Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 2, 2019

Harvest is the same as BMO except for being more global. ZWU-T has been outperforming HUTL-T over the last year or so because the European stocks have not performed as well as domestic or US stocks.

Harvest is the same as BMO except for being more global. ZWU-T has been outperforming HUTL-T over the last year or so because the European stocks have not performed as well as domestic or US stocks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$13.850
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
December 2, 2019
We aren't to going to have enough homes for retirees. Living in your home is going to be a big thing and reverse mortgages are going to be a big thing. He does not know if equitable is going to be the place to play this. He would partial sell these REITs at the moment.
Equitable Group (EQB-T)
December 2, 2019
We aren't to going to have enough homes for retirees. Living in your home is going to be a big thing and reverse mortgages are going to be a big thing. He does not know if equitable is going to be the place to play this. He would partial sell these REITs at the moment.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$110.880
Owned
Unknown
DON'T BUY
DON'T BUY
December 2, 2019
Does not pay dividends. It is not a great holding, compared to the S&P or the DOW or a basket of high dividend payers. It will go down as much in a recession as other equities.
Does not pay dividends. It is not a great holding, compared to the S&P or the DOW or a basket of high dividend payers. It will go down as much in a recession as other equities.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$331500.000
Owned
Unknown
DON'T BUY
DON'T BUY
December 2, 2019

It is a crowded industry with margins not so great. Their balance sheet is not so great so put it on the pile of undifferentiated commodities. Also there were recently some executive departures. He prefers NKE-N.

Hanesbrands (HBI-N)
December 2, 2019

It is a crowded industry with margins not so great. Their balance sheet is not so great so put it on the pile of undifferentiated commodities. Also there were recently some executive departures. He prefers NKE-N.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$15.190
Owned
Unknown
DON'T BUY
DON'T BUY
December 2, 2019
Fine company and well known. It is a source of funds when the economy is improving. It is a cyclical market so it is not timely. It is a defensive company but this is not the time to be defensive.
Diageo PLC (DEO-N)
December 2, 2019
Fine company and well known. It is a source of funds when the economy is improving. It is a cyclical market so it is not timely. It is a defensive company but this is not the time to be defensive.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$162.770
Owned
Unknown
BUY
BUY
December 2, 2019
The companion animal market has grown very strongly in the developed world. This company has less exposure to livestock. They provide testing services to vets. He likes the company. He likes the long term prospects of the company but banks will do better if interest rates keep going up.
Zoetis Inc (ZTS-N)
December 2, 2019
The companion animal market has grown very strongly in the developed world. This company has less exposure to livestock. They provide testing services to vets. He likes the company. He likes the long term prospects of the company but banks will do better if interest rates keep going up.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$119.910
Owned
No
DON'T BUY
DON'T BUY
December 2, 2019
He tries to stay away from conglomerates because they trade at a big discount to net asset value. He is concerned about it being a self help story. The catalysts will be unfolding slowly.
Siemens (SI-N)
December 2, 2019
He tries to stay away from conglomerates because they trade at a big discount to net asset value. He is concerned about it being a self help story. The catalysts will be unfolding slowly.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$0.000
Owned
No