Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 27, 2019
He likes equal weight. A swap is when they own a money market type of investment whose return they swap for some sort of index. You should not have to worry about it too much. In the phase of the cycle where interest rates are cut, REITs do well. When people start losing jobs and you go into recession then REITs do not do well. Look at XRE-T to see how it plays out as you approach a recession.
He likes equal weight. A swap is when they own a money market type of investment whose return they swap for some sort of index. You should not have to worry about it too much. In the phase of the cycle where interest rates are cut, REITs do well. When people start losing jobs and you go into recession then REITs do not do well. Look at XRE-T to see how it plays out as you approach a recession.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$22.150
Owned
Unknown
DON'T BUY
DON'T BUY
May 27, 2019
There are lots of ways to play copper. COPX-N is a preference for playing copper. If you believe copper is the play, then buy the whole sector and don’t try to focus on one specific stock. He is not sure this is the play right now because he does not like the base metals. China has surplus copper right now.
There are lots of ways to play copper. COPX-N is a preference for playing copper. If you believe copper is the play, then buy the whole sector and don’t try to focus on one specific stock. He is not sure this is the play right now because he does not like the base metals. China has surplus copper right now.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$18.490
Owned
Unknown
COMMENT
COMMENT
May 27, 2019
They find some of the best healthcare stocks and then write options to increase the returns. He likes what they are trying to do. The more volatility in the sector there is, the higher the option premium will be.
They find some of the best healthcare stocks and then write options to increase the returns. He likes what they are trying to do. The more volatility in the sector there is, the higher the option premium will be.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$7.580
Owned
Unknown
COMMENT
COMMENT
May 27, 2019
China controls about 90% plus of the rare earths market. It looks like there is a bottom developing. You need to see a breakout above $17.
China controls about 90% plus of the rare earths market. It looks like there is a bottom developing. You need to see a breakout above $17.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$14.480
Owned
Unknown
COMMENT
COMMENT
May 27, 2019
It is not a replacement for fixed income. They are very interest rate sensitive. There is a covered call overly to bring the yield up to 6 or even 7%. It is not risk free.
It is not a replacement for fixed income. They are very interest rate sensitive. There is a covered call overly to bring the yield up to 6 or even 7%. It is not risk free.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.680
Owned
Yes
WATCH
WATCH
May 27, 2019
He does not know the company well. From a chart prospective, it is bad until February but seems to have been building a base since. You need a catalyst in order to catch a bottom. You need some fundamental good news. You will need a significant break out before saying it is a turnaround situation.
He does not know the company well. From a chart prospective, it is bad until February but seems to have been building a base since. You need a catalyst in order to catch a bottom. You need some fundamental good news. You will need a significant break out before saying it is a turnaround situation.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.240
Owned
Unknown
COMMENT
COMMENT
May 27, 2019
A lot of the preferreds have moved to reset preferreds. Preferreds are not as defensive as they were historically. They are not as low risk as people traditionally think.
A lot of the preferreds have moved to reset preferreds. Preferreds are not as defensive as they were historically. They are not as low risk as people traditionally think.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.000
Owned
Unknown