Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 13, 2020
A concentrated portfolio is something between 15 and 25 stocks as opposed to the broad index such as the TSX 60 or the S&P 500. It is active management and concentrated. Typically you get a lot more volatility. Remarkably they have done a great job of outperforming while keeping volatility down. They left out energy and have done a little bit better than if you took energy out of the S&P. So he likes it and it seems to be a good strategy so far. But remember that they are not into capital preservation so if the market goes down, it is liable to also do so.
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A concentrated portfolio is something between 15 and 25 stocks as opposed to the broad index such as the TSX 60 or the S&P 500. It is active management and concentrated. Typically you get a lot more volatility. Remarkably they have done a great job of outperforming while keeping volatility down. They left out energy and have done a little bit better than if you took energy out of the S&P. So he likes it and it seems to be a good strategy so far. But remember that they are not into capital preservation so if the market goes down, it is liable to also do so.
WATCH
WATCH
January 13, 2020

Exposure to the best dividend paying stocks in Europe with a covered call overlay. He hands down prefers these strategies and moves back and forth between currency hedge (ZWE-T) and not (ZWP-T). He has not bought any new exposure in these for the last year because of the market risk.

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Exposure to the best dividend paying stocks in Europe with a covered call overlay. He hands down prefers these strategies and moves back and forth between currency hedge (ZWE-T) and not (ZWP-T). He has not bought any new exposure in these for the last year because of the market risk.

WATCH
WATCH
January 13, 2020

Exposure to the best dividend paying stocks in Europe with a covered call overlay. He hands down prefers these strategies and moves back and forth between currency hedge (ZWE-T) and not (ZWP-T). He has not bought any new exposure in these for the last year because of the market risk.

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Exposure to the best dividend paying stocks in Europe with a covered call overlay. He hands down prefers these strategies and moves back and forth between currency hedge (ZWE-T) and not (ZWP-T). He has not bought any new exposure in these for the last year because of the market risk.

BUY
BUY
January 13, 2020
[As sole holding]. It is a yield focused balanced fund made up of a bunch of ETFs that are more yield-centric. The only criticism is that there is probably too much exposure to Canada. When it is in a registered account then you don’t get the benefit of the dividend tax credit. Making it the only holding in an account there is 'manager risk' and perhaps there is too much concentration in Canada if it is in a registered account. Otherwise it is not a bad idea.
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[As sole holding]. It is a yield focused balanced fund made up of a bunch of ETFs that are more yield-centric. The only criticism is that there is probably too much exposure to Canada. When it is in a registered account then you don’t get the benefit of the dividend tax credit. Making it the only holding in an account there is 'manager risk' and perhaps there is too much concentration in Canada if it is in a registered account. Otherwise it is not a bad idea.
WATCH
WATCH
January 13, 2020
He loves the dividend and the strategy. He is the biggest holder of this fund by a long shot. Around $14 he finds he does not love it for capital growth. If we get a pull back then he would go for it.
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He loves the dividend and the strategy. He is the biggest holder of this fund by a long shot. Around $14 he finds he does not love it for capital growth. If we get a pull back then he would go for it.
BUY WEAKNESS
BUY WEAKNESS
January 13, 2020
Taiwan ETF. It is an interesting play from a geopolitical perspective. But you have to worry about the top holding being 24% and a lot of the run-up is about this semiconductor company. Wait for the next market correction of 10% or more before stepping in.
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Taiwan ETF. It is an interesting play from a geopolitical perspective. But you have to worry about the top holding being 24% and a lot of the run-up is about this semiconductor company. Wait for the next market correction of 10% or more before stepping in.
PARTIAL BUY
PARTIAL BUY
January 13, 2020
He has said for a couple of years that he wants the industry to mature. He thinks there is some value there at this point. There are really no earnings, however. Usually when a correction hits, stocks without earnings get hit first. He has been buying below $9. Don't commit a lot of money. Just nibble.
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He has said for a couple of years that he wants the industry to mature. He thinks there is some value there at this point. There are really no earnings, however. Usually when a correction hits, stocks without earnings get hit first. He has been buying below $9. Don't commit a lot of money. Just nibble.