Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 17, 2018
It writes puts 10-20% below market puts to generate yield on great companies. If the market sells off they own the stock. They then sell the stock and re-write the put. It is not an opposite not the S&P and not a hedged product. HXS-T gives you an inverse to the S&P 500.
It writes puts 10-20% below market puts to generate yield on great companies. If the market sells off they own the stock. They then sell the stock and re-write the put. It is not an opposite not the S&P and not a hedged product. HXS-T gives you an inverse to the S&P 500.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$17.450
Owned
Unknown
BUY
BUY
December 17, 2018
Once the dividend gets above 6-8% it is a red flag bit in pipeline trusts, almost none of the tax is paid at the corporate level and profits are passed on to the investor and that is why the yields are so high. US pipelines are full for years and years to come. This is a low risk way to play US pipelines.
Alerian MLP ETF (AMLP-N)
December 17, 2018
Once the dividend gets above 6-8% it is a red flag bit in pipeline trusts, almost none of the tax is paid at the corporate level and profits are passed on to the investor and that is why the yields are so high. US pipelines are full for years and years to come. This is a low risk way to play US pipelines.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$9.230
Owned
Yes
WATCH
WATCH
December 17, 2018
India fund. India has a way better potential than China in terms of growth over the next decade or two. The currency is a big risk. You will lose about 5% a year. Look at what India did during the last downturn to get a sense of what it could do in the future. But don’t add here.
India fund. India has a way better potential than China in terms of growth over the next decade or two. The currency is a big risk. You will lose about 5% a year. Look at what India did during the last downturn to get a sense of what it could do in the future. But don’t add here.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$25.210
Owned
Unknown
STRONG BUY
STRONG BUY
December 17, 2018
They announced results a week ago with production up. The balance sheet is in good shape, they have no debt, and production is up. Next year they will bring another discovery online (Q2). The stock is quite cheap. It is on his action alert buy list.
SDX Energy Inc. (SDX-LN)
December 17, 2018
They announced results a week ago with production up. The balance sheet is in good shape, they have no debt, and production is up. Next year they will bring another discovery online (Q2). The stock is quite cheap. It is on his action alert buy list.
Josef Schachter
President, Schachter Asset Management
Price
$0.690
Owned
Yes
STRONG BUY
STRONG BUY
December 17, 2018
It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
Tourmaline Oil Corp (TOU-T)
December 17, 2018
It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
Josef Schachter
President, Schachter Asset Management
Price
$16.220
Owned
Yes
DON'T BUY
DON'T BUY
December 17, 2018
He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth.
Obsidian Energy (OBE-T)
December 17, 2018
He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth.
Josef Schachter
President, Schachter Asset Management
Price
$0.590
Owned
Unknown
BUY
BUY
December 17, 2018
It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
Delphi Energy Corp. (DEE-T)
December 17, 2018
It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
Josef Schachter
President, Schachter Asset Management
Price
$0.380
Owned
Unknown