Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 25, 2010
(A Top Pick Oct 15/09. Down 0.06%.) Likes it because it is not resource-based but business based.
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(A Top Pick Oct 15/09. Down 0.06%.) Likes it because it is not resource-based but business based.
BUY
BUY
January 25, 2010
S&P/TSX Base Metals. A lot of international gold mines but also copper, aluminium, etc. producers. Primarily copper, which has had a big run-up giving it a certain element of risk.
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S&P/TSX Base Metals. A lot of international gold mines but also copper, aluminium, etc. producers. Primarily copper, which has had a big run-up giving it a certain element of risk.
COMMENT
COMMENT
January 25, 2010
When talking high yield bonds, you're really talking junk bonds so it’s high yield combined with high risk. Wouldn't go into this with his own clients but if you want this he would recommend this one as it is hedged for the Cdn$ but duration is about 5 years so will be vulnerable to any upward movement in interest rates.
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When talking high yield bonds, you're really talking junk bonds so it’s high yield combined with high risk. Wouldn't go into this with his own clients but if you want this he would recommend this one as it is hedged for the Cdn$ but duration is about 5 years so will be vulnerable to any upward movement in interest rates.
DON'T BUY
DON'T BUY
January 25, 2010
Is 10% of a portfolio in real return bonds reasonable? Perfectly appropriate for a conservative investor but he doesn't like real return bonds at this time because returns are not very good and inflation is not on the horizon. Better choice would be Short Bond Index (XSB-T). (See Top Picks.)
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Is 10% of a portfolio in real return bonds reasonable? Perfectly appropriate for a conservative investor but he doesn't like real return bonds at this time because returns are not very good and inflation is not on the horizon. Better choice would be Short Bond Index (XSB-T). (See Top Picks.)
DON'T BUY
DON'T BUY
January 25, 2010
Natural Gas Bull+ ETF, which is levered. Has held Claymore Natural Gas Commodity (GAS-T), which is predicated upon a forward contract in gas but it is much too volatile for him. Also there is a lot of natural gas available at this time.
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Natural Gas Bull+ ETF, which is levered. Has held Claymore Natural Gas Commodity (GAS-T), which is predicated upon a forward contract in gas but it is much too volatile for him. Also there is a lot of natural gas available at this time.
DON'T BUY
DON'T BUY
January 25, 2010
REIT ETF. True REITs won't have to convert but those operating as a business will have to be dropped from the index. Doesn't like the uncertainty.
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REIT ETF. True REITs won't have to convert but those operating as a business will have to be dropped from the index. Doesn't like the uncertainty.
COMMENT
COMMENT
January 25, 2010
Global Gold Bull+ ETF. Doesn't like leveraged plays. Claymore has a closed-end fund, which is now converting to an ETF. This would be much more attractive because it is hedged.
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Global Gold Bull+ ETF. Doesn't like leveraged plays. Claymore has a closed-end fund, which is now converting to an ETF. This would be much more attractive because it is hedged.