Larry Berman CFA, CMT, CTA

Watching for US Treasury announcements this week on quarterly refinancing needs. Appears requirements will be less than originally planned for. Upcoming US Fed meeting will also be indicative of US economy. If US Fed starts to issue more bonds than expected, not a good sign for markets (need to raise capital is bad). Widely expected that US Fed will keep rates flat, and appears rate cuts are on the horizon. Reduction of US Fed balance sheet will also be interesting to watch. Upcoming earnings from big tech companies will be defining on direction of markets (could break momentum of markets). 

Defensive stock with excellent yield (~7-8%). Would recommend buying on stock price lows. Not a growth company, so don't expect major capital appreciation. On flip side, would recommend trimming on peaks. 

Dividend (~14%) hard to maintain. In short run, energy a good trade. Expecting strength in oil prices (~$70). Would not recommend for the long term, but good short term option. 

Excellent growth option. Lots of tech, consumer and healthcare stocks. Would recommend buying for the long term. 

Would recommend buying around $30, but would short at $45. Likes fundamentals of business. Good value option for semi-conductor business. 

Defensive product with relatively good yield. Good option for Canadian oriented investors. Provides safety with defensive orientation. Good for a balanced portfolio. 

Covered call bond. Lots of volatility creates excellent yields. Good for income seekers if small portion (diversified). Would recommend for small portion of portfolio. 

Best place to get growth in portfolio that is not tech oriented is ETF called PAVE. Offers investors an option to get infrastructure spending exposure. As globalization reduces, more spending will occur "at home" in North America. Bricks & mortal syple business' also provide traditional cash flows. Not a cheap valuation, but would recommend buying on share price weakness. PAVE ETF also pays a nice dividend yield for defensive investors. 

Believes Chinese economy will not continue to grow due to slowing population growth. Cheap markets in China are not expected to grow - does not see growth catalyst. Expected stimulus from Chinese government not materializing. Upcoming US inflation reads will be indicative of trends. Trend appears to be downwards for US inflation, however time will tell. Slower inflation will be good for markets - could be catalyst for economic growth. 

Favorite cyber security ETF. Has trimmed exposure, but great ETF in general. If interested in cyber security, a good ETF. All time highs, not a good place to buy. Wait for share price pullback to buy. 

~5% yield is safe. Good for defensive investors. Rising population good for business. Recent share price weakness a good place to buy. Would hold if already own shares. Good infrastructure in company. 

Recent share price weakness due to tough nature of business and pandemic. Does not see much room for growth. Would wait for further weakness before buying. Good stock to trade, but not a good long term investment. 

Has been buying recently given weakness in share price. Commodity price unpredictable, but good overall business. Strong management team and natural gas a good bridge fuel. Would recommend buying. 

Believes S&P 500 record high a result of recovery in tech names. A.I. theme very powerful in bringing up strength in markets. Falling interest rates good for prospects of tech companies. Waiting to see if strength in markets is sustainable. Would advise investors to be cautious.  

Believes geopolitical tensions in Middle East & election in Taiwan will result in structural changes in economy, and are not temporary. Not surprised that investors don't believe inflation will abate quickly. Expecting US election to bring a surprise with a re-election of Donald Trump, however doesn't think that is a positive for markets. Unofficial kickoff of earnings last week will be indicative of North American markets. Appears investors and consumers are cautious right now due to fears of recession.