Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 5, 2019
It has a massive deposit base and when interest rates were rising it was doing well. Now that interest rates have stabilized, things have changed. The trading multiple has dropped, making more reasonably priced. He would still stay away at this point.
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It has a massive deposit base and when interest rates were rising it was doing well. Now that interest rates have stabilized, things have changed. The trading multiple has dropped, making more reasonably priced. He would still stay away at this point.
TOP PICK
TOP PICK
June 5, 2019
He loves this fin-tech ETF that holds all the great financial payment holdings. Very defensible businesses. A great basket to own. This will offer good secular growth. Yield 0.52%
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He loves this fin-tech ETF that holds all the great financial payment holdings. Very defensible businesses. A great basket to own. This will offer good secular growth. Yield 0.52%
TOP PICK
TOP PICK
June 5, 2019
US real estate focused in the REIT space with an overweight into large towers and data centres. Great tail wind from rates and real estate. Pays a nice dividend. Yield 3.2%
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US real estate focused in the REIT space with an overweight into large towers and data centres. Great tail wind from rates and real estate. Pays a nice dividend. Yield 3.2%
TOP PICK
TOP PICK
June 5, 2019
A more classically defensive European ETF, holding high quality companies. A defensive bid on currency as well. Yield 2.2%
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A more classically defensive European ETF, holding high quality companies. A defensive bid on currency as well. Yield 2.2%
BUY
BUY
June 5, 2019
As a Canadian you can buy it in CAD and get a global exposure. Tim Hortons still has some issues with the franchisees. Some news about the loyalty program being a disappointment. They are penetrating in some international markets. He bought it a year ago and working pretty well.
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As a Canadian you can buy it in CAD and get a global exposure. Tim Hortons still has some issues with the franchisees. Some news about the loyalty program being a disappointment. They are penetrating in some international markets. He bought it a year ago and working pretty well.
BUY
BUY
June 5, 2019
Fees are low. No problem with this. He caveat is that if you invest in something like this you have to buy it for the next 35 years and not open the statements. The other is that his is only US (even as the US market is already global - McDonalds has 60% of sales from international markets). This is market-weight meaning that the largest names will have a higher % skewing to a bit of momentum.
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Fees are low. No problem with this. He caveat is that if you invest in something like this you have to buy it for the next 35 years and not open the statements. The other is that his is only US (even as the US market is already global - McDonalds has 60% of sales from international markets). This is market-weight meaning that the largest names will have a higher % skewing to a bit of momentum.
WEAK BUY
WEAK BUY
June 5, 2019
It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.
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It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.