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Signal
Opinion
Expert
TOP PICK
TOP PICK
December 2, 2010
Broad commodity ETF. Likes it because of economic growth. About a third each in agriculture, base metals and energy. Also currency hedged.
Show full opinionHide full opinion
Broad commodity ETF. Likes it because of economic growth. About a third each in agriculture, base metals and energy. Also currency hedged.
TOP PICK
TOP PICK
December 2, 2010
Thinks they will do incredibly well in selling vehicles in Asia and Latin America.
Show full opinionHide full opinionThinks they will do incredibly well in selling vehicles in Asia and Latin America.
TOP PICK
TOP PICK
December 2, 2010
“The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition.
Show full opinionHide full opinion“The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Sept 14/10. Up 0.52%.) Still likes.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Sept 14/10. Up 3.85%.) Still likes.
PAST TOP PICK
PAST TOP PICK
(A Top Pick Sept 14/10. Up 8.08%.) Still likes.
COMMENT
COMMENT
December 2, 2010
Incredibly well run bank if you have a longer term horizon. They are looking for growth on the US side and expect they will end up being a major bank in the US market. He plays financials through the iUnits S&P Financial (XFN-T). (Not adding to this but when it goes through $25 he’ll start rotating into energy (iUnits S&P/TSX Energy ETF(XEG-T)), which he expects to do better next year.)
Show full opinionHide full opinionIncredibly well run bank if you have a longer term horizon. They are looking for growth on the US side and expect they will end up being a major bank in the US market. He plays financials through the iUnits S&P Financial (XFN-T). (Not adding to this but when it goes through $25 he’ll start rotating into energy (iUnits S&P/TSX Energy ETF(XEG-T)), which he expects to do better next year.)
