Stock Opinions by Terry Shaunessy - Stockchase Experts
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Terry Shaunessy @

On Stockchase since : May 2010

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Stock Opinions by Terry Shaunessy - Stockchase Experts


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COMMENT
General Market Comment 

July 13, 2018

How to play the US trade tumult? You have to look through it. It’ll calm down. US earnings quite good, economy is strong, employment’s good, consumer’s in good shape. In Europe, they’ll start to move off monetary policy, and towards fiscal stimulus, especially in Germany. Low rates aren’t doing anything for Europe anymore.

How to play the US trade tumult? You have to look through it. It’ll calm down. US earnings quite good, economy is strong, employment’s good, consumer’s in good shape. In Europe, they’ll start to move off monetary policy, and towards fiscal stimulus, especially in Germany. Low rates aren’t doing anything for Europe anymore.

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Terry Shaunessy

Founder & , IndeXit...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

July 13, 2018

With the TSX hitting new highs, can investors heavily invested in Canada, expect better than 2% this year? Depends on energy, doesn’t see much happening with financials. Excitement in energy has been due to the lift in crude oil prices, but this is temporary. Not that there’s anything wrong with Canada, it’s just there’s not enough fuel in the tank to get Canada beyond where it is.

With the TSX hitting new highs, can investors heavily invested in Canada, expect better than 2% this year? Depends on energy, doesn’t see much happening with financials. Excitement in energy has been due to the lift in crude oil prices, but this is temporary. Not that there’s anything wrong with Canada, it’s just there’s not enough fuel in the tank to get Canada beyond where it is.

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Terry Shaunessy

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COMMENT
General Market Comment 

July 13, 2018

Canadian financials. Will they keep going sideways? Yes. Canadians have been heavy borrowers for housing, but regulations have cooled this down. Profits are the fuel for earnings. At end of the day, earnings can’t go up if profits aren’t going up.

Canadian financials. Will they keep going sideways? Yes. Canadians have been heavy borrowers for housing, but regulations have cooled this down. Profits are the fuel for earnings. At end of the day, earnings can’t go up if profits aren’t going up.

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Terry Shaunessy

Founder & , IndeXit...

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COMMENT
General Market Comment 

July 13, 2018

Benefit of ETFs. Important to diversify your portfolio. All the big ETF providers have full suite of non-Canadian stocks and bonds, hedged and non-hedged. He encourages people to move outside of Canada.

Benefit of ETFs. Important to diversify your portfolio. All the big ETF providers have full suite of non-Canadian stocks and bonds, hedged and non-hedged. He encourages people to move outside of Canada.

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Terry Shaunessy

Founder & , IndeXit...

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COMMENT
General Market Comment 

July 13, 2018

Covered call ETFs. Covered call ETFs attract attention because of the big yield. Over a longer period of time, a regular ETF will do better than covered call. What you get in income, you give up in performance. They’re very expensive, by at least 0.25%. Looks like it’ll work, but it doesn’t.

Covered call ETFs. Covered call ETFs attract attention because of the big yield. Over a longer period of time, a regular ETF will do better than covered call. What you get in income, you give up in performance. They’re very expensive, by at least 0.25%. Looks like it’ll work, but it doesn’t.

Unknown
Terry Shaunessy

Founder & , IndeXit...

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DON'T BUY

Good time to get in? His firm uses only ETFs. This is an example of where ETFs are not the way to go on themes. All the enthusiasm about marijuana is already baked in, so could sell off once it’s legal. Canopy Growth is the Phillip Morris of marijuana.  Why pay the premium of the ETF, just buy Canopy Growth. 

E.T.F.'s

Good time to get in? His firm uses only ETFs. This is an example of where ETFs are not the way to go on themes. All the enthusiasm about marijuana is already baked in, so could sell off once it’s legal. Canopy Growth is the Phillip Morris of marijuana.  Why pay the premium of the ETF, just buy Canopy Growth. 

E.T.F.'s
Terry Shaunessy

Founder & , IndeXit...

Price Price
$17.950
Owned Owned
No

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DON'T BUY

Ignore this one. A recent arrival. Another covered call ETF. Compare it to ZUH or XLB, which are so much cheaper. If you like the healthcare sector, which he would question with the Trump wild card, be careful and pick a mainstream ETF.

E.T.F.'s

Ignore this one. A recent arrival. Another covered call ETF. Compare it to ZUH or XLB, which are so much cheaper. If you like the healthcare sector, which he would question with the Trump wild card, be careful and pick a mainstream ETF.

E.T.F.'s
Terry Shaunessy

Founder & , IndeXit...

Price Price
$8.390
Owned Owned
No

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COMMENT
General Market Comment 

July 13, 2018

Fixed income ETFs. Protect against capital losses in rising rate environment? If looking for some sort of FI vehicle, and don’t want any capital loss at all, your only option is to buy GICs. A fixed income ETF will still have price movement. When rates are rising, you want short-term, low duration (2 years or less) ETFs. XSB and ZST are good examples. ETF is much less sensitive to rising rates, and when rates start to rise you can go over to cash. 

