Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 3, 2018

(A Top Pick August 8/17, Up 29%) It’s done well. CGI is a big holding. Wishes he had more of it.

Show full opinionHide full opinion

(A Top Pick August 8/17, Up 29%) It’s done well. CGI is a big holding. Wishes he had more of it.

COMMENT
COMMENT
August 3, 2018

Good fixed income play in a diversified portfolio? EM bonds give higher return at higher risk. For a younger investor with 70% equities and 30% fixed income, wouldn’t have more than 5-6% in EM bonds. Funny things can happen in terms of valuation and nationalization.

Show full opinionHide full opinion

Good fixed income play in a diversified portfolio? EM bonds give higher return at higher risk. For a younger investor with 70% equities and 30% fixed income, wouldn’t have more than 5-6% in EM bonds. Funny things can happen in terms of valuation and nationalization.

COMMENT
COMMENT
August 3, 2018

Safe, long-term income? Some diversification, US and Canadian utilities. Good yield, but very interest sensitive, so beaten up a bit now. Be prepared for softening as rates go up.

Show full opinionHide full opinion

Safe, long-term income? Some diversification, US and Canadian utilities. Good yield, but very interest sensitive, so beaten up a bit now. Be prepared for softening as rates go up.

BUY
BUY
August 3, 2018

Has a whole bunch. Price moves very little. Has held it for years. Good place to park money. Dividend around 2.25%.

Show full opinionHide full opinion

Has a whole bunch. Price moves very little. Has held it for years. Good place to park money. Dividend around 2.25%.

BUY
BUY
August 3, 2018

For an 18-year old in a TFSA? Absolutely, really likes it. About 70% equities, 30% fixed income. US/Canada, emerging/developed markets. Cheap, and automatically rebalances every 6 months. Mini-portfolio, good for small accounts. Replaces robo-advisers. Very well diversified.

Show full opinionHide full opinion

For an 18-year old in a TFSA? Absolutely, really likes it. About 70% equities, 30% fixed income. US/Canada, emerging/developed markets. Cheap, and automatically rebalances every 6 months. Mini-portfolio, good for small accounts. Replaces robo-advisers. Very well diversified.

BUY
BUY
August 3, 2018

About 60% equities, 40% fixed income. Good conservative growth portfolio.

Show full opinionHide full opinion

About 60% equities, 40% fixed income. Good conservative growth portfolio.

TOP PICK
TOP PICK
August 3, 2018

He’s looking for small caps, stuff he normally doesn’t have. Likes that it’s all caps. The US tax cuts will continue as long as Trump’s in office and will impact the small caps as well. Contains 18% FANGs, which he still likes.

Show full opinionHide full opinion

He’s looking for small caps, stuff he normally doesn’t have. Likes that it’s all caps. The US tax cuts will continue as long as Trump’s in office and will impact the small caps as well. Contains 18% FANGs, which he still likes.