iShares S&P/TSX Information Technology Capped

XIT-T

Analysis and Opinions about XIT-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 30, 2018

Canadian high tech companies. The top 4 are 75% of the portfolio. That is a risk. You could just buy the top 4 names individually. We had a massive run in these stocks. There is a fear of missing out. The momentum has cracked a bit in the last few days. Be conscious of the risk when you buy these ETFs.

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Canadian high tech companies. The top 4 are 75% of the portfolio. That is a risk. You could just buy the top 4 names individually. We had a massive run in these stocks. There is a fear of missing out. The momentum has cracked a bit in the last few days. Be conscious of the risk when you buy these ETFs.

PAST TOP PICK
PAST TOP PICK
May 22, 2018

(Past Top Pick on August 8, 2017, Up 25%) He's holding and adding to it. Includes big companies such as Shopify, and he expects the Canadian tech sector to perform well. There's more risk in this sector, but an investor is safe if it takes up 5% of a portfolio. And he's not excited about Canadian stocks in general now.

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(Past Top Pick on August 8, 2017, Up 25%) He's holding and adding to it. Includes big companies such as Shopify, and he expects the Canadian tech sector to perform well. There's more risk in this sector, but an investor is safe if it takes up 5% of a portfolio. And he's not excited about Canadian stocks in general now.

TOP PICK
TOP PICK
May 22, 2018

A past top pick that he's sticking with. It holds no Canadian pipelines, he jokes. Canada has some good tech companies like Shopify, CGI, Constellation, Blackberry and Open Text. This ETF gets away from the typical Canadian stocks (banks), so this offers diversification.

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A past top pick that he's sticking with. It holds no Canadian pipelines, he jokes. Canada has some good tech companies like Shopify, CGI, Constellation, Blackberry and Open Text. This ETF gets away from the typical Canadian stocks (banks), so this offers diversification.

COMMENT
COMMENT
March 23, 2018

He sees a nice bullish breakout in February and the pullback is interesting for a possible buy-in. He likes the technology sector and sees this ETF as a good proxy.

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He sees a nice bullish breakout in February and the pullback is interesting for a possible buy-in. He likes the technology sector and sees this ETF as a good proxy.

TOP PICK
TOP PICK
August 8, 2017

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives. The only problem with this is that 50% of it is concentrated in 3 stocks. There is added risk to this because of that concentration.

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Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives. The only problem with this is that 50% of it is concentrated in 3 stocks. There is added risk to this because of that concentration.

COMMENT
COMMENT
December 2, 2015

There is not a whole lot in this. It is basically just Blackberry (BB-T). He doesn’t use this. There aren’t a lot of things in this that he finds attractive. Not that much diversification.

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There is not a whole lot in this. It is basically just Blackberry (BB-T). He doesn’t use this. There aren’t a lot of things in this that he finds attractive. Not that much diversification.

BUY
BUY
November 11, 2014

This sector is turning into one that is real and investable. He would be there. The sector is working. Technology to him is a dominant theme.

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This sector is turning into one that is real and investable. He would be there. The sector is working. Technology to him is a dominant theme.

DON'T BUY
DON'T BUY
October 31, 2012

Research in Motion (RIM-T) is about 20% of this ETF and it has 6 other companies. We really don’t have a technology sector in Canada. He would recommend a hedged currency fund, BMO’s NASDAQ 100 (ZQQ-T) which gives 100 tech stocks.

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Research in Motion (RIM-T) is about 20% of this ETF and it has 6 other companies. We really don’t have a technology sector in Canada. He would recommend a hedged currency fund, BMO’s NASDAQ 100 (ZQQ-T) which gives 100 tech stocks.

PAST TOP PICK
PAST TOP PICK
May 14, 2012
(A Top Pick May 4/11. Down %.) Sold his holdings at about a 10% loss. This one is too dominated by Research in Motion (RIM-T).
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(A Top Pick May 4/11. Down %.) Sold his holdings at about a 10% loss. This one is too dominated by Research in Motion (RIM-T).
DON'T BUY
DON'T BUY
March 9, 2012
A lot of this is RIM. Only six stocks contained, and doesn't like it, too concentrated. Prefers ZQQ but at this point is looking at selling ZQQ.
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A lot of this is RIM. Only six stocks contained, and doesn't like it, too concentrated. Prefers ZQQ but at this point is looking at selling ZQQ.
TOP PICK
TOP PICK
May 4, 2011
S&P/TSX Information Technology Capped ETF. Has really gone no where from 2000. Expect he will be selling it at $15-$16 in the future.
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S&P/TSX Information Technology Capped ETF. Has really gone no where from 2000. Expect he will be selling it at $15-$16 in the future.
DON'T BUY
DON'T BUY
May 31, 2010
Tech sector has seasonal trend of higher from October until second week of Jan. RIM is a dominant part of this fund. It’s too heavily weighted. Would prefer to own XLK in the US.
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Tech sector has seasonal trend of higher from October until second week of Jan. RIM is a dominant part of this fund. It’s too heavily weighted. Would prefer to own XLK in the US.
DON'T BUY
DON'T BUY
May 5, 2010
S&P/TSX IT. Basically RIM (RIM-T) and friends. Not broad enough coverage for him so he doesn't use it.
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S&P/TSX IT. Basically RIM (RIM-T) and friends. Not broad enough coverage for him so he doesn't use it.
COMMENT
COMMENT
November 12, 2009
Technology ETF. A lot of the tech companies have been boosting their bottom lines by cost cutting but that is supposed to come to an end as we move into Q1. US ETF's will probably be more diversified and cheaper but you are investing in US$.
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Technology ETF. A lot of the tech companies have been boosting their bottom lines by cost cutting but that is supposed to come to an end as we move into Q1. US ETF's will probably be more diversified and cheaper but you are investing in US$.
PAST TOP PICK
PAST TOP PICK
October 20, 2008
(A Top Pick Aug 27/07. Down 38%.) Exited in December with a profit of around 10%.
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(A Top Pick Aug 27/07. Down 38%.) Exited in December with a profit of around 10%.
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