Stock Opinions by Tyler Mordy - Stockchase Experts
WATCH LIST
128
Tyler Mordy @

On Stockchase since : Jul 2016

President & CIO at Forstrong Global Asset Management

Reveal Expert Performance

Tyler Mordy hasn’t left any messages.


Tyler Mordy Latest Top Picks...

Stock Opinions by Tyler Mordy - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

September 6, 2018

Market Outlook. Emerging Markets are an area of the world where there is a lot of macro misinformation. Now it is oversold, and he is positive on emerging markets contrary to what many people feel. He is not in Turkey and Argentina. He would focus on countries that have taken structural reform seriously and have a growing middle class. He thinks that the biggest story of our time is the rising middle class in Asia. N develop countries we have aging demographics, high debt levels, large mortgages. It is very uncommon to find that in emerging countries. 

0 0 0 0 0
0 comments

Market Outlook. Emerging Markets are an area of the world where there is a lot of macro misinformation. Now it is oversold, and he is positive on emerging markets contrary to what many people feel. He is not in Turkey and Argentina. He would focus on countries that have taken structural reform seriously and have a growing middle class. He thinks that the biggest story of our time is the rising middle class in Asia. N develop countries we have aging demographics, high debt levels, large mortgages. It is very uncommon to find that in emerging countries. 

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

DON'T BUY
SPDR Technology ETF(XLK-N) 

September 6, 2018

Technology this year has outperformed everything. He thinks that Technology is facing headwinds going forward in the way of more regulation as they are seen as monopolistic giants abusing their power. He thinks this ETF is going to do OK but there is more value in other sectors. The GICS classification is changing a little and telecommunications is moving to the communications sector, so this ETF will be affected. High liquid, low cost highly efficient way to get exposure to the sector. 

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

Technology this year has outperformed everything. He thinks that Technology is facing headwinds going forward in the way of more regulation as they are seen as monopolistic giants abusing their power. He thinks this ETF is going to do OK but there is more value in other sectors. The GICS classification is changing a little and telecommunications is moving to the communications sector, so this ETF will be affected. High liquid, low cost highly efficient way to get exposure to the sector. 

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

President , Forstrong Global Ass...

Price Price
$73.830
Owned Owned
No

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

COMMENT
General Market Comment 

September 6, 2018

Given that Mexico had progress on NAFTA negotiations, what is the effect on Mexican Stocks? They bought iShares MSCI Mexico ETF (EWW-N) last quarter in advance of the macro misinformation was there before the election. He thinks it is a little overbought now and wouldn’t buy it now.

0 0 0 0 0
0 comments

Given that Mexico had progress on NAFTA negotiations, what is the effect on Mexican Stocks? They bought iShares MSCI Mexico ETF (EWW-N) last quarter in advance of the macro misinformation was there before the election. He thinks it is a little overbought now and wouldn’t buy it now.

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

COMMENT
General Market Comment 

September 6, 2018

Is there a good ETF for the electric car sector? Difficult to get a pure play. There is an automobile innovation First Trust Global Auto index ETF (CARZ-O). There is an upside potential. ETF are double edge sword in some regards because they offer the diversification but for sectors like this it is better to be a stock picker.

0 0 0 0 0
0 comments

Is there a good ETF for the electric car sector? Difficult to get a pure play. There is an automobile innovation First Trust Global Auto index ETF (CARZ-O). There is an upside potential. ETF are double edge sword in some regards because they offer the diversification but for sectors like this it is better to be a stock picker.

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

DON'T BUY

He would look rather at emerging market bonds for income. The credit quality is higher as the US economy is late stage with higher probability of defaults. 

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

He would look rather at emerging market bonds for income. The credit quality is higher as the US economy is late stage with higher probability of defaults. 

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

President , Forstrong Global Ass...

Price Price
$19.230
Owned Owned
No

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

DON'T BUY

He is bullish on emerging markets now. He thinks there are better ways to play it than a broad-based instrument. This is low cost, pure beta. He prefers concentration in Asia.

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

He is bullish on emerging markets now. He thinks there are better ways to play it than a broad-based instrument. This is low cost, pure beta. He prefers concentration in Asia.

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

President , Forstrong Global Ass...

Price Price
$32.100
Owned Owned
No

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

PAST TOP PICK
iShares Japan ETF(EWJ-N) 

September 6, 2018

(A Top Pick Feb 26/18 - Down 9%) Still believe in it. He is seeing inflation perk up, some structural reform and the ROE is the higher than in many areas of the world.  

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

(A Top Pick Feb 26/18 - Down 9%) Still believe in it. He is seeing inflation perk up, some structural reform and the ROE is the higher than in many areas of the world.  

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

President , Forstrong Global Ass...

Price Price
$57.020
Owned Owned
Yes

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

PAST TOP PICK

(A Top Pick Feb 26/18 - Down 8%.) The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. 

