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Educational Segment Table


Signal Opinion Expert

2013-08-26

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Protecting against volatility.  A Sleep at night portfolio.  List of tickers: 

ETF Ticker

Return

Beta

ZWU-T

6.75%

0.47

ZWB-T

5.83%

0.74

ZRE-T

5.37%

0.35

ZMU-T

3.91%

0.15

ZHY-T

6.78%

0.44

ZEF-T

5.18%

0.37

ZCM-T

4.48%

-0.08

SDIV-N

7.98%

1.17

HCPW

8.68%

0.10

DLS-N

4.39%

1.14

 

He will tilt the portfolio over the next 3 months.  Understanding this for most people will be very, very important.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-08-19

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Chart of global equity index and fixed income index.  Stocks were at the top of the channel, during May, 2013.  We got some correction but now they bounced back.  Stocks are expensive relative to bonds.  Looking at the last 4 tops, the corrections were sometimes significant and sometimes not.  Keep some powder dry but don’t sell everything, or move all to fixed income.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-08-12

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Signposts in the market that are pointing in different directions.  NYSE cumulative advance decline line.  Mid-May line peaked.  Market made new high in August but this line did not.  You have less stocks participating in the advance of the market.  Next chart - % stocks trending above 200 day moving average.  In May 94% of stocks were above 200 day M.A.  In August, there is a decay in the number of stocks that are trending above 200 day M.A.  Recently we are seeing lots of stocks make 52 week highs but more and more are making 52 week lows.  You have high sentiment and decay in the fundamentals.  You need to use caution.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-07-29

N/A
A Comment -- General Comments From an Expert 

Educational Segment. Transport Sector.  Up over 36%.  On average from Aug 1 to Oct 9, it has declined 4.6% on average.  It has a lot to do with economists changing estimates on economic growth going unto the 4th quarter.  CP and CN came out with second quarter results last week.  Classic head and shoulders pattern.  It could drop to the $95 (18%) level easily.  Sector is impacted by higher energy costs, accident in Quebec, for example.  You want to sell your transportation stocks on August 1st or possibly even short them.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
Owned: _N/A

2013-07-22

N/A
A Comment -- General Comments From an Expert 

Educational Segment. How to make money on ETFs on Seasonal Strength.  Gold equities – July 27-Sep 25.  Returns 8.1% per period 12 of last 16 years.  This is the time for seasonality for gold and gold stocks.  Extra is bought by India for wedding season.  This year is special.  Second quarter results are not going to be nice.  Once you get past the bad news the stocks will go up from there.  There are higher costs in recovering gold so they are all struggling but as soon as the bad news is all out we see gold going higher from there.  Gold bullion broke out two weeks ago, which is unusual.  Gold stocks were better last year but not the year before.  Gold outperforms Silver from now until October. 

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
Owned: _N/A

2013-07-15

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  US Market is booming.  We can see that earnings have come back on the S&P.  Margins are the best they have been in history.  Earnings growth is slowing.  But markets are looking for stronger growth this year by year end.  It’s tougher to grow earnings.  When you back out financials, there is basically no earnings growth.  Financials are strong.  There is sluggish revenue growth.  10% earnings growth will be a tough target this year.  The next few weeks of earnings will be very interesting.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-07-08

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Howard Atkinson of Horizons was the Guest.  Alpha ETF’s.  It’s all about trying to beat the market.  Horizons is the second biggest in the world.  Number one in Canada.  In a covered call strategy the markets have 4 outcomes – market goes down hard, goes sideways or up a little bit or they go up aggressively. In 3 of them the covered call strategy tends to outperform.  Only in a raging bull do you underperform. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-06-24

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Seeking Alpha. Guest was Bobby Ng of FT Portfolios Canada.  Beta is basically the market return.  The game is to try to beat it.  Some very innovative companies have tried to re-weight indexes to try to beat markets and that is ‘Seeking Alpha’.  The Alphadex method is a screening method.  Start with a broad based market and break up securities between growth vs. value and then rank them based on a variety of factors that differ between growth and value.    Get rid of the bottom 25%.  The top tier gets a one-third weighting.  The ETF portfolio gets rebalanced on a quarterly or semiannual basis.  E.g. FDY-T, FUD-T, FDE-T

