Educational Segment
WATCH LIST

Educational Segment Table


Signal Opinion Expert
COMMENT
General Market Comment 

March 18, 2019

Educational Segment. 12'th anniversary of his show. What was the return 12 years ago if someone bought the balanced Canadian market. The XBB-T had 3% return in bonds and 4% in stocks. After inflation it is 0 to 1 percent. He advocates for active investing.
0 0 0 0 0
0 comments
Educational Segment. 12'th anniversary of his show. What was the return 12 years ago if someone bought the balanced Canadian market. The XBB-T had 3% return in bonds and 4% in stocks. After inflation it is 0 to 1 percent. He advocates for active investing.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
Unknown

N/A
General Market Comment 

March 11, 2019

Educational Segment. The Energy Sector. The TSX is 18% energy. The world is 5% and the US is 5.85%. Canada has a big bet on energy. It is 39% of the index in Norway. The energy sector in 2012 was 26.2% in Canada and a little over 10% in the rest of the world. It means that sector has been under performing and he does not see any change. In 2011 the US shale fracking boom started. It has been a struggle ever since for oil prices. He believes that oil is going to be centered around $50 for a long time to come. US pipelines are the place to be as they will be full for years and years to come. Canada will under perform because our governments don't like pipelines.
0 0 0 0 0
0 comments
Educational Segment. The Energy Sector. The TSX is 18% energy. The world is 5% and the US is 5.85%. Canada has a big bet on energy. It is 39% of the index in Norway. The energy sector in 2012 was 26.2% in Canada and a little over 10% in the rest of the world. It means that sector has been under performing and he does not see any change. In 2011 the US shale fracking boom started. It has been a struggle ever since for oil prices. He believes that oil is going to be centered around $50 for a long time to come. US pipelines are the place to be as they will be full for years and years to come. Canada will under perform because our governments don't like pipelines.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

N/A
General Market Comment 

March 4, 2019

Educational Segment. The Global Base Metals Sector. XME-T is the ETF that has been around the longest to play a global basket of mining stocks. There is Iron/Steel, Mining and Coal parts of this ETF. He is not sure this is where to invest but it is a place to trade for weeks or months. It is driven by global growth and what is going on in emerging markets. The sector is out of favour when emerging markets are flat. There are short term positives on emerging markets. He does not think coal is coming back.
0 0 0 0 0
0 comments
Educational Segment. The Global Base Metals Sector. XME-T is the ETF that has been around the longest to play a global basket of mining stocks. There is Iron/Steel, Mining and Coal parts of this ETF. He is not sure this is where to invest but it is a place to trade for weeks or months. It is driven by global growth and what is going on in emerging markets. The sector is out of favour when emerging markets are flat. There are short term positives on emerging markets. He does not think coal is coming back.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
General Market Comment 

February 25, 2019

Educational Segment. New "defined-outcome" ETFs by Innovator from the U.S. Each quarter they issue a series of these ETF designed with targets in mind. They look one year out and write an option strategy to give you protection on the downside with various buffers: 9%, 15% and 30% that starts with at least a 5% loss. Depending on the cost of the bear put spread they're buying, they write a call to pay for it. This limits the upside potential; caps it. Essentially, they allow you to participate on the market upside in the coming year with a cap, but protects you on the downside. So, when the market rises to the level where you ultimately want to buy in, you sell these defensive protection-minded ETFs and buy back into the S&P 500. When the markets recover, you get much more of the upside. He loves these innovative ETFs which allow you to participate on the upside, yet protect you on the downside. Caveat: If the markets jump 15% from here, you've missed out on these, but if we enter a bear market, these will limit and protect your losses.
0 0 0 0 0
0 comments
Educational Segment. New "defined-outcome" ETFs by Innovator from the U.S. Each quarter they issue a series of these ETF designed with targets in mind. They look one year out and write an option strategy to give you protection on the downside with various buffers: 9%, 15% and 30% that starts with at least a 5% loss. Depending on the cost of the bear put spread they're buying, they write a call to pay for it. This limits the upside potential; caps it. Essentially, they allow you to participate on the market upside in the coming year with a cap, but protects you on the downside. So, when the market rises to the level where you ultimately want to buy in, you sell these defensive protection-minded ETFs and buy back into the S&P 500. When the markets recover, you get much more of the upside. He loves these innovative ETFs which allow you to participate on the upside, yet protect you on the downside. Caveat: If the markets jump 15% from here, you've missed out on these, but if we enter a bear market, these will limit and protect your losses.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
Unknown

