Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 26, 2020
What has Larry been doing with it this month? He had anticipating a market decline for a long time. A couple of the holdings, e.g. Gold, and Oil, and pipelines got hit so he is considering selling these into strength. Go to www.zzzporfolios.com as it lists the up-to-date holdings in this ETF.
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What has Larry been doing with it this month? He had anticipating a market decline for a long time. A couple of the holdings, e.g. Gold, and Oil, and pipelines got hit so he is considering selling these into strength. Go to www.zzzporfolios.com as it lists the up-to-date holdings in this ETF.
HOLD
HOLD
March 26, 2020

With volatility higher now, you get more premium when you write covered calls. After major market declines, you don't get the same bounce back with the covered call overlay. He has not added it recently. He prefers ZUT-T or stay with ZWU-T for the yield.

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With volatility higher now, you get more premium when you write covered calls. After major market declines, you don't get the same bounce back with the covered call overlay. He has not added it recently. He prefers ZUT-T or stay with ZWU-T for the yield.

DON'T BUY
DON'T BUY
March 26, 2020
He is not a buyer of much at this point. There is another major leg down for markets. Buy into weakness and look into recent lows. Look at how bear markets have unfolded.
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He is not a buyer of much at this point. There is another major leg down for markets. Buy into weakness and look into recent lows. Look at how bear markets have unfolded.
DON'T BUY
DON'T BUY
March 26, 2020
Floating rate notes are not much better for a rising rate environment. You want short term inflation indexed notes. With all this money printing going on we will get a secondary inflation hit the year after next.
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Floating rate notes are not much better for a rising rate environment. You want short term inflation indexed notes. With all this money printing going on we will get a secondary inflation hit the year after next.
HOLD
HOLD
March 26, 2020
Fixed dividend. It has a huge exposure to corporate bonds, preferred shares and a lot of the banks and insurance companies. There will be some dividend impairment for 6 months or a year. He would stick with it. If dividends get cut by the companies in it, then the ETF's dividend will probably be cut.
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Fixed dividend. It has a huge exposure to corporate bonds, preferred shares and a lot of the banks and insurance companies. There will be some dividend impairment for 6 months or a year. He would stick with it. If dividends get cut by the companies in it, then the ETF's dividend will probably be cut.
BUY WEAKNESS
BUY WEAKNESS
March 26, 2020
He is good with utilities. They have now corrected with everything else. They are regulated and generally don’t have a huge growth profile. He would be nibbling if you like the safe, stable dividend.
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He is good with utilities. They have now corrected with everything else. They are regulated and generally don’t have a huge growth profile. He would be nibbling if you like the safe, stable dividend.
SELL
SELL
March 26, 2020
He has not been happy with it for a year. They created ZPAY-T which he moved to. It is a similar ETF.
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He has not been happy with it for a year. They created ZPAY-T which he moved to. It is a similar ETF.