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Latest Stock Buy or Sell?

Today, Larry Berman CFA, CMT, CTA commented about whether HUL-T, HAD-T, HBF-T, ZPW-T, ZPH-T, ZWP-T, ZWE-T are stocks to buy or sell.

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Market. There is no need to worry about Trump's latest tweets about trade with China. It is just Trump being Trump. Put yourself in China's shoes. Is there a bigger risk of US markets collapsing and Trump having to give in? He thinks you have the potential to see China say for the US to raise tariffs. He would not be surprised if China called his bluff. More tariffs are bad for the world, but he thinks this is the only way to bring China to the table.
Unknown
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Preferred Shares that have declined dramatically. There is a place for preferreds in everyone's portfolios but you have to understand the sensitivities. When rates are falling, the reset preferreds have price risk, but they are beneficial as rates rise. The reset preferreds are much more risky.
Unknown
SELL
ZWE-T vs. ZWP-T. He sold most of his ZWE-T to purchase ZWP-T, which is the same thing except he gets more exposure to the British pound and Euro. He prefers that exposure as we get close to the end of BREXIT. He is vastly underweight Europe generally.
E.T.F.'s
BUY
ZWE-T vs. ZWP-T He sold most of his ZWE-T to purchase ZWP-T, which is the same thing except he gets more exposure to the British pound and Euro. He prefers that exposure as we get close to the end of BREXIT. He is vastly underweight Europe generally.
E.T.F.'s
COMMENT
ZPH-T vs. ZPW-T. When the view is that the CAD$ is going to get weaker you don’t want to be hedged. If it is going to be stronger, then you want currency hedged.
E.T.F.'s
COMMENT
ZPH-T vs. ZPW-T. When the view is that the CAD$ is going to get weaker you don’t want to be hedged. If it is going to be stronger, then you want currency hedged.
E.T.F.'s
N/A
Return of Capital in non-registered accounts. The bad return of capital is when you earn a dividend and half of it is return of capital. Good return of capital is when a young ETF grows hugely. As dividends are coming in and the ETF is growing due to new investment by unit holders, they return some capital so everyone gets the higher dividend.
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