Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 14, 2010
S&P Financials ETF. This is a contrarian play. He is switching from gold ETF's (XGD-T), which has had a nice run, to this one for a 4th quarter rally. Looking for it to go to $24-$25 and the XGD to settle back down to $23ish.
iUnits S&P Financial (XFN-T)
September 14, 2010
S&P Financials ETF. This is a contrarian play. He is switching from gold ETF's (XGD-T), which has had a nice run, to this one for a 4th quarter rally. Looking for it to go to $24-$25 and the XGD to settle back down to $23ish.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$22.340
Owned
Yes
TOP PICK
TOP PICK
September 14, 2010
(A Top Pick May 11/10. Down 3.1%.) S&P 500 (Cdn$-Hedged) ETF. Expecting the Cdn$ to go to PAR and once we are there we can go back to buying US ETF’s. Expecting the US market to do well with the S&P 500 up 50%.
(A Top Pick May 11/10. Down 3.1%.) S&P 500 (Cdn$-Hedged) ETF. Expecting the Cdn$ to go to PAR and once we are there we can go back to buying US ETF’s. Expecting the US market to do well with the S&P 500 up 50%.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$12.870
Owned
Yes
BUY
BUY
September 14, 2010
High Yield Bond ETF. Likes this one. Owns it in taxable accounts because it’s tax advantaged.
High Yield Bond ETF. Likes this one. Owns it in taxable accounts because it’s tax advantaged.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$20.230
Owned
Yes
TOP PICK
TOP PICK
September 14, 2010
(A Top Pick May 11/10. Down 6.3%.) Financial ETF. He loves the US financials because 1) earnings are quite strong underneath because of reduced loan losses, 2) US is moving more towards a Canadian model and 3) everybody hates them. For trader types, you can go from $14.50 to $17, which is not a bad flip. He could see it reaching $30.
SPDR Financial E.T.F. (XLF-N)
September 14, 2010
(A Top Pick May 11/10. Down 6.3%.) Financial ETF. He loves the US financials because 1) earnings are quite strong underneath because of reduced loan losses, 2) US is moving more towards a Canadian model and 3) everybody hates them. For trader types, you can go from $14.50 to $17, which is not a bad flip. He could see it reaching $30.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$14.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 14, 2010
(A Top Pick May 11/10. Up 7.52%.) Broad Emerging Market ETF.
(A Top Pick May 11/10. Up 7.52%.) Broad Emerging Market ETF.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$31.760
Owned
Yes
BUY
BUY
September 14, 2010
REIT’s. Has done incredibly well this year and may go sideways but he doesn't see it going down. This is a core position for him. Gives 1) great current yield, 2) exposure to real estate across a number of real estate categories and 3) has a lot of liquidity. Can see it in the upper teens eventually.
REIT’s. Has done incredibly well this year and may go sideways but he doesn't see it going down. This is a core position for him. Gives 1) great current yield, 2) exposure to real estate across a number of real estate categories and 3) has a lot of liquidity. Can see it in the upper teens eventually.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$13.770
Owned
Yes
DON'T BUY
DON'T BUY
September 14, 2010
An actively traded Exchange Traded Fund. It manages to bring together the 2 worst parts of mutual funds and ETF’s, i.e. it is expensive and is ineffective. He is dead set against buying actively managed ETF’s.
Dent Tactical ETF (DENT-N)
September 14, 2010
An actively traded Exchange Traded Fund. It manages to bring together the 2 worst parts of mutual funds and ETF’s, i.e. it is expensive and is ineffective. He is dead set against buying actively managed ETF’s.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$19.760
Owned
No