Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 4, 2019
The stated MER includes the MERs of the funds held by the ETF. There is no double dipping. BMo came out with a competing ETF called ZBAL-T, at 18 basis points and with a little bit less exposure to Canada. You have to know your products.
The stated MER includes the MERs of the funds held by the ETF. There is no double dipping. BMo came out with a competing ETF called ZBAL-T, at 18 basis points and with a little bit less exposure to Canada. You have to know your products.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$25.050
Owned
Unknown
DON'T BUY
DON'T BUY
March 4, 2019
Dividend exposure internationally. He prefers ZWE-T because it is currency hedged but he also has used ZWP-T to give him exposure to the Euro. He would prefer these to HEJ-T at the moment.
Dividend exposure internationally. He prefers ZWE-T because it is currency hedged but he also has used ZWP-T to give him exposure to the Euro. He would prefer these to HEJ-T at the moment.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$5.690
Owned
Unknown
WEAK BUY
WEAK BUY
March 4, 2019
He was strong on emerging markets about a month ago. This one is a high yield but denominated in local currencies. It is not US debt. It has been beaten up pretty well. It will probably do 8-10% on the yield as well as some growth and currency gains. He is playing EMLC-N big time.
He was strong on emerging markets about a month ago. This one is a high yield but denominated in local currencies. It is not US debt. It has been beaten up pretty well. It will probably do 8-10% on the yield as well as some growth and currency gains. He is playing EMLC-N big time.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$44.710
Owned
Unknown
COMMENT
COMMENT
March 4, 2019
He has a big position in pipelines. When the globe goes into recession, oil prices will fall. He prefers ZWU-T in the meantime.
Inter Pipeline(IPL-T)
March 4, 2019
He has a big position in pipelines. When the globe goes into recession, oil prices will fall. He prefers ZWU-T in the meantime.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.910
Owned
Unknown
COMMENT
COMMENT
March 4, 2019
He does know it but generally infrastructure products he is supportive of.
He does know it but generally infrastructure products he is supportive of.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.360
Owned
No
N/A
N/A
March 4, 2019

They are saying the ABX-T offer is just not good enough. It wants to stick with the plan with G-T to put together a joint venture for the Nevada assets which is really what ABX-T was after. There is key resistance at $1175 in gold. Over the last 6 months we were bottoming in August and have gathered steam ever since. Shorts scrambled to cover their positions. To go above neutral into bullish we have to get above $1375 and are due for a pullback.

Newmont Mining(NMC-T)
March 4, 2019

They are saying the ABX-T offer is just not good enough. It wants to stick with the plan with G-T to put together a joint venture for the Nevada assets which is really what ABX-T was after. There is key resistance at $1175 in gold. Over the last 6 months we were bottoming in August and have gathered steam ever since. Shorts scrambled to cover their positions. To go above neutral into bullish we have to get above $1375 and are due for a pullback.

Jon Case
Portfolio Manager, Sentry Investments
Price
$0.000
Owned
_N/A
DON'T BUY
DON'T BUY
March 4, 2019
They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.
They have had a fantastic track record on the exploration front. They bought a shut in zinc mine and then the price of zinc dropped. He would stay away from it until they delineate new zones they can extract ore from.
Jon Case
Portfolio Manager, Sentry Investments
Price
$0.750
Owned
Unknown