SPDR Health Care E.T.F.

XLV-N

NYSEARCA:XLV

100.88
0.07 (0.07%)

Analysis and Opinions about XLV-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 24, 2019
(A Top Pick May 09/19, Up 4%) Seasonality ends Oct. 24. It's been faltering lately. The US election campaign is a headwind and will continue to overhang. He may exit this.
(A Top Pick May 09/19, Up 4%) Seasonality ends Oct. 24. It's been faltering lately. The US election campaign is a headwind and will continue to overhang. He may exit this.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$90.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 11, 2019
(A Top Pick Sep 12/18, Down 1%) He was stopped out of this. The medical devices space is good. Biotech services, are under huge pressure. This ETF was a little too inclusive so he exited.
(A Top Pick Sep 12/18, Down 1%) He was stopped out of this. The medical devices space is good. Biotech services, are under huge pressure. This ETF was a little too inclusive so he exited.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$91.590
Owned
No
COMMENT
COMMENT
September 6, 2019

US Healthcare For knee replacements and implants he likes SNN-N. He does not prefer the ETFs, such as XLV-N, because they hold too broad of an array of companies, including the big drug companies that are under pressure. He would focus on the tool and device space instead.

US Healthcare For knee replacements and implants he likes SNN-N. He does not prefer the ETFs, such as XLV-N, because they hold too broad of an array of companies, including the big drug companies that are under pressure. He would focus on the tool and device space instead.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$91.270
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
August 7, 2019
(A Top Pick Aug 07/18, Up 1%) He was stopped out a while ago. Managed care got hit and became politicized. The sector went neutral, so he went into medical devices instead.
(A Top Pick Aug 07/18, Up 1%) He was stopped out a while ago. Managed care got hit and became politicized. The sector went neutral, so he went into medical devices instead.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$90.090
Owned
No
TOP PICK
TOP PICK
May 9, 2019
It is defensive with a seasonal period from May first to the beginning of August. Investors get attracted to this sector at this time of the year because it is defensive. It has started to outperform the market. It is less exposed to the China/US trade deal. It is not a bad place to be. It is a place to hide out in.
It is defensive with a seasonal period from May first to the beginning of August. Investors get attracted to this sector at this time of the year because it is defensive. It has started to outperform the market. It is less exposed to the China/US trade deal. It is not a bad place to be. It is a place to hide out in.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$88.880
Owned
No
TOP PICK
TOP PICK
January 8, 2019
Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$86.960
Owned
Yes
TOP PICK
TOP PICK
December 6, 2018
You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$92.890
Owned
Yes
TOP PICK
TOP PICK
October 15, 2018

It's the largest by far in this space and cheap at 0.13% MER. Carries the biggies in healthcare with J&J, Pfizer as the top two holdings. It's highly liquid. He wants US dollars now, which is another plus. Also likes ZUB-T, but he prefers U.S. dollars.

It's the largest by far in this space and cheap at 0.13% MER. Carries the biggies in healthcare with J&J, Pfizer as the top two holdings. It's highly liquid. He wants US dollars now, which is another plus. Also likes ZUB-T, but he prefers U.S. dollars.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$90.440
Owned
Yes
TOP PICK
TOP PICK
September 12, 2018

He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$92.690
Owned
Yes
TOP PICK
TOP PICK
August 7, 2018

This tends to be late stage and has been growing rapidly in the last 3-to-4 months. It is just starting to break out. Within the underlying sector, more industries are starting to do well pharma, services, distributors and hospitals are all improving and the US-based policy risk seems to be toning down. (Analysts’ price target was not provided)

This tends to be late stage and has been growing rapidly in the last 3-to-4 months. It is just starting to break out. Within the underlying sector, more industries are starting to do well pharma, services, distributors and hospitals are all improving and the US-based policy risk seems to be toning down. (Analysts’ price target was not provided)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$89.980
Owned
Yes
BUY
BUY
January 19, 2018

A US healthcare ETF? He would buy one of the Spider sector ETF's. This one has very, very low costs, and is very liquid. It is well diversified. If you want something that has Canadian hedging, then you can buy ZUH-T from the Bank of Montréal.

