Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 8, 2019
Gold stocks don’t generally pay a dividend. Horizons and a few others shave come out with ETFs where they write options and take the premiums. Over the last 5 years there is a loss but if you compare it now, you get a much lower return compared to the appropriate index.
Gold stocks don’t generally pay a dividend. Horizons and a few others shave come out with ETFs where they write options and take the premiums. Over the last 5 years there is a loss but if you compare it now, you get a much lower return compared to the appropriate index.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$26.400
Owned
Unknown
COMMENT
COMMENT
July 8, 2019

XIC-T is not tracking the index, TSX –T or TSX-60. The problem is the system. It does not look at dividends correctly. He finds that it tracks the TSX correctly. The TSX is identical to the XIC-T but tools online do not necessarily track the over all returns accurately.

XIC-T is not tracking the index, TSX –T or TSX-60. The problem is the system. It does not look at dividends correctly. He finds that it tracks the TSX correctly. The TSX is identical to the XIC-T but tools online do not necessarily track the over all returns accurately.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$26.200
Owned
Unknown
HOLD
HOLD
July 8, 2019
The master limited partnership trust. The yields are very high because they pay all the yields of the holdings out. We will be very well supplied in the US for oil. Sell at $11 and collect 6-7% for Canadians in yield after tax.
The master limited partnership trust. The yields are very high because they pay all the yields of the holdings out. We will be very well supplied in the US for oil. Sell at $11 and collect 6-7% for Canadians in yield after tax.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$10.010
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
July 8, 2019
The impact is going to be a big part on the pipeline component. Utility stocks have never been more expensive globally. It is fully valued. He would buy it at $12 or even close to $13 and would recommend it at those prices.
The impact is going to be a big part on the pipeline component. Utility stocks have never been more expensive globally. It is fully valued. He would buy it at $12 or even close to $13 and would recommend it at those prices.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.590
Owned
Yes
DON'T BUY
DON'T BUY
July 8, 2019
It is an infrastructure conglomerate. They cut the dividend last year by 60%. It was a rough ride. They have since repurposed their terminals and have had some good progress. They sold some non-core assets and paid down some debt. The payout ratio is more sustainable where it is today. It is a volatile stock and be would not recommend it.
It is an infrastructure conglomerate. They cut the dividend last year by 60%. It was a rough ride. They have since repurposed their terminals and have had some good progress. They sold some non-core assets and paid down some debt. The payout ratio is more sustainable where it is today. It is a volatile stock and be would not recommend it.
Varun Anand
Portfolio Manager, Starlight Capital
Price
$40.760
Owned
Unknown
DON'T BUY
DON'T BUY
July 8, 2019
They are one of the largest utilities in the US. It is about 22 times forward earnings and he is trimming it based on that. He does not see as much growth coming out of it. It is the dominant renewable energy player, especially in wind.
They are one of the largest utilities in the US. It is about 22 times forward earnings and he is trimming it based on that. He does not see as much growth coming out of it. It is the dominant renewable energy player, especially in wind.
Varun Anand
Portfolio Manager, Starlight Capital
Price
$209.130
Owned
Yes
BUY
BUY
July 8, 2019

He really likes the rails. It is basically impossible to build out any more national rail networks. He prefers Canadian rails to the US because they have not been experiencing as much of a volume decline. CNR-T is best in class management. They have more growth opportunities out of their core business. CNR-T and CP-T are his favourite rail picks.

He really likes the rails. It is basically impossible to build out any more national rail networks. He prefers Canadian rails to the US because they have not been experiencing as much of a volume decline. CNR-T is best in class management. They have more growth opportunities out of their core business. CNR-T and CP-T are his favourite rail picks.

Varun Anand
Portfolio Manager, Starlight Capital
Price
$122.770
Owned
Unknown