Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 14, 2019
XUS-T Vs. XSP-T. They are S&P exposure, hedged and unhedged. It is a currency call. He thinks the Canadian $ will weaken into the next recession as it has in past recessions. $0.70 is within reach. The closer to 78 cents, you want that hedging. He will add back below that to his US exposure and it will be unhedged.
XUS-T Vs. XSP-T. They are S&P exposure, hedged and unhedged. It is a currency call. He thinks the Canadian $ will weaken into the next recession as it has in past recessions. $0.70 is within reach. The closer to 78 cents, you want that hedging. He will add back below that to his US exposure and it will be unhedged.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$42.650
Owned
Unknown
COMMENT
COMMENT
January 14, 2019
XUS-T Vs. XSP-T. They are S&P exposure, hedged and unhedged. It is a currency call. He thinks the Canadian $ will weaken into the next recession as it has in past recessions. $0.70 is within reach. The closer to 78 cents, you want that hedging. He will add back below that to his US exposure and it will be unhedged.
XUS-T Vs. XSP-T. They are S&P exposure, hedged and unhedged. It is a currency call. He thinks the Canadian $ will weaken into the next recession as it has in past recessions. $0.70 is within reach. The closer to 78 cents, you want that hedging. He will add back below that to his US exposure and it will be unhedged.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$28.830
Owned
Unknown
COMMENT
COMMENT
January 14, 2019

It is smaller oil and gas plays. Junior oils. 25% Canada and the rest is US. Compared to US large cap ETFs like IYE-N: As the price of oil is going down, both fell but small caps fell more than larger caps. He is okay with smaller caps. It is not investible yet.

It is smaller oil and gas plays. Junior oils. 25% Canada and the rest is US. Compared to US large cap ETFs like IYE-N: As the price of oil is going down, both fell but small caps fell more than larger caps. He is okay with smaller caps. It is not investible yet.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$9.320
Owned
Unknown
STRONG BUY
STRONG BUY
January 14, 2019
ZZZD-T plays the ZWU-T, ZWC-T and so on so it is actively managed, aiming for a 4% yield See today's educational segment.
ZZZD-T plays the ZWU-T, ZWC-T and so on so it is actively managed, aiming for a 4% yield See today's educational segment.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.070
Owned
Yes
BUY
BUY
January 14, 2019
It is the healthcare leaders strategy ETF, actively managed with a covered call overlay. He sees a yield of about 9% but the holdings yield 3-4% so the rest is from the options strategy. The yield is sustainable if the managers know what they are doing. He likes the exposure and what they are trying to do.
It is the healthcare leaders strategy ETF, actively managed with a covered call overlay. He sees a yield of about 9% but the holdings yield 3-4% so the rest is from the options strategy. The yield is sustainable if the managers know what they are doing. He likes the exposure and what they are trying to do.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.820
Owned
Unknown
DON'T BUY
DON'T BUY
January 14, 2019
Their core business of boxing and shipping stuff is not making money. This is not why you buy AMZN-Q. It is because they are a disruptor. Buy it when it gets beaten silly. He would not touch it today. Below $1000 it might be a buy.
Amazon.com(AMZN-Q)
January 14, 2019
Their core business of boxing and shipping stuff is not making money. This is not why you buy AMZN-Q. It is because they are a disruptor. Buy it when it gets beaten silly. He would not touch it today. Below $1000 it might be a buy.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$1617.210
Owned
Unknown
STRONG BUY
STRONG BUY
January 14, 2019
In a registered account, the distribution has no tax treatment. In RIFF situations it is treated as all income. 20% is Canadian exposed and gets the benefit of the dividend tax credit. There is a component of income as well as dividend yield from the fund.
In a registered account, the distribution has no tax treatment. In RIFF situations it is treated as all income. 20% is Canadian exposed and gets the benefit of the dividend tax credit. There is a component of income as well as dividend yield from the fund.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.070
Owned
Yes