Stock Opinions by Terry Shaunessy - Stockchase Experts
WATCH LIST
375
Terry Shaunessy @

On Stockchase since : May 2010

President & portfolio manager at Shaunessy Investment Counsel

Reveal Expert Performance

Terry Shaunessy hasn’t left any messages.


Terry Shaunessy Latest Top Picks...

Stock Opinions by Terry Shaunessy - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

February 7, 2019

Market Outlook - As macro managers they look at themes and asset allocation and big issues (China, Fed and Trump) is what is going to impact portfolios over the next 12 months. The Fixed Income market is artificial, you basically get 2%. It is in the state since the Financial Crisis. As long as Central Banks hold down rates, it is going to be good for Equities. The downside on Equities was seen in December. That was kind of the floor. It is trading in a channel in North America. International Developed and Emerging is where the value is. A typical client of his firm is between 35 and 40% in this space. International markets are very inexpensive. Single stock is a big risk. When you own an index the performance will track the earning growth. It is not an if, it is a when.
0 0 0 0 0
0 comments
Market Outlook - As macro managers they look at themes and asset allocation and big issues (China, Fed and Trump) is what is going to impact portfolios over the next 12 months. The Fixed Income market is artificial, you basically get 2%. It is in the state since the Financial Crisis. As long as Central Banks hold down rates, it is going to be good for Equities. The downside on Equities was seen in December. That was kind of the floor. It is trading in a channel in North America. International Developed and Emerging is where the value is. A typical client of his firm is between 35 and 40% in this space. International markets are very inexpensive. Single stock is a big risk. When you own an index the performance will track the earning growth. It is not an if, it is a when.
Unknown
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
Can you recommend an ETF that covers the Chinese Tech? - Listed in the US. The problem is that it is expensive. 75 bps that is high for an ETF. That is the name to play to have exposure to Chinese Tech companies.
E.T.F.'s
0 0 0 0 0
0 comments
Can you recommend an ETF that covers the Chinese Tech? - Listed in the US. The problem is that it is expensive. 75 bps that is high for an ETF. That is the name to play to have exposure to Chinese Tech companies.
E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$44.080
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY

REITs tend to trend in channels. He would be careful with all REITs at the moment. They just got out of CGR-T. He thinks that the idea that you have to own 5% Real Estate in your portfolio at all times is nonsense. Expensive.

0 0 0 0 0
0 comments

REITs tend to trend in channels. He would be careful with all REITs at the moment. They just got out of CGR-T. He thinks that the idea that you have to own 5% Real Estate in your portfolio at all times is nonsense. Expensive.

0
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT
Some of the ETF providers have a legacy ETF and then they come out with one called Core. Check what the MER is. Because for the most they are basically the same. You should have a healthy exposure to Emerging Markets.
E.T.F.'s
0 0 0 0 0
0 comments
Some of the ETF providers have a legacy ETF and then they come out with one called Core. Check what the MER is. Because for the most they are basically the same. You should have a healthy exposure to Emerging Markets.
E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
Can you recommend an ETF in the cyber-security sector? Probably not a bad theme. This is the only one.
E.T.F.'s
0 0 0 0 0
0 comments
Can you recommend an ETF in the cyber-security sector? Probably not a bad theme. This is the only one.
E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$26.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 7, 2019

Can you comment on Huawei? - Huawei is a private company. In his opinion this is more of a political issue. Do you want to be spied on by the Chinese or you want to be spied on by the Americans. For him this is no more than keeping them out of their market.

0 0 0 0 0
0 comments

Can you comment on Huawei? - Huawei is a private company. In his opinion this is more of a political issue. Do you want to be spied on by the Chinese or you want to be spied on by the Americans. For him this is no more than keeping them out of their market.

Unknown
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT

This is part of the ESG (environmental, social and governance) theme. It is a good instrument if this cause is close to your heart. Might be early (Which, financially early is like being wrong) as an investment.

E.T.F.'s
0 0 0 0 0
0 comments

This is part of the ESG (environmental, social and governance) theme. It is a good instrument if this cause is close to your heart. Might be early (Which, financially early is like being wrong) as an investment.

E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$33.450
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY

Is it good for income? - Some of the most famous consumer brand names. Dividend is quite high and safe. All these big companies are selling to emerging markets more than Europe. That is why he likes it.

