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

Viewing Expert

John Hood , President & Portfolio Manager

J. C Hood Investment.


Date Signal Chart Symbol Company Opinion Price
2017-07-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Economy. He is constructive on the Canadian economy for about the 1st time in 5 years. Has always been very overweight the US. Normally he is running around 35% of the whole portfolio as US equities, and the Canadian component is about 15%-20%. Feels Canada has been lagging the rest of the global market, and our performance this year has been abysmal. He can see where there is going to be room for growth in the Canadian economy and the Canadian markets. A criticism he has of the Canadian ETF industry is that they are all pretty much cut from the same loaf, they’ll have 30%-35% financials, 20% energy, 10% material and 10% telecom. What they should be doing is to come up with something that leaves the side of the banks and energy that we are all familiar with, and come up with an ETF that has some large caps, but mid-cap’s as well, that can take a look at the broader sectors of the Canadian economy.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
_N/A
2017-07-11 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

High yield Bond funds? Normally he doesn’t recommend these because you are dealing with junk bonds, and his clients tend to be older. If interested, he would take a look at iShares US High-Yield Bond Index (XHY-T) and BMO HighYield Corp Bond US Hedge to US (ZHY-T). The performance on both is virtually identical. You could also look at First Trust Senior Loan (FSL-T), short-term commercial paper in the US. He would much rather have a Covered Call on a Canadian bank paying the same thing and get the tax advantage.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Covered Calls - Do you ever buy these back to resell them? Yes. Sometimes you get a situation, such as the financial crisis, where Canadian banks were holding up quite well until the end, and then collapsed. Royal (RY-T) went from $52 down to about $26. In that case he bought back the Calls he sold, rolling down and selling a fresh batch of Calls and trying to conservatively save 50% of the money, and then stops selling the calls and lets them rise back up. If the Calls get down to around $.25-$.50, he buys them back and Sells the next series.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
_N/A
2017-07-11 BUY Must be logged in to use chart CGR-T iShares Global Real Estate ETF

This is not bad, in terms of the structure. The only thing is that fees are higher than some of the others. However not a bad one to play because it does give you diversification which he likes.


Price:
$27.710
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 TOP PICK Must be logged in to use chart HEX-T HAP Enhanced Income Equity ETF

Basically 30% Banks, 20% energy, 10% utilities, etc. They have a whole bunch of stocks they do covered calls on. You are getting a good 5%-5.25% yield. It is all capital gains and dividends, not income.


Price:
$6.520
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2017-07-11 COMMENT Must be logged in to use chart OXF-T First Asset Can-Energy Covered Call ETF

Dump energy stocks for this ETF? Not sure he would dump Canadian oil right now. You have already gone through the gritting of the teeth process. Has never been thrilled with First Asset’s approach, because they are only selling covered calls on about 25% of the portfolio.


Price:
$8.880
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 PAST TOP PICK Must be logged in to use chart QCP-T Questrade Fixed Income Core Plus ETF

(A Top Pick June 2/16. Up 3.83%.) A fixed income and just a place to keep your money.


Price:
$20.600
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-11 BUY Must be logged in to use chart VEE-T Vanguard FTSE Emerg. Mkts. All Cap ETF

$40,000 in a TFSA to invest in US and international equities giving protection of the principal amount? When looking at US and International ETF’s, he is not a huge fan of emerging markets. If he were doing it, he would look at VEE-T emerging-market, ZWE on Europe and the XSP on the S&P 500.


Price:
$32.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 BUY Must be logged in to use chart VNQ-N Vanguard REIT ETF

Very well diversified with a mixed bag of healthcare, retail, commercial, residential. He wouldn’t be uncomfortable buying this. The fees are very low.


Price:
$81.160
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 PAST TOP PICK Must be logged in to use chart VUS-T Vanguard MSCI U.S. Broad Mkt ETF Cdn Hedge

(A Top Pick June 2/16. Up 17.2%.)


Price:
$48.210
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-11 TOP PICK Must be logged in to use chart XSC-T iShares Conservative Short-Term Fixed Income Fund

This is conservative because it is short-term and you don’t have the same amount of duration risk you would have with some of the other fixed income ETF’s. It is a bit of a misnomer because it is not all that conservative. This has about 10%-15% high-yield as well as some foreign stuff.


Price:
$19.900
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-11 BUY Must be logged in to use chart XSP-T iShares S&P 500 (CAD-Hedged) ETF

$40,000 in a TFSA to invest in US and international equities giving protection of the principal amount? When looking at US and International ETF’s, he is not a huge fan of emerging markets. If he were doing it, he would look at VEE-T emerging-market, ZWE on Europe and the XSP on the S&P 500.


Price:
$27.650
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 COMMENT Must be logged in to use chart ZDI-T BMO International Dividend

An international dividend, which means it is going to come into your hands as income and will be taxable. He tends to avoid this type of situation. A lot of it is basically EAFE. You have a lot of Europe and you also have some Japan, Far East and some Australian.


Price:
$22.230
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-11 PAST TOP PICK Must be logged in to use chart ZMT-T BMO S&P/TSX Base Metals ETF

(A Top Pick June 2/16. Up 56.93%.) This was a sector trade and he sold his holdings with a gain of 20%. This is what he normally does on a sector trade.


Price:
$10.200
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2017-07-11 TOP PICK Must be logged in to use chart ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF

He likes this because it has all the major banks and all the big regional banks. He likes the US banking sector if Trump is able to get through with the dismantling of Dodd Franks. Once it is done, then you are going to see those banks really actively participating in the markets.


Price:
$26.670
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,152 entries
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