Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 17, 2018

ZWB-T vs. ZEB-T. ZEB-T gives you the max growth of the 6 banks. ZWB-T enhances your yield and is more defensive. The covered call strategies have a little higher MER. The difference between them is the implied volatility.

ZWB-T vs. ZEB-T. ZEB-T gives you the max growth of the 6 banks. ZWB-T enhances your yield and is more defensive. The covered call strategies have a little higher MER. The difference between them is the implied volatility.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.720
Owned
Unknown
COMMENT
COMMENT
September 17, 2018

ZWB-T vs. ZEB-T. ZEB-T gives you the max growth of the 6 banks. ZWB-T enhances your yield and is more defensive. The covered call strategies have a little higher MER. The difference between them is the implied volatility.

ZWB-T vs. ZEB-T. ZEB-T gives you the max growth of the 6 banks. ZWB-T enhances your yield and is more defensive. The covered call strategies have a little higher MER. The difference between them is the implied volatility.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.230
Owned
Unknown
DON'T BUY
DON'T BUY
September 17, 2018

They are making a secondary offering that dilutes the share price. This stock has been falling for a number of years. It is a huge dividend payer. It is unsustainable. He thinks it has to be cut in a half or a third. He would not touch it.

Altagas Ltd (ALA-T)
September 17, 2018

They are making a secondary offering that dilutes the share price. This stock has been falling for a number of years. It is a huge dividend payer. It is unsustainable. He thinks it has to be cut in a half or a third. He would not touch it.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$22.380
Owned
Unknown
WATCH
WATCH
September 17, 2018

Great quality dividend paying stocks with a covered call overlay. He loves the strategy. It owns banks, energy companies and insurance companies. The TSX could fall 3-5% over the next months and that is another place to come into it.

Great quality dividend paying stocks with a covered call overlay. He loves the strategy. It owns banks, energy companies and insurance companies. The TSX could fall 3-5% over the next months and that is another place to come into it.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$19.120
Owned
Yes
DON'T BUY
DON'T BUY
September 17, 2018

ZBK-T vs. ZUB-T. ZBK has exposure with US$ and ZUB has the currency hedged. He does not love US banks however.

ZBK-T vs. ZUB-T. ZBK has exposure with US$ and ZUB has the currency hedged. He does not love US banks however.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$28.160
Owned
Unknown
DON'T BUY
DON'T BUY
September 17, 2018

ZBK-T vs. ZUB-T. ZBK has exposure with US$ and ZUB has the currency hedged. He does not love US banks however.

ZBK-T vs. ZUB-T. ZBK has exposure with US$ and ZUB has the currency hedged. He does not love US banks however.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.220
Owned
Unknown
COMMENT
COMMENT
September 17, 2018

What's the effect of interest rates rising is a good thing for insurance companies? Good, because higher rates boost the bottom line quickly. Also, the hedging costs decrease.

Manulife Financial (MFC-T)
September 17, 2018

What's the effect of interest rates rising is a good thing for insurance companies? Good, because higher rates boost the bottom line quickly. Also, the hedging costs decrease.

Douglas Kee
Chief Investment Officer, Leon Frazer & Associates
Price
$23.040
Owned
Unknown