Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 8, 2019
He doesn't use cash except to rebalance briefly. He's fully invested in his portfolios. Cash pays nothing. You get poor slowly holding lots of cash.
CASH (CASH)
April 8, 2019
He doesn't use cash except to rebalance briefly. He's fully invested in his portfolios. Cash pays nothing. You get poor slowly holding lots of cash.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$0.000
Owned
No
BUY
BUY
April 8, 2019
Is it smart to buy two diversified ETFs then take a single position out? No, he doesn't recommend nor use single stock positions. If you want one single ETF, look at XWD. It spans the world (large-cap, blue-chip and diverse) and it has gotten off to a great start this year. He prefers ETFs that are cheaper than most, but not the cheapest, because he prefers ETFs that are factor-based which will cost 35 basis points. The 35 basis points are worth it than a no-frills, super-low MER ETF.
Is it smart to buy two diversified ETFs then take a single position out? No, he doesn't recommend nor use single stock positions. If you want one single ETF, look at XWD. It spans the world (large-cap, blue-chip and diverse) and it has gotten off to a great start this year. He prefers ETFs that are cheaper than most, but not the cheapest, because he prefers ETFs that are factor-based which will cost 35 basis points. The 35 basis points are worth it than a no-frills, super-low MER ETF.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$52.230
Owned
Unknown
WEAK BUY
WEAK BUY
April 8, 2019
A fine ETF. It's for you if you're long term in tech, but he doesn't use NASDAQ much in his practice. If you want to trade the Nasdaq, this is a good instrument. Also, he doesn't use hedges.
A fine ETF. It's for you if you're long term in tech, but he doesn't use NASDAQ much in his practice. If you want to trade the Nasdaq, this is a good instrument. Also, he doesn't use hedges.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$56.735
Owned
Unknown
BUY
BUY
April 8, 2019
A dividend-paying ETF with a low MER It charges only around 35 basis points and is low-beta. Low-ish returns are offset by a good 4% dividend.
A dividend-paying ETF with a low MER It charges only around 35 basis points and is low-beta. Low-ish returns are offset by a good 4% dividend.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$33.820
Owned
Unknown
BUY
BUY
April 8, 2019
It came along after XIU, is cheaper and gives much broader exposure of TSX--large, mid and even small caps. He prefers this to the XIU. Includes TD and Enbridge.
It came along after XIU, is cheaper and gives much broader exposure of TSX--large, mid and even small caps. He prefers this to the XIU. Includes TD and Enbridge.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$26.010
Owned
Unknown
DON'T BUY
DON'T BUY
April 8, 2019
It might be fine, but it looks like a gimmicky product. This makes a big deal of being Quebec, but this isn't a thesis for investing. This is pandering to a demographic that feels this is good. Quebec is no better or worse than any other part of Canada. He's not being anti-Quebec when he says this. He needs more of a reason to invest in this.
It might be fine, but it looks like a gimmicky product. This makes a big deal of being Quebec, but this isn't a thesis for investing. This is pandering to a demographic that feels this is good. Quebec is no better or worse than any other part of Canada. He's not being anti-Quebec when he says this. He needs more of a reason to invest in this.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$21.100
Owned
No
BUY
BUY
April 8, 2019
A simple single-ticket solution instead of buying a basket of ETFs. It's cheap and diversified. This may be too simple and not for everyone. It's good for people who find investing unsavoury.
A simple single-ticket solution instead of buying a basket of ETFs. It's cheap and diversified. This may be too simple and not for everyone. It's good for people who find investing unsavoury.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$22.730
Owned
Unknown