A Comment -- General Comments From an Expert

A Commentary

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Analysis and Opinions about A Commentary

Signal
Opinion
Expert
COMMENT
COMMENT
July 10, 2008
Bank Preferred Shares: Generally doesn't like to take the equity risk that is associated with them. However, tax laws make dividend yields very attractive. Feels they are safe. Makes sense for a small portion of your portfolio but would diversify between banks.
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Bank Preferred Shares: Generally doesn't like to take the equity risk that is associated with them. However, tax laws make dividend yields very attractive. Feels they are safe. Makes sense for a small portion of your portfolio but would diversify between banks.
COMMENT
COMMENT
July 10, 2008
Gold: Will trade in part on the US$. Doesn't think the bottom is here yet. Will also trade to some extent on geopolitical events. Technically, the $1,000 mark is where it is heading. Not keen on gold stocks. The price is a psychological one as opposed to a supply/demand fundamental.
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Gold: Will trade in part on the US$. Doesn't think the bottom is here yet. Will also trade to some extent on geopolitical events. Technically, the $1,000 mark is where it is heading. Not keen on gold stocks. The price is a psychological one as opposed to a supply/demand fundamental.
COMMENT
COMMENT
July 10, 2008
Hedge Funds & Commodity Prices: Hedge funds can cause the market to dislocate in the short run. Example: Uranium spot price is around $60 where the longer-term price is around $90. Speculative money going in and out of commodities is going to have a big affect.
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Hedge Funds & Commodity Prices: Hedge funds can cause the market to dislocate in the short run. Example: Uranium spot price is around $60 where the longer-term price is around $90. Speculative money going in and out of commodities is going to have a big affect.
COMMENT
COMMENT
July 10, 2008
Short Selling vs. Option Trading As a Hedging Strategy: Option trading basically uses leverage, while short selling doesn't use that leverage as much. Option trading is great as long as you know what your exposure is to the underlying asset.
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Short Selling vs. Option Trading As a Hedging Strategy: Option trading basically uses leverage, while short selling doesn't use that leverage as much. Option trading is great as long as you know what your exposure is to the underlying asset.
COMMENT
COMMENT
July 10, 2008
Salida Multi-Strategy Fund: - Pretty aggressive trader. Hedge out market risks quite a bit. Don't always get it right. Have some big drawdowns but right now they are sticking with the commodities and have done very well. Up 10% to date. Their performance is still great. Likes what they do.
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Salida Multi-Strategy Fund: - Pretty aggressive trader. Hedge out market risks quite a bit. Don't always get it right. Have some big drawdowns but right now they are sticking with the commodities and have done very well. Up 10% to date. Their performance is still great. Likes what they do.
COMMENT
COMMENT
July 10, 2008
Hedge Funds & Gold: Hedge funds are opportunistic and sometimes can be proactive and at other times reactive.
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Hedge Funds & Gold: Hedge funds are opportunistic and sometimes can be proactive and at other times reactive.
COMMENT
COMMENT
July 10, 2008
Sprott Opportunities Fund: Manager Jean-Francois Tardif recently won an award for being the #1 Canadian Long/Short manager on a risk-adjusted basis. Very good fund. Stressful for him to run because he goes long and he goes short very quickly depending on market conditions.
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Sprott Opportunities Fund: Manager Jean-Francois Tardif recently won an award for being the #1 Canadian Long/Short manager on a risk-adjusted basis. Very good fund. Stressful for him to run because he goes long and he goes short very quickly depending on market conditions.
COMMENT
COMMENT
July 10, 2008
Sprott Hedge II is run by Erik Sprott and is up about 15% since it was his Top Pick in March.
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Sprott Hedge II is run by Erik Sprott and is up about 15% since it was his Top Pick in March.
TOP PICK
TOP PICK
July 10, 2008
Goodwood Fund: Going out on a limb on this one because people are going to look at the performance and see it is down 18% to 20%. It tends to be an activist deep, deep value fund. His track record has been phenomenal for the last 10 years. In 2 or 3 years you will look pretty good in this one.
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Goodwood Fund: Going out on a limb on this one because people are going to look at the performance and see it is down 18% to 20%. It tends to be an activist deep, deep value fund. His track record has been phenomenal for the last 10 years. In 2 or 3 years you will look pretty good in this one.
TOP PICK
TOP PICK
July 10, 2008
Arrow Enso: Global fund. Have done a fantastic job over the last few years. You don't look for this one to shoot the lights out or generate 40% return but they've never had a down year in the last 5 years. Up about 10% year to date.
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Arrow Enso: Global fund. Have done a fantastic job over the last few years. You don't look for this one to shoot the lights out or generate 40% return but they've never had a down year in the last 5 years. Up about 10% year to date.
TOP PICK
TOP PICK
July 10, 2008
Vertex Fund: One of the best portfolio managers over the last 10 years. One of the longer track records in Canada for long/short equity. Do a lot of merger arbitrage and with the global credit crisis a lot of people are worried and they have taken advantage of this.
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Vertex Fund: One of the best portfolio managers over the last 10 years. One of the longer track records in Canada for long/short equity. Do a lot of merger arbitrage and with the global credit crisis a lot of people are worried and they have taken advantage of this.
COMMENT
COMMENT
July 10, 2008
Dynamic Power Hedge Fund: Management has done a fantastic job over the last 5 years. You have about 10 X your money if you bought it five years ago.
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Dynamic Power Hedge Fund: Management has done a fantastic job over the last 5 years. You have about 10 X your money if you bought it five years ago.
COMMENT
COMMENT
July 9, 2008
Sectors of Global vs Domestic Performance: Feels that wind power will continue to outperform. Likes the high barriers to entry. Currently there are 8 players in the global arena.
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Sectors of Global vs Domestic Performance: Feels that wind power will continue to outperform. Likes the high barriers to entry. Currently there are 8 players in the global arena.
COMMENT
COMMENT
July 9, 2008
Solar Technology: He prefers wind to solar because of cost competitiveness. Solar sector has come off quite a bit and there are interesting opportunities for you to start chipping away. He divides the solar sector into 2 key parts. Tier 1 such as First Solar (FSLR-Q), Suntech Power (STP-N) and Qcell (?). Tier 2, which they don't buy, would be Arise Technologies (APV-T).
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Solar Technology: He prefers wind to solar because of cost competitiveness. Solar sector has come off quite a bit and there are interesting opportunities for you to start chipping away. He divides the solar sector into 2 key parts. Tier 1 such as First Solar (FSLR-Q), Suntech Power (STP-N) and Qcell (?). Tier 2, which they don't buy, would be Arise Technologies (APV-T).
COMMENT
COMMENT
July 8, 2008
LNG Gas: Countries like Japan are paying $16 to get LNG shipped, so it won’t be coming in to North America. Any kind of disaster could create a natural gas shortage, so the trend is your friend.
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LNG Gas: Countries like Japan are paying $16 to get LNG shipped, so it won’t be coming in to North America. Any kind of disaster could create a natural gas shortage, so the trend is your friend.
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