Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 26, 2018

He was one of the first shareholders of this in 2003, but hasn't held it for a while. There are better safe havens like the Chinese renminbi or Chinese bonds. Gold has fallen out of favour and trending sideways, if not down. He's neutral on gold, though watching it.

He was one of the first shareholders of this in 2003, but hasn't held it for a while. There are better safe havens like the Chinese renminbi or Chinese bonds. Gold has fallen out of favour and trending sideways, if not down. He's neutral on gold, though watching it.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$11.510
Owned
No
COMMENT
COMMENT
February 26, 2018

Good, but he wouldn't hedge the CAD. For instance, he likes the Euro, so buy an ETF exposed to the Euro.

Good, but he wouldn't hedge the CAD. For instance, he likes the Euro, so buy an ETF exposed to the Euro.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$24.680
Owned
Unknown
COMMENT
COMMENT
February 26, 2018

Has exposure to Japanese REITs. Sold his. The yen is undervalued to the USD, so that's why he sold. Japan has been a demoralizing investment with aging demographics and limited immigration. But few investors know Japan's macro--corporate Japan has been in 30 years of deflation. Japanese REITs are very cheap, so foreign investors have finally woken up to this. He'd be all over a Japanese REIT unhedged.

Has exposure to Japanese REITs. Sold his. The yen is undervalued to the USD, so that's why he sold. Japan has been a demoralizing investment with aging demographics and limited immigration. But few investors know Japan's macro--corporate Japan has been in 30 years of deflation. Japanese REITs are very cheap, so foreign investors have finally woken up to this. He'd be all over a Japanese REIT unhedged.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$14.969
Owned
No
COMMENT
COMMENT
February 26, 2018

Commodities will be lower for longer, but we're in a global cyclical upturn. This will lift commodity ETFs including this one. It's a decent holding, but also look at emerging markets.

Commodities will be lower for longer, but we're in a global cyclical upturn. This will lift commodity ETFs including this one. It's a decent holding, but also look at emerging markets.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$23.430
Owned
Unknown
COMMENT
COMMENT
February 26, 2018

The largest ETF in the world. A fine core holding, though he advises moving away from U.S. markets. He himself is maximally underweight the U.S.

SPDR S&P 500 ETF (SPY-N)
February 26, 2018

The largest ETF in the world. A fine core holding, though he advises moving away from U.S. markets. He himself is maximally underweight the U.S.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$277.900
Owned
Yes
TOP PICK
TOP PICK
February 26, 2018

Japan has been a tough place to invest for three decades. The difference between past rallies and the current one is that now the Yen is very cheap, and Japan is very export-oriented. The catalyst will be inflation. EWJ has been soaring and he's been very bullish on it.

iShares Japan ETF (EWJ-N)
February 26, 2018

Japan has been a tough place to invest for three decades. The difference between past rallies and the current one is that now the Yen is very cheap, and Japan is very export-oriented. The catalyst will be inflation. EWJ has been soaring and he's been very bullish on it.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$62.460
Owned
Yes
TOP PICK
TOP PICK
February 26, 2018

Loves the Japanese exposure--their small caps are trading at almost book value. This is a higher beta play on the international recovery.

Loves the Japanese exposure--their small caps are trading at almost book value. This is a higher beta play on the international recovery.

Tyler Mordy
President & CIO, Forstrong Global Asset Management
Price
$66.710
Owned
Yes