Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 16, 2018

This is a smart beta strategy fund. The fund manager, Dimensional, takes advantage of momentum and other factors to outperform the market. There is also a small Canadian Manulife Multifactor mid-cap ETF.

This is a smart beta strategy fund. The fund manager, Dimensional, takes advantage of momentum and other factors to outperform the market. There is also a small Canadian Manulife Multifactor mid-cap ETF.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$28.210
Owned
Unknown
COMMENT
COMMENT
May 16, 2018

This gives a diversified exposure to the four largest internet stocks with over 40% of the portfolio value dedicated to them. This gives narrow exposure to the big players.

This gives a diversified exposure to the four largest internet stocks with over 40% of the portfolio value dedicated to them. This gives narrow exposure to the big players.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$131.400
Owned
Unknown
BUY
BUY
May 16, 2018

This is an interesting class as it has a very high dividend yield. Part of the yield is made up of the covered calls. Just remember this will limit your upside potential so they would not recommend it as a large part of your portfolio. The ZWE-T ETF offers a similar exposure to Europe markets and is also good to have some in your portfolio. Yield 5.4%.

This is an interesting class as it has a very high dividend yield. Part of the yield is made up of the covered calls. Just remember this will limit your upside potential so they would not recommend it as a large part of your portfolio. The ZWE-T ETF offers a similar exposure to Europe markets and is also good to have some in your portfolio. Yield 5.4%.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$20.210
Owned
Unknown
COMMENT
COMMENT
May 16, 2018

Dividend investing is a long term factor strategy and this is one of the granddaddies in the sector. To be classed as Aristocrat, dividends have to have been steady or rising for 5 years in Canada and 25 years in the US holdings. Its fee is a little higher than new products. ZEI-T is perhaps another alternative with a lower fee.

Dividend investing is a long term factor strategy and this is one of the granddaddies in the sector. To be classed as Aristocrat, dividends have to have been steady or rising for 5 years in Canada and 25 years in the US holdings. Its fee is a little higher than new products. ZEI-T is perhaps another alternative with a lower fee.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$25.570
Owned
Unknown
COMMENT
COMMENT
May 16, 2018

This ETF uses MSCI’s quality screening method to select holdings. These have higher ROE and lower financial leverage. It can therefore take some time for the value to emerge compared to outright market indices. He likes it because it is liquid and attractively priced – although there may be cheaper ETFs out there (XEH-T for example). The offset is that the holdings have relatively high PE ratios due to the quality of the holdings. He would recommend ZDM-T as it offers a higher level of diversification into Asia as well.

This ETF uses MSCI’s quality screening method to select holdings. These have higher ROE and lower financial leverage. It can therefore take some time for the value to emerge compared to outright market indices. He likes it because it is liquid and attractively priced – although there may be cheaper ETFs out there (XEH-T for example). The offset is that the holdings have relatively high PE ratios due to the quality of the holdings. He would recommend ZDM-T as it offers a higher level of diversification into Asia as well.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$20.450
Owned
Unknown
COMMENT
COMMENT
May 16, 2018

The market loves these as they represent a one-stop ETF for market diversification. It is a balanced portfolio that holds 60% fixed income and 40% stocks. The stocks will be globally diversified as is the fixed income portion. It is an ETF of ETFs. It depends if this portfolio split fits your needs. The MER is approximately 0.25% -- incredibly low for a balanced fund even against the Robo-portfolio offerings.

The market loves these as they represent a one-stop ETF for market diversification. It is a balanced portfolio that holds 60% fixed income and 40% stocks. The stocks will be globally diversified as is the fixed income portion. It is an ETF of ETFs. It depends if this portfolio split fits your needs. The MER is approximately 0.25% -- incredibly low for a balanced fund even against the Robo-portfolio offerings.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$24.790
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
May 16, 2018

This ETF is better than holding any individual company as it offers better diversification including some of the smaller producers. His view that these niche sector ETFs should be viewed as a speculative holding as many of the holdings are not even showing positive earnings yet. MER is 0.75%. It is a little early to consider this as a long term holding.

This ETF is better than holding any individual company as it offers better diversification including some of the smaller producers. His view that these niche sector ETFs should be viewed as a speculative holding as many of the holdings are not even showing positive earnings yet. MER is 0.75%. It is a little early to consider this as a long term holding.

Daniel Straus
Head of ETF Research & Strategy, National Bank Financial
Price
$17.370
Owned
Unknown