Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 20, 2012

Covered Call ETFs: They have all struggled this year. Their underlying holdings get called away. If you are looking for a little bit of income on top of your equities this could be a good one. It has nice covered call writing of just 25% so you get some nice protection on the downside.

Covered Call ETFs: They have all struggled this year. Their underlying holdings get called away. If you are looking for a little bit of income on top of your equities this could be a good one. It has nice covered call writing of just 25% so you get some nice protection on the downside.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$6.970
Owned
Unknown
BUY
BUY
September 20, 2012

Mexico has been one of the better stories. Emerging markets have been weak but Mexico is propped up by oil and consumer sectors. It is one of the better emerging markets to have. Good quality ETF.

Mexico has been one of the better stories. Emerging markets have been weak but Mexico is propped up by oil and consumer sectors. It is one of the better emerging markets to have. Good quality ETF.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$64.870
Owned
Unknown
COMMENT
COMMENT
September 20, 2012

If it is part of your bond mix then you should think again. This is part of your equity portfolio. US economy is still weak and has higher than average bankruptcy rates. This ETF will do badly if there is another financial crisis. You might want to go to higher quality companies and dividends.

If it is part of your bond mix then you should think again. This is part of your equity portfolio. US economy is still weak and has higher than average bankruptcy rates. This ETF will do badly if there is another financial crisis. You might want to go to higher quality companies and dividends.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$15.930
Owned
Unknown
BUY
BUY
September 20, 2012

They are un-hedging because the demand from investors is for un-hedged ETFs. Instead of investing in the local securities, they invest in depository receipts. It is not as diversified as those that don't restrict themselves to depository receipts.

They are un-hedging because the demand from investors is for un-hedged ETFs. Instead of investing in the local securities, they invest in depository receipts. It is not as diversified as those that don't restrict themselves to depository receipts.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$11.280
Owned
Unknown
BUY
BUY
September 20, 2012

Insurance is the biggest sector in this ETF. ZDV has a beta of slightly more than one, so it is higher risk. It holds just the Canadian Market and you should be more diversified than that.

Insurance is the biggest sector in this ETF. ZDV has a beta of slightly more than one, so it is higher risk. It holds just the Canadian Market and you should be more diversified than that.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$15.760
Owned
Unknown
HOLD
HOLD
September 20, 2012

Like an all in one balanced fund. 2/3rds of the bond exposure is in lower quality bonds so they are more like equities. That is a nice fit into a lot of portfolios. When interest rates increase they will have an impact on this ETF. Spread on corporate bonds is quite high right now. Hold this ETF until you think interest rates will rise.

Like an all in one balanced fund. 2/3rds of the bond exposure is in lower quality bonds so they are more like equities. That is a nice fit into a lot of portfolios. When interest rates increase they will have an impact on this ETF. Spread on corporate bonds is quite high right now. Hold this ETF until you think interest rates will rise.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$12.440
Owned
Unknown
HOLD
HOLD
September 20, 2012

With all this stimulus money being pumped in around the world there IS infrastructure spending all over the world. Sell if you meet your cost point.

With all this stimulus money being pumped in around the world there IS infrastructure spending all over the world. Sell if you meet your cost point.

Vikash Jain, CFA
Portfolio Manager, ArcherETF
Price
$32.640
Owned
Unknown