Latest Stock Buy or Sell?

Today, Larry Berman CFA, CMT, CTA commented about whether IXG-N, AMLP-N, HPF-T, XTR-T, ZMI-T, XCH-T, ZCH-T are stocks to buy or sell.

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COMMENT

Gold. Highlighted the disappointment in gold in the past weeks. The compelling nature of negative real yields means gold should be significantly higher than it has been. In 2011 and 2012, we had seen a similar divergence to develop before gold broke down. Thinks there is one more move to the upside but disappointing for gold bulls. Short term, it is a buying opportunity but increasingly, it will be difficult for it to sustain above $2000.

Unknown

COMMENT

The disinflation aspect of the recovery versus the risk on markets. Gold weakens because inflation expectations came down. We will surely not go back to massive lockdowns. There are ripple effects on inflation expectations due to the delta variant and new wave.

Unknown

COMMENT

In October or November, they will run out of extraordinary measures. Congress needs to pass new budget bills and raise debt ceilings. It will be messy for a couple months. Equities should not be sent into a tailspin but it is not bullish.

Unknown

COMMENT

ZCH is more focused on the tech names with BABA counting for 22% of the holdings. There is virtually no financials. XCH has about 20% banks. Must understand what you own. Internet names have been pounded recently. KWEB could be a good way to play it.

E.T.F.'s

COMMENT

E.T.F.'s

DON'T BUY

The bond markets are impaired and will be for a while. Low interest rates are here to stay. Income focused ETFs with exposure to bonds will not return 4-5%. Are you getting return of capital or yield? Must look into the structure where the returns are coming from. Both are similar. Both ZMI and XTR give you exposure to diversified income. All fixed income has negative return after inflation.

E.T.F.'s

DON'T BUY

E.T.F.'s

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Latest Stock Buy or Sell?

Gold.(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

BMO CHINA EQUITY INDEX ETF(ZCH-T)

iShares China Index ETF(XCH-T)

BMO Monthly Income ETF(ZMI-T)

iShares Diversified Monthly Income ETF(XTR-T)