Fixed income ETFs. Protect against capital losses in rising rate environment? If looking for some sort of FI vehicle, and don’t want any capital loss at all, your only option is to buy GICs. A fixed income ETF will still have price movement. When rates are rising, you want short-term, low duration (2 years or less) ETFs. XSB and ZST are good examples. ETF is much less sensitive to rising rates, and when rates start to rise you can go over to cash. 

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Terry Shaunessy

Founder & , IndeXit...

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COMMENT
General Market Comment 

July 13, 2018

Rate-reset preferreds. Preferred share market in Canada has become complicated with all these resets. He uses HPR, which is actively managed. Would work pretty well in rising rate environment.

Rate-reset preferreds. Preferred share market in Canada has become complicated with all these resets. He uses HPR, which is actively managed. Would work pretty well in rising rate environment.

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Terry Shaunessy

Founder & , IndeXit...

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COMMENT

Preferred share market in Canada has become complicated with all these resets. HPR is actively managed. Would work pretty well in rising rate environment.

E.T.F.'s

Preferred share market in Canada has become complicated with all these resets. HPR is actively managed. Would work pretty well in rising rate environment.

E.T.F.'s
Terry Shaunessy

Founder & , IndeXit...

Price Price
$9.650
Owned Owned
Yes

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COMMENT
General Market Comment 

July 13, 2018

For a small cap ETF, IWM or OUSM or IJR? Granddaddy is IWM, which has already had a pretty good year. For small cap in the US, go with this because it has liquidity. You can use the options market if you want something fancier. Be careful, as this are subject to US estate taxes. In Canada, use an active manager in this space. Canadian small-cap needs an active manager, rather than an ETF.

For a small cap ETF, IWM or OUSM or IJR? Granddaddy is IWM, which has already had a pretty good year. For small cap in the US, go with this because it has liquidity. You can use the options market if you want something fancier. Be careful, as this are subject to US estate taxes. In Canada, use an active manager in this space. Canadian small-cap needs an active manager, rather than an ETF.

Unknown
Terry Shaunessy

Founder & , IndeXit...

Price Price
$0.020
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COMMENT

IWM or OUSM or IJR?  Granddaddy is IWM, which has already had a pretty good year. For small cap in the US, go with this because it has liquidity. You can use the options market if you want something fancier. Be careful, as this are subject to US estate taxes. In Canada, use an active manager in this space. Canadian small-cap needs an active manager, rather than an ETF.

investment companies/funds

IWM or OUSM or IJR?  Granddaddy is IWM, which has already had a pretty good year. For small cap in the US, go with this because it has liquidity. You can use the options market if you want something fancier. Be careful, as this are subject to US estate taxes. In Canada, use an active manager in this space. Canadian small-cap needs an active manager, rather than an ETF.

investment companies/funds
Terry Shaunessy

Founder & , IndeXit...

Price Price
$167.420
Owned Owned
Unknown

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DON'T BUY

Use it for all of a TFSA? Never put all of any portfolio in any one name. Diversify. ZWU takes utilities stocks and sells options against it. You give up performance for income, so you don’t get where you want to go. He’d dissuade someone from using this one. Use a global ETF. Or even make it simple with 50% in XBB and 50% in something like XWD, and on your birthday, just rebalance. 

E.T.F.'s

Use it for all of a TFSA? Never put all of any portfolio in any one name. Diversify. ZWU takes utilities stocks and sells options against it. You give up performance for income, so you don’t get where you want to go. He’d dissuade someone from using this one. Use a global ETF. Or even make it simple with 50% in XBB and 50% in something like XWD, and on your birthday, just rebalance. 

E.T.F.'s
Terry Shaunessy

Founder & , IndeXit...

Price Price
$12.910
Owned Owned
No

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PAST TOP PICK

(A Top Pick June 1 / 2017 , Up 1%) Gain has gone out of it in last 6 weeks, but they’ll add to their position. Stocks influenced by Euro directly, so Germany and France are #1 and 2. Doesn’t think tax will be put on. Will bounce once trade war rhetoric blows over.

E.T.F.'s

(A Top Pick June 1 / 2017 , Up 1%) Gain has gone out of it in last 6 weeks, but they’ll add to their position. Stocks influenced by Euro directly, so Germany and France are #1 and 2. Doesn’t think tax will be put on. Will bounce once trade war rhetoric blows over.

E.T.F.'s
Terry Shaunessy

Founder & , IndeXit...

Price Price
$31.610
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick June 1 / 2017, Up 5%)  EM used to be resource-oriented from South America. It’s now an Asia ex-Japan index, dominated by IT and by China, Korea, and Taiwan with names like Tencent and Alibaba. Costs only 25 basis points. EM bore the brunt of Trump’s screaming, but will bounce back when this is over.

E.T.F.'s

(A Top Pick June 1 / 2017, Up 5%)  EM used to be resource-oriented from South America. It’s now an Asia ex-Japan index, dominated by IT and by China, Korea, and Taiwan with names like Tencent and Alibaba. Costs only 25 basis points. EM bore the brunt of Trump’s screaming, but will bounce back when this is over.

E.T.F.'s
Terry Shaunessy

Founder & , IndeXit...

Price Price
$27.160
Owned Owned
Yes

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