Stock Opinions by Hank Cunningham - Stockchase Experts
WATCH LIST
494
Hank Cunningham

On Stockchase since : Jun 2005

Fixed Income Strategist at Odlum Brown Limited

Reveal Expert Performance

Hank Cunningham hasn’t left any messages.


Hank Cunningham Latest Top Picks...

Stock Opinions by Hank Cunningham - Stockchase Experts

Signal Opinion Expert Chart
BUY

He would recommend this as a core holding in the bond portion of a balanced portfolio. He thinks this is the area of the market that people should concentrate their fixed income holding on a 1-5 year term to protect capital . He is a laddered advocate and this is a good quality laddered index and has around 60 bonds in it. He likes it.

E.T.F.'s
0 0 0 0 0
0 comments

He would recommend this as a core holding in the bond portion of a balanced portfolio. He thinks this is the area of the market that people should concentrate their fixed income holding on a 1-5 year term to protect capital . He is a laddered advocate and this is a good quality laddered index and has around 60 bonds in it. He likes it.

E.T.F.'s
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$19.480
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
BCE Inc.(BCE-T) 

August 10, 2015

(Past Top Pick June 6, 2014, matures June 18, 2019, up 4.68%) The yield curve was very steep at the time and they favoured a strategy called “rolling down the yield curve” with all of his past top picks for this date. He also based this pick on his view that you have other bonds in your portfolio. He chose bonds that was best for the curve on a risk reward point of view.

telephone utilities
0 0 0 0 0
0 comments
(Past Top Pick June 6, 2014, matures June 18, 2019, up 4.68%) The yield curve was very steep at the time and they favoured a strategy called “rolling down the yield curve” with all of his past top picks for this date. He also based this pick on his view that you have other bonds in your portfolio. He chose bonds that was best for the curve on a risk reward point of view.

telephone utilities
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$54.010
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
(Past Top Pick June 6, 2014, matures April 9, 2019 up 4.55%) It is a credit that he always likes, they take advantage of the bond market, produce good returns and they have a strong balance sheet. Beats inflation and you earn your money back in a relatively small time. You earn something.
property mngmnt/investment
0 0 0 0 0
0 comments
(Past Top Pick June 6, 2014, matures April 9, 2019 up 4.55%) It is a credit that he always likes, they take advantage of the bond market, produce good returns and they have a strong balance sheet. Beats inflation and you earn your money back in a relatively small time. You earn something.
property mngmnt/investment
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$20.550
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
(Past Top Pick June 6, 2014, Bond matures May 24,2018, up 3.79%) Had a good balance sheet, but folded into Loblaws now, Performed well. Most bonds yields have been going sideways since late 2014.
specialty stores
0 0 0 0 0
0 comments
(Past Top Pick June 6, 2014, Bond matures May 24,2018, up 3.79%) Had a good balance sheet, but folded into Loblaws now, Performed well. Most bonds yields have been going sideways since late 2014.
specialty stores
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$60.830
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

What would a bond portfolio for new clients look like? He recommends 20% in ETFs and high yield managed funds and 80 % in laddered funds.

0 0 0 0 0
0 comments

What would a bond portfolio for new clients look like? He recommends 20% in ETFs and high yield managed funds and 80 % in laddered funds.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

TOP PICK
General Market Comment 

August 10, 2015

Telus Bond matures in January 26, 2021, 3.60% Recent shift at the top was a surprise, and could be unsettling for shareholders. However, he feels that it doesn't change the credit and the new CEO, a former CEO, should be able to regain the reins pretty quickly. It fits in with his overall rolling down the curve strategy and having a varety of well diversified group. He favours non-cyclical companies, consumer oriented if possible. He avoids the energy, metal and oil sectors. He respects the new CEO.

0 0 0 0 0
0 comments

Telus Bond matures in January 26, 2021, 3.60% Recent shift at the top was a surprise, and could be unsettling for shareholders. However, he feels that it doesn't change the credit and the new CEO, a former CEO, should be able to regain the reins pretty quickly. It fits in with his overall rolling down the curve strategy and having a varety of well diversified group. He favours non-cyclical companies, consumer oriented if possible. He avoids the energy, metal and oil sectors. He respects the new CEO.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

TOP PICK
General Market Comment 

August 10, 2015

Bank of Montreal Bond matures March 16, 2022, 2.12% This is a safety of principle.. The maturity made sense to him. The bonds are relatively close to par, not giant premiums. He feels the bonds are safe because it is with a bank, especially if you own other bonds with shorter maturities.

0 0 0 0 0
0 comments

Bank of Montreal Bond matures March 16, 2022, 2.12% This is a safety of principle.. The maturity made sense to him. The bonds are relatively close to par, not giant premiums. He feels the bonds are safe because it is with a bank, especially if you own other bonds with shorter maturities.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

TOP PICK
General Market Comment 

August 10, 2015

Shoppers Drug Mart Bond, matures May 24, 2018, 2.36% Likes the credit. They are either A or A+ or A-. They are staying away from triple B securities.