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

(A Top Pick Feb 26/18 - Down 8%.) The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. 

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

President , Forstrong Global Ass...

Price Price
$61.580
Owned Owned
Yes

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

PAST TOP PICK

(A Top Pick Feb 26/18 - Down 9%.)  China is probably the largest area of the world with the largest amount of misinformation. Focusing on moving from exports to focusing in the middle class. China is at the epicenter of the trade wars. He thinks it is oversold and there is good upside. The big thing now is that they have just eased monetary policy. 

0 0 0 0 0
0 comments

(A Top Pick Feb 26/18 - Down 9%.)  China is probably the largest area of the world with the largest amount of misinformation. Focusing on moving from exports to focusing in the middle class. China is at the epicenter of the trade wars. He thinks it is oversold and there is good upside. The big thing now is that they have just eased monetary policy. 

0
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.000
Owned Owned
Yes

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

COMMENT
General Market Comment 

September 6, 2018

Do ETF have an influence on the market when they buy large blocks? They are not very large in relation to other securities. They basically trade on the secondary market. ETFs offer transcended liquidity according to a friend of him. When the underlying went no bid, the ETF continued to trade providing price discovery. Don’t trade at the end of the trading session, don’t use market order, a few simple rules could help you overcome the criticism found in popular media. 

0 0 0 0 0
0 comments

Do ETF have an influence on the market when they buy large blocks? They are not very large in relation to other securities. They basically trade on the secondary market. ETFs offer transcended liquidity according to a friend of him. When the underlying went no bid, the ETF continued to trade providing price discovery. Don’t trade at the end of the trading session, don’t use market order, a few simple rules could help you overcome the criticism found in popular media. 

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

COMMENT
General Market Comment 

September 6, 2018

Is there a and ETF that covers venture capital? There are Hedge Fund replication strategies such as IQ Hedge Multi-Strategy Tracker ETF (QAI-O). They don’t track a basket of hedge funds but rather track a basket of popular long/short trades that hedge funds place. His company would never invest in something like this.  

0 0 0 0 0
0 comments

Is there a and ETF that covers venture capital? There are Hedge Fund replication strategies such as IQ Hedge Multi-Strategy Tracker ETF (QAI-O). They don’t track a basket of hedge funds but rather track a basket of popular long/short trades that hedge funds place. His company would never invest in something like this.  

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

COMMENT
General Market Comment 

September 6, 2018

Is there an ETF for an 18 years old to max out her TFSA? She has a very long-term horizon. If you are a passive investor and want to invest in the fortunes of our country you might look into Horizons S&P/TSX 60 ETF (HXT.T). If you have a higher risk tolerance and want a more globalized portfolio Horizons Managed Global Opp ETF E (HGM.T) is an option (he runs it).

0 0 0 0 0
0 comments

Is there an ETF for an 18 years old to max out her TFSA? She has a very long-term horizon. If you are a passive investor and want to invest in the fortunes of our country you might look into Horizons S&P/TSX 60 ETF (HXT.T). If you have a higher risk tolerance and want a more globalized portfolio Horizons Managed Global Opp ETF E (HGM.T) is an option (he runs it).

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

COMMENT

The consensus is very negative on Europe. It would tend to overweight the classical defensive sectors and on top of that they are selling calls. If you are betting on the recovery of Europe, you wouldn’t want to use this. He prefers a purer play on Europe.

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

The consensus is very negative on Europe. It would tend to overweight the classical defensive sectors and on top of that they are selling calls. If you are betting on the recovery of Europe, you wouldn’t want to use this. He prefers a purer play on Europe.

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

President , Forstrong Global Ass...

Price Price
$20.820
Owned Owned
No

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

DON'T BUY

Factors are all the rage now. There is a lot of momentum in the US that is vulnerable to an inflection point. He thinks there is a historic opportunity to a rotation from US to emerging markets. If that happens then this ETF would face headwinds.

0 0 0 0 0
0 comments

Factors are all the rage now. There is a lot of momentum in the US that is vulnerable to an inflection point. He thinks there is a historic opportunity to a rotation from US to emerging markets. If that happens then this ETF would face headwinds.

0
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$116.610
Owned Owned
No

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

COMMENT
General Market Comment 

September 6, 2018

Is there an ETF in US funds that you would buy now? Yes. A classic one would be iShares Core S&P 500 ETF (IVV-N). Cheap, low cost, liquid. He would be careful with the low vol or low dividend. He prefers the pure beta. 

0 0 0 0 0
0 comments

Is there an ETF in US funds that you would buy now? Yes. A classic one would be iShares Core S&P 500 ETF (IVV-N). Cheap, low cost, liquid. He would be careful with the low vol or low dividend. He prefers the pure beta. 

Unknown
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$0.020
Owned Owned
_N/A

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

Showing 1 to 15 of 128 entries
Successfully Saved Company
Successfully Saved Company