Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 13, 2019
A yield of almost 9% and almost all a return of capital? There will be negative impacts on the US healthcare sector. The covered call strategy yields a return as a capital gain. He deferred the callers's question to the manager of the ETF. He thinks this is a good way to get yield in this sector if this is what you want.
A yield of almost 9% and almost all a return of capital? There will be negative impacts on the US healthcare sector. The covered call strategy yields a return as a capital gain. He deferred the callers's question to the manager of the ETF. He thinks this is a good way to get yield in this sector if this is what you want.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.280
Owned
Unknown
WATCH
WATCH
May 13, 2019
Broad exposure to Canadian ETFs. It is close to all time highs and so is not attractive. This is not the time to buy it. It would be more attractive at the lows of last year.
Broad exposure to Canadian ETFs. It is close to all time highs and so is not attractive. This is not the time to buy it. It would be more attractive at the lows of last year.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$21.910
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
May 13, 2019
There is some market risk in the overall market. It is an all cash deal. You will get $31 for it. There is a 4% difference between market and the deal. If you can do better than 4% somewhere else with a similar degree of risk, then you should sell. He would take some money off the table.
There is some market risk in the overall market. It is an all cash deal. You will get $31 for it. There is a 4% difference between market and the deal. If you can do better than 4% somewhere else with a similar degree of risk, then you should sell. He would take some money off the table.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$29.610
Owned
Unknown
WATCH
WATCH
May 13, 2019
It is a single inverse short ETF to the Russell 2000, no leverage. He is currently short the NAZDAQ. This ETF made a top with the market. If the current support in the Russell 2000 breaks than we could easily see the December lows in the market.
It is a single inverse short ETF to the Russell 2000, no leverage. He is currently short the NAZDAQ. This ETF made a top with the market. If the current support in the Russell 2000 breaks than we could easily see the December lows in the market.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$151.630
Owned
No
WATCH
WATCH
May 13, 2019
MOO-N is some of the grains and meats and is an overall agricultural play.
MOO-N is some of the grains and meats and is an overall agricultural play.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$61.610
Owned
Unknown
BUY
BUY
May 13, 2019
The financial sector in the US has been unloved. But they are not the same as in 2007. They are not exposed to sub-prime debt and are more regulated. They are trading at good multiples. He uses XLF-N to play the banks. Everyone has rushed into bond funds but he thinks that has been overdone. ZBK-T is a wonderful way to play the correction to the overdone movement into bonds.
The financial sector in the US has been unloved. But they are not the same as in 2007. They are not exposed to sub-prime debt and are more regulated. They are trading at good multiples. He uses XLF-N to play the banks. Everyone has rushed into bond funds but he thinks that has been overdone. ZBK-T is a wonderful way to play the correction to the overdone movement into bonds.
Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$25.930
Owned
No
BUY
BUY
May 13, 2019
Park US$ up to a year – where? BIL has a low MER and a yield to maturity of 2.4%. If you look further out he thinks the bond market further out is at risk.
Park US$ up to a year – where? BIL has a low MER and a yield to maturity of 2.4%. If you look further out he thinks the bond market further out is at risk.
Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$91.490
Owned
Unknown