Stock Opinions by John Hood - Stockchase Experts
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John Hood @

On Stockchase since : Oct 2009

President & Portfolio Manager at J. C Hood Investment.

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Stock Opinions by John Hood - Stockchase Experts

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COMMENT
General Market Comment 

February 14, 2019

Market Outlook - Retail sales were surprising but seems reasonable to assume that the reason behind it was the market downturn of December. The problem with the telcos is that they have gone the Huawei road and it is going to cost them if there is a ban on it. Given his academic background on defense policy he agrees when the 5 eyes (US, Canada, Australia, UK and NZ) say that they have real concerns about this company integrating in the system. Canada doesn't have the spine to ban the company by itself. If this happens this can happen in conjunction with Canada's trading partners.
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Market Outlook - Retail sales were surprising but seems reasonable to assume that the reason behind it was the market downturn of December. The problem with the telcos is that they have gone the Huawei road and it is going to cost them if there is a ban on it. Given his academic background on defense policy he agrees when the 5 eyes (US, Canada, Australia, UK and NZ) say that they have real concerns about this company integrating in the system. Canada doesn't have the spine to ban the company by itself. If this happens this can happen in conjunction with Canada's trading partners.
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

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BUY
He likes it but it is too expensive at 55 - 65 basis points. It shouldn't be more than 10 bps in terms of MER. He will use it in a small accounts.
E.T.F.'s
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He likes it but it is too expensive at 55 - 65 basis points. It shouldn't be more than 10 bps in terms of MER. He will use it in a small accounts.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$28.650
Owned Owned
Unknown

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BUY
He likes the US banks. In the 4th quarters it got battered. But still likes them.
E.T.F.'s
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He likes the US banks. In the 4th quarters it got battered. But still likes them.
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John Hood

President , J. C Hood Investment...

Price Price
$27.030
Owned Owned
Yes

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BUY
He likes it. It is the premier ETF in China. He looks at emerging markets usually of which China is 1/3. Prudence says no more than 7 - 10 % exposure to emerging markets. You have to be careful with China. Here we have the rule of law, there they have the law of rules. It is the way they have been doing business for thousands of years. Just that we are not use to it.
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He likes it. It is the premier ETF in China. He looks at emerging markets usually of which China is 1/3. Prudence says no more than 7 - 10 % exposure to emerging markets. You have to be careful with China. Here we have the rule of law, there they have the law of rules. It is the way they have been doing business for thousands of years. Just that we are not use to it.
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
No

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BUY
iShares S&P/TSX 60 ETF(XIU-T) 

February 14, 2019

He likes it. He prefers it to any of the other products. It has more options trading on it than any of its competitors.
investment companies/funds
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He likes it. He prefers it to any of the other products. It has more options trading on it than any of its competitors.
investment companies/funds
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John Hood

President , J. C Hood Investment...

Price Price
$23.660
Owned Owned
Yes

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DON'T BUY
How much weight would you give to a preferred share ETF within a FI portfolio? He doesn't like preferreds. You get a return of a bond abut the risk of a stock. He prefers covered calls for income.
E.T.F.'s
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How much weight would you give to a preferred share ETF within a FI portfolio? He doesn't like preferreds. You get a return of a bond abut the risk of a stock. He prefers covered calls for income.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$12.390
Owned Owned
Unknown

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BUY
He likes it because there are many US utilities there. He sold many in December because he wanted the pure play when the market dropped.
E.T.F.'s
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He likes it because there are many US utilities there. He sold many in December because he wanted the pure play when the market dropped.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$12.940
Owned Owned
No

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BUY
He likes because it gives diversification away from the big pharma. Nothing wrong with this one.
E.T.F.'s
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He likes because it gives diversification away from the big pharma. Nothing wrong with this one.
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John Hood

President , J. C Hood Investment...

Price Price
$220.768
Owned Owned
Unknown

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DON'T BUY
He doesn't see any advantage with it. It is very unlikely that he will ever buy this. He doesn't see the growth here. Too nichey for him.
E.T.F.'s
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He doesn't see any advantage with it. It is very unlikely that he will ever buy this. He doesn't see the growth here. Too nichey for him.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$33.900
Owned Owned
No

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PAST TOP PICK
Vanguard Large Cap ETF(VV-N) 

February 14, 2019

(A Top Pick Jan 19/18, Down 0.1%) A core position. It's cheap. Has 620 positions vs 500 for the S&P500. Tracks it very well. Hold it forever.
E.T.F.'s
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(A Top Pick Jan 19/18, Down 0.1%) A core position. It's cheap. Has 620 positions vs 500 for the S&P500. Tracks it very well. Hold it forever.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$126.460
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jan 19/18, Up 5%) Discretionary spending.
E.T.F.'s
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(A Top Pick Jan 19/18, Up 5%) Discretionary spending.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$108.500
Owned Owned
Unknown

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PAST TOP PICK
Vangrd European E.T.F.(VGK-N) 

February 14, 2019

(A Top Pick Jan 19/18, Down 14%) He exited sometime in the summer. Something always happens in Europe. Too many problems. In EM at least there is growth there. He got burned every time he got there.
E.T.F.'s
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(A Top Pick Jan 19/18, Down 14%) He exited sometime in the summer. Something always happens in Europe. Too many problems. In EM at least there is growth there. He got burned every time he got there.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$51.954
Owned Owned
No

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COMMENT
General Market Comment 

February 14, 2019

What is your favorite option strategy in this market environment? Anywhere where he can make money (laughs). the first thing to do is what options need to do for him. He likes covered calls because he wants to create tax efficient income. Some traders buying options to leverage their position. It is a good way to lose money. So you have to be careful. If he feels the market is overheated sometimes he buys puts.
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What is your favorite option strategy in this market environment? Anywhere where he can make money (laughs). the first thing to do is what options need to do for him. He likes covered calls because he wants to create tax efficient income. Some traders buying options to leverage their position. It is a good way to lose money. So you have to be careful. If he feels the market is overheated sometimes he buys puts.
Unknown
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Is that a better investment over ZWB? He will be so glad when they get rid of it. It is a basket of ETFs. The yield looks great but it is basically return of capital as opposed to return on capital. Old style ETF and should be gone.
investment companies/funds
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Is that a better investment over ZWB? He will be so glad when they get rid of it. It is a basket of ETFs. The yield looks great but it is basically return of capital as opposed to return on capital. Old style ETF and should be gone.
investment companies/funds
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
No

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BUY

Do you prefer this one over VV? Either one is fine. The VV has 120 stocks more than the S&P 500 so it goes a little more into the mid-cap space and VUN is the total market.

E.T.F.'s
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Do you prefer this one over VV? Either one is fine. The VV has 120 stocks more than the S&P 500 so it goes a little more into the mid-cap space and VUN is the total market.

E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$51.040
Owned Owned
Unknown

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