Today, Mike Philbrick commented about whether QBTC.U-T, HEP-T, PSLV-N, HDX-T, FIE-T, JETS-N, CCOR-N, CGL-T, HHF.A-T, ZWH-T, ZWE-T, HTA-T, HHL-T, CYBR-T, XIT-T, VCN-T, TEC-T, FOUR-T are stocks to buy or sell.
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.
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.
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.
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.
An Airline ETF Recommendation. It is a bottom picking exercise. You have a significant drawdown on these stocks and they had a marginal recovery. He would suggest JETS-N as the purest play. IYT-T is a transportation ETF. Don't rush into it. It might be better to wait until this ETF improves in its price. Wait for it to get to $20.
An Airline ETF Recommendation. It is a bottom picking exercise. You have a significant drawdown on these stocks and they had a marginal recovery. He would suggest JETS-N as the purest play. IYT-T is a transportation ETF. Don't rush into it. It might be better to wait until this ETF improves in its price. Wait for it to get to $20.