Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 23, 2017

Emerging market bonds had a rough 4th quarter, but in the past 2 or 3 months, they’ve at least held their own. It is very difficult to make money in bonds these days. If you can keep up with inflation with your bond position, you are probably doing as well as you can reasonably expect.

Emerging market bonds had a rough 4th quarter, but in the past 2 or 3 months, they’ve at least held their own. It is very difficult to make money in bonds these days. If you can keep up with inflation with your bond position, you are probably doing as well as you can reasonably expect.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$16.930
Owned
Unknown
BUY
BUY
February 23, 2017

An ETF that invest in agriculture products and companies globally. A good way to get access to tangibles and alternatives.

An ETF that invest in agriculture products and companies globally. A good way to get access to tangibles and alternatives.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$36.330
Owned
Unknown
COMMENT
COMMENT
February 23, 2017

A good product, and BMO is a real leader in Covered Call ETFS. He would caution that in this market we are in a pretty good environment to be in US financials, so you might be leaving some money on the table. This is a relatively more conservative product, because you get the extra income from the covered call writing. There is always a chance that you could be called away.

A good product, and BMO is a real leader in Covered Call ETFS. He would caution that in this market we are in a pretty good environment to be in US financials, so you might be leaving some money on the table. This is a relatively more conservative product, because you get the extra income from the covered call writing. There is always a chance that you could be called away.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$20.300
Owned
Unknown
TOP PICK
TOP PICK
February 23, 2017

A product that was only launched a few months ago. This is a good way to screen for de facto values. As a complement to VEE-T, VEE is diversified emerging markets, and this has more of a value screen.

A product that was only launched a few months ago. This is a good way to screen for de facto values. As a complement to VEE-T, VEE is diversified emerging markets, and this has more of a value screen.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$10.410
Owned
Yes
TOP PICK
TOP PICK
February 23, 2017

His rationale for gold is that people need to always think, from a portfolio perspective. So that instead of cherry picking on how well a security would do, build an entire portfolio and consider how everything would work together. Having something like gold in your portfolio is a good way to improve risk adjusted returns. A great thing to have in your portfolio, with a small sliver, 3%-5% as a long-term Hold.

His rationale for gold is that people need to always think, from a portfolio perspective. So that instead of cherry picking on how well a security would do, build an entire portfolio and consider how everything would work together. Having something like gold in your portfolio is a good way to improve risk adjusted returns. A great thing to have in your portfolio, with a small sliver, 3%-5% as a long-term Hold.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$13.680
Owned
Yes
TOP PICK
TOP PICK
February 23, 2017

This product has done remarkably well since it was launched. It is less than a year old and is up an incredible amount. People really need to think globally and to invest in value stocks in small company stocks. A great way to get global stocks and with a value bent.

This product has done remarkably well since it was launched. It is less than a year old and is up an incredible amount. People really need to think globally and to invest in value stocks in small company stocks. A great way to get global stocks and with a value bent.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$31.460
Owned
Yes