Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 23, 2018
ZEO-T vs XEG-T ETF – The difference between these two is concentration. The XEG is dominated 50% between CNQ-T and SU-T. In the equal weight portfolio (ZEO) these represent only 17%. There is a higher yield with XEG.
ZEO-T vs XEG-T ETF – The difference between these two is concentration. The XEG is dominated 50% between CNQ-T and SU-T. In the equal weight portfolio (ZEO) these represent only 17%. There is a higher yield with XEG.
Mike Philbrick
President, ReSolve Asset Management
Price
$8.560
Owned
_N/A
COMMENT
COMMENT
November 23, 2018
ZEO-T vs XEG-T ETF – The difference between these two is concentration. The XEG is dominated 50% between CNQ-T and SU-T. In the equal weight portfolio (ZEO) these represent only 17%. There is a higher yield with XEG.
ZEO-T vs XEG-T ETF – The difference between these two is concentration. The XEG is dominated 50% between CNQ-T and SU-T. In the equal weight portfolio (ZEO) these represent only 17%. There is a higher yield with XEG.
Mike Philbrick
President, ReSolve Asset Management
Price
$9.580
Owned
_N/A
HOLD
HOLD
November 23, 2018
This AI ETF functions well in the hard sciences – like the oil sands – where AI can assist in efficiencies. The challenge will be behavioural – a black box system investment – which will be difficult to stick with during periods of high volatility. A good compliment to a global equity portfolio.
This AI ETF functions well in the hard sciences – like the oil sands – where AI can assist in efficiencies. The challenge will be behavioural – a black box system investment – which will be difficult to stick with during periods of high volatility. A good compliment to a global equity portfolio.
Mike Philbrick
President, ReSolve Asset Management
Price
$23.800
Owned
No
DON'T BUY
DON'T BUY
November 23, 2018
This will be tied to the energy commodity market, which is in the steepest price decline ever, he thinks. He would be careful as he does not know if we are at the lows for oil prices. The trend is too well defined to the downside right now. He would be careful trying to pick the bottom.
This will be tied to the energy commodity market, which is in the steepest price decline ever, he thinks. He would be careful as he does not know if we are at the lows for oil prices. The trend is too well defined to the downside right now. He would be careful trying to pick the bottom.
Mike Philbrick
President, ReSolve Asset Management
Price
$18.190
Owned
No
COMMENT
COMMENT
November 23, 2018
Are the bonds of investment grade? This is a short-term corporate bond fund with some potential exposure to corporate credit duress. There is also interest rate exposure. If you need this to be rock solid, you might want to move to a government bond yield instead.
Are the bonds of investment grade? This is a short-term corporate bond fund with some potential exposure to corporate credit duress. There is also interest rate exposure. If you need this to be rock solid, you might want to move to a government bond yield instead.
Mike Philbrick
President, ReSolve Asset Management
Price
$77.700
Owned
No
DON'T BUY
DON'T BUY
November 23, 2018
Everyone loves the extra income from the covered calls. Remember that it will face all the market downside and cuts off the top on rallies. Be aware of a steep decline in the market as it will not participate as the market recovers, due to all the calls it has written on the way down. You end up giving away your winners and holding your losers.
Everyone loves the extra income from the covered calls. Remember that it will face all the market downside and cuts off the top on rallies. Be aware of a steep decline in the market as it will not participate as the market recovers, due to all the calls it has written on the way down. You end up giving away your winners and holding your losers.
Mike Philbrick
President, ReSolve Asset Management
Price
$18.380
Owned
No
DON'T BUY
DON'T BUY
November 23, 2018
This is 80/20 stocks to bonds. We have to remember that stock volatility in stocks is much greater than bonds. If the stock market falls the ETF will follow the market very closely -- .96 correlation or higher – he feels. For a long term investment this may be fine. He would wait.
This is 80/20 stocks to bonds. We have to remember that stock volatility in stocks is much greater than bonds. If the stock market falls the ETF will follow the market very closely -- .96 correlation or higher – he feels. For a long term investment this may be fine. He would wait.
Mike Philbrick
President, ReSolve Asset Management
Price
$23.670
Owned
No