Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 31, 2018

With 10% of the global economy and market cap, it is very underweighted in Canadian portfolios. He favors hedging away the currency risk right now. The key holdings like Toyota, Mitsubishi, and Sony are not in a lot of investor portfolios. He does not invest in this portfolio directly, as they buy the individual companies, but this is the way an individual can diversify.

With 10% of the global economy and market cap, it is very underweighted in Canadian portfolios. He favors hedging away the currency risk right now. The key holdings like Toyota, Mitsubishi, and Sony are not in a lot of investor portfolios. He does not invest in this portfolio directly, as they buy the individual companies, but this is the way an individual can diversify.

Mike Philbrick
President, ReSolve Asset Management
Price
$32.360
Owned
No
TOP PICK
TOP PICK
August 31, 2018

With trade wars, comes wars, he says. With the Trump Administration spending $700 million defense spending bill, the highest investment in a decade, he expects good things. It is a great technology play without the massive overvaluations, due to the anticipated use of robotic and other advanced technology.

With trade wars, comes wars, he says. With the Trump Administration spending $700 million defense spending bill, the highest investment in a decade, he expects good things. It is a great technology play without the massive overvaluations, due to the anticipated use of robotic and other advanced technology.

Mike Philbrick
President, ReSolve Asset Management
Price
$96.070
Owned
Yes
TOP PICK
TOP PICK
August 31, 2018

A great tool for a Canadian investor to get buy an equal weight S&P strategy without tax complications. The MER is very low and competitive.

A great tool for a Canadian investor to get buy an equal weight S&P strategy without tax complications. The MER is very low and competitive.

Mike Philbrick
President, ReSolve Asset Management
Price
$21.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 31, 2018

(A Top Pick July 30/18 Down 6%) The thesis remains the same. They are the second largest economy and capital market in the world yet they only represent 0.5% of the global indices. So portfolio managers will be chasing China for the next 20 years. The A shares reside on the mainland China, so this provides maximum diversification for your portfolio.

(A Top Pick July 30/18 Down 6%) The thesis remains the same. They are the second largest economy and capital market in the world yet they only represent 0.5% of the global indices. So portfolio managers will be chasing China for the next 20 years. The A shares reside on the mainland China, so this provides maximum diversification for your portfolio.

Mike Philbrick
President, ReSolve Asset Management
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 31, 2018

(A Top Pick July 30/18 Down 2%) This is a great diversifier for your portfolio. This brings in European market exposure with a covered-write strategy.

(A Top Pick July 30/18 Down 2%) This is a great diversifier for your portfolio. This brings in European market exposure with a covered-write strategy.

Mike Philbrick
President, ReSolve Asset Management
Price
$6.220
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 31, 2018

(A Top Pick July 30/18 Up 4%) Since the correction in February, it has out-performed the S&P. This is a great global real estate holding.

(A Top Pick July 30/18 Up 4%) Since the correction in February, it has out-performed the S&P. This is a great global real estate holding.

Mike Philbrick
President, ReSolve Asset Management
Price
$83.180
Owned
Yes