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Today, Tyler Mordy commented about whether VNM-N, EWY-N, ASHR-N, VCN-T, HXX-T, XEI-T, CDZ-T, HCN-T, GLD-N, DBO-N, XRE-T, XGRO-T, XBAL-T, HGM-T, ZJO-T, KWEB-N, XLK-N, EWL-N, ETHI-T, XSU-T, ZWE-T, BIL-N, ZBK-T are stocks to buy or sell.

DON'T BUY
It tracks the tech sector in the US. We are late stages and the US market is the most expensive in the world. He would prefer something different – see Top Picks.
E.T.F.'s
N/A
Effect of a Huawei embargo by Canada? He thinks external dynamics are less important to China than domestic dynamics. Chinese tech companies are insulated from the rest of the world because they have such robust domestic demand.
Unknown
PAST TOP PICK
(A Top Pick Feb 25/19, Down 7%) It is domestic demand that is driving corporate profits in China, rather than export or trade wars. This is a buying opportunity.
E.T.F.'s
PAST TOP PICK
(A Top Pick Feb 25/19, Down 4%) The capital spending that occurred in the sector in 2010 was massive. The sector will be either soaring or sandpapering. They are in a volatile range. He is still sitting on gains in it because he bought it much earlier. It was deeply oversold. He is looking to sell it at some point but still recommends it. It's 80% in the US.
E.T.F.'s
PAST TOP PICK
(A Top Pick Feb 25/19, Down 3%) It is about 65% emerging markets. It is a one stop shop for merging market exposure.
E.T.F.'s
DON'T BUY
XBAL-T or XGRO-T. Can either of these be a one-stop portfolio? They are good for a starting point but he could never recommend one for a retiree. Their views are not aligned with his firm's views. The weightings around the world are not aligned with what he calls his 'super-trend' views.
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DON'T BUY
XBAL-T or XGRO-T. Can either of these be a one-stop portfolio? They are good for a starting point but he could never recommend one for a retiree. Their views are not aligned with his firm's views. The weightings around the world are not aligned with what he calls his 'super-trend' views.
E.T.F.'s
COMMENT
Canadian REITs. REITs in general are good in the portfolio but he would not go 'gaga' on them. Canada has had inappropriately low monetary policy. In general Canadian real estate is very expensive. It is an okay building block because of the income potential. XRE-T groups the Canadian REITs. But there are better opportunities around the world.
Unknown
COMMENT
Canadian REITs. REITs in general are good in the portfolio but he would not go 'gaga' on them. Canada has had inappropriately low monetary policy. In general Canadian real estate is very expensive. It is an okay building block because of the income potential. XRE-T groups the Canadian REITs. But there are better opportunities around the world.
E.T.F.'s
DON'T BUY
Invesco DB Oil Fund
DBO-N & GLD-N. Commodity-driven ETFs. They were very popular when the commodity super cycle was raging. A lot of them have been closed since then. You have to look at them from a speculative point of view when you value them. He sometimes includes them in special strategies. There is a low chance of a super-cycle emerging. They will be range bound.
E.T.F.'s
DON'T BUY
SPDR Gold ETF
DBO-N & GLD-N. Commodity-driven ETFs. They were very popular when the commodity super cycle was raging. A lot of them have been closed since then. You have to look at them from a speculative point of view when you value them. He sometimes includes them in special strategies. There is a low chance of a super-cycle emerging. They will be range bound.
investment companies / funds
BUY
China Dividend ETF Recommendation. It is overweight in dividend companies in China and yields over 5%. As their market liberalizes, it makes a lot of sense.
E.T.F.'s
BUY
CDZ-T vs. XEI-T. CDZ-T screen for companies that have increased their dividends over the last 5 years. XEI-T just screens for high dividend payers. There is a risk that the dividend could be too high and the company can't keep paying it out. The XEI-T is more volatile.
E.T.F.'s
BUY
CDZ-T vs. XEI-T. CDZ-T screen for companies that have increased their dividends over the last 5 years. XEI-T just screens for high dividend payers. There is a risk that the dividend could be too high and the company can't keep paying it out. The XEI-T is more volatile.
E.T.F.'s
BUY
He likes Europe. It is a contrarian opportunity and charges the lowest MER in Canada. The dividend yield there is wonderful relative to bond yields. All you need in Europe is as stabilization in growth; they have gone through so much. It is tax efficient because it is a total return swap.
E.T.F.'s