Today, Tim Regan and Tyler Mordy commented about whether LEMB-N, ASHR-N, SCZ-Q, EUFN-Q, VBAL-T, HMMJ-T, QQQC-O, MTUM-N, ZWE-T, FXI-US, SCZ-Q, EWJ-N, VEE-T, XHY-T, XLK-N, NWL-N, BX-N, NWH.UN-T, H-T, ONEX-T, MRC-T, TFII-T, PPL-T, BAM.A-T, VET-T, MS-N, V-N, TD-T, NWH.UN-T, BBD.B-T, AAPL-Q, BCE-T, LB-T, BNS-T, MFC-T, CJR.B-T, QSR-N, AGF.B-T are stocks to buy or sell.
It is a Canadian firm, owning medical buildings. That was their original business and they are redeploying some of their capital internationally. They have had some fantastic capital deployment. They are now going to run one of the biggest Australian healthcare real estate funds. You get about a 7% yield. (Analysts’ target: $11.85).
Market Outlook. Emerging Markets are an area of the world where there is a lot of macro misinformation. Now it is oversold, and he is positive on emerging markets contrary to what many people feel. He is not in Turkey and Argentina. He would focus on countries that have taken structural reform seriously and have a growing middle class. He thinks that the biggest story of our time is the rising middle class in Asia. N develop countries we have aging demographics, high debt levels, large mortgages. It is very uncommon to find that in emerging countries.
Technology this year has outperformed everything. He thinks that Technology is facing headwinds going forward in the way of more regulation as they are seen as monopolistic giants abusing their power. He thinks this ETF is going to do OK but there is more value in other sectors. The GICS classification is changing a little and telecommunications is moving to the communications sector, so this ETF will be affected. High liquid, low cost highly efficient way to get exposure to the sector.
Is there a good ETF for the electric car sector? Difficult to get a pure play. There is an automobile innovation First Trust Global Auto index ETF (CARZ-O). There is an upside potential. ETF are double edge sword in some regards because they offer the diversification but for sectors like this it is better to be a stock picker.
It has a lot of its oil and gas play in Europe to get international prices. It is not the same as a typical Canadian oil and gas play. He likes it right here. It has a decent yield.