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COMMENT
Traditionally, bonds move in the opposite direction to stocks during inflation, but this year they are moving together. Bonds would act as a hedge to stock risk. This is prior to 2022. This year, things are different as we move towards global competition driven by scarcity and not abundance. This creates big moves in interest rates, foreign exchange, commodities, stocks and bonds. There is opportunity as inflation's volatility creates pronounced winners and losses. Simple diversification may not be enough. Investors, rather, should add active strategies like managed futures.
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BUY
All-purpose ETF for a retired senior, non-RRSP XBAL holds US, Canadian, emerging stocks and Canadian & US bonds. It's globally diversified. In addition to XBAL, he also suggests HRAA (which he manages--disclosure) which is a globally balanced portfolio of stocks, commodities and bonds plus a managed futures overlays. HRAA offers alpha and beta to mitigate downside like the present.
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BUY
An all-purpose ETF for a retired senior, non-RRSP XBAL holds US, Canadian, emerging stocks and Canadian & US bonds. It's globally diversified. In addition to XBAL, he also suggests HRAA (which he manages--disclosure) which is a globally balanced portfolio of stocks, commodities and bonds plus a managed futures overlays. HRAA offers alpha and beta to mitigate downside like the present.
E.T.F.'s
BUY
Timely. It's a US semis index, including Texas Instruments and Broadcom as the biggest holdings. It charges an MER of 0.43%. For Canadians, it's worth looking at CHPS, which holds global semi stocks, including Taiwan and Broadcom. Note that Warren Buffett has just invested in semis, and he rarely invests in tech.
E.T.F.'s
BUY
It holds semis, and is good because it offers global exposure.
E.T.F.'s
BUY
Gold ETF and outlook? Careful because gold stock beta and gold beta are different. Better to buy gold itself, like this ETG or HUG-T which is cheaper and offers some tax saving.
E.T.F.'s
BUY
There's underproduction of oil and supply constraints. Also, US oil reserves were drained before their elections and now needs to be filled whenever oil dips to $70. So, oil has a floor and there remains demand. A good sector to own, especially if China opens next spring. XEG holds Canadian oil stocks, and is market-cap weighted, including CNQ, Suncor and Cenovus among its top holding. ZEO is an equal-weight, so offers a little more diversity. And HXE is the cap-weighted ETF like XEG, but it doesn't pay a dividend. So this is good outside an RRSP. For midcap oil, look at NNRG, but charges a higher MER. It depends on your tax preference and the contents of each ETF.
E.T.F.'s
PARTIAL BUY
It's the largest cybersecurity ETF in Canada and charges the lowest MER. Cybersecurity growth is exploding. But these types of stocks are not at a bottom. Better to nibble and dollar-cost average.
E.T.F.'s
WEAK BUY
ARKK vs. FNND Such growth stocks are vulnerable to inflation and the discount rate. They will struggle and have already declined a lot, and shares are still not cheap. There's not much difference between these ETFs. ARKK has performed better this year, so he skews towards that.
E.T.F.'s
PAST TOP PICK
(A Top Pick Oct 01/21, Up 3%) It holds uranium producers and uranium itself. This industry is in a long-term uptrend, as society seeks nuclear power and less carbon-based power. Also, we're in a tight energy market. Continue to hold this.
E.T.F.'s
PAST TOP PICK
(A Top Pick Oct 01/21, Down 2%) Priced in USD, which has been strong lately. It's a different way to place oil and gas, and KSA is up slightly this year. Oil and gas is definitely a place to stay in.
E.T.F.'s
PAST TOP PICK
(A Top Pick Oct 01/21, Down 62%) Hold only a small amount of this and be ready to rebalance your portfolio if/when cryptos soar. This asset class is HIGHLY volatile.
E.T.F.'s
BUY
Likes it. Seasonal is real for different asset classes. We're now in a strong US season, because of the midterm elections. natural gas and wheat have their own seasonality too. Most investors don't look at seasonality. HAC doesn't work all the time, but OVER time. A good addition to a portfolio. It has outperformed the TSX this year.
E.T.F.'s
RISKY BUY
Instead of shorting, you can own PSQ. But these are for active trading, rebalancing daily or weekly. If the Nasdaq falls, you make profits, but lose if the Nasdaq rallies. Careful. He expects volatility and therefore opportunity for this ahead. For trading only.
E.T.F.'s
BUY
He has recommended this. When there's uncertainty over inflation, utilities are attractive given steady revenues. Selling covered calls adds income. This won't shoot the lights out, but won't shoot you in the foot. Solid for retirees. Most returns come from dividends, not capital appreciation.
E.T.F.'s
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