Rating Card

premium

Unlock Expert's Rating and Top Picks Portfolio

Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Daniel Straus

COMMENT
What's changed in the last 3 years? A whirlwind. The seeds of change were already there 3 years ago with Covid 19 cases and border disputes. The war in Ukraine has weighed heavily on 2022. The ETF market has been keeping pace. The US ETF market is about 20x as large as the Canadian one, and that's why he and others believe that the Canadian ETF market has more runway for growth.
Unknown

Unlock the latest expert's opinion. Its free

Create a FREE account to see the latest opinions & get alerts about when to buy, sell or hold stocks

Unlock the latest opinion & get signals
COMMENT
Stagflation. A global risk. Canada is something of a refuge, given our more inflation-resistant markets with oil and raw materials being our chief exports. The giant stock runup through the pandemic was focused on technology names, and Canada has a bit of that, but not as big a footprint as you'll find in major US indices like the S&P 500.
Unknown
WAIT
Uses a combination of options and puts on a combination portfolio of treasuries and stocks to achieve a yield from writing both puts and calls. Distribution of 6% or more is significantly higher than what you can get in the bond market. Invented when interest rates were around 0%. The risk is equity-like, so you need a sophisticated understanding of how it works. Best time to buy is when bond yields are very low. More tax-efficient than straight income from a bond portfolio, but consult a tax advisor.
E.T.F.'s
COMMENT
ETFs for dividend and some growth. Demand has been through the roof this year. Dozens of dividend ETFs in Canada, with differing sector exposures and strategies. If you want dividend growth, then you'll want to tilt more toward the cyclical areas of the economy than the defensives. Try XDV or CDZ, the bellwether dividend ETFs in Canada.
Unknown
BUY
If you want dividend growth, then you'll want to tilt more toward the cyclical areas of the economy than the defensives. One of the bellwether dividend ETFs in Canada.
E.T.F.'s
BUY
If you want dividend growth, then you'll want to tilt more toward the cyclical areas of the economy than the defensives. One of the bellwether dividend ETFs in Canada.
E.T.F.'s
WEAK BUY
It's a sad statement on the world, but this ETF works rather well as a hedge against geopolitical tensions. Global conflicts tend to wreak havoc on markets, but these companies tend to benefit. It can be an ethical investing decision as, in fact, many of these companies are screened out of ESG investing. Efficient exposure. 59 bps is a bit expensive. You can get exposure through a plain industrial ETF like XLI at 10 bps, plus he likes the diversification, as it avoids idiosyncratic risk of holding individual stocks.
E.T.F.'s
BUY
Global conflicts tend to wreak havoc on markets, but defense companies tend to benefit. At 10 bps, gives you exposure to aerospace and defense. He likes the diversification, and it avoids the idiosyncratic risk of holding individual stocks.
E.T.F.'s
RISKY BUY
Be aware that the ticker is similar to leveraged funds from Horizons Beta Pro that apply leverage daily. The HCAL we're talking about has just 25% leverage with 6 banks. Similar to ZEB, just different in the weights. 25% leverage means it's 25% riskier than a typical position, so 25% to the upside or the downside. Could be used to recoup portfolio losses, but must monitor carefully, extreme caution advised.
E.T.F.'s
COMMENT
Safe and secure corporate bond ETF with high rate of return. Huge product category covering every slice of the spectrum from quality to junk. In a rising rate environment, you might want to stick to a shorter term. XSH and ZCS are short-term, corporate, investment-grade ETFs. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF. Another option is to just go to cash in a high-interest savings account.
Unknown
BUY
In a rising rate environment, you might want to stick to a shorter term. XSH is a short-term, corporate, investment-grade ETF. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF.
E.T.F.'s
BUY
In a rising rate environment, you might want to stick to a shorter term. ZCS is a short-term, corporate, investment-grade ETF. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF.
E.T.F.'s
DON'T BUY
Popular. The "W" in the ticker symbol stands for writing, as it uses option overwriting. Nice yield. If there's stock appreciation in the underlying portfolio, about 50% of the stocks will get called away and be forcibly sold for strike prices lower than market prices. This happens in uptrending environments. Volatile. Long-term, will underperform. Fine for income and European exposure. But, if you want to participate in recovery and growth, albeit with a lower yield, look at XEH or ZEQ.
E.T.F.'s
BUY
If you want to participate in recovery and growth in Europe, albeit with a lower yield.
E.T.F.'s
BUY
If you want to participate in recovery and growth in Europe, albeit with a lower yield. Uses a quality index, currency hedged, a bit more expensive.
E.T.F.'s
Showing 1 to 15 of 247 entries