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Latest Stock Buy or Sell?

Today, Larry Berman CFA, CMT, CTA commented about whether VYM-N, AAPL-Q, FIE-T, HUV-T are stocks to buy or sell.

N/A
Market. A lot of people are calling for an emergency rate cut, but we are at full employment. Rate cuts at this point are pushing on a string. They are not going to work. It creates a miss-allocation of capital and bubbles. The Fed is saying they are considering negative interest rates to stimulate. We don’t want this here. The academics need to really rethink policy. There is an 80% chance of a rate hike priced into the market for July.
Unknown
DON'T BUY
During extremely volatile periods it can rally massively, however in the long run you are going to lose significant amounts of value. It works great when you buy it and then the markets go down. He does not recommend it except for the most extreme professional market timers.
E.T.F.'s
COMMENT
When you get a return of capital you are getting some of your own money back. In the next downturn, this will probably lose in the range of 30%. It's a fine ETF and the distributions are bigger than the underlying holdings. He does not like it from a couple of perspectives but there is nothing else wrong with it.
E.T.F.'s
SELL ON STRENGTH
Lumber & US Home Builders. WOOD-N trades in the US for lumber manufacturing. It is in a downtrend. There can be a short up tick due to natural disasters. XHB-N plays the home-builders and suppliers. Both sectors have been beaten up significantly. It is not until the recession hits main street that these things bottom out. Anything positive since the last recession is a counter-cyclical really and should be sold into.
Unknown
SELL ON STRENGTH
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
electrical / electronic
BUY

[Is there something better?] He likes international: ZWE-T or ZWP-T depending on currency exposure preference. They are taxed higher than in Canada. He likes European dividends.

E.T.F.'s
BUY
Gold. He thinks the Fed is willing to let inflation run hot. He thinks we are ready for a breakout in Gold. It is one of his biggest positions in most of his portfolios. He likes the sector here.
Unknown