Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
September 25, 2017

He does not think highly of the management. They squandered a lot of money on projects that didn’t work out. They are in a tough sector.

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TorstarCorp (B) (TS.B-T)
September 25, 2017

He does not think highly of the management. They squandered a lot of money on projects that didn’t work out. They are in a tough sector.

BUY
BUY
September 25, 2017

We are likely bottoming in the interest rate cycle. He sees interest rates staying much lower for much longer, but thinks they are probably bottoming. If there is a very glacial rise in interest rates as he expects, that is very good for short term interest bonds. This is a good ETF if you want to hold it for that.

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We are likely bottoming in the interest rate cycle. He sees interest rates staying much lower for much longer, but thinks they are probably bottoming. If there is a very glacial rise in interest rates as he expects, that is very good for short term interest bonds. This is a good ETF if you want to hold it for that.

COMMENT
COMMENT
September 25, 2017

High-return oil stock ETF’s?If think oil prices are going higher, this is the best way to get a high beta version. He is not bullish on oil, and expects it will be lower for longer. Commodity markets tend to be long trending and tend to move in long waves. Commodities, particularly oil, have become extremely oversupplied which kind of keeps a lid on the price of oil. He shies away from any oil investment right now.

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High-return oil stock ETF’s?If think oil prices are going higher, this is the best way to get a high beta version. He is not bullish on oil, and expects it will be lower for longer. Commodity markets tend to be long trending and tend to move in long waves. Commodities, particularly oil, have become extremely oversupplied which kind of keeps a lid on the price of oil. He shies away from any oil investment right now.

COMMENT
COMMENT
September 25, 2017

Technology is interesting in the sense that we don’t have the same bubble we had in the late 1990s, because the values are not crazy. Tech stocks are trading on pretty reasonable P/E ratios. Probably a good portfolio filler, but if you want higher returns, he would look elsewhere.

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Technology is interesting in the sense that we don’t have the same bubble we had in the late 1990s, because the values are not crazy. Tech stocks are trading on pretty reasonable P/E ratios. Probably a good portfolio filler, but if you want higher returns, he would look elsewhere.

COMMENT
COMMENT
September 25, 2017

A good way to play technology. The sector is interesting. They are probably a good portfolio filler, but if you want higher returns, he would look elsewhere.

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SPDR Technology ETF (XLK-N)
September 25, 2017

A good way to play technology. The sector is interesting. They are probably a good portfolio filler, but if you want higher returns, he would look elsewhere.

PAST TOP PICK
PAST TOP PICK
September 25, 2017

(A Top Pick Sept 20/16. Up 19%.) In the last 5 years, China has been everybody’s favourite whipping boy. His view has been completely different. 40% of the holdings are Chinese banks. China is making some good progress towards economic rebalancing. The rise of the Asian consumer is the biggest macro story of the next decade. He just sold this today as it had become very overbought.

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(A Top Pick Sept 20/16. Up 19%.) In the last 5 years, China has been everybody’s favourite whipping boy. His view has been completely different. 40% of the holdings are Chinese banks. China is making some good progress towards economic rebalancing. The rise of the Asian consumer is the biggest macro story of the next decade. He just sold this today as it had become very overbought.

PAST TOP PICK
PAST TOP PICK
September 25, 2017

(A Top Pick Sept 20/16. Up 3%.) This was simply meant to hedge a rise in interest rates.

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(A Top Pick Sept 20/16. Up 3%.) This was simply meant to hedge a rise in interest rates.