Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 31, 2018

This is riding a monster trend and now you need to focus on managing your potential downside. Technology is non-mean reverting sector which is great, but the price is at very high valuations now. You may consider setting stops, but would continue to hold. Remember this sector dropped 90% on a sell off back in 2000.

This is riding a monster trend and now you need to focus on managing your potential downside. Technology is non-mean reverting sector which is great, but the price is at very high valuations now. You may consider setting stops, but would continue to hold. Remember this sector dropped 90% on a sell off back in 2000.

Mike Philbrick
President, ReSolve Asset Management
Price
$202.800
Owned
No
HOLD
HOLD
August 31, 2018

He thinks gold and silver are not in a friendly economic space right now, with good economic growth and no fear of rapid inflation. He would still consider this a holding to keep as a diversifying tool in your portfolio, because we do not know the future.

He thinks gold and silver are not in a friendly economic space right now, with good economic growth and no fear of rapid inflation. He would still consider this a holding to keep as a diversifying tool in your portfolio, because we do not know the future.

Mike Philbrick
President, ReSolve Asset Management
Price
$10.210
Owned
No
COMMENT
COMMENT
August 31, 2018

This fund writes put options. This relies on the management as you don’t want to be made long a group of weak stocks. This is a short volatility strategy. You just need to know what your strategy is.

This fund writes put options. This relies on the management as you don’t want to be made long a group of weak stocks. This is a short volatility strategy. You just need to know what your strategy is.

Mike Philbrick
President, ReSolve Asset Management
Price
$19.210
Owned
No
HOLD
HOLD
August 31, 2018

Preferred shares are a great investment due to the favorable tax treatment. With active management you are getting a great benefit. They will be holding a balance of fixed versus floating holdings. A casual investor can get caught in the various different covenants associated with this class. He thinks this is an excellent way to add preferred exposure to your portfolio.

Preferred shares are a great investment due to the favorable tax treatment. With active management you are getting a great benefit. They will be holding a balance of fixed versus floating holdings. A casual investor can get caught in the various different covenants associated with this class. He thinks this is an excellent way to add preferred exposure to your portfolio.

Mike Philbrick
President, ReSolve Asset Management
Price
$9.700
Owned
No
COMMENT
COMMENT
August 31, 2018

This is a great representation of the TSX60. It is swap based, so this will not lead to any taxable distributions and a low MER.

This is a great representation of the TSX60. It is swap based, so this will not lead to any taxable distributions and a low MER.

Mike Philbrick
President, ReSolve Asset Management
Price
$34.380
Owned
No
HOLD
HOLD
August 31, 2018

This is a good core, safe holding, with good trading liquidity. If we face rising interest rates in the future, however, bond exposure will not do well and will become correlated with stocks. He likes it to offer some global bond exposure for diversification.

This is a good core, safe holding, with good trading liquidity. If we face rising interest rates in the future, however, bond exposure will not do well and will become correlated with stocks. He likes it to offer some global bond exposure for diversification.

Mike Philbrick
President, ReSolve Asset Management
Price
$0.000
Owned
No
BUY WEAKNESS
BUY WEAKNESS
August 31, 2018

This is in an incredibly strong trend, so be careful of the entry point. Healthcare might give a little more opportunity like the IYH-N ETF or an equal weight XLV-N ETF.

SPDR Pharma ETF (XPH-N)
August 31, 2018

This is in an incredibly strong trend, so be careful of the entry point. Healthcare might give a little more opportunity like the IYH-N ETF or an equal weight XLV-N ETF.

Mike Philbrick
President, ReSolve Asset Management
Price
$49.960
Owned
No