Stock Opinions by John Hood - Stockchase Experts

Signal	Opinion	Expert	Chart
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. 0 0 0 0 0 0 comments	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. Unknown 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

BUY	BMO Equal Weight Bank ETF(ZEB-T) February 14, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $28.650 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	BMO Equal Weight US Banks Hedged to CAD ETF(ZUB-T) February 14, 2019 He likes the US banks. In the 4th quarters it got battered. But still likes them. E.T.F.'s 0 0 0 0 0 0 comments	He likes the US banks. In the 4th quarters it got battered. But still likes them. E.T.F.'s 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $27.030 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	IShares China Large-Cap ETF(FXI-US) February 14, 2019 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. 0 0 0 0 0 0 comments	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. 0 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $0.000 Owned No	Sign up or Log in to enjoy full view of charts.
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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $23.660 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	iShares S&P/TSX Preferred ETF(CPD-T) February 14, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $12.390 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	BMO Covered Call Utilities ETF(ZWU-T) February 14, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $12.940 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	iShares DJ Medical Devices E.T.F.(IHI-N) February 14, 2019 He likes because it gives diversification away from the big pharma. Nothing wrong with this one. E.T.F.'s 0 0 0 0 0 0 comments	He likes because it gives diversification away from the big pharma. Nothing wrong with this one. E.T.F.'s 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $220.768 Owned Unknown	Sign up or Log in to enjoy full view of charts.
DON'T BUY	iShares S&P Global Water E.T.F.(CWW-T) February 14, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $33.900 Owned No	Sign up or Log in to enjoy full view of charts.
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 0 0 0 0 0 0 comments	(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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $126.460 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	SPDR Cons Discretionary ETF(XLY-N) February 14, 2019 (A Top Pick Jan 19/18, Up 5%) Discretionary spending. E.T.F.'s 0 0 0 0 0 0 comments	(A Top Pick Jan 19/18, Up 5%) Discretionary spending. E.T.F.'s 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $108.500 Owned Unknown	Sign up or Log in to enjoy full view of charts.
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 0 0 0 0 0 0 comments	(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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $51.954 Owned No	Sign up or Log in to enjoy full view of charts.
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. 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	iShares Canadian Financial Monthly Income E.T.F.(FIE.A-T) February 14, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $0.000 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Vanguard US Total Mkt Ind ETF(VUN-T) February 14, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments John Hood President , J. C Hood Investment... Price $51.040 Owned Unknown	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by John Hood - Stockchase Experts