Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 15, 2018

High dividend covered call telcos and utilities, 70% Canadian, 30% US. He really likes it. These tend to underperform during rising interest rates. Banks do a bit better (ZWB-T (covered Call Banks)/ZWE-T) in this environment. He likes them paired with ZWU-T. He owns no Canadian banks right now.

High dividend covered call telcos and utilities, 70% Canadian, 30% US. He really likes it. These tend to underperform during rising interest rates. Banks do a bit better (ZWB-T (covered Call Banks)/ZWE-T) in this environment. He likes them paired with ZWU-T. He owns no Canadian banks right now.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$12.350
Owned
Yes
BUY
BUY
October 15, 2018

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$23.950
Owned
Unknown
BUY
BUY
October 15, 2018

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$24.120
Owned
Unknown
BUY
BUY
October 15, 2018

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

VGRO-T vs. VBAL-T vs. VCNS-T. Would the three be enough for a retirement portfolio? VGRO-T is 80% equity, 20% bonds; VBAL-T is 60% equity, 40% bonds; and VCNS-T is 40% equity, 60% bonds. Don't hold them together. They hold the same thing at different proportions and equate to VBAL-T if all held equally. Move between them as market conditions dictate.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$24.300
Owned
Unknown
DON'T BUY
DON'T BUY
October 15, 2018

Most of their revenue is from Copper. It is a base metal play. You have to watch China. China is slowing. He does not think Copper will have a big upswing any time soon. He prefers more diversification through ETFs into these spaces.

Most of their revenue is from Copper. It is a base metal play. You have to watch China. China is slowing. He does not think Copper will have a big upswing any time soon. He prefers more diversification through ETFs into these spaces.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$6.250
Owned
Unknown
HOLD
HOLD
October 15, 2018

It is the subject of a hostile takeover challenge. He thinks you should get the opinion of more under-the-hood kinds of guys. The market is trading above the takeover bid which indicates there is a possible higher bid.

MEG Energy Corp (MEG-T)
October 15, 2018

It is the subject of a hostile takeover challenge. He thinks you should get the opinion of more under-the-hood kinds of guys. The market is trading above the takeover bid which indicates there is a possible higher bid.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.530
Owned
Unknown
BUY
BUY
October 15, 2018

A declining US dollar would be good for copper. This would be the safest place to make an entry into base metals. This is a good spot to be.

A declining US dollar would be good for copper. This would be the safest place to make an entry into base metals. This is a good spot to be.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$30.720
Owned
Yes