John Hood
Member since: Oct '09
President & Portfolio Manager at
J. C Hood Investment.
J. C Hood Investment.
1584 Opinions
Latest Top Picks
(A Top Pick Jun 13/18, Up 5%) Likes the mid and small cap space. Never really owned it, but still would recommend the fund.
(A Top Pick Jun 13/18, Down 3%) Wasn't really holding it, but still have no issues with it. Likes the idea of it but it wasn't different enough from other securities he owned.
(A Top Pick Jun 13/18, Up 1%) Ended up selling this a few months ago to buy more U.S. based stocks. This stands out because it's not heavily weighted on banks and energy like other Canadian broad based funds.
Low volatility. Long and overweight in the U.S. but starting to get more cautious so this is a good Canadian play. It's reasonably priced and the management fee is low enough. Its top holdings are Fairfax, Rogers and Telus. Dividend paying companies. ZLU-T is the U.S. version.
No tech stocks, but low volatility with McDonald's and Waste Management. Utilities that pay dividends. Good for waiting and seeing how trade headlines plays out.
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COMMENT
COMMENT
July 19, 2019
Lots of background noise, including Facebook's entrance into crypto and Trump, but having strategy is the most important right now. Having asset allocation, stocks and bonds, is to have a measured response. Last year's tax-loss selling is an example of when to take advantage of negative market sentiment.
Lots of background noise, including Facebook's entrance into crypto and Trump, but having strategy is the most important right now. Having asset allocation, stocks and bonds, is to have a measured response. Last year's tax-loss selling is an example of when to take advantage of negative market sentiment.
John Hood
President & Portfolio Manager, J. C Hood Investment.
WEAK BUY
WEAK BUY
July 19, 2019
Over 6% yield with possible capital gains. But utilities are getting more expensive due to demand. A good high yield utility play.
Over 6% yield with possible capital gains. But utilities are getting more expensive due to demand. A good high yield utility play.
E.T.F.'s
DON'T BUY
DON'T BUY
July 19, 2019
Not too thrilled with the sector as long as the USD is strong. July through October, gold usually strengthens. Could do a sector play. Pretty high risk play and wouldn't personally do it.
Not too thrilled with the sector as long as the USD is strong. July through October, gold usually strengthens. Could do a sector play. Pretty high risk play and wouldn't personally do it.
E.T.F.'s
BUY
BUY
July 19, 2019
This is swap based which is not exactly like just buying a bond. There is an exchange of the rate of the return. A good place to park your money while getting yield.
This is swap based which is not exactly like just buying a bond. There is an exchange of the rate of the return. A good place to park your money while getting yield.
E.T.F.'s
DON'T BUY
DON'T BUY
July 19, 2019
Europe, Australia, and Far East so has been affected by Brexit. A good ETF but hasn't performed well. Could buy ZWE, which is more European based. Would like to see more U.S. exposure.
Europe, Australia, and Far East so has been affected by Brexit. A good ETF but hasn't performed well. Could buy ZWE, which is more European based. Would like to see more U.S. exposure.
E.T.F.'s
PAST TOP PICK
PAST TOP PICK
July 19, 2019
(A Top Pick Jun 13/18, Up 5%) Likes the mid and small cap space. Never really owned it, but still would recommend the fund.
(A Top Pick Jun 13/18, Up 5%) Likes the mid and small cap space. Never really owned it, but still would recommend the fund.
E.T.F.'s
PAST TOP PICK
PAST TOP PICK
July 19, 2019
(A Top Pick Jun 13/18, Down 3%) Wasn't really holding it, but still have no issues with it. Likes the idea of it but it wasn't different enough from other securities he owned.
(A Top Pick Jun 13/18, Down 3%) Wasn't really holding it, but still have no issues with it. Likes the idea of it but it wasn't different enough from other securities he owned.
E.T.F.'s
PAST TOP PICK
PAST TOP PICK
July 19, 2019
(A Top Pick Jun 13/18, Up 1%) Ended up selling this a few months ago to buy more U.S. based stocks. This stands out because it's not heavily weighted on banks and energy like other Canadian broad based funds.
(A Top Pick Jun 13/18, Up 1%) Ended up selling this a few months ago to buy more U.S. based stocks. This stands out because it's not heavily weighted on banks and energy like other Canadian broad based funds.
COMMENT
COMMENT
July 19, 2019
Buying back covered calls to resell. Will often do that, when stock declines. If there's enough time value, he would wait. Time value drops quickly when close to expiry.
Buying back covered calls to resell. Will often do that, when stock declines. If there's enough time value, he would wait. Time value drops quickly when close to expiry.
banks
BUY
BUY
July 19, 2019
Used to be a closed-end fund. Now a covered call on major U.S. Healthcare. Yield is around 8%. But similar to other covered calls, you are giving up up-side of the healthcare sector. Sacrificing growth for yield. A good dividend play.
Used to be a closed-end fund. Now a covered call on major U.S. Healthcare. Yield is around 8%. But similar to other covered calls, you are giving up up-side of the healthcare sector. Sacrificing growth for yield. A good dividend play.
E.T.F.'s
COMMENT
E.T.F.'s
COMMENT
E.T.F.'s
COMMENT
investment companies/funds
COMMENT
COMMENT
July 19, 2019
Gold. Not a fan of gold, and doesn't see it going up in the future. Instead of gold, investors are running to the USD for security. Would prefer something that pays yield. Would only trade short-term.
Gold. Not a fan of gold, and doesn't see it going up in the future. Instead of gold, investors are running to the USD for security. Would prefer something that pays yield. Would only trade short-term.
John Hood
President & Portfolio Manager, J. C Hood Investment.
DON'T BUY
DON'T BUY
July 19, 2019
Yield of the ETF is higher than the components of the underlying stocks. They split the stock into preferred and equity. They sell options out of the equity version. A lot of investors don't know that there is leveraging that can hurt the price, and a high yield comes with risk.
Yield of the ETF is higher than the components of the underlying stocks. They split the stock into preferred and equity. They sell options out of the equity version. A lot of investors don't know that there is leveraging that can hurt the price, and a high yield comes with risk.
investment companies/funds
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