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January 7, 2019
Market. Market anxieties are still there. We got a bit of a Santa Clause rally. It came from a much lower level than he was expecting. He was not looking for support levels to break into well into 2019. It tells him that we ARE in a bear market and will eventually break into a recession. Into 2020 it will be very hard for markets to regain their highs. The market now has confidence that the Fed will not make errors. The markets may be okay for the next six months so play the rallies. He bought into the weakness at the bottom before the recent rally but as we go higher he is looking to go more defensive. A rate hike this week is completely priced out of the market.
General Market Comment
January 7, 2019
Market. Market anxieties are still there. We got a bit of a Santa Clause rally. It came from a much lower level than he was expecting. He was not looking for support levels to break into well into 2019. It tells him that we ARE in a bear market and will eventually break into a recession. Into 2020 it will be very hard for markets to regain their highs. The market now has confidence that the Fed will not make errors. The markets may be okay for the next six months so play the rallies. He bought into the weakness at the bottom before the recent rally but as we go higher he is looking to go more defensive. A rate hike this week is completely priced out of the market.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
January 7, 2019
Silver. Which ETF? SLV-N and SIL-N are the bigger ones and he would stick with the liquidity in this one. On the equity side XIL-N is the miners but has a lot more risk. Own the equities to be more aggressive than if you just own the bullion.
General Market Comment
January 7, 2019
Silver. Which ETF? SLV-N and SIL-N are the bigger ones and he would stick with the liquidity in this one. On the equity side XIL-N is the miners but has a lot more risk. Own the equities to be more aggressive than if you just own the bullion.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
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.
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.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
January 7, 2019
Market. The party was put on hold and the next party will not be as flamboyant. The recovery in the US is still booming according to the jobs reports. The PE level of the market is returning to an average level. He thinks before the end of the business cycle we will see the highs of last September. He thinks the fundamentals of the market are strong. He is observing the level of companies buying back their shares because they are temporarily low. He owns AAPL-Q and bought some only a couple of weeks ago. For the patient, long term investor, there are gains to be made.
General Market Comment
January 7, 2019
Market. The party was put on hold and the next party will not be as flamboyant. The recovery in the US is still booming according to the jobs reports. The PE level of the market is returning to an average level. He thinks before the end of the business cycle we will see the highs of last September. He thinks the fundamentals of the market are strong. He is observing the level of companies buying back their shares because they are temporarily low. He owns AAPL-Q and bought some only a couple of weeks ago. For the patient, long term investor, there are gains to be made.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
COMMENT
COMMENT
January 7, 2019
Off to a decent start? So far, so good. Stocks have rebounded. Market was worried about everything all at once, it got insane. September was at all-time highs, and now we're down 13-14%, and it will take a while to get back there. We were at panic levels, where people were selling without regard for value, a lot of insane volatility. You can't explain it. At times like these, these are the opportunities you're waiting for, you have to put money to work. You want to buy when stocks are down.
General Market Comment
January 7, 2019
Off to a decent start? So far, so good. Stocks have rebounded. Market was worried about everything all at once, it got insane. September was at all-time highs, and now we're down 13-14%, and it will take a while to get back there. We were at panic levels, where people were selling without regard for value, a lot of insane volatility. You can't explain it. At times like these, these are the opportunities you're waiting for, you have to put money to work. You want to buy when stocks are down.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
COMMENT
COMMENT
January 7, 2019
Do you see stocks going lower? What matters are interest rates and valuation. The spread between bonds and stocks is the highest since 2015. If you bought then and held, you've done very well. The valuations are as attractive as we've seen in the past 3-4 years.
General Market Comment
January 7, 2019
Do you see stocks going lower? What matters are interest rates and valuation. The spread between bonds and stocks is the highest since 2015. If you bought then and held, you've done very well. The valuations are as attractive as we've seen in the past 3-4 years.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
COMMENT
COMMENT
January 7, 2019
Time to get into tech stocks? Biggest market cap stocks are hurt the most in a pullback, and they're going to come back the quickest in a rally. Apple and Facebook may not be as attractive businesses as Amazon or Google, but the valuations are incredibly cheap, so this is the time to buy. Over time, what will matter are profits. Amazon is creating one of the most durable moats the world has ever seen, though it's extremely hard to value. Microsoft is doing all the right things.
General Market Comment
January 7, 2019
Time to get into tech stocks? Biggest market cap stocks are hurt the most in a pullback, and they're going to come back the quickest in a rally. Apple and Facebook may not be as attractive businesses as Amazon or Google, but the valuations are incredibly cheap, so this is the time to buy. Over time, what will matter are profits. Amazon is creating one of the most durable moats the world has ever seen, though it's extremely hard to value. Microsoft is doing all the right things.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management