Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 12, 2019

Active managers don't beat bond indexes, net of fees. XBB is better, a straight bond universe and is cheaper; it'll perform just as well.

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Active managers don't beat bond indexes, net of fees. XBB is better, a straight bond universe and is cheaper; it'll perform just as well.

BUY
BUY
June 12, 2019

HED-T Active managers don't beat bond indexes, net of fees. But he likes XBB which offers the a straight, simple Canadian bond universe and is cheap; it'll perform just as well as an actively managed bond index.

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HED-T Active managers don't beat bond indexes, net of fees. But he likes XBB which offers the a straight, simple Canadian bond universe and is cheap; it'll perform just as well as an actively managed bond index.

BUY
BUY
June 12, 2019
Using cash to build a balanced portfolio in ETFs with a geographic spread. Make it 50/50, with half high-yield (which the caller already owns). He favours international stocks--which are not risky despite popular thinking. XEF is good for this international diversification. Remember that half the sales of S&P companies go aboard, including emerging markets. XEF holds big companies that have two-thirds of their sales in developing countries. So, you buy emerging companies indirectly and limit volatility.
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Using cash to build a balanced portfolio in ETFs with a geographic spread. Make it 50/50, with half high-yield (which the caller already owns). He favours international stocks--which are not risky despite popular thinking. XEF is good for this international diversification. Remember that half the sales of S&P companies go aboard, including emerging markets. XEF holds big companies that have two-thirds of their sales in developing countries. So, you buy emerging companies indirectly and limit volatility.
HOLD
HOLD
June 12, 2019
The US banks are really cheap, but washed-out. He prefers the US regional banks, because they're not involved in the capital markets in a big way and are rather into housing. However, loan demand is a little weak (though not collapsing), because there aren't a lot of houses. This will get fixed in time. If you own this, hold it and be patient.
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The US banks are really cheap, but washed-out. He prefers the US regional banks, because they're not involved in the capital markets in a big way and are rather into housing. However, loan demand is a little weak (though not collapsing), because there aren't a lot of houses. This will get fixed in time. If you own this, hold it and be patient.
BUY
BUY
June 12, 2019
Be patient. You're not buying this for yield. This is 80% stocks and 20% bonds. This will do very well over time. They just started with these growth ETFs, and VGRO is a good one. It's cheap at 20 basis points. VGRO re-balances regularly, too.
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Be patient. You're not buying this for yield. This is 80% stocks and 20% bonds. This will do very well over time. They just started with these growth ETFs, and VGRO is a good one. It's cheap at 20 basis points. VGRO re-balances regularly, too.
PAST TOP PICK
PAST TOP PICK
June 12, 2019

(A Top Pick Jul 13/18, Down 3%) Emerging markets used to be the Wild West, but they have morphed into mega-cap stocks like Alibaba and Tencent. Two-thirds of XEC are Chinese big-cap. It's much cheaper to buy this than a comparable American ETF that's Asia ex-Japan.

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(A Top Pick Jul 13/18, Down 3%) Emerging markets used to be the Wild West, but they have morphed into mega-cap stocks like Alibaba and Tencent. Two-thirds of XEC are Chinese big-cap. It's much cheaper to buy this than a comparable American ETF that's Asia ex-Japan.

PAST TOP PICK
PAST TOP PICK
June 12, 2019
(A Top Pick Jul 13/18, Down 13%) He loves base metals. There'll be high torque on this ETF. Copper plays significantly in this, because e-cars need a lot more copper than gas cars.
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(A Top Pick Jul 13/18, Down 13%) He loves base metals. There'll be high torque on this ETF. Copper plays significantly in this, because e-cars need a lot more copper than gas cars.