Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 27, 2017

(A Top Pick June 30/17. Up 3%.) One of the main attraction is the covered call. It’s an income generating ETF. It’s Europe so you get the dividend as income and covered calls are capital gains. They don’t do full 100% coverage on the underlying assets, they do 50-60% depending upon what they see the market doing.

(A Top Pick June 30/17. Up 3%.) One of the main attraction is the covered call. It’s an income generating ETF. It’s Europe so you get the dividend as income and covered calls are capital gains. They don’t do full 100% coverage on the underlying assets, they do 50-60% depending upon what they see the market doing.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$21.940
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 27, 2017

(A Top Pick June 30/17. Up 14%.) He likes the U.S. Energy sector because what he see happening down the road in terms of oil prices. In term of P/E they are pretty attractive out there and he sees the overall U.S. economy doing extremely well.

SPDR Energy ETF (XLE-N)
December 27, 2017

(A Top Pick June 30/17. Up 14%.) He likes the U.S. Energy sector because what he see happening down the road in terms of oil prices. In term of P/E they are pretty attractive out there and he sees the overall U.S. economy doing extremely well.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$72.360
Owned
Yes
COMMENT
COMMENT
December 27, 2017

QQQ-Q vs XLK-N QQQ is NASDAQ, XLK is technology. You’re going to find a lot of overlap. One thing with QQQ is BMO has the Canadian Dollar edged version, the ZQQ-T. Take a look at the website of the ETFs companies and see what weightings are and pick the one you want. Both are excellent. QQQ has some Bio stocks and a whole bunch of other stuff. For a straight technology play he would choose XLK. If you want more diversification go with QQQ.

QQQ-Q vs XLK-N QQQ is NASDAQ, XLK is technology. You’re going to find a lot of overlap. One thing with QQQ is BMO has the Canadian Dollar edged version, the ZQQ-T. Take a look at the website of the ETFs companies and see what weightings are and pick the one you want. Both are excellent. QQQ has some Bio stocks and a whole bunch of other stuff. For a straight technology play he would choose XLK. If you want more diversification go with QQQ.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$156.540
Owned
Unknown
COMMENT
COMMENT
December 27, 2017

QQQ-Q vs XLK-N QQQ is NASDAQ, XLK is technology. You’re going to find a lot of overlap. One thing with QQQ is BMO has the Canadian Dollar edged version, the ZQQ-T. Take a look at the website of the ETFs companies and see what weightings are and pick the one you want. Both are excellent. QQQ has some Bio stocks and a whole bunch of other stuff. For a straight technology play he would choose XLK. If you want more diversification go with QQQ.

SPDR Technology ETF (XLK-N)
December 27, 2017

QQQ-Q vs XLK-N QQQ is NASDAQ, XLK is technology. You’re going to find a lot of overlap. One thing with QQQ is BMO has the Canadian Dollar edged version, the ZQQ-T. Take a look at the website of the ETFs companies and see what weightings are and pick the one you want. Both are excellent. QQQ has some Bio stocks and a whole bunch of other stuff. For a straight technology play he would choose XLK. If you want more diversification go with QQQ.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$64.180
Owned
Unknown
BUY
BUY
December 27, 2017

A good time for an entry position? Another core holding, it’s heavily weighted in the banks, it’s the largest 60 companies in the TSX. It’s something everyone should own in their portfolio. Also worth taking a look at ZIN-T. For some of the smaller investors, you might as well go to your bank and buy their Index Funds. MER are between 0.75 and .90%, no commission. It’s a great way to get into the market for smaller investors and keep the fees low. Make sure you buy into their Canadian Index Fund or their U.S Index Fund, and not into their higher fee mutual funds.

A good time for an entry position? Another core holding, it’s heavily weighted in the banks, it’s the largest 60 companies in the TSX. It’s something everyone should own in their portfolio. Also worth taking a look at ZIN-T. For some of the smaller investors, you might as well go to your bank and buy their Index Funds. MER are between 0.75 and .90%, no commission. It’s a great way to get into the market for smaller investors and keep the fees low. Make sure you buy into their Canadian Index Fund or their U.S Index Fund, and not into their higher fee mutual funds.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$24.095
Owned
Unknown
COMMENT
COMMENT
December 27, 2017

He uses a lot of the ZWB-T. He is always looking at keeping the cost low. When looking at covered calls or managed ETFs, all of a sudden prices spike. He’s looking to buy from 5 to 15 basis points. But there are times when he will look at a different products like ZWB-T or the whole series they have, ZWH-T, ZWA-T, etc. But the different thing with the covered calls is that the persons sitting at the trading desks are actually making a difference and he thinks it’s worth paying for. When you buy a covered call you are giving up some of the upside in exchange for cash flow. With interests rates being so low, covered calls are a good way to get the flow of income. He uses covered calls to enhance the income of a portfolio. He’s been holding this for years.

He uses a lot of the ZWB-T. He is always looking at keeping the cost low. When looking at covered calls or managed ETFs, all of a sudden prices spike. He’s looking to buy from 5 to 15 basis points. But there are times when he will look at a different products like ZWB-T or the whole series they have, ZWH-T, ZWA-T, etc. But the different thing with the covered calls is that the persons sitting at the trading desks are actually making a difference and he thinks it’s worth paying for. When you buy a covered call you are giving up some of the upside in exchange for cash flow. With interests rates being so low, covered calls are a good way to get the flow of income. He uses covered calls to enhance the income of a portfolio. He’s been holding this for years.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$19.430
Owned
Yes
COMMENT
COMMENT
December 27, 2017

Similar risk as covered call, but you’re holding cash instead of the stock and selling the puts. Yields around 6%. He doesn’t include it in his portfolio because it confuses his clients.

Similar risk as covered call, but you’re holding cash instead of the stock and selling the puts. Yields around 6%. He doesn’t include it in his portfolio because it confuses his clients.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$17.950
Owned
Unknown