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Today, Mike Philbrick commented about whether SOXX-Q, CYH-T, HDIV-T, HPYT-T, HXX-T, ZMI-T, HTA-T, SIL-T, XEG-T, JEPQ-Q, DXJ-N, KILO-T, XSD-N, U.UN-T, SLV-N, ZEO-T are stocks to buy or sell.

COMMENT

Cautious on state of economy. Similar to past economic cycles when markets crash. Yield curve has been inverted for a long time. Longer the inversion occurs - generally the worse the recession is. Believes investors should take preventative measures. One strategy is to diversify into a broad variety of asset classes (gold, real estate, stocks etc.). Unsure on the future of markets, so would recommend defensive portfolio. 

Unknown
TOP PICK

Excellent exposure to energy sector. Equal weight across the energy sector. Yield ~4.2% with a low management expense ratio. Energy cycle favorable to investors. 4% energy sector weighting on S&P 500 (traditionally higher) indicating room for further gains in sector as a whole. 

E.T.F.'s
TOP PICK
iShares Silver ETF

Under weighted on S&P 500. Commodity demand with electrification. Acts as a hedge on inflation. Geopolitical pressures also increase value of silver (hard assets). Upside for patient investors. 

E.T.F.'s
TOP PICK

Exchange traded product, but can trade away from NAV. Largest physical Uranium investment fund. A.I. and tech will require a lot of energy. Traditional energy sources not able to provide enough energy supply. Nuclear technology getting better - will be source of energy going forward. 

Mining
PAST TOP PICK
(A Top Pick Apr 03/23, Up 9%)

Expected larger gains from this ETF (doesn't have Nvidia). Re-shoring of US production of chips presents opportunity. Better names to own in this space (including NVIDIA).  

E.T.F.'s
PAST TOP PICK
(A Top Pick Apr 03/23, Up 16%)

Great hedge against inflation. Will continue to own this product. Gold out performing Bitcoin and US stocks. Gold is safe haven with geopolitical tension. Adds a diversified perspective to portfolio. Would recommend holding. 

E.T.F.'s
PAST TOP PICK
(A Top Pick Apr 03/23, Up 56%)

Hedge against inflation. Under appreciated asset class. Japan presenting lots of opportunity. Extra returns against Yen weakness. Very good long term hold. Will continue to hold in portfolio. 

E.T.F.'s
PARTIAL BUY

Covered call product. Income from selling calls is considered a capital gain. Reduce volatility, but won't get as much capital growth. Good for slightly defensive investors who like income. 

E.T.F.'s
BUY

Bullish on energy. Breakout on many oil and gas equities. Still lots of opportunity in sector. Investors not overly interested in sector. 

E.T.F.'s
BUY

Great silver option. Would recommend with demand for silver rising. Electrification requires more silver. Good long term hold. 

precious metals
PARTIAL BUY

Good option for investors looking for tech exposure. Large cap companies only - so will limit capital growth. Defensive name. Tech valuations very high right now - so would trim a little. Good to keep as a balanced portion of portfolio. 

E.T.F.'s
BUY

Good for defensive investors. Safe dividends. Very low management fee. Good for RRSP. Includes equity growth in this product as well. 

E.T.F.'s
BUY

Won't get distributions from dividends. Capital gains accrue when sell. Very tax efficient. Provides good exposure to Europe. Large cap names comprise most of fund. 

E.T.F.'s
HOLD

Portfolio of US treasury bonds. Selling covered calls provides income, but limits upside. Good for dividend investors. MER is a little higher than would prefer. Available in USD version. 

E.T.F.'s
PARTIAL BUY

Covered call option that is food for income oriented investors. MER ratio a little high. Good exposure to Canadian world of index stocks. Leverages product that can present risk. Good on upside, but can be hazardous on downside. Good for small portion of portfolio. 

E.T.F.'s