Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 12, 2019
(A Top Pick Jul 13/18, Up 4%) This is the best long-term play on US stocks, an equally weighted S&P that steers away from tech.
(A Top Pick Jul 13/18, Up 4%) This is the best long-term play on US stocks, an equally weighted S&P that steers away from tech.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$21.590
Owned
Yes
BUY
BUY
June 12, 2019

He owns 10% of this in his client portfolios. It's a great way to play EM, like XEC. This is basically Chinese large-caps; EMs will see future growth (not North American or western European stocks). But you have to stomach the volatility with VEE. Allocate 5-10% in emerging markets.

He owns 10% of this in his client portfolios. It's a great way to play EM, like XEC. This is basically Chinese large-caps; EMs will see future growth (not North American or western European stocks). But you have to stomach the volatility with VEE. Allocate 5-10% in emerging markets.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$33.080
Owned
Yes
BUY
BUY
June 12, 2019
Preferred shares? He's lost a lot in Canadian preferreds which are very volatile compared to American ones. They used to be fixed-rate here (they are in the US). Here, there are different resets, therefore are volatile. To buy US preferreds, look at ZUP-T.
Preferred shares? He's lost a lot in Canadian preferreds which are very volatile compared to American ones. They used to be fixed-rate here (they are in the US). Here, there are different resets, therefore are volatile. To buy US preferreds, look at ZUP-T.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$24.850
Owned
Unknown
COMMENT
COMMENT
June 12, 2019
Favourite dividend-paying S&P ETF, and how American dividends effect Canadian taxes? His favourite is EQL. In an RRSP, you don't worry about withholding taxes, but there are withholding taxes outside an RRSP. In taxable accounts, the dividends are taxed as income, so you can't avoid that.
Favourite dividend-paying S&P ETF, and how American dividends effect Canadian taxes? His favourite is EQL. In an RRSP, you don't worry about withholding taxes, but there are withholding taxes outside an RRSP. In taxable accounts, the dividends are taxed as income, so you can't avoid that.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$21.590
Owned
Yes
DON'T BUY
DON'T BUY
June 12, 2019
The hedging part is fine, but you're late on this story. FAANGs dominate the Nasdaq, and the bulk of the money has been made on tech stocks already, because Washington will regulate them.
The hedging part is fine, but you're late on this story. FAANGs dominate the Nasdaq, and the bulk of the money has been made on tech stocks already, because Washington will regulate them.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$55.690
Owned
No
COMMENT
COMMENT
June 12, 2019
Any vice will do well, and so will this. Horizon makes great ETFs. That said, ETF's aren't always the best. Instead of buying the weed basket, buy the leader--Canopy.
Any vice will do well, and so will this. Horizon makes great ETFs. That said, ETF's aren't always the best. Instead of buying the weed basket, buy the leader--Canopy.
Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$19.085
Owned
Unknown
TOP PICK
TOP PICK
June 12, 2019

Prefers this to GLD-N. He expects gold will rise faster in the next 3-5 years than in the past. A lower CAD will help PHYS-N. He allocates 5% gold in a portfolio, and this could rise to 10.

Prefers this to GLD-N. He expects gold will rise faster in the next 3-5 years than in the past. A lower CAD will help PHYS-N. He allocates 5% gold in a portfolio, and this could rise to 10.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$10.650
Owned
Yes