Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 16, 2016

Lithium Batteries. There are a lot of interesting investments in these areas, but he would like a broader way to get exposure to these areas. This one is in US$, however.

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Lithium Batteries. There are a lot of interesting investments in these areas, but he would like a broader way to get exposure to these areas. This one is in US$, however.

HOLD
HOLD
May 16, 2016

5 or 10 years down the road there is great potential. He thinks Banks will underperform for the next 3 to 4 years. It is a pretty big top since 2014. It has broken down. If you are a trader, then lighten up on banks.

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5 or 10 years down the road there is great potential. He thinks Banks will underperform for the next 3 to 4 years. It is a pretty big top since 2014. It has broken down. If you are a trader, then lighten up on banks.

BUY
BUY
May 16, 2016

European Stocks’ ETF. His favourite way to play it is ZWE-T. Quality EU stocks with a covered call overlay. You will get a yield of about 7%. It is hedged so you don’t have to worry about currencies.

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European Stocks’ ETF. His favourite way to play it is ZWE-T. Quality EU stocks with a covered call overlay. You will get a yield of about 7%. It is hedged so you don’t have to worry about currencies.

COMMENT
COMMENT
May 16, 2016

Bond ETFs vs. GICs. If you have a 5 year GIC, you have zero risk. There is no volatility. VSB-T has price risk for the next 5 years and it does not mature. It is not a replacement for a GIC. You are taking interest rate risk. A bank is a better way to play it if you want a slightly higher yield than a GIC.

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Bond ETFs vs. GICs. If you have a 5 year GIC, you have zero risk. There is no volatility. VSB-T has price risk for the next 5 years and it does not mature. It is not a replacement for a GIC. You are taking interest rate risk. A bank is a better way to play it if you want a slightly higher yield than a GIC.

SELL STRENGTH
SELL STRENGTH
May 16, 2016

Not good in the short run. A lot of money has rushed in and he thinks the risk is back to $1200 before we go higher. Sell into strength.

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Not good in the short run. A lot of money has rushed in and he thinks the risk is back to $1200 before we go higher. Sell into strength.

BUY
BUY
May 16, 2016

Semiconductors for the long term. It is a good place, but it is a broad space. The PC space is struggling. He likes QCOM-Q. They are well positioned with a multiple of 10-11 times. An ETF would give you too much baggage.

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Qualcomm (QCOM-Q)
May 16, 2016

Semiconductors for the long term. It is a good place, but it is a broad space. The PC space is struggling. He likes QCOM-Q. They are well positioned with a multiple of 10-11 times. An ETF would give you too much baggage.

BUY
BUY
May 16, 2016

He has recently stepped back onto the buy side. There is growth in the core products. They are going to kick off a lot of free cash flow to use to pay down debt. The debt holders seem to be on side. It will be a rollercoaster, however.

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He has recently stepped back onto the buy side. There is growth in the core products. They are going to kick off a lot of free cash flow to use to pay down debt. The debt holders seem to be on side. It will be a rollercoaster, however.