BUY
General Market Comment 

February 11, 2019

Non-FANG tech stocks. IGV-A and FNX-N? There are lots of great tech ETFs. Those two are great but he prefers ITEQ-N. See his educational segment today.
0 0 0 0 0
0 comments
Non-FANG tech stocks. IGV-A and FNX-N? There are lots of great tech ETFs. Those two are great but he prefers ITEQ-N. See his educational segment today.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
Unknown

N/A
General Market Comment 

February 11, 2019

Educational Segment. 5 ETFs he has discovered at his conference in Florida: DTEC is a disruptive technologies ETF. ULBR is a Long Libor ETN, playing the short term interest rate market. POCT uses a bunch of swaps and derivatives to track S&P on the upside but protects on the downside. PUTW is an S&P put write strategy and COMB is a broad commodity ETF.
0 0 0 0 0
0 comments
Educational Segment. 5 ETFs he has discovered at his conference in Florida: DTEC is a disruptive technologies ETF. ULBR is a Long Libor ETN, playing the short term interest rate market. POCT uses a bunch of swaps and derivatives to track S&P on the upside but protects on the downside. PUTW is an S&P put write strategy and COMB is a broad commodity ETF.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

N/A
General Market Comment 

February 4, 2019

Educational Segment. A Closer Look At The Rally on the TSX. Always take a closer look to see what exactly is leading the markets. Look at what volumes are taking the market higher or lower. The RSI on a daily basis has a lot of noise, but on a weekly or monthly basis is gives you a sense of how deep the oversold condition is. When you get a nine month RSI below 30 on the TSX, your returns tend to be very compelling 6 to 12 months out. Based on historical observations, investors should use any kinds of weakness to participate effectively.
0 0 0 0 0
0 comments
Educational Segment. A Closer Look At The Rally on the TSX. Always take a closer look to see what exactly is leading the markets. Look at what volumes are taking the market higher or lower. The RSI on a daily basis has a lot of noise, but on a weekly or monthly basis is gives you a sense of how deep the oversold condition is. When you get a nine month RSI below 30 on the TSX, your returns tend to be very compelling 6 to 12 months out. Based on historical observations, investors should use any kinds of weakness to participate effectively.
Unknown
0 0 0 0 0
0 comments
Sid Mokhtari

Executive , CIBC World Markets...

Price Price
$0.000
Owned Owned
_N/A

N/A
General Market Comment 

January 28, 2019

Educational Segment. Guest - Barry Allan. He tries to have ETF products launched before the sector is going to perform very well. FGO-T has done 3.85% with lower risk. He thinks we have seen the peak in equity markets and the peak in bond markets. It does not mean we are going into recession tomorrow, however. The risk of owning long duration government bonds is minimized significantly now. He thinks it is an opportunity to accumulate long term government bonds. He sees pockets of value in short term high yield corporate bonds also. He is cautious on preferred shares and floating rate products.
0 0 0 0 0
0 comments
Educational Segment. Guest - Barry Allan. He tries to have ETF products launched before the sector is going to perform very well. FGO-T has done 3.85% with lower risk. He thinks we have seen the peak in equity markets and the peak in bond markets. It does not mean we are going into recession tomorrow, however. The risk of owning long duration government bonds is minimized significantly now. He thinks it is an opportunity to accumulate long term government bonds. He sees pockets of value in short term high yield corporate bonds also. He is cautious on preferred shares and floating rate products.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

