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Signal
Opinion
Expert
WEAK BUY
WEAK BUY
November 9, 2018
A basket of REITs, nothing wrong with it. Issues to think about include rates increasing, which will affect highly levered companies, like real estate. A headwind for all REITs. If you’re OK with that, then real estate should be a 5-8% part of your portfolio.
Show full opinionHide full opinion
A basket of REITs, nothing wrong with it. Issues to think about include rates increasing, which will affect highly levered companies, like real estate. A headwind for all REITs. If you’re OK with that, then real estate should be a 5-8% part of your portfolio.
HOLD
HOLD
November 9, 2018
Good idea to add? Getting monthly dividend income plus income off the option premium. Buying this for the cash flow. This particular product will suffer in a higher interest rate environment. Don’t add now. Instead, buy ZWB, add it to ZWU, and together that’s your portfolio.
Show full opinionHide full opinionGood idea to add? Getting monthly dividend income plus income off the option premium. Buying this for the cash flow. This particular product will suffer in a higher interest rate environment. Don’t add now. Instead, buy ZWB, add it to ZWU, and together that’s your portfolio.
BUY
BUY
November 9, 2018
Good time to buy? You can’t time the markets. This particular product is 60 of the biggest TSX companies, and a cross-section of the industries. Should be a core holding and just hold on to it.
Show full opinionHide full opinionGood time to buy? You can’t time the markets. This particular product is 60 of the biggest TSX companies, and a cross-section of the industries. Should be a core holding and just hold on to it.
WEAK BUY
WEAK BUY
November 9, 2018
Good way to diversify outside Canada? Nice yield, but value will go down as interest rates go up, much like bonds. With dollar cost averaging over the next year, you might be OK.
Good way to diversify outside Canada? Nice yield, but value will go down as interest rates go up, much like bonds. With dollar cost averaging over the next year, you might be OK.
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Dec 18/17, Up 30%) Buy iShares Russell 2000 March 2018 150 calls. Bought at 6, closed at $7.80.
Show full opinionHide full opinion(A Top Pick Dec 18/17, Up 30%) Buy iShares Russell 2000 March 2018 150 calls. Bought at 6, closed at $7.80.
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Dec 18/17, Up 56%) Sell April 35 Puts. It had the highest premium at the time, highest risk and volatility.
Show full opinionHide full opinion(A Top Pick Dec 18/17, Up 56%) Sell April 35 Puts. It had the highest premium at the time, highest risk and volatility.
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Dec 18/17, Down 2%) Thinks it will do quite well next year. There’s been a rotation out of tech into value, which is where you find financials.
Show full opinionHide full opinion(A Top Pick Dec 18/17, Down 2%) Thinks it will do quite well next year. There’s been a rotation out of tech into value, which is where you find financials.
