Daily Stock Opinions and Ratings

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Today, Larry Berman CFA, CMT, CTA and Andrew Moffs commented about whether GRT.UN-T, COLD-N, HOM.UN-T, HR.UN-T, STOR-N, SRT.UN-T, O-N, NWH.UN-T, ELS-N, SIA-T, AX.UN-T, HOT.UN-T, APR.UN-T, CAR.UN-T, BPY.UN-T, ZRE-T, MRC-T, PLZ.UN-T, TCN-T, IIP.UN-T, ERE.UN-T, CUF.UN-T, BCE-T, XGD-T, ZWP-T, XSB-T, QAI-N, HHF.A-T are stocks to buy or sell.

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Market. Trade with China: Phase I (he does not see a phase II and III). Most of the difficult things will not get solved easily in the next few years. The countries each have a different philosophy. Markets are excited but we are going to be no better off than three years go in trading with China. The tariffs will still be on. The market sees this as good because things are not getting worse. On the VT-N, we have not broken out on a world basis yet. The US is leading this and when you look at other world markets we are nowhere near this. We are in a large cap earnings recession. He will be surprised if we get any S&P earnings growth over the next year. This is an opportunity to lighten up on your portfolio. Markets increasing is about QE coming and a potential trade deal that won't move the needle. You want to get more conservative in the market, not more aggressive.

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An ETF recommendation for Quantitative Hedging. HHF-T tracks the hedge fund index. QAI-N is an alternative in the US. It is a multi-strategy ETF. They both do a reasonable job. Over a 10 year period of time when equities doubled, these were up 20-40%. Now, though, some of these ETFs might be right for you.

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COMMENT

The fixed income of people's portfolios is severely impaired. In this ETF the distribution is the coupon earned and not the yield to maturity. The distribution is higher. He would prefer short term corporate bonds, XCB-T.

BUY

Don't put new money to work in equities. If you are doing it in Europe this is his favourite way to do it so you get the yield.

WATCH

With gold at $1200 and $1250 he was excited about it but now gold had broken out, and there is another band of resistance. We need significant inflation or disinflation or some flight to safety for this one to go up.

BUY

Most people buy it for the dividend yield. He likes the relative safety. His preferred way to play Telcos, utilities and pipelines is with an ETF, ZWU-T. It is a covered call strategy with about 7% yield and is much more diversified than picking one stock. But you can't help liking BCE-T regardless.

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Educational Segment. Energy. He always gets swamped with questions when his road show goes through Alberta. Not having pipelines is absolutely insane. Is it time to buy the energy sector? Going back to when oil was on the up, XLE-T, XEG-T, and oil were shown on a chart. This sector has made no one any money since the last crisis. He likes it as an asset class. He is long energy but short crude oil as a hedge as an option structure. The energy sector in Canada is impaired and needs options. The premiums are there today. The world is serious about climate change and the energy piece is getting pushed out of the portfolio.

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Market. Real estate is not about location, location, location; it is about supply and demand. The Toronto market is seeing massive immigration. There is an artificial greenbelt that means no new supply of single family dwellings. He loves the rental residential market as there is a huge imbalance in Toronto. He is agnostic to rates. It is all about supply and demand. It is all about jobs. If you have a job you can shop in a mall and rent an apartment. He tries to find imbalances. He is focused on the US sunbelt. Dallas and Houston are in a low cost state, a low tax state. This is very bullish for rental housing. They have very defensive characteristics.

HOLD

The Quebec economy is doing quite well. It has been going through a strategic change. He likes the new CFO. Retail today is a tough sector but they seem fully equipped to deal with it. They have a diversified asset base. It is a safe hold.

BUY

He likes it. It is sponsored by CAP REIT. They are transferring that kind of management to the Netherlands. It is also a very regulated market. Their market is one of the most densely populated countries globally. There is no new supply in the market. They turn regulated apartments into unregulated apartments. It is a high margin business.

BUY

He likes the management and the location. Management is highly aligned and are good at putting capital into their buildings and get 15-20% returns on that capital. They are all along the highway 401 in Ontario. (Analysts’ price target is $16.50)

BUY

He likes this company and its management. They are into residential in the US -- single family homes for rent as well as the apartment business. They just purchased a company for residential apartments and there are now a lot of new shareholders into their stock, causing some indigestion and he saw this as a great buying opportunity. You should still see a couple of dollars of upside in the net asset value of this company.

DON'T BUY

He thinks highly of the management team there. They own and operate and fix up retail real estate in Eastern Canada. He is not a bull in retail real estate. Retail vacancies have been persistent ever since Target left Canada. We are going to have record bankruptcies globally this year. But plaza is more necessity based retail, more plaza based.

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