Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 25, 2020
Tech ETF? You need to think about the demand for Cloud technology and remote technology. Some of these companies have already had a sizable jump in value. You may want to think about cyber-security. CYBR is one to consider as more commerce and work is conducted online. This is a highly volatile market, so you should only consider taking 1/5 of the exposure you want to take as volatility is 5 times higher than normal.
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Tech ETF? You need to think about the demand for Cloud technology and remote technology. Some of these companies have already had a sizable jump in value. You may want to think about cyber-security. CYBR is one to consider as more commerce and work is conducted online. This is a highly volatile market, so you should only consider taking 1/5 of the exposure you want to take as volatility is 5 times higher than normal.
COMMENT
COMMENT
March 25, 2020
Preferred shares? This is indicative of high yield investments that act as equity when the market is under duress. ZPR is an example that is down 35% for the year. The global bailouts amount to $12 trillion and this is driving interest rates down to zero. Rate resets that use these long term rates to set the dividend will cause them to fall in value.
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Preferred shares? This is indicative of high yield investments that act as equity when the market is under duress. ZPR is an example that is down 35% for the year. The global bailouts amount to $12 trillion and this is driving interest rates down to zero. Rate resets that use these long term rates to set the dividend will cause them to fall in value.
COMMENT
COMMENT
March 25, 2020
There is heavy financial sector exposure in the CPD ETF. They hold 35% banks, 20% insurance and 17% energy -- all are economically sensitive. You may want to hold utility preferred shares instead that operate under more of a regulated rate of return.
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There is heavy financial sector exposure in the CPD ETF. They hold 35% banks, 20% insurance and 17% energy -- all are economically sensitive. You may want to hold utility preferred shares instead that operate under more of a regulated rate of return.
COMMENT
COMMENT
March 25, 2020

XEI has a fair exposure to the overall business cycle with broad based holdings. You want to focus on areas of the market that have less impact from issues in the financial markets. He would opt more for a utility ETF (XUT) that is more of a regulated sector with a agreed return on capital and more likely to be sustained.

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XEI has a fair exposure to the overall business cycle with broad based holdings. You want to focus on areas of the market that have less impact from issues in the financial markets. He would opt more for a utility ETF (XUT) that is more of a regulated sector with a agreed return on capital and more likely to be sustained.

COMMENT
COMMENT
March 25, 2020

XEI has a fair exposure to the overall business cycle with broad based holdings. You want to focus on areas of the market that have less impact from issues in the financial markets. He would opt more for a utility ETF (XUT) that is more of a regulated sector with a agreed return on capital and more likely to be sustained.

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XEI has a fair exposure to the overall business cycle with broad based holdings. You want to focus on areas of the market that have less impact from issues in the financial markets. He would opt more for a utility ETF (XUT) that is more of a regulated sector with a agreed return on capital and more likely to be sustained.

PARTIAL BUY
PARTIAL BUY
March 25, 2020
This corporate bond ETF still holds some equity risk as it has corporate exposures. You have to be careful as bond markets have shown limited liquidity lately. The US has announced another $700 billion in assets, but sill be careful, but you could consider a partial buy here.
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This corporate bond ETF still holds some equity risk as it has corporate exposures. You have to be careful as bond markets have shown limited liquidity lately. The US has announced another $700 billion in assets, but sill be careful, but you could consider a partial buy here.
DON'T BUY
DON'T BUY
March 25, 2020
This covered call utility ETF holds a portfolio of utility stocks that sells call options. This caps the upside for any potential recovery. Even with the premiums and dividends collected it has lagged a typical utility ETF. You end up taking 90% of the downside but only 50% of the upside. In a sideways market it can enhance your returns, but lags other in a bull market. He would pass on this one.
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This covered call utility ETF holds a portfolio of utility stocks that sells call options. This caps the upside for any potential recovery. Even with the premiums and dividends collected it has lagged a typical utility ETF. You end up taking 90% of the downside but only 50% of the upside. In a sideways market it can enhance your returns, but lags other in a bull market. He would pass on this one.