Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 10, 2019
He likes socially responsible ETFs, but not this one. This is not a true ESG ETF. Rather, this is a proxy for Canadian large-caps, like bank and big corporate stocks that have governance rules like equal-opportunity hiring. For a true ESG product, find one that's actively (not passively) managed. It's worth the higher management fee.
He likes socially responsible ETFs, but not this one. This is not a true ESG ETF. Rather, this is a proxy for Canadian large-caps, like bank and big corporate stocks that have governance rules like equal-opportunity hiring. For a true ESG product, find one that's actively (not passively) managed. It's worth the higher management fee.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$25.310
Owned
No
BUY
BUY
June 10, 2019
Another S&P index ETF, also excellent. It depends on how you want to play the US market and what you think will happen to the US dollar. Hedge if you think the USD will hurt you. This is steady and good.
Another S&P index ETF, also excellent. It depends on how you want to play the US market and what you think will happen to the US dollar. Hedge if you think the USD will hurt you. This is steady and good.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$68.210
Owned
Unknown
TOP PICK
TOP PICK
June 10, 2019
Very low-cost and a Canadian all-cap (large and small). Very broad exposure yet diverse.
Very low-cost and a Canadian all-cap (large and small). Very broad exposure yet diverse.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$32.840
Owned
Yes
TOP PICK
TOP PICK
June 10, 2019
All corporations are spending on cyber-security, so there's lift on the way up and little downside.
All corporations are spending on cyber-security, so there's lift on the way up and little downside.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$27.010
Owned
Yes
TOP PICK
TOP PICK
June 10, 2019
This is factor-based ETF tilted towards small caps. They are underweight China, only 14%. This is good if you want to invest in emerging markets but are concerned about China.
This is factor-based ETF tilted towards small caps. They are underweight China, only 14%. This is good if you want to invest in emerging markets but are concerned about China.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$18.610
Owned
Yes
BUY
BUY
June 10, 2019

ZWU or ZWE Both are good defensive strategies. ZWE: He's not that bullish on Europe, but at least you get income from writing the covered calls here. ZWU: Utilities are much less volatile and more stable, yet expose you to Europe. If you belive in Europe and playing defence, then both ETFs are fine. These two ETFs are highly correlated, rising and falling together. Note that utilities are risk-off, not for you if you have long-term bullish.

ZWU or ZWE Both are good defensive strategies. ZWE: He's not that bullish on Europe, but at least you get income from writing the covered calls here. ZWU: Utilities are much less volatile and more stable, yet expose you to Europe. If you belive in Europe and playing defence, then both ETFs are fine. These two ETFs are highly correlated, rising and falling together. Note that utilities are risk-off, not for you if you have long-term bullish.

John DeGoey
Portfolio Manager, Industrial Alliance Securities
Price
$20.130
Owned
Unknown