A US healthcare ETF? He would buy one of the Spider sector ETF's. This one has very, very low costs, and is very liquid. It is well diversified. If you want something that has Canadian hedging, then you can buy ZUH-T from the Bank of Montréal.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$88.440
Owned
Unknown
BUY
BUY
January 17, 2018

The 2nd best performing sector in the S&P 500. He likes it, but doesn't have any exposure to healthcare right now. It's a great ETF. With an $.805 Cdn dollar, he would definitely be buying the name.

The 2nd best performing sector in the S&P 500. He likes it, but doesn't have any exposure to healthcare right now. It's a great ETF. With an $.805 Cdn dollar, he would definitely be buying the name.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$88.090
Owned
No
PAST TOP PICK
PAST TOP PICK
January 3, 2018

(A Top Pick Feb 17/17. Up 16%.) He still likes this. There are very few sectors that are in secular bull markets. This is one of them. This should be a core holding for every Canadian investor.

(A Top Pick Feb 17/17. Up 16%.) He still likes this. There are very few sectors that are in secular bull markets. This is one of them. This should be a core holding for every Canadian investor.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$84.410
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 30, 2017

(A Top Pick April 18/16. Up 14.37%.) He still likes this. Healthcare is in a secular bull market. The trend started in 2012. It is still a Hold.

(A Top Pick April 18/16. Up 14.37%.) He still likes this. Healthcare is in a secular bull market. The trend started in 2012. It is still a Hold.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$79.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 11, 2017

(A Top Pick April 18/16. Up 8%.) If this can get above the peak it hit in March, it is going to really accelerate. He would like this one longer-term. (See Top Picks.)

(A Top Pick April 18/16. Up 8%.) If this can get above the peak it hit in March, it is going to really accelerate. He would like this one longer-term. (See Top Picks.)

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$75.410
Owned
Yes
TOP PICK
TOP PICK
February 17, 2017

Just the big names in US healthcare. We have seen the bottom in here. It is one of the strongest sectors out there right now. We saw some rotation last week. It is in a secular bull market and we are at the beginning of it. It has a really good valuation. The political football that it has been is going to die down.

Just the big names in US healthcare. We have seen the bottom in here. It is one of the strongest sectors out there right now. We saw some rotation last week. It is in a secular bull market and we are at the beginning of it. It has a really good valuation. The political football that it has been is going to die down.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$73.660
Owned
Yes
COMMENT
COMMENT
October 7, 2016

Good time for a US healthcare ETF? This should be a good area to get into because of an aging population. Demographics are certainly in favour. If he was going to do anything, this would be the one he would go with.

Good time for a US healthcare ETF? This should be a good area to get into because of an aging population. Demographics are certainly in favour. If he was going to do anything, this would be the one he would go with.

David Cockfield
Managing Director, Northland Wealth Management
Price
$71.870
Owned
Unknown
COMMENT
COMMENT
June 30, 2016

Which stocks for RESP and University in 8 years? He would use healthcares such as SPDR Health Care (XLV-N) or SPDR Pharma (XPH-N). These are in a secular bull market. You could also use Van Eck Vectors Biotech (BBH-Q). This gives you a little bit of mix of all 3 sectors. He would suggest 40% and 40% on the first 2 and maybe 20% in the Biotechs.

Which stocks for RESP and University in 8 years? He would use healthcares such as SPDR Health Care (XLV-N) or SPDR Pharma (XPH-N). These are in a secular bull market. You could also use Van Eck Vectors Biotech (BBH-Q). This gives you a little bit of mix of all 3 sectors. He would suggest 40% and 40% on the first 2 and maybe 20% in the Biotechs.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$71.705
Owned
Unknown
DON'T BUY
DON'T BUY
May 5, 2016

Healthcare does better in August and into October. But it ran up since February. We have that political football. Be careful because it is an election year.

Healthcare does better in August and into October. But it ran up since February. We have that political football. Be careful because it is an election year.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$69.590
Owned
Unknown
TOP PICK
TOP PICK
April 18, 2016

There are very few sectors that are in a bull market on a secular basis. This is one of them. It started in 2014. Was a little bit of a football recently. He started by taking a small position of 2.5%. This is coming into a strong seasonal period.

There are very few sectors that are in a bull market on a secular basis. This is one of them. It started in 2014. Was a little bit of a football recently. He started by taking a small position of 2.5%. This is coming into a strong seasonal period.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$70.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 10, 2015

(A Top Pick June 29/15. Down 3.4%.) Likes healthcare and wouldn’t sell this. Healthcare is one of those areas that is a good position to have in a portfolio.

