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BUY

Likes this because it has been a laggard for a while. Paying a pretty good dividend right now. Spread has narrowed quite a bit between Canadian producers and world prices. They’re getting the stuff to market.

E.T.F.'s
COMMENT

Likes the financial sector. This may have some of the lifecos in it as well as some of the mutual funds, so he would prefer a straight play on the banks. On the other hand, insurance companies have come back quite a long ways from where they were getting clobbered. Prefers bank ETFs such as BMO Equal Weight Bank (ZEB-T) or BMO Covered Call Cdn Banks (ZWB-T).

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PAST TOP PICK

(A Top Pick Dec 31/12. Up 27.86%.)

E.T.F.'s
PAST TOP PICK

(A Top Pick Dec 31/12. Down 1.69%.) He doesn’t really have very much in emerging markets right now. Likes this one because it is cheap but he is not widely enthusiastic about emerging markets right now.

E.T.F.'s
PAST TOP PICK

(A Top Pick Dec 31/12. Up 12.54%.) With Covered Calls, you are Buying the stock and Selling the options. This one will only sell calls on roughly 50%-60% of the position and leave the rest as a Long position.

E.T.F.'s
BUY

As a core holding for a fixed income portion of a portfolio? How does it react to interest-rates? This is a new product from First Trust which is trying to find something that is not rate sensitive short-term. You are getting the rate of return on floating rate loans, which will be a little bit higher then T-bills. As interest rates go up, this will go up as well.

E.T.F.'s
BUY

This is an oddball, basically in the sense that it is an ETF of other ETFs, so you get a real mixed bag of strategies. Sometimes believes that the “return on capital” can actually be a “return of capital” so you have to watch this a little. Could have place in your portfolio. It is pretty conservative.

E.T.F.'s