Latest Expert Opinions

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 25, 2017

(A Top Pick Sept 20/16. Up 12%) India is exactly opposite of any Western country. A very young workforce, very low consumer debt, a functioning banking system and a very orthodox monetary policy.

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(A Top Pick Sept 20/16. Up 12%) India is exactly opposite of any Western country. A very young workforce, very low consumer debt, a functioning banking system and a very orthodox monetary policy.

BUY WEAKNESS
BUY WEAKNESS
September 25, 2017

Is robotics a good sector?The macro trend in robotics is definitely a real one. Unfortunately, a lot of people know about it. Manufacturing in the US, since the financial crisis, is up about 20%, and yet the rise in employment is only up 5%. This is a good theme to play long-term, but wait for a pullback.

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Is robotics a good sector?The macro trend in robotics is definitely a real one. Unfortunately, a lot of people know about it. Manufacturing in the US, since the financial crisis, is up about 20%, and yet the rise in employment is only up 5%. This is a good theme to play long-term, but wait for a pullback.

BUY
BUY
September 25, 2017

He likes European stocks, and thinks Europe is finally healing. There are signs of economic acceleration, earnings acceleration and credit growth. Credit growth is indicating their consumers are getting a little more confident and things are turning in the right direction.

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He likes European stocks, and thinks Europe is finally healing. There are signs of economic acceleration, earnings acceleration and credit growth. Credit growth is indicating their consumers are getting a little more confident and things are turning in the right direction.

COMMENT
COMMENT
September 25, 2017

Held this for a short time, but just sold today. Gold has always functioned as a traditional safe haven. Central Banks have almost usurped the role of gold as a crisis management hedge. He’ll buy this one on and off.

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Held this for a short time, but just sold today. Gold has always functioned as a traditional safe haven. Central Banks have almost usurped the role of gold as a crisis management hedge. He’ll buy this one on and off.

COMMENT
COMMENT
September 25, 2017

The only caveat he would have on this is that whenever you take a market cap Index and tweak it dividend weight, you create inherent biases. With emerging markets, when you create that, you tend to overweight Russia and China, which are both high dividend yielding countries. If you are comfortable with those sectors, this is a great dividend one.

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The only caveat he would have on this is that whenever you take a market cap Index and tweak it dividend weight, you create inherent biases. With emerging markets, when you create that, you tend to overweight Russia and China, which are both high dividend yielding countries. If you are comfortable with those sectors, this is a great dividend one.

COMMENT
COMMENT
September 25, 2017

We’ve all fallen in love with income investing because interest rates are so low, so everybody is looking afield for income. He would caution people to not just stick to Canada, but also look further afield. This ETF has done incredibly well. As interest rates have declined, there are some issues in terms of Cap Rates etc. If an income investor and looking for higher income, he would look to something else such as the emerging-market bond complex such as iShares Emerging Markets Local Currency Bond (LEMB-N). It has a little higher yield.

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We’ve all fallen in love with income investing because interest rates are so low, so everybody is looking afield for income. He would caution people to not just stick to Canada, but also look further afield. This ETF has done incredibly well. As interest rates have declined, there are some issues in terms of Cap Rates etc. If an income investor and looking for higher income, he would look to something else such as the emerging-market bond complex such as iShares Emerging Markets Local Currency Bond (LEMB-N). It has a little higher yield.

HOLD
HOLD
September 25, 2017

Sell this and Buy the hedged version? He just took off of his Canadian hedges today. The Cdn$ has had a strong run up, and there are built-in expectations by the Bank of Canada that the Cd$ is going to go higher. Thinks Bank of Canada has gotten a little ahead of itself and the inflation and growth forecasts for next year are a little too robust. He wouldn’t be worried about the Cdn$ going up further. If you want to be long the US market, you want to stay with the unhedged version.

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Sell this and Buy the hedged version? He just took off of his Canadian hedges today. The Cdn$ has had a strong run up, and there are built-in expectations by the Bank of Canada that the Cd$ is going to go higher. Thinks Bank of Canada has gotten a little ahead of itself and the inflation and growth forecasts for next year are a little too robust. He wouldn’t be worried about the Cdn$ going up further. If you want to be long the US market, you want to stay with the unhedged version.