(A Top Pick June 29/15. Down 3.4%.) Likes healthcare and wouldn’t sell this. Healthcare is one of those areas that is a good position to have in a portfolio.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$71.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 15, 2015

(Top Pick Oct 31/14, Up 2.23%) It was way higher two months ago. He got out a month ago. He still likes it long term. He thinks there will be good opportunities to grab this for the long term in the next couple of months.

(Top Pick Oct 31/14, Up 2.23%) It was way higher two months ago. He got out a month ago. He still likes it long term. He thinks there will be good opportunities to grab this for the long term in the next couple of months.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$69.140
Owned
No
PAST TOP PICK
PAST TOP PICK
October 15, 2015

(A Top Pick June 29/15. Down 6.39%.) Healthcare and biotech have been hit pretty hard lately. He really likes this on a longer-term basis. This is an area that continues to be very, very important, and this will continue to do well. If you own, continue to Hold. Still a Buy.

(A Top Pick June 29/15. Down 6.39%.) Healthcare and biotech have been hit pretty hard lately. He really likes this on a longer-term basis. This is an area that continues to be very, very important, and this will continue to do well. If you own, continue to Hold. Still a Buy.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$69.140
Owned
Yes
TOP PICK
TOP PICK
June 29, 2015

The healthcare sector should probably be one of your core sectors holdings and you can hold this for the long-term. It is a play on major US healthcare providers. There is going to be continued consolidation in the sector, because margins will be squeezed.

The healthcare sector should probably be one of your core sectors holdings and you can hold this for the long-term. It is a play on major US healthcare providers. There is going to be continued consolidation in the sector, because margins will be squeezed.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$74.150
Owned
No
TOP PICK
TOP PICK
June 24, 2015

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This one has a lot of the big guys in that, such as Pfizer, Johnson & Johnson, Merck, etc.

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This one has a lot of the big guys in that, such as Pfizer, Johnson & Johnson, Merck, etc.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$75.680
Owned
Yes
TOP PICK
TOP PICK
October 31, 2014

Healthcare. Chart shows a V bottom this month. As a longer-term investor, he would like to hold this for a while. If it came back to the breakout level in the low $60, he would like to buy some more. Healthcare is a generational thing that we are just embarking on.

Healthcare. Chart shows a V bottom this month. As a longer-term investor, he would like to hold this for a while. If it came back to the breakout level in the low $60, he would like to buy some more. Healthcare is a generational thing that we are just embarking on.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$67.270
Owned
Yes
DON'T BUY
DON'T BUY
June 18, 2013

Healthcare. This is strictly US with about 48% pharma. Likes the sector but thinks the ETF has too much pharma.

Healthcare. This is strictly US with about 48% pharma. Likes the sector but thinks the ETF has too much pharma.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$49.060
Owned
No
COMMENT
COMMENT
January 16, 2013

Which ETF would you recommend to play the healthcare sector in the US? SPDR Health Care (XLV-N) generally does a pretty good job. If you don’t want to through the US, there is also BMO EqWt US HthCare Hedged CAD (ZUH-T) on the Canadian market.

Which ETF would you recommend to play the healthcare sector in the US? SPDR Health Care (XLV-N) generally does a pretty good job. If you don’t want to through the US, there is also BMO EqWt US HthCare Hedged CAD (ZUH-T) on the Canadian market.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$41.670
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 9, 2008
(A Top Pick Oct 27/07. Down 11%.) This was basically a defensive play to the end of the year and was up at that time. Still a Buy.
(A Top Pick Oct 27/07. Down 11%.) This was basically a defensive play to the end of the year and was up at that time. Still a Buy.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$31.470
Owned
No
TOP PICK
TOP PICK
October 26, 2007
(SPDR Health Care E.T.F) Health care does well in the summer time, people like to take from aggressive positions and put money in defensive positions during holidays. Should sell at end of the year, before J.P Morgan health care conference takes place.
(SPDR Health Care E.T.F) Health care does well in the summer time, people like to take from aggressive positions and put money in defensive positions during holidays. Should sell at end of the year, before J.P Morgan health care conference takes place.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$35.680
Owned
Yes
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