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-06-17

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  BXF-T is a way to play the bond market with strip bonds.  He has non-couponed bonds in a ladder.  But you can put these in a taxable account because there is no coupon.  There is no management fee for the first year.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-06-03

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Have we seen a healthy correction in the US markets?  2 weeks back to back of negative behavior in the S&P.  Candle stick charts.  The bigger the bar, the bigger the change from opening and closing price.  Slide showed the 5 basic patterns.  What we see on the S&P in the last couple of weeks, we are getting 1 to 2 months of correction after the recent move.  What we are seeing is bearish.  Doesn’t think correction will be more than 10% (between 5&10%).

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-05-27

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  How to get more Bang for Your Buck.  How to protect your portfolio as the Canadian dollar weakens.  Looking for $0.90 dollar in the next year.  Our banks may underperform other markets in the world.  BMO have a couple of other fixed income ETFs - hedged and unhedged.  You can play US sectors in Canadian, hedged or unhedged dollars.  One with a higher dividend is just south of 4%.  If Canadian dollar goes to 90 cents but you get a 4% dividend, you might not get any impact from a 10% correction in the US market.  You have a choice to access the US market with hedged or unhedged ETFs.  You don’t pay US estate tax for High Net Worth investors, using Canadian ETFs investing in the US.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-05-13

COMMENT
A Comment -- General Comments From an Expert 

Educational segment 30 year treasury yield, if yields get above 3.5 percent he feels that the bond run isn't over.  He fields that bonds are a better bet over stocks for the next 4 quarters. Inflation is the number one fear of bond holders.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.010
Owned: Unknown

2013-04-29

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Is it time to sell-in-May-and-go-away?  Year to date chart on the Dow.  It crossed it’s 50 day average to start the year.  It has been straight up generally but now we have a pause.  Next chart has 7 Dow stocks and some have started to break down.  IBM had a major break down recently.  3M – lower lows and lower highs.  GE is starting to roll over now.  At a market peak, the stocks start to roll over one by one.  There’s lots of other signals, but this has been going into play for a couple of months.  We are starting to see more and more of a decay.  Go away, but where are we going down to?  He is looking for a relatively minor correction – 5-10%.  If the trend line from 2009 breaks then it will be different and we get a more significant correction.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-04-15

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  How much Equity Exposure Should I have.  Old rule was age is percent of equities.  He thinks this is nonsense.  You need to know your tolerance for risk, your need for income.  Means – do you have enough?  That helps you define how much risk you have to take.  It is not about age.  With interest rates at 2-3%, you need to get 15% on stocks and 3% on bonds to get you the rate of return you need.  XBB shows Canadian Bond Market has done well with much less volatility.

 

ETF Risk And Return:

Ticker

Ann.

Return

Stand

Dev.

XIC

4.86%

10.71%

XBB

6.44%

3.15%

SPY

12.67%

15.01%

AGG

4.52%

5.06%

EFA

5%

19.35%

IGOV

3.03%

9.16%

EEM

3.27%

21.12%

EMB

10.3%

7.05%

XME

-9.62%

31.04%

XEG

2.58%

15.79%

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2013-04-01

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Are Markets Healthy.  He looks at a series of charts:

Advance Decline Line broke out a couple of months ago making higher highs, good. 

Percent of stocks making 52 week highs – a spike a couple of months ago and now fewer and fewer stocks are participating in the markets making new highs, bad.

Percentage companies above trend line (50 and 200 day) – Higher reading couple of months ago but now lower – looking ok right now but some weakness, neutral.

Call to Put ratio, neutral.

Sentiment readings, (bull vs. bear), neutral.

Summary: Ultimately there is a lot of confusion on the part of investors.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

Showing 181 to 195 of 213 entries