Latest Expert Opinions

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June 10, 2019
Market. The raptors don't move the needle on the markets except for a few upticks in bar sales in downtown Toronto. Trump created a trade issue with Mexico for no reason. He will continue to use this tool. Trump is using tariffs for other than trade issues. Larry thinks it is a tool he will continue to use. Trade issues with China will go into the election issue, in which case China gets the 'trump' card. As long as Trump is on this path of tariffs then there will be no confidence by businesses to make any big deals. In the US there are no new net jobs so things are slowing dramatically with the economy.
Market. The raptors don't move the needle on the markets except for a few upticks in bar sales in downtown Toronto. Trump created a trade issue with Mexico for no reason. He will continue to use this tool. Trump is using tariffs for other than trade issues. Larry thinks it is a tool he will continue to use. Trade issues with China will go into the election issue, in which case China gets the 'trump' card. As long as Trump is on this path of tariffs then there will be no confidence by businesses to make any big deals. In the US there are no new net jobs so things are slowing dramatically with the economy.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
June 10, 2019
Educational Segment. We are at full employment in the US so how can they fathom cutting interest rates? But in March the Fed was still intending on raising interest rates. Since then the tariffs and trade wars have driven policy. The market thinks the rates will remain where they are at only 82% probability. The Fed is now talking about emergency rate cuts with full employment.
Educational Segment. We are at full employment in the US so how can they fathom cutting interest rates? But in March the Fed was still intending on raising interest rates. Since then the tariffs and trade wars have driven policy. The market thinks the rates will remain where they are at only 82% probability. The Fed is now talking about emergency rate cuts with full employment.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
June 10, 2019
Small Cap Index. Some companies come through the index and then leave it again. An index for these kinds of names does not work that well. You are better looking at individual names.
Small Cap Index. Some companies come through the index and then leave it again. An index for these kinds of names does not work that well. You are better looking at individual names.
Fabrice Taylor
Publisher, The President's Club Newsletter
COMMENT
COMMENT
June 10, 2019
The markets liked the trade news today. People are getting used to being off-balance with Trump. He himself holds a basket of 11 diverse (through geography and asset class) funds that he rebalances every 6-18 months. He still holds mutual funds that are ETF-like with low MER and good tax efficiency. He is critical of traditonal, high-cost mutual funds, but he likes mutual funds that charge a low cost and are diversified. Areas he likes for the rest of 2019 are the US and Canada, but not Europe.
The markets liked the trade news today. People are getting used to being off-balance with Trump. He himself holds a basket of 11 diverse (through geography and asset class) funds that he rebalances every 6-18 months. He still holds mutual funds that are ETF-like with low MER and good tax efficiency. He is critical of traditonal, high-cost mutual funds, but he likes mutual funds that charge a low cost and are diversified. Areas he likes for the rest of 2019 are the US and Canada, but not Europe.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
June 10, 2019
How to catch up on unused $51,000 TFSA contribution room? TFSAs are vital for low-income people. Put money in monthly into a basket of ETFs, like $500 ($6,000 yearly). Then you can save up and buy an ETF and diversified portfolio. A regular $500 contribution means you don't miss this money.
How to catch up on unused $51,000 TFSA contribution room? TFSAs are vital for low-income people. Put money in monthly into a basket of ETFs, like $500 ($6,000 yearly). Then you can save up and buy an ETF and diversified portfolio. A regular $500 contribution means you don't miss this money.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
June 10, 2019
Preferred shares If your goal is growth, then buy growth stocks and not dividend-growing ones. The preferreds--many like them for their diversification from common stocks. He doesn't have a strong opinion or buys these oftens. Don't worry if your preferreds are down these days.
Preferred shares If your goal is growth, then buy growth stocks and not dividend-growing ones. The preferreds--many like them for their diversification from common stocks. He doesn't have a strong opinion or buys these oftens. Don't worry if your preferreds are down these days.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
June 10, 2019
How to preserve a non-registered account for retirees yet minimize taxes? First, ttagger your sells and don't trade all/many stocks in a single year. Also, you can sell any capital losses to offset gains. If a stock is up $10K and you don't want to sell it all, then sell half of it to to offset another holding that's a capital loss. But remember, you can't buy back the exact same security you sold within the first 30 days; instead, buy something very similar or keep the cash. Overall, sell your stocks very slowly over many years to minimize taxes.
How to preserve a non-registered account for retirees yet minimize taxes? First, ttagger your sells and don't trade all/many stocks in a single year. Also, you can sell any capital losses to offset gains. If a stock is up $10K and you don't want to sell it all, then sell half of it to to offset another holding that's a capital loss. But remember, you can't buy back the exact same security you sold within the first 30 days; instead, buy something very similar or keep the cash. Overall, sell your stocks very slowly over many years to minimize taxes.
John DeGoey
Portfolio Manager, Industrial Alliance Securities