0 0 0 0 0
0 comments

Shoppers Drug Mart Bond, matures May 24, 2018, 2.36% Likes the credit. They are either A or A+ or A-. They are staying away from triple B securities.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

What is the risk of holding a bond ETF as opposed to individual corporate bonds if held to maturity? #1. ETFs never mature, if they do , they just rollover into another bond within the the contents of what the ETF stands for.. While individual bonds, you know exactly when and how much you are getting back. #2. ETFs are better diversified, it is harder to diversify with bonds unless you have a bigger portfolio. #3 There is a risk if all ETFs investors decided that they wanted their money out at the same time. If you own an individual bond you are certain of what you are going to get back.

0 0 0 0 0
0 comments

What is the risk of holding a bond ETF as opposed to individual corporate bonds if held to maturity? #1. ETFs never mature, if they do , they just rollover into another bond within the the contents of what the ETF stands for.. While individual bonds, you know exactly when and how much you are getting back. #2. ETFs are better diversified, it is harder to diversify with bonds unless you have a bigger portfolio. #3 There is a risk if all ETFs investors decided that they wanted their money out at the same time. If you own an individual bond you are certain of what you are going to get back.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

Scotia Bank Bonds. They are high quality, they are A+ bonds, safe investment with a lower yield. Sleep at night bonds with no worries at all. He doesn't favour any bank bonds over another, but they offer different types. You have to examine each issue very carefully.

0 0 0 0 0
0 comments

Scotia Bank Bonds. They are high quality, they are A+ bonds, safe investment with a lower yield. Sleep at night bonds with no worries at all. He doesn't favour any bank bonds over another, but they offer different types. You have to examine each issue very carefully.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

Caller has a portfolio of 1.5 million and would like a 5 % return. He feels that you have to accept what the market is giving you right now. When people start arguing with the market you usually lose. You can't get 5% for investment grade bonds right now. You can get 2 to 2.5%. He recommends high yield bond funds. BCE common yield is pretty close to 5 %. Also, high quality companies such as the banks, BCE and Power Corps could give you 4%. .

0 0 0 0 0
0 comments

Caller has a portfolio of 1.5 million and would like a 5 % return. He feels that you have to accept what the market is giving you right now. When people start arguing with the market you usually lose. You can't get 5% for investment grade bonds right now. You can get 2 to 2.5%. He recommends high yield bond funds. BCE common yield is pretty close to 5 %. Also, high quality companies such as the banks, BCE and Power Corps could give you 4%. .

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

Caller want's to know if Canada 5 year bond has prices baked in, in regards to the oil price erosion. The last cut wasn't a surprise, and the yeilds actually went up since the bank cut it's rate on July 21. Market is still uncertain if the rate will be cut again. In the meantime we will see firming in the US rates which will mitigate anymore decline in 5 year bond yields.

0 0 0 0 0
0 comments

Caller want's to know if Canada 5 year bond has prices baked in, in regards to the oil price erosion. The last cut wasn't a surprise, and the yeilds actually went up since the bank cut it's rate on July 21. Market is still uncertain if the rate will be cut again. In the meantime we will see firming in the US rates which will mitigate anymore decline in 5 year bond yields.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
Manulife Financial(MFC-T) 

August 10, 2015

What does he think of floatingt rate funds such as Manulife Floating Rate Senior loan fund for the fixed income protion of a portolio? He likes these in general. He endorses the IA Clarington Floating Rate fund and the other is the Mackenzie floating rate fund. They are a form of inflation protection.

insurance
0 0 0 0 0
0 comments

What does he think of floatingt rate funds such as Manulife Floating Rate Senior loan fund for the fixed income protion of a portolio? He likes these in general. He endorses the IA Clarington Floating Rate fund and the other is the Mackenzie floating rate fund. They are a form of inflation protection.

insurance
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$23.270
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

Caller wants to understand Strip Bonds. Zero coupon bond originally was from a Bond with 6 coupons on it, that would be torn off for each payment. They would “strip” them off and sell them separately. These were zero interest bonds, that were sold at a big discount from their face value. Maturing in 10 years. $50 today would have a guaranteed compounded return from now until then. They were government issued triple A, or double A securities. Ideal for RSP. They can also be traded. These days the yields are so low there isn't any demand for strip bonds. If you want a fixed amount in the future, you can buy it today as an investment.

0 0 0 0 0
0 comments

Caller wants to understand Strip Bonds. Zero coupon bond originally was from a Bond with 6 coupons on it, that would be torn off for each payment. They would “strip” them off and sell them separately. These were zero interest bonds, that were sold at a big discount from their face value. Maturing in 10 years. $50 today would have a guaranteed compounded return from now until then. They were government issued triple A, or double A securities. Ideal for RSP. They can also be traded. These days the yields are so low there isn't any demand for strip bonds. If you want a fixed amount in the future, you can buy it today as an investment.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 10, 2015

What percent of a portfolio would you allocate to bonds for two people entering retirment and how would you allocate it? There is no one answer. Depends on confort level. With bond yields so low these days it's tempting to focus on the equity portion.

0 0 0 0 0
0 comments

What percent of a portfolio would you allocate to bonds for two people entering retirment and how would you allocate it? There is no one answer. Depends on confort level. With bond yields so low these days it's tempting to focus on the equity portion.

Unknown
0 0 0 0 0
0 comments
Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

Showing 31 to 45 of 494 entries
Successfully Saved Company
Successfully Saved Company