Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 1, 2020

FOUR-T vs. TEC-T. He does not thing the level of assets is particularly challenging because of the implicit liquidity and the size of the markets for these. This is a significantly different approach. The tech world will favour the mega-caps. So TEC-T will probably outperform in the short term. FOUR-T is about the modernization of work. This is advanced robotics, cyber security, 3D printing and the cloud. He thinks in the longer term there should be some excess return that accrues to the things a little bit more targeted, but they will be very similar.

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FOUR-T vs. TEC-T. He does not thing the level of assets is particularly challenging because of the implicit liquidity and the size of the markets for these. This is a significantly different approach. The tech world will favour the mega-caps. So TEC-T will probably outperform in the short term. FOUR-T is about the modernization of work. This is advanced robotics, cyber security, 3D printing and the cloud. He thinks in the longer term there should be some excess return that accrues to the things a little bit more targeted, but they will be very similar.

BUY
BUY
June 1, 2020

FOUR-T vs. TEC-T. He does not thing the level of assets is particularly challenging because of the implicit liquidity and the size of the markets for these. This is a significantly different approach. The tech world will favour the mega-caps. So TEC-T will probably outperform in the short term. FOUR-T is about the modernization of work. This is advanced robotics, cyber security, 3D printing and the cloud. He thinks in the longer term there should be some excess return that accrues to the things a little bit more targeted, but they will be very similar.

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FOUR-T vs. TEC-T. He does not thing the level of assets is particularly challenging because of the implicit liquidity and the size of the markets for these. This is a significantly different approach. The tech world will favour the mega-caps. So TEC-T will probably outperform in the short term. FOUR-T is about the modernization of work. This is advanced robotics, cyber security, 3D printing and the cloud. He thinks in the longer term there should be some excess return that accrues to the things a little bit more targeted, but they will be very similar.

DON'T BUY
DON'T BUY
June 1, 2020

Currently you have more dividend cuts, restrictions and pausing of dividend in the last little while than in the last 10 years, so be careful at using dividend income to assess income. He would suggest looking at a minimum volatility XMV-T. The problem with a low-vol ETFs is that it tends to load heavily on interest rate sectors of the market and has a high sector bias. He thinks this is a difficult time for banks that make up a large part of that index.

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Currently you have more dividend cuts, restrictions and pausing of dividend in the last little while than in the last 10 years, so be careful at using dividend income to assess income. He would suggest looking at a minimum volatility XMV-T. The problem with a low-vol ETFs is that it tends to load heavily on interest rate sectors of the market and has a high sector bias. He thinks this is a difficult time for banks that make up a large part of that index.

BUY WEAKNESS
BUY WEAKNESS
June 1, 2020

S&P Info Tech Canadian index. He would be careful here. It is at all time new highs. This is going to live or due by SHOP-T. He would be cautious here. The stocks representing large portions of this ETF are very highly valued and perhaps a little over done. Look for corrections down the road.

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S&P Info Tech Canadian index. He would be careful here. It is at all time new highs. This is going to live or due by SHOP-T. He would be cautious here. The stocks representing large portions of this ETF are very highly valued and perhaps a little over done. Look for corrections down the road.

COMMENT
COMMENT
June 1, 2020
It is a good ETF and a good index but it is not as huge in its market cap. The mega caps will dominate the returns in the short term and this one might suffer in the short term.
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It is a good ETF and a good index but it is not as huge in its market cap. The mega caps will dominate the returns in the short term and this one might suffer in the short term.
BUY
BUY
June 1, 2020
Tech & Health Care. If you are going to own one you might as well own both of them. Both are mega caps. These are covered written to get extra income (yield). He would say to go with health care in this case, however, if not both.
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Tech & Health Care. If you are going to own one you might as well own both of them. Both are mega caps. These are covered written to get extra income (yield). He would say to go with health care in this case, however, if not both.
BUY
BUY
June 1, 2020
Tech & Health Care. If you are going to own one you might as well own both of them. Both are mega caps. These are covered written to get extra income (yield). He would say to go with health care in this case, however, if not both.
Show full opinionHide full opinion
Tech & Health Care. If you are going to own one you might as well own both of them. Both are mega caps. These are covered written to get extra income (yield). He would say to go with health care in this case, however, if not both.