Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 11, 2019
Equal weight US bank with a currency hedge. The yield curve will invert sometime next year and then banks won't make money. Don’t put new money in but you can trade them today.
Equal weight US bank with a currency hedge. The yield curve will invert sometime next year and then banks won't make money. Don’t put new money in but you can trade them today.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$27.150
Owned
Unknown
BUY
BUY
March 11, 2019
Moving from Canadian Banks. Diversification is always a good idea. With ZWU-T you add pipelines (Can and US), Telcos (Can/US), and Can and US utilities. They are all interest sensitive in a different way and the covered call overlay will give you a higher yield. Distributions are safe.
Moving from Canadian Banks. Diversification is always a good idea. With ZWU-T you add pipelines (Can and US), Telcos (Can/US), and Can and US utilities. They are all interest sensitive in a different way and the covered call overlay will give you a higher yield. Distributions are safe.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.340
Owned
Unknown
WEAK BUY
WEAK BUY
March 11, 2019
A good alternative to GICs. It is an enhanced bond ETF. US long bonds in US$ are a better bet (ZTL-N) going into a recession. ZST-T is also a way to get an enhanced yield, too.
A good alternative to GICs. It is an enhanced bond ETF. US long bonds in US$ are a better bet (ZTL-N) going into a recession. ZST-T is also a way to get an enhanced yield, too.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.170
Owned
Unknown
WAIT
WAIT
March 11, 2019
He is excited about the long term prospects from the health prospects of the industry. This is a medical play for him. He thinks they are pricing for 5 to 10 years from now. The sector will be very investible for the next decade after the next economic downturn where those with questionable outlooks will get hammered.
Aurora Cannabis (ACB-T)
March 11, 2019
He is excited about the long term prospects from the health prospects of the industry. This is a medical play for him. He thinks they are pricing for 5 to 10 years from now. The sector will be very investible for the next decade after the next economic downturn where those with questionable outlooks will get hammered.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.620
Owned
Unknown
DON'T BUY
DON'T BUY
March 11, 2019
They did a reverse split because they got down to a very low level. This is pretty normal.
They did a reverse split because they got down to a very low level. This is pretty normal.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$48.150
Owned
Unknown
BUY
BUY
March 11, 2019
The best days for them are probably about to happen. They are going to change from 60% Canadian to about 60% US production. The US is having much more success.
Encana Corp (ECA-T)
March 11, 2019
The best days for them are probably about to happen. They are going to change from 60% Canadian to about 60% US production. The US is having much more success.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$9.180
Owned
Unknown
BUY
BUY
March 11, 2019
They are in a strong position because the enterprise is moving to the cloud. They have a massive installed base. It is looking like it can support double digit revenue growth for years to come.
Microsoft (MSFT-Q)
March 11, 2019
They are in a strong position because the enterprise is moving to the cloud. They have a massive installed base. It is looking like it can support double digit revenue growth for years to come.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$112.830
Owned
Unknown