Opinions by Som Seif | StockChase
210
Som Seif

President and CEO

ON STOCKCHASE SINCE Jun 2007

Claymore Investments Inc.
200 University Avenue, 13th FloorToronto, ON
T: 866-417-4640 F: 416-813-2020 info@claymoreinvestments.ca
http://www.claymoreinvestments.ca/


Opinions by Som Seif


Signal Opinion Expert Chart

2009-12-02

N/A
A Comment -- General Comments From an Expert 
India has announced about a month and a half ago they would pick up on the IMF gold sale. He is bullish on Gold long term, but there will be a lot of volatility. If China changes their building codes, it will impact lumber sector. It could be 50% of the Canadian lumber industry, but he would not invest in timber companies directly. He is positive on lumber if building codes change in China. Gold is a global currency and an economic hedge and risk of US economy and dollar.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

COMMENT
A Comment -- General Comments From an Expert 
Fixed Income ETFs: Look at the duration of the exposure (the average term). If you have a longer duration and interest rates rise, you will have more sensitivity and your price will fall. You want lower duration if you believe interest rates are going up. If outside an RRSP, look at CAB-T because it has a tax advantaged income to it. If it is inside, look at XBB, XSB (short term), CLF-T (gov’t bonds), or CBO-T (corporate bonds).
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

COMMENT
A Comment -- General Comments From an Expert 
Explain the movement patters of ETF’s: You have to look at what the ETF is investing in. For example in Commodities, there are really 3 baskets: Equity Commodities e.g. XGD-T (gold commodity stocks); Gold futures; and Physical Gold, stored in a vault (spot price). These gold ETFs will act very differently from one another. 1x ETFs mirror the index, but leveraged and commodity ETFs might be a little different.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

COMMENT
A Comment -- General Comments From an Expert 
Two classes of shares – common and advisor. The advisor fund pays the advisor a trailer fee and has a higher management fee.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

TOP PICK
A Comment -- General Comments From an Expert 
Rebalancing portfolio mix: There was a strong run in equity markets in the last 9 months. It is critical that investors look that they are balanced and not overweight in any equity class. Prepare in case of a market downturn.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

TOP PICK
A Comment -- General Comments From an Expert 
Dividend Based Equity. Likes to see an equity position as a dividend-paying stock, since there may be a re-trenchment over the next couple of months.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

TOP PICK
A Comment -- General Comments From an Expert 
Gold: Will see $1300 soon. Gold is a very attractive asset. If we do see some re-trenchment and some US$ appreciation, all assets will come down, but gold will hold up much better. Loves the long-term fundamentals of gold.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-12-02

COMMENT
iShares Cdn Div Aristocrats ETF (CDZ-T)
Dividend Product with Russell Metals and banks.
E.T.F.'s
Som Seif

President and CEO, Claymore Investments Inc.

Price: $18.060
Owned: Unknown

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2009-12-02

SELL
Horizons Alphapro Gartman Fund (HAG-T (Dead))
It was a closed end fund that converted to an ETF. It is actively managed by Gartman. It is not performing.
E.T.F.'s
Som Seif

President and CEO, Claymore Investments Inc.

Price: $9.160
Owned: Unknown

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2009-12-02

COMMENT
HBP NYMEX Nat'l Gas Bull+ (HNU-T)
Leveraged 2x daily return of natural gas commodity. It buys futures. At the end of each day, you re-balance the portfolio. There is a drag on it so when there is volatility; there is a drag on your returns if you hold long term. Use them for daily trading vehicles.
E.T.F.'s
Som Seif

President and CEO, Claymore Investments Inc.

Price: $8.150
Owned: Unknown

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2009-12-02

COMMENT
HBP S&P/TSX 60 Bear+ ETF (HXD-T)
This is an inverse ETF and so there is erosion of capital when it re-calibrates.
E.T.F.'s
Som Seif

President and CEO, Claymore Investments Inc.

Price: $12.380
Owned: Unknown

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2009-12-02

BUY
iShares DEX All Govt Bond ETF (XGB-T)
Longer duration bonds, more sensitive to rising interest rates. If you are looking at 1-3 years to invest, then lighten up this one and go CLF-T. If you are going 10 years and looking for income, XGB is fine.
E.T.F.'s
Som Seif

President and CEO, Claymore Investments Inc.

Price: $20.800
Owned: Unknown

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2009-10-05

TOP PICK
A Comment -- General Comments From an Expert 
Rebalancing portfolio mix. There has been a big run-up in the equity market and people have benefited from it. You should be looking at your portfolio and the asset mix to make sure it is in line.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-10-05

TOP PICK
A Comment -- General Comments From an Expert 
Dividend biased equities. Dividends are an important part of any equity exposure. Equities have come very far and there is some downside risk. You want to focus on good companies that have a consistency of paying good dividends, have good cash flow and growing dividends.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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2009-10-05

TOP PICK
A Comment -- General Comments From an Expert 
Hard asset commodities. Consider currency risk of the US$ and inflation. Look at the diversification in your portfolio such as gold, silver and hard asset commodities. They can add a lot of value to your portfolio.
Som Seif

President and CEO, Claymore Investments Inc.

Price: $0.020
Owned: Unknown

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