Stock Opinions by Mike Philbrick - Stockchase Experts
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Mike Philbrick

On Stockchase since : Jun 2018

President at ReSolve Asset Management

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Stock Opinions by Mike Philbrick - Stockchase Experts

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COMMENT
General Market Comment 

April 16, 2019

Fed chief Powell started hawkish then folded like a cheap suit. he was hawkish to show he meant business, but in December the market spoke (dropped) and Powell took note. The pendulum has since swung dramatically. The U.S. currently has the highest interest rates in the world. Make sure you hold bonds in your portfolio, and if you buy stocks, consider real estate assets and be diversified. There's been a sea change in ETFs with Canada and emerging markets outperforming the U.S. The U.S. won't collapse, though. Since last fall, bonds, EM and especially real estate have outperformed US stocks. Around the world, central banks are in near-complete control of markets.
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Fed chief Powell started hawkish then folded like a cheap suit. he was hawkish to show he meant business, but in December the market spoke (dropped) and Powell took note. The pendulum has since swung dramatically. The U.S. currently has the highest interest rates in the world. Make sure you hold bonds in your portfolio, and if you buy stocks, consider real estate assets and be diversified. There's been a sea change in ETFs with Canada and emerging markets outperforming the U.S. The U.S. won't collapse, though. Since last fall, bonds, EM and especially real estate have outperformed US stocks. Around the world, central banks are in near-complete control of markets.
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Mike Philbrick

President, ReSolve Asset Manage...

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$0.000
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BUY
Park cash here for 6 months? Yes, it's good to do that, because interest rates are stable. Even if rates move, any losses you suffer will be very small.
E.T.F.'s
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Park cash here for 6 months? Yes, it's good to do that, because interest rates are stable. Even if rates move, any losses you suffer will be very small.
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$51.140
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Unknown

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BUY on WEAKNESS
This has the potential for massive growth in 20 years considering the medical applications of cannabis, but this space also has massive volatility. Buy during large declines and tiptoe in. Society is in the process of accepting marijuana. This is a sea change now.
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This has the potential for massive growth in 20 years considering the medical applications of cannabis, but this space also has massive volatility. Buy during large declines and tiptoe in. Society is in the process of accepting marijuana. This is a sea change now.
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$20.330
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Unknown

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PAST TOP PICK
(A Top Pick Jan 29/19, Up 2%) Volatility was very low. It enjoyed a 63% return in 2018 because of the strength of the USD but mostly because of US treasuries. We had a growth shock in 2018. This actually did well in the December correction. Canadian portfolios should hold US bonds.
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(A Top Pick Jan 29/19, Up 2%) Volatility was very low. It enjoyed a 63% return in 2018 because of the strength of the USD but mostly because of US treasuries. We had a growth shock in 2018. This actually did well in the December correction. Canadian portfolios should hold US bonds.
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$122.210
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Yes

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PAST TOP PICK
(A Top Pick Jan 29/19, Up 1%) ADFSDF
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(A Top Pick Jan 29/19, Up 1%) ADFSDF
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$10.210
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Yes

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COMMENT
Just because it's a dividend stock doesn't mean there isn't any risk. ZDV is fine, but watch out for volatility--it underperformed the market last year by 2%. However, you're being paid while you wait. What is your risk tolerance?
E.T.F.'s
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Just because it's a dividend stock doesn't mean there isn't any risk. ZDV is fine, but watch out for volatility--it underperformed the market last year by 2%. However, you're being paid while you wait. What is your risk tolerance?
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Mike Philbrick

President, ReSolve Asset Manage...

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$17.500
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Unknown

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COMMENT
No cannabis in this. It's 20 equal-weighted healthcare stocks, the biggest in the world, the mega-caps. Lately this has underperformed the S&P so beware as we head into a rate-sensitive market. It's more risky than your typical ETF.
E.T.F.'s
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No cannabis in this. It's 20 equal-weighted healthcare stocks, the biggest in the world, the mega-caps. Lately this has underperformed the S&P so beware as we head into a rate-sensitive market. It's more risky than your typical ETF.
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Mike Philbrick

President, ReSolve Asset Manage...

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$7.500
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BUY
He likes ZEO's equal weighted in energy. But also look at HOG-T which is midstream oil with a very different set of companies. Buy both, in fact. HOG also pays a 4.5% yield, slightly lower than ZEO's.
E.T.F.'s
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He likes ZEO's equal weighted in energy. But also look at HOG-T which is midstream oil with a very different set of companies. Buy both, in fact. HOG also pays a 4.5% yield, slightly lower than ZEO's.
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$46.400
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Unknown

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COMMENT
General Market Comment 

April 16, 2019

The pros and cons of mutual funds vs. ETFs. The key difference is the fees. Definitely. This will effect performance. ETF fees are lower. But some mutual funds are exposed to narrower parts of the market that the ETFs haven't yet reached. What exposures do you want? If exposures are equal, then look at the fee. Cheaper is better and ETFs are cheaper. Then consider if you want income. Taxable income? The American exchange? Canadian?
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The pros and cons of mutual funds vs. ETFs. The key difference is the fees. Definitely. This will effect performance. ETF fees are lower. But some mutual funds are exposed to narrower parts of the market that the ETFs haven't yet reached. What exposures do you want? If exposures are equal, then look at the fee. Cheaper is better and ETFs are cheaper. Then consider if you want income. Taxable income? The American exchange? Canadian?
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Mike Philbrick

President, ReSolve Asset Manage...