E.T.F.'s
0 0 0 0 0
0 comments

Is it good for income? - Some of the most famous consumer brand names. Dividend is quite high and safe. All these big companies are selling to emerging markets more than Europe. That is why he likes it.

E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$19.630
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
(A Top Pick May 15/19, Down 4%) It was a theme that he still likes. Dominated by China. Big holding for his firm.
E.T.F.'s
0 0 0 0 0
0 comments
(A Top Pick May 15/19, Down 4%) It was a theme that he still likes. Dominated by China. Big holding for his firm.
E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$26.190
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK

(A Top Pick May 15/19, Down 18%) It got hit severely. All base metals are basically four companies. We haven't had a metal cycle in quite a while. The catalyst will be when the US dollar stops being so high and also shortages occur.

E.T.F.'s
0 0 0 0 0
0 comments

(A Top Pick May 15/19, Down 18%) It got hit severely. All base metals are basically four companies. We haven't had a metal cycle in quite a while. The catalyst will be when the US dollar stops being so high and also shortages occur.

E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$11.890
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK

(A Top Pick May 15/19, Up 1%) Equally weighted as opposed to market weighted. They bought this one to get away from the tech stocks. Since recommended here Invesco has listed an equal weight ETF for the S&P 500 in Canadian dollars on the TSX (EQL-T).

E.T.F.'s
0 0 0 0 0
0 comments

(A Top Pick May 15/19, Up 1%) Equally weighted as opposed to market weighted. They bought this one to get away from the tech stocks. Since recommended here Invesco has listed an equal weight ETF for the S&P 500 in Canadian dollars on the TSX (EQL-T).

E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$100.810
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY

Would like a Gold ETF but enjoys getting dividends - Don't think dividend and gold stock. They are two different things. Don't go together. Even if it pays dividend it is going to move a lot. Gold is going into a consolidation. He prefers XGD. The granddaddy in the space. But it is expensive at 65 basis points.

E.T.F.'s
0 0 0 0 0
0 comments

Would like a Gold ETF but enjoys getting dividends - Don't think dividend and gold stock. They are two different things. Don't go together. Even if it pays dividend it is going to move a lot. Gold is going into a consolidation. He prefers XGD. The granddaddy in the space. But it is expensive at 65 basis points.

E.T.F.'s
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$24.100
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 7, 2019

Can you comment on use of ETF for dividend benefit and growth - What you want is a balanced portfolio. 60 / 40 is the classic balanced portfolio. Now they are offered XBAL from iShares or VBAL from Vangard. These things are fantastic. You don't even have to re-balance. He would use this for 2/3 of the portfolio and then layer on top of that. Stay away from the leverage ETFs.

0 0 0 0 0
0 comments

Can you comment on use of ETF for dividend benefit and growth - What you want is a balanced portfolio. 60 / 40 is the classic balanced portfolio. Now they are offered XBAL from iShares or VBAL from Vangard. These things are fantastic. You don't even have to re-balance. He would use this for 2/3 of the portfolio and then layer on top of that. Stay away from the leverage ETFs.

Unknown
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 7, 2019

Can you talk about one ETF that protects from volatility and produces good income - Volatility goes up when you move further from the S&P 500. Health Care is a good area in the US. There are many ETFs in the space.
0 0 0 0 0
0 comments
Can you talk about one ETF that protects from volatility and produces good income - Volatility goes up when you move further from the S&P 500. Health Care is a good area in the US. There are many ETFs in the space.
Unknown
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

February 7, 2019

Can you comment on an ETF that reflects just a straight S&P 500 eliminating the dividend tax problem? - He uses the Horizons ETF swap a lot. It eliminates the dividend and transforms that into capital gains. These are total return ETFs. National Bank is the counter party so there is no risk there. Tax efficient.

0 0 0 0 0
0 comments

Can you comment on an ETF that reflects just a straight S&P 500 eliminating the dividend tax problem? - He uses the Horizons ETF swap a lot. It eliminates the dividend and transforms that into capital gains. These are total return ETFs. National Bank is the counter party so there is no risk there. Tax efficient.

Unknown
0 0 0 0 0
0 comments
Terry Shaunessy

President , Shaunessy Investment...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 375 entries
Successfully Saved Company
Successfully Saved Company
9+
JOIN THE DISCUSSION
9 comments in the last 7 days