Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 5, 2015

Transportation actually starts to fall off at this time of year. He would not be stepping into this during the summertime. Transportation will come back in the October time frame. It is actually a possible short in the summertime as it gets quite weak.

Transportation actually starts to fall off at this time of year. He would not be stepping into this during the summertime. Transportation will come back in the October time frame. It is actually a possible short in the summertime as it gets quite weak.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$27.470
Owned
Unknown
COMMENT
COMMENT
May 5, 2015

Right now we are moving into the time of year when the energy sector can sort of fall off. However, this would not be a bad position to be in, in the energy sector.

Right now we are moving into the time of year when the energy sector can sort of fall off. However, this would not be a bad position to be in, in the energy sector.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$41.660
Owned
Unknown
WAIT
WAIT
May 5, 2015

Lumber has a distinct seasonal pattern. It is really related to homebuilding and that hasn’t changed for the last 50 years. Tends to do well from October into March and April. Lumber tends to be weak at this time of year, so this is not the time period to be stepping in. Wait until the fall.

Lumber has a distinct seasonal pattern. It is really related to homebuilding and that hasn’t changed for the last 50 years. Tends to do well from October into March and April. Lumber tends to be weak at this time of year, so this is not the time period to be stepping in. Wait until the fall.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$1.880
Owned
Unknown
SELL
SELL
May 5, 2015

An incredible conglomerate of products and therefore a great representation of the overall market. It doesn’t deviate very much from the market trends. You can probably expect this to perform like the industrial sector on a go forward basis. It tends to weaken over the next few months into October. He would be looking to exit this position at this time.

3M Co. (MMM-N)
May 5, 2015

An incredible conglomerate of products and therefore a great representation of the overall market. It doesn’t deviate very much from the market trends. You can probably expect this to perform like the industrial sector on a go forward basis. It tends to weaken over the next few months into October. He would be looking to exit this position at this time.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$157.910
Owned
Unknown
TOP PICK
TOP PICK
May 5, 2015

Staples is defensive in nature and tends to perform well in the more volatile months. Investors are looking more to be defensive and are looking more for stability in earnings, and are willing to pay for it. This ETF is actually trading at a high PE multiple of 20, which is way too high for a slow growth industry, but it has a higher value because people are seeking that type of safety at this time and are willing to pay for it. If the market corrects, this will correct as well, but won’t correct as much typically.

Staples is defensive in nature and tends to perform well in the more volatile months. Investors are looking more to be defensive and are looking more for stability in earnings, and are willing to pay for it. This ETF is actually trading at a high PE multiple of 20, which is way too high for a slow growth industry, but it has a higher value because people are seeking that type of safety at this time and are willing to pay for it. If the market corrects, this will correct as well, but won’t correct as much typically.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$48.490
Owned
Yes
TOP PICK
TOP PICK
May 5, 2015

This is a little bit of a chicken play. He does take on cash as well as fixed income. Fixed income has just started its seasonal period. The real sweet spot for fixed income comes up in August, but it can make some returns here. Really a hiding place at this time.

This is a little bit of a chicken play. He does take on cash as well as fixed income. Fixed income has just started its seasonal period. The real sweet spot for fixed income comes up in August, but it can make some returns here. Really a hiding place at this time.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$84.780
Owned
Yes
TOP PICK
TOP PICK
May 5, 2015

(Short) Homebuilders tends to really fall off in March or April and drop down into the summertime. From 1990 to 2014 from April 27 into June 19 this sector tends to be positive only 29% of the time and produces an average of 4% loss. It is underperforming the S&P 500 at this time, and there is still some legs on this trade.

(Short) Homebuilders tends to really fall off in March or April and drop down into the summertime. From 1990 to 2014 from April 27 into June 19 this sector tends to be positive only 29% of the time and produces an average of 4% loss. It is underperforming the S&P 500 at this time, and there is still some legs on this trade.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$34.920
Owned
No