Advertising

Rating Card

Unlock Expert's Rating and Top Picks Portfolio

Become a member Or, Sign In
Latest Top Picks

Stock Opinions by Mike Philbrick

TOP PICK
Chatted about this in March 2021. Society is moving to electricity and nothing produces it like nuclear without carbon. The ESG awareness is resurging and the shutdown of nuclear facilities is reversing. It has both large and small cap uranium exposure, as well as the price of uranium itself.
E.T.F.'s
TOP PICK
Believes we will continue to see inflation and this will come through in the petrol area as well. It has been added in indices as well. It has the ability to attract billions of dollars from index managers. It is different from ME economies and NA economies.
E.T.F.'s
TOP PICK
Thinking about digital assets, thinks that bitcoin is the store of value in the digital asset space, whereas ethereum runs the system. Views it as an emerging frontier asset class. Ability to buy into before Americans. Rebalance often.
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 17/20, Down 4%) Recommended this when he thought there was inflation coming. Real return bonds are set to offset the rising inflation. It does this with an inflation compensation in the price of the bond. The capital gets the CPI inflation tacked on.
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 17/20, Up 6%) Seeing a 5% increase in CPI. Has 70% exposure to real rate of return bonds in the US. There is also an option writing overlay that enhances the portfolio returns when there are interest rate shocks.
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 17/20, Up 205%) The fruition is coming through that digital assets are real. It has reached $2T in market cap. It is stored off line and is a closed end fund. A frontier asset. Would continue to add to it.
E.T.F.'s
COMMENT
We are experiencing inflationary pressures. As we head into Q4. thinks we will see growth that will offset some inflation, but thinks we will start to see larger swings in portfolios. Want commodities, exposure to inflation linked stocks. We are seeing a sticky side to the supply chain coupled with an abandonment of the labour force. We can't find labour and GDP rates are at 5% with a low interest rates. Have low yields, high valuation of stocks and investors need to think outside of traditional strategies.
Unknown
COMMENT
Yields seem low with inflation being high. Inflation will be more persistent than people think. Rates for labour are sticky. Once pay goes up, it is hard to get back down. There will be persistent pressure on the labour side. Housing and rent increases, which are large parts of the CPI, will be an issue. Majority of portfolios are under exposed to securities that will do well in inflationary environments.
Unknown
COMMENT
XLE has large cap stocks in oil production area. It adds market beta to these names. Crude oil ETF only deals with crude. In the meltdown of oil, crude is still down when it is leveraged. DBO is not leveraged and is a good option for exposure. It also rolls contracts well to give exposure to general investors to oil.
E.T.F.'s
COMMENT
XLE has large cap stocks in oil production area. It adds market beta to these names. Crude oil ETF only deals with crude. In the meltdown of oil, crude is still down when it is leveraged. DBO is not leveraged and is a good option for exposure. It also rolls contracts well to give exposure to general investors to oil.
E.T.F.'s
BUY
Has short duration preferred shares. Also has rate reset features. If you think we will see rising rates, which is a good assumption, then they will ratchet their rates up to keep up with rising interest rates. These are not government bonds, and there is some risk. However, with 4% dividend rates, there is an attraction there. If rates rise, it does participate and offset some inflation.
E.T.F.'s
PARTIAL BUY
A true market cap weighted portfolio. Trying to harness the small cap risk premium. Should get higher returns when taking additional risk. There is also increased volatility. Doesn't have a strong opinion but thinks it is a strong compliment to S&P 500.
E.T.F.'s
BUY
The field has huge amounts of growth in it. This was Canada's first cyber security ETF. Cyber crime is expected to continue to grow. A leader in the space.
E.T.F.'s
COMMENT
Both of these are hedged back to the CAD. In an inflationary environment, you may want a mix of hedged and unhedged. In a more resource oriented market, the CAD will do well. Really with the largest companies in the world. Would suggest to hold both NASDAQ and S&P500 and rebalance once a quarter or year.
E.T.F.'s
COMMENT
Both of these are hedged back to the CAD. In an inflationary environment, you may want a mix of hedged and unhedged. In a more resource oriented market, the CAD will do well. Really with the largest companies in the world. Would suggest to hold both NASDAQ and S&P500 and rebalance once a quarter or year.
E.T.F.'s
Showing 1 to 15 of 378 entries