John HoodiShares MSCI Europe IMI Index ETF (CAD-Hedged)XEH.TOTOP PICKApr 13, 2015

A good way to play Europe's big 50 stocks. But he's only lost money in Europe because of their politics and staunch unions.

XEH vs. XEU European valuations are much more attractive than US ones. Both are great for broad-based European exposure. Look at EUFN to supplement your core holding, a good value play. Very difficult to make an assessment of the Euro to the CAD. Both are around fair value now. He'd lean to the hedged version, XEH. The EM currencies provide the most attractive value right now so, if your risk tolerance allows, he'd look at those equities and unhedge that currency versus the CAD.

(A Top Pick July 28/17 - Up 5%) Still cheap. Earnings are doing fine. It is a matter of when rather than if for Europe to go higher.

(A Top Pick July 28/17 - Up 4%). Italy spoiled it. An area of the world that has underperformed for a long time. Earnings are doing well. This is not an if thesis but rather a when.

Good, but he wouldn't hedge the CAD. For instance, he likes the Euro, so buy an ETF exposed to the Euro.

(A Top Pick, Jun 29/17, Up 4%) They launched this a number of years ago and he likes them because they are very cheap. It is a play on Europe. Currency hedging is baked into this product. They don’t just hold large cap stocks. It is much more diversified.

This is a play on the improving economic situation in Europe. Europe is trading at cheaper multiples at around 14X, versus the S&P at around 18X. It is a play on global growth and currency hedged. He likes the 20% weighting in financials. It currently pays a nice dividend at about 3.5%.

Europe. It is very low in fee and offers exposure to thousands of European companies, 25% UK. HXX-T would offer no UK weight if you wanted that. You can take profits in the Euro by moving into this. It is prudent to have SOME UK exposure no matter what.

(A Top Pick March 15/16. Up 26%. Up 26%.) He sold this and bought individual names to replace it.

ETFs are not normal for him, but for outside of North America he will go to an ETF. Cdn$ hedged, so you don’t have to worry about the euro. Wanted cheaper valuation to Europe, and this has primarily the 30 biggest stocks. Includes Great Britain, Switzerland, Germany, France and a little bit of Spain. About 7% energy and a lot of consumer and healthcare with some banks. A cheap way to have some European exposure.

It is an IMI index, which he likes. It has large, mid and small cap names. It is a great way to increase your expected return. He uses similar funds.

He likes this particular ETF product because it is European and it is hedged.