Advertising
BUY
Alternative to SCHD-US? He prefers the Canadian version, XHU or XHD (Cdn-dollar hedged). Speak to an investment professional to understand US estate tax, if that is a consideration.
E.T.F.'s
BUY
Has done well with this. Fertilizer and agriculture stocks will see volatility. China and India will need more fertilizer, and those countries are securing their food supply. These are long-term trends, and short-term there is a supply shock.
agriculture
DON'T BUY
It's fallen beneath its 200-day moving average, so have many stocks, but is falling lower than the TSX. Is exposed to infrastructure, which is good, but real estate, which is having a tough time.
management / diversified
DON'T BUY
It holds tech and biotech names, a space he doesn't want to be in now.
E.T.F.'s
DON'T BUY
Their parks, streaming and merchandise amount to a great franchise, but the streaming business is very competitive. Disney+ has done very well, but investors want more. Also, how well will their theme parks do during high inflation. Also, China's lockdowns are effecting those theme parks. Consumer discretionary is one of the worst performers now, though long-term Disney is good.
entertainment services
PAST TOP PICK
(A Top Pick Jun 24/21, Up 55%) He's adding to this. Energy remains attractive as oil prices remain firm. The current pullback in oil prices opens an opportunities. Pays a 2% dividend. 10% free cash flow. Will buyback shares and pays dividends.
integrated oils
PAST TOP PICK
(A Top Pick Jun 24/21, Up 27%) Adding to it. Is American's largest healthcare insurer and healthcare services. This synergy is great for customers. Also, healthcare offers defense as well as growth. Chart is trending upwards as the market goes down.
medical services