N/A
General Market Comment 

January 21, 2019

Educational Segment. Horizons' ETFs. The active ETFs' space has really taken off. Total return ETFs have done well also. Horizons has 33 actively managed ETFs. They started with fixed income. Active ETF MERs are 10 basis points more than passive ETFs. Their active ETFs are primarily in the yield space. They have a suite of ETFs with a unique Total Return Swap. Beta is important to a portfolio. They use derivatives that give them the return of the index on a totally dividend-reinvested basis every day. The ETFs generate a capital gain. These ETFs don't add any benefit to a registered account.
0 0 0 0 0
0 comments
Educational Segment. Horizons' ETFs. The active ETFs' space has really taken off. Total return ETFs have done well also. Horizons has 33 actively managed ETFs. They started with fixed income. Active ETF MERs are 10 basis points more than passive ETFs. Their active ETFs are primarily in the yield space. They have a suite of ETFs with a unique Total Return Swap. Beta is important to a portfolio. They use derivatives that give them the return of the index on a totally dividend-reinvested basis every day. The ETFs generate a capital gain. These ETFs don't add any benefit to a registered account.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

STRONG BUY
ZZZD-T plays the ZWU-T, ZWC-T and so on so it is actively managed, aiming for a 4% yield See today's educational segment.
E.T.F.'s
0 0 0 0 0
0 comments
ZZZD-T plays the ZWU-T, ZWC-T and so on so it is actively managed, aiming for a 4% yield See today's educational segment.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$30.070
Owned Owned
Yes

COMMENT
General Market Comment 

January 14, 2019

Educational Segment. Sleep at night. ZZZD-T was launched. A study of pension fund data yielded that returns were from asset allocation. It is not what securities you pick, but asset allocation that drives returns. Over the last year there is no return in the fund. The total world ETF and Canadian ETF performances are worse. He has been adding to exposure when it was dropping. He moved into ETFs with lower downside. He caught most of the upside. He won the Lipper award for best risk adjusted return. www.ZZZPorfolios.com.
0 0 0 0 0
0 comments
Educational Segment. Sleep at night. ZZZD-T was launched. A study of pension fund data yielded that returns were from asset allocation. It is not what securities you pick, but asset allocation that drives returns. Over the last year there is no return in the fund. The total world ETF and Canadian ETF performances are worse. He has been adding to exposure when it was dropping. He moved into ETFs with lower downside. He caught most of the upside. He won the Lipper award for best risk adjusted return. www.ZZZPorfolios.com.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
Unknown

N/A
General Market Comment 

January 7, 2019

Educational Segment. Active or Passive ETFs? Guest: Raj Lala, CEO of Evolve ETFs. Their first set of ETFs were launched in September of 2017. They tried to serve two segments – actively managed ETFs and passive themes good for the long term. Their cyber security ETF was the country's top performing ETF. They also have a Future-of-the-Automobile ETF, an innovation ETF and a gender diversity ETF. Some sectors of the market don't warrant active management. Large caps are better passively managed. Preferred shares, high yields fixed income and small to mid caps benefit greatly from an active manager. Cyber security is very different than the FANG stocks and is an example of an actively managed ETF. The companies are creating the hardware and software to protect the fortune 500 companies and governments. Cyber crime will continue to increase and will cost the globe $6 Billion. It is a non-discretionary spend for a company. It is recession-proof.
0 0 0 0 0
0 comments
Educational Segment. Active or Passive ETFs? Guest: Raj Lala, CEO of Evolve ETFs. Their first set of ETFs were launched in September of 2017. They tried to serve two segments – actively managed ETFs and passive themes good for the long term. Their cyber security ETF was the country's top performing ETF. They also have a Future-of-the-Automobile ETF, an innovation ETF and a gender diversity ETF. Some sectors of the market don't warrant active management. Large caps are better passively managed. Preferred shares, high yields fixed income and small to mid caps benefit greatly from an active manager. Cyber security is very different than the FANG stocks and is an example of an actively managed ETF. The companies are creating the hardware and software to protect the fortune 500 companies and governments. Cyber crime will continue to increase and will cost the globe $6 Billion. It is a non-discretionary spend for a company. It is recession-proof.
Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

