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 

April 2, 2019

Market Outlook - The main thing right now is that the US had the best quarter since 2009 in Q1. The US is the only place to be. Europe is still a mess. The whole issue of the inverted yield curve with low interest rates is not so much a problem. Worse case it means just that a recession is likely. Nothing about when, how big, for how long. If you are trying to leap in and out of the market, you are going to get burnt. If you do that, it is because you don't have a strategy to deal with the volatility. He is set on his core positions at the moment with the covered calls on. You never know with Donald Trump but he is very pro-business. The whole Brexit issue is a mess.
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Market Outlook - The main thing right now is that the US had the best quarter since 2009 in Q1. The US is the only place to be. Europe is still a mess. The whole issue of the inverted yield curve with low interest rates is not so much a problem. Worse case it means just that a recession is likely. Nothing about when, how big, for how long. If you are trying to leap in and out of the market, you are going to get burnt. If you do that, it is because you don't have a strategy to deal with the volatility. He is set on his core positions at the moment with the covered calls on. You never know with Donald Trump but he is very pro-business. The whole Brexit issue is a mess.
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Is there a Canadian equivalent - Yes there is VDY, but you have to be careful as the Canadian market doesn't have the breath or the depth of the US market. But they are solid dividend payers.
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Is there a Canadian equivalent - Yes there is VDY, but you have to be careful as the Canadian market doesn't have the breath or the depth of the US market. But they are solid dividend payers.
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John Hood

President , J. C Hood Investment...

Price Price
$110.010
Owned Owned
Unknown

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BUY
He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
E.T.F.'s
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He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine.
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John Hood

President , J. C Hood Investment...

Price Price
$32.420
Owned Owned
Unknown

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COMMENT
Good ETF. Interest rates going down affects it as many of the underlying are rate resets. He doesn't like preferreds that much in the sense that you get return of a bond with a risk of stocks. He prefers capital growth.
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Good ETF. Interest rates going down affects it as many of the underlying are rate resets. He doesn't like preferreds that much in the sense that you get return of a bond with a risk of stocks. He prefers capital growth.
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John Hood

President , J. C Hood Investment...

Price Price
$10.150
Owned Owned
Unknown

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HOLD
He likes it. He knows how BMO runs the covered call desk and he likes it. He likes US Banks. He would hold.
banks
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He likes it. He knows how BMO runs the covered call desk and he likes it. He likes US Banks. He would hold.
banks
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John Hood

President , J. C Hood Investment...

Price Price
$29.580
Owned Owned
Unknown

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COMMENT
General Market Comment 

April 2, 2019

General question on Gold in light of the huge global debt - The only thing that gold does now is reflect the strengths or weakness of the US dollar. The US debt is huge but a lot is owned by themselves through different agencies. The gold bugs are waiting for the Apocalypse (and he thinks that they are hoping for it). He hasn't held gold for years. None. It doesn't earn any interest. Gold is a dead horse.
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General question on Gold in light of the huge global debt - The only thing that gold does now is reflect the strengths or weakness of the US dollar. The US debt is huge but a lot is owned by themselves through different agencies. The gold bugs are waiting for the Apocalypse (and he thinks that they are hoping for it). He hasn't held gold for years. None. It doesn't earn any interest. Gold is a dead horse.
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
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Unknown

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BUY
Different maturity dates. All very solid blue chip stuff. Extremely cheap ETF. He also has some ultra short bonds ETF.
E.T.F.'s
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Different maturity dates. All very solid blue chip stuff. Extremely cheap ETF. He also has some ultra short bonds ETF.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$15.710
Owned Owned
Yes

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DON'T BUY
Equal weight. It has all the majors. Every time he buys it he loses money. When we have a national energy policy he would buy it. For now, no.
E.T.F.'s
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Equal weight. It has all the majors. Every time he buys it he loses money. When we have a national energy policy he would buy it. For now, no.
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John Hood

President , J. C Hood Investment...

Price Price
$44.950
Owned Owned
No

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BUY
Like any of the others broad TSX composite index. A good core holding. Cheap.
E.T.F.'s
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Like any of the others broad TSX composite index. A good core holding. Cheap.
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John Hood

President , J. C Hood Investment...

Price Price
$21.960
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Feb 09/18, Up 12%) It made a nice recovery this quarter.
E.T.F.'s
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(A Top Pick Feb 09/18, Up 12%) It made a nice recovery this quarter.
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John Hood

President , J. C Hood Investment...

Price Price
$25.870
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Feb 09/18, Up 5%) Sold off most of its position, because of Europe. Riots in Paris. Italy is bordering on its debt problems.
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(A Top Pick Feb 09/18, Up 5%) Sold off most of its position, because of Europe. Riots in Paris. Italy is bordering on its debt problems.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$20.200
Owned Owned
Yes

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PAST TOP PICK
SPDR Energy ETF(XLE-N) 

April 2, 2019

(A Top Pick Feb 09/18, Up 4%) It is OK because it is US. Energy in the US is OK unlike Canada.
E.T.F.'s
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(A Top Pick Feb 09/18, Up 4%) It is OK because it is US. Energy in the US is OK unlike Canada.
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John Hood

President , J. C Hood Investment...

Price Price
$66.530
Owned Owned
Yes

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COMMENT
Similar to ZID. There used to be a difference, but he thinks not anymore. He likes India. Horrible bureaucracy there though. Made a lot of progress. Huge companies are there. Should do more homework on this. One of the things about including EM in portfolios is that you have to be careful not to overweight. He is conservative with EMs.
E.T.F.'s
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Similar to ZID. There used to be a difference, but he thinks not anymore. He likes India. Horrible bureaucracy there though. Made a lot of progress. Huge companies are there. Should do more homework on this. One of the things about including EM in portfolios is that you have to be careful not to overweight. He is conservative with EMs.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$39.250
Owned Owned
Unknown

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BUY
SPDR S&P 500 ETF(SPY-N) 

April 2, 2019

Would you prefer it over DIA? Definitely prefers SPY because it is 500 stocks as opposed to 30. More diversification. It is the place to be.
E.T.F.'s
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Would you prefer it over DIA? Definitely prefers SPY because it is 500 stocks as opposed to 30. More diversification. It is the place to be.
E.T.F.'s
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John Hood

President , J. C Hood Investment...

Price Price
$285.970
Owned Owned
Unknown

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COMMENT
General Market Comment 

April 2, 2019

Is there any ETF that protects you on a downtrend? There are the inverse ETF. Just go with the single inverse. Be careful not to go with the leverage inverse. He prefers to buy puts anyways.
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Is there any ETF that protects you on a downtrend? There are the inverse ETF. Just go with the single inverse. Be careful not to go with the leverage inverse. He prefers to buy puts anyways.
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

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