Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 27, 2018

High dividend paying utilities and telcos, 30% international. He is not adding here. He did so a couple of months back. He likes the strategy. In a market downtown, everything falls but utilities fall a lot less. The distribution could change over time due to volatility of its holdings.

High dividend paying utilities and telcos, 30% international. He is not adding here. He did so a couple of months back. He likes the strategy. In a market downtown, everything falls but utilities fall a lot less. The distribution could change over time due to volatility of its holdings.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$12.955
Owned
Yes
DON'T BUY
DON'T BUY
August 27, 2018

It is a high momentum consumer cyclical. Consumer cyclicals, especially the high fliers are typically the ones that get crushed when we pull back.

It is a high momentum consumer cyclical. Consumer cyclicals, especially the high fliers are typically the ones that get crushed when we pull back.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$75.350
Owned
Unknown
WEAK BUY
WEAK BUY
August 27, 2018

XDV-T vs. ZWC-T. Most stocks in those two indexes are similar. ZWC-T has a covered call overlay. XDV-T is more sector concentrated. He advocates that if you are in the market late in the investment cycle you want to be in a covered call strategy. It gives you a smoother ride.

XDV-T vs. ZWC-T. Most stocks in those two indexes are similar. ZWC-T has a covered call overlay. XDV-T is more sector concentrated. He advocates that if you are in the market late in the investment cycle you want to be in a covered call strategy. It gives you a smoother ride.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$25.100
Owned
Unknown
BUY
BUY
August 27, 2018

XDV-T vs. ZWC-T. Most stocks in those two indexes are similar. ZWC-T has a covered call overlay. XDV-T is more sector concentrated. He advocates that if you are in the market late in the investment cycle you want to be in a covered call strategy. It gives you a smoother ride.

XDV-T vs. ZWC-T. Most stocks in those two indexes are similar. ZWC-T has a covered call overlay. XDV-T is more sector concentrated. He advocates that if you are in the market late in the investment cycle you want to be in a covered call strategy. It gives you a smoother ride.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.600
Owned
Unknown
DON'T BUY
DON'T BUY
August 27, 2018

US exposure, total US market. There is no currency hedge. The US dollar has been relatively strong relative to the Canadian. The US market is the most expensive in the world and over the next 10 years it may underperform emerging markets. He would look at ZPW-T instead.

US exposure, total US market. There is no currency hedge. The US dollar has been relatively strong relative to the Canadian. The US market is the most expensive in the world and over the next 10 years it may underperform emerging markets. He would look at ZPW-T instead.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$52.720
Owned
Unknown
BUY
BUY
August 27, 2018

It is a tech name that has done very well. Overall his view is positive over the longer term. The world is going more online. It makes it easier for smaller companies to sell wares online. It might have some pretty big gyrations but he is positive longer term.

Shopify Inc. (SHOP-T)
August 27, 2018

It is a tech name that has done very well. Overall his view is positive over the longer term. The world is going more online. It makes it easier for smaller companies to sell wares online. It might have some pretty big gyrations but he is positive longer term.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$186.400
Owned
Unknown
HOLD
HOLD
August 27, 2018

He says it is a hold because of the regulatory environment. There is not another option for small businesses to go to to advertize because of the number of users. If they can keep chipping away at the revenue per user, it will be positive. There could be some regulatory pressures as we head into mid-term elections.

Facebook (FB-Q)
August 27, 2018

He says it is a hold because of the regulatory environment. There is not another option for small businesses to go to to advertize because of the number of users. If they can keep chipping away at the revenue per user, it will be positive. There could be some regulatory pressures as we head into mid-term elections.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$177.460
Owned
Yes