N/A
General Market Comment 

December 31, 2018

Educational Segment. There is going to be another leg lower. The Dow normally does this in a pre-election year: The first quarter goes up significantly. It is the second strongest quarter of the 4 year cycle (5.2%). There was the shutdown of the government which they will get rid of. During the last 18 periods after shut down 9 of them have seen the market not go higher. Negotiations with China are important because if they reach a trade agreement it will have a big impact on markets. Fourth quarter earnings reports from the S&P are expected to be up 12%.
0 0 0 0 0
0 comments
Educational Segment. There is going to be another leg lower. The Dow normally does this in a pre-election year: The first quarter goes up significantly. It is the second strongest quarter of the 4 year cycle (5.2%). There was the shutdown of the government which they will get rid of. During the last 18 periods after shut down 9 of them have seen the market not go higher. Negotiations with China are important because if they reach a trade agreement it will have a big impact on markets. Fourth quarter earnings reports from the S&P are expected to be up 12%.
Unknown
0 0 0 0 0
0 comments
Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
General Market Comment 

December 24, 2018

Educational Segment. What history tells us about the performance of the TSX vs. US markets. We tend to think that if the TSX underperforms this year then it will definitely outperform next year. Historically, that just has not been the case. We often underperform for a few years and then outperform for a few years. One of the determining factors is the price of oil and the energy sector. The TSX performs closer to the US Energy sector less the S&P percent gain for a year. And there is a high correlation of the TSX to the price of oil. Starting October we saw a slide in the price of oil.
0 0 0 0 0
0 comments
Educational Segment. What history tells us about the performance of the TSX vs. US markets. We tend to think that if the TSX underperforms this year then it will definitely outperform next year. Historically, that just has not been the case. We often underperform for a few years and then outperform for a few years. One of the determining factors is the price of oil and the energy sector. The TSX performs closer to the US Energy sector less the S&P percent gain for a year. And there is a high correlation of the TSX to the price of oil. Starting October we saw a slide in the price of oil.
Unknown
0 0 0 0 0
0 comments
Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$0.000
Owned Owned
Unknown

N/A
General Market Comment 

December 17, 2018

Educational Segment.  2018 and Predictions for 2019. He predicted last year that we would get a sell-the-news correction of 5-10%. There is no single asset class this year that is up. Everything year-to-date is now down. His call was right. He forecast Bitcoin was a bubble and when he said that on this show, it was the peak for the year. It has corrected 90% so far from its peak. He thinks there is another 90% still to go. He thinks Bitcoin is going to almost zero. There is more weakness to come in terms of the US$. In terms of US equity markets. The average recession correction is 29%. He thinks the next recession will be worse than average in terms of US Equities. The recession will not hit mainstream until late 2019 and 2020. There will be a trading rally or two.

0 0 0 0 0
0 comments

Educational Segment.  2018 and Predictions for 2019. He predicted last year that we would get a sell-the-news correction of 5-10%. There is no single asset class this year that is up. Everything year-to-date is now down. His call was right. He forecast Bitcoin was a bubble and when he said that on this show, it was the peak for the year. It has corrected 90% so far from its peak. He thinks there is another 90% still to go. He thinks Bitcoin is going to almost zero. There is more weakness to come in terms of the US$. In terms of US equity markets. The average recession correction is 29%. He thinks the next recession will be worse than average in terms of US Equities. The recession will not hit mainstream until late 2019 and 2020. There will be a trading rally or two.

Unknown
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
_N/A

Showing 1 to 15 of 278 entries
 
Successfully Saved Company