a currency hedge. He buys ZDY-T to get exposure to the US dollar as well as US dividends. If he thinks the CAD$ will get stronger, he trades to ZUD-T. You can also get ZDY.U-T to buy it in US$.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$24.320
Owned
Yes
BUY
BUY
July 23, 2018

ZPW-T vs. ZWH-T. ZPW-T has no capital growth – it is purely a yield play. ZWH-T can be paired to get downside protection. There is a third of the risk of the S&P-500.

ZPW-T vs. ZWH-T. ZPW-T has no capital growth – it is purely a yield play. ZWH-T can be paired to get downside protection. There is a third of the risk of the S&P-500.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.490
Owned
Unknown
BUY
BUY
July 23, 2018

ZPW-T vs. ZWH-T. ZPW-T has no capital growth – it is purely a yield play. ZWH-T can be paired to get downside protection. There is a third of the risk of the S&P-500.

ZPW-T vs. ZWH-T. ZPW-T has no capital growth – it is purely a yield play. ZWH-T can be paired to get downside protection. There is a third of the risk of the S&P-500.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$20.620
Owned
Unknown
BUY
BUY
July 23, 2018

Compared to ZWA-T, it has a covered call overlay also and they have performed pretty identically. If you go back more than 3-5 years then HBF-T has underperformed. Either one are strategies he would like to own.

Compared to ZWA-T, it has a covered call overlay also and they have performed pretty identically. If you go back more than 3-5 years then HBF-T has underperformed. Either one are strategies he would like to own.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$9.300
Owned
No
HOLD
HOLD
July 23, 2018

Utilities in general are cyclical and linked highly to interest rates. We don’t have to worry too much about yields going too high. But he does not see much scope for growth in the stock for two years. ZWU-T would add some diversification while leaving you exposed to this sector. Both tickers are similar on a chart.

Emera Inc (EMA-T)
July 23, 2018

Utilities in general are cyclical and linked highly to interest rates. We don’t have to worry too much about yields going too high. But he does not see much scope for growth in the stock for two years. ZWU-T would add some diversification while leaving you exposed to this sector. Both tickers are similar on a chart.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$42.240
Owned
Unknown
HOLD
HOLD
July 23, 2018

This is the most important sector from a business and government safety point of view. It is overvalued right now and could be subject to recessions or corrections.

This is the most important sector from a business and government safety point of view. It is overvalued right now and could be subject to recessions or corrections.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$26.430
Owned
Unknown