Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 7, 2019

Large Caps UK. This is a big issue with BREXIT in play. If you look at UKX-T you can see nothing has been gained from 2017 to 2019. He thinks it is very close to a time to invest in the British Pound. He prefers EWUS-T for smaller cap stocks because they have much higher upside. He is starting to nibble.

Large Caps UK. This is a big issue with BREXIT in play. If you look at UKX-T you can see nothing has been gained from 2017 to 2019. He thinks it is very close to a time to invest in the British Pound. He prefers EWUS-T for smaller cap stocks because they have much higher upside. He is starting to nibble.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.560
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
October 7, 2019

Covered Call Bank ETF managed by Larry. It's one of his favourite holdings. Long term you can see it is very interest rate sensitive. Utilities, pipelines and telcos. This is not a bond replacement but it is a defensive way to play. He was adding previously but now he would be looking to trim it in preparation for adding in the next dip. He would not sell all and it is a phenomenal holding and is a core part of all his portfolios.

Covered Call Bank ETF managed by Larry. It's one of his favourite holdings. Long term you can see it is very interest rate sensitive. Utilities, pipelines and telcos. This is not a bond replacement but it is a defensive way to play. He was adding previously but now he would be looking to trim it in preparation for adding in the next dip. He would not sell all and it is a phenomenal holding and is a core part of all his portfolios.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.890
Owned
Yes
PARTIAL SELL
PARTIAL SELL
October 7, 2019

He likes what they are doing. In preferreds he thinks active management can be productive. He has trimmed recently waiting for a selloff in it. He would add if it got back to recent lows but right now he is trimming.

He likes what they are doing. In preferreds he thinks active management can be productive. He has trimmed recently waiting for a selloff in it. He would add if it got back to recent lows but right now he is trimming.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.000
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
October 7, 2019

There is nothing in the mortgage world that pays this kind of rate. You could own it if you are seeking yield but you won’t get a lot of growth in the next couple of years. Add at $40 and sell at $44

There is nothing in the mortgage world that pays this kind of rate. You could own it if you are seeking yield but you won’t get a lot of growth in the next couple of years. Add at $40 and sell at $44

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$41.850
Owned
Unknown
BUY
BUY
October 7, 2019
It's a big growth area is in Asia. It has been a terrific performer lately. They have to invest unearned insurance premiums. With interest rates so low people are afraid. But SLF-T is a growing money management firm and that area is doing better. They raise their dividend regularly.
It's a big growth area is in Asia. It has been a terrific performer lately. They have to invest unearned insurance premiums. With interest rates so low people are afraid. But SLF-T is a growing money management firm and that area is doing better. They raise their dividend regularly.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$57.580
Owned
Yes
STRONG BUY
STRONG BUY
October 7, 2019
It sells at a reasonable valuation. They run a great company. They buy their rivals and bring them in and increase profitability.
Open Text (OTEX-T)
October 7, 2019
It sells at a reasonable valuation. They run a great company. They buy their rivals and bring them in and increase profitability.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.540
Owned
Yes
WATCH
WATCH
October 7, 2019
They are the second biggest bus manufacturer in North America. They made an excellent acquisition in Britain earlier in the year but had difficulties getting a new plant going, also. It is on his radar and once they get things going and things have turned, this will probably be a good name. He does not believe the dividend is in jeopardy.
They are the second biggest bus manufacturer in North America. They made an excellent acquisition in Britain earlier in the year but had difficulties getting a new plant going, also. It is on his radar and once they get things going and things have turned, this will probably be a good name. He does not believe the dividend is in jeopardy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$27.540
Owned
Unknown