Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK

(A Top Pick Sept 24/15. Up 11.47%.)

PAST TOP PICK
PAST TOP PICK
October 6, 2016

(A Top Pick Sept 24/15. Up 9.90%.)

Show full opinionHide full opinion

(A Top Pick Sept 24/15. Up 9.90%.)

COMMENT
COMMENT
October 6, 2016

Because of its oil exposure, this had dropped quite a bit, but is now working its way back. There is now some stability in oil prices, so he is holding this. It gives a good yield of 4.9%.

Show full opinionHide full opinion

Because of its oil exposure, this had dropped quite a bit, but is now working its way back. There is now some stability in oil prices, so he is holding this. It gives a good yield of 4.9%.

COMMENT
COMMENT
October 6, 2016

He doesn’t like this. It is basically an accumulation of different income products, but this is a return of capital, so you are getting what looks like a very high dividend, but it is not entirely a return “on” capital, but is often a return “of” capital, in other words a return of your own money.

Show full opinionHide full opinion

He doesn’t like this. It is basically an accumulation of different income products, but this is a return of capital, so you are getting what looks like a very high dividend, but it is not entirely a return “on” capital, but is often a return “of” capital, in other words a return of your own money.

COMMENT
COMMENT
October 6, 2016

If you like emerging markets, he thinks this is a great ETF to go with.

Show full opinionHide full opinion

If you like emerging markets, he thinks this is a great ETF to go with.

COMMENT
COMMENT
October 6, 2016

This is fine if you want to be involved, but remember any dividends are accrued in the US are taxed as income, not as a dividend. (If it is a covered call, then he really doesn’t like the story as he doesn’t like First Asset’s covered calls. They only do it on 25% of the portfolio, so your amount of income is pretty small and your downside protection is pretty small. Also, fees are quite high for 25% covered calls.)

Show full opinionHide full opinion

This is fine if you want to be involved, but remember any dividends are accrued in the US are taxed as income, not as a dividend. (If it is a covered call, then he really doesn’t like the story as he doesn’t like First Asset’s covered calls. They only do it on 25% of the portfolio, so your amount of income is pretty small and your downside protection is pretty small. Also, fees are quite high for 25% covered calls.)

COMMENT
COMMENT
October 6, 2016

This is a great product and it is cheap. He has this in practically all of his accounts.

Show full opinionHide full opinion

This is a great product and it is cheap. He has this in practically all of his accounts.