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Stock Opinions by Chris Heakes

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COMMENT

The S&P fell 20% in the first half of this year and is back up 25%. Sentiment is improving along with more constructive trade talks, but things change every time Trump tweets. Be diversified. Tech remains a huge theme, seen in big ETF inflows. Also, investors are looking beyond the US and are using more covered calls. Last year was a record year for ETFs and this year is even better.

BUY

He used to manage this. Even during the April meltdown, this didn't fall as far as the market. There is still risk here, but the extra income through covered calls helps. Is defensive without huge returns, but you need some defence in a portfolio. If the market falls 30%, ZWU would fall 15%.

BUY

Low-fee ETF that tracks the MSCI index. Is defensive, using a core strategy, holding quality dividend stocks. Canada is going well, and he's bullish Canada. This will benefit from Canadian outperformance.

DON'T BUY

Slid alot during April's drawdown. So, it's as risky as the broad market. Not defensive.

BUY

Is defensive, steady eddy with limited upside as well as downside. Holds megacaps across sectors, less so tech.

BUY

He used to manage this. Is defensive, and he's bullish Canada. Very blue chip.

BUY

Very good. Is at highs, mirroring the market, though we could face a pullback given Trump's tariff policies. We'll see. Maybe investors are getting jubilant.

BUY

Holds large-cap tech, and has done very well in recent years. Is still recovering from April's lows. Given its covered call, this will pay a variable yield. You need to hold tech.

BUY

Good and straightforward, paying a reasonable yield.

BUY

This holds the US' top 20 healthcare companies with a combined market cap larger than the TSX. The changes that Trump and RFK want to make are driving this sector down, lots of negativity. Is very volatile. However, more inflows are coming into this ETF, feeling that the negativity is overdone. Inflows are a good sign.

BUY

A large US ETF. This could be a big theme with more government spending. Overall, good to play the defence theme.

WEAK BUY

Pays a high yield, perhaps too high. Covered call, so generate high income, but less upside.

DON'T BUY

Holds longer-term bonds with a covered call. Inflation challenges US bond holders and pressures long bonds. So, this ETF is under high pressure. Dividend is 17%.

WEAK BUY

Most of its income comes from covered calls. Expect limited growth. We'll see if the dividend is sustainable.

TOP PICK

Likes it for its diversity. Simple. It tracks developed markets outside North America. Is performing well, strong after the April sell-off. Great for market diversification.

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