Viewing Expert John DeGoey | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

John DeGoey , Portfolio Manager

Industrial Alliance Securities


Date Signal Chart Symbol Company Opinion Price
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Portfolio Construction. 2016 was a pretty good year. Most stock markets around the world were up. Bonds were flat. As a result, if you had a 70/30 portfolio it is now probably 70/23 or 75/25 and you are going to have to trim a little, 5%-10% of your equities have to be sold in order to get back to the 70% target, and that money has to be put back into income in order to maintain the risk profile and the suitability.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gross capital gains are applied against the OAS threshold even though there are offsetting capital losses. Is this correct? That is correct. The OAS claw back is based on income for any kind of allowable adjustment. This is for people who are in the top 5% of income earners. There are things called flow through shares that you can buy, which are not applied against line 234 of the tax return, and that gives you a tax deduction against all sources of income.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Behavioural Finance? The most applicable thing in this might be anchoring. A lot of people don’t like to Sell losers, because they want to hold them until they come back. You have to let these go. If it is something that has gone down, you should sell it. Also, if something has gone up very well, don’t be afraid to trim.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

With 3 accounts, RRIF, TFSA and non-registered account, which type of investment should be steered to which account? The 1st thing is, do not put US investments into your TFSA because there are tax problems associated with that. You should put equities into your TFSA, unless it is going to be something you need for buying a car, an emergency fund, etc. Has no strong opinion on what to do with your taxable account and your RRIF.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Should dividends that are DRIP be changed in order to put the dividends into a new RRIF, or should I sell something instead? There is no right or wrong answer on this. It is a matter of personal preference.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

TFSA for a 20-year-old? If the 20-year-old turned 18 two years ago, this will be the 3rd year. The TFSA limit was $10,000 2 years ago, and was $5500 last year and $5500 this year, which comes to $21,000 which is what the limit will be for them. Remember that TFSA limits carry forward forever. If this is going to be long-term money, something like iShares MSCI World Index Fund (XWD-T) would be a good way to diversify.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Russell 2000 versus the S&P 500? These are 2 different benchmarks which get you 2 different things. The Russell 2000 are the 2000 largest companies in the US. The S&P 500 is only the 500 biggest companies in the US. The S&P 500 is a blue-chip sort of benchmark and the Russell 2000 has more mid-cap and small-cap names. If you go back 50-60 years, the Russell has outperformed the S&P 500 by about 2.5% annualized. If you have a long-term horizon, you should consider putting some money into the Russell 2000.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Maximum number of ETF’s you would recommend for a traditional portfolio? He traditionally builds portfolios with 6 asset classes, and normally has no more than 2 ETF’s per asset class. That would be 6 to 12. If you have a very small account, it might be just 6 or 7, but if you have TFSAs and RRSPs in various multiple accounts, it would be closer to 12.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Take CPP when turning 60, or wait if continuing to work? If it were him, he would wait longer. People are living longer, and if you are still working, it’s not like you are going to need that extra income.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2017-02-23 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Index funds? These are a lot like the plain-vanilla ETF’s that were the 1st ones in the market. These compete with mutual funds and give the exact same benefits. They are cheap and broadly diversified, and track a benchmark. If you are a long-term buy and hold investor, this is not materially different from a mutual fund. However, you should still look at costs. A lot of them frequently cost over .05% or more, whereas you might be able to find an ETF that is tracking the exact same benchmark, and cost 1/10th of 1% or less.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 BUY Must be logged in to use chart COW-T iShares Global Agriculture ETF

An ETF that invest in agriculture products and companies globally. A good way to get access to tangibles and alternatives.


Price:
$36.330
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 SELL Must be logged in to use chart CPG-T Crescent Point Energy Corp

Last year they did a share offering, and then cut the dividends. Should I hold or dump? The stock got hit pretty hard about 2 years ago when oil prices dropped. He would not hang onto this any longer. A well-run company, but there is nothing you can do about it. As long as oil is trading in the neighbourhood of the low to mid $50, it is difficult for this company to make money.


Price:
$15.730
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-02-23 TOP PICK Must be logged in to use chart SHZ-T Sphere FTSE Emerging Sustainable Yield ETF

A product that was only launched a few months ago. This is a good way to screen for de facto values. As a complement to VEE-T, VEE is diversified emerging markets, and this has more of a value screen.


Price:
$10.410
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 PAST TOP PICK Must be logged in to use chart VDY-T Vanguard FTSE Cdn High Div Yd.

(A Top Pick Feb 26/16. Up 35.01%.) This company’s costs are low. A situation where he thought that for people who are relatively conservative, it is a good ETF that has gone up consistently and steadily in the past year. Dividend paying stocks are really a good way to screen for value. You are basically getting a value play on the Canadian large cap stock market. Still a buy.


Price:
$34.460
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 PAST TOP PICK Must be logged in to use chart VEE-T Vanguard FTSE Emerg. Mkts. All Cap ETF

(A Top Pick Feb 26/16. Up 28.42%.) Doesn’t think there is a single ETF he has recommended more on BNN than this one. He thinks about what you should buy and hold for a very long time. Emerging markets are under owned by Canadians. Most Canadians have too much money in Canada and they should be outside of Canada, and emerging markets are growing faster than any other part of the world, and are less strongly correlated than any other part of the world. Still a buy.


Price:
$31.250
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
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