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$0.000
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Unknown

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COMMENT
What ETF to buy to short the market? Don't short and avoid leveraged ETFs, but if you have to, then look at HIU-T or HIX-T. When you short, you're fighting the dividend and the natural drift upward of equities. Don't short. Instead, look at the TLT-T (up 63% in 2008) or HTB-T (up 29% in 2008); you get the outsized returns from owning a US-denominated bond and get paid to wait.
E.T.F.'s
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What ETF to buy to short the market? Don't short and avoid leveraged ETFs, but if you have to, then look at HIU-T or HIX-T. When you short, you're fighting the dividend and the natural drift upward of equities. Don't short. Instead, look at the TLT-T (up 63% in 2008) or HTB-T (up 29% in 2008); you get the outsized returns from owning a US-denominated bond and get paid to wait.
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$25.300
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Unknown

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COMMENT
General Market Comment 

April 16, 2019

What do you think of ETFs made up of other ETFs? He manages one, the HRA-T. Be fee-conscious. Is such as ETF giving you maximum diversification or are you getting more of the same within it? Is that what you want? HRA is broadly exposed in stocks, bonds, REITs and commodities with a currency overlay. You get value here.
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What do you think of ETFs made up of other ETFs? He manages one, the HRA-T. Be fee-conscious. Is such as ETF giving you maximum diversification or are you getting more of the same within it? Is that what you want? HRA is broadly exposed in stocks, bonds, REITs and commodities with a currency overlay. You get value here.
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Mike Philbrick

President, ReSolve Asset Manage...

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$0.000
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BUY
Which Canadian financials ETF to buy? Do you want income or equal weight? Defer capital gains? FIE-T pays a monthly income and include preferred shares, corporate bonds and banks stocks, so it's diversified. If you don't want this income and prefer exposure and a total return swap and defer the taxation, then he suggests HEWB-T. You don't get dividends, so it's a great way to defer capital gains. But do you want to pay an MER to hold the big 6 Canadian banks?
E.T.F.'s
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Which Canadian financials ETF to buy? Do you want income or equal weight? Defer capital gains? FIE-T pays a monthly income and include preferred shares, corporate bonds and banks stocks, so it's diversified. If you don't want this income and prefer exposure and a total return swap and defer the taxation, then he suggests HEWB-T. You don't get dividends, so it's a great way to defer capital gains. But do you want to pay an MER to hold the big 6 Canadian banks?
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$7.110
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Unknown

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BUY
Which Canadian financials ETF to buy? Do you want income or equal weight? Defer capital gains? FIE-T pays a monthly income and include preferred shares, corporate bonds and banks stocks, so it's diversified. If you don't want this income and prefer exposure and a total return swap and defer the taxation, then he suggests HWEB-T. You don't get dividends, so it's a great way to defer capital gains. But do you want to pay an MER to hold the big 6 Canadian banks?
E.T.F.'s
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Which Canadian financials ETF to buy? Do you want income or equal weight? Defer capital gains? FIE-T pays a monthly income and include preferred shares, corporate bonds and banks stocks, so it's diversified. If you don't want this income and prefer exposure and a total return swap and defer the taxation, then he suggests HWEB-T. You don't get dividends, so it's a great way to defer capital gains. But do you want to pay an MER to hold the big 6 Canadian banks?
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$20.590
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Unknown

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COMMENT
Short-seller Citron has just released a report and VFF dropped 15% before selling was halted. Paradoxically, if the stock rises rapidly, a short-seller--facing market calls and pressure--will buy back the stock at any price to cover the short.
agriculture
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Short-seller Citron has just released a report and VFF dropped 15% before selling was halted. Paradoxically, if the stock rises rapidly, a short-seller--facing market calls and pressure--will buy back the stock at any price to cover the short.
agriculture
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$17.290
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Unknown

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COMMENT
It yields around 5.5% and offers good diversification: Canadian and US stocks, preferreds and high-yield corporates. However, these are interest-rate sensitive, so if rates stay low or lower, then you'll see price appreciation in these investments. However, prefs and corporates act more like stocks than bonds, and have been underperforming the market lately. He likes the diversity of XTR.
E.T.F.'s
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It yields around 5.5% and offers good diversification: Canadian and US stocks, preferreds and high-yield corporates. However, these are interest-rate sensitive, so if rates stay low or lower, then you'll see price appreciation in these investments. However, prefs and corporates act more like stocks than bonds, and have been underperforming the market lately. He likes the diversity of XTR.
E.T.F.'s
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Mike Philbrick

President, ReSolve Asset Manage...

Price Price
$11.140
Owned Owned
Unknown

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