Latest Stock Buy or Sell?
Make More Informed Decisions!

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.

N/A
A Comment -- General Comments From an Expert
Market. It is important to think about the market from the dynamics of inflation and growth. There is a part of the markets that doing exceptionally well and other parts that are not. Some of the market is really struggling. Tech stocks are really struggling. The tech economy has had a decade's worth of fast forward in the adoption of portability of work. Tech is a return OF your capital rather than a return ON your capital. Zoom is now worth more than the world's seven largest airlines. Some of the economy is booming and some is not ever going to make it back.
Unknown
BUY

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.

E.T.F.'s
BUY

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.

E.T.F.'s
DON'T BUY

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.

E.T.F.'s
BUY ON WEAKNESS

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.

E.T.F.'s
COMMENT
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.
E.T.F.'s
BUY
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.
E.T.F.'s
BUY
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.
E.T.F.'s
WEAK BUY
ZWE-T vs. ZWH-T. With covered calls, when you are in a slightly up or down or sideways market, the call brings in a premium and dampens the volatility. But when it is in a very strong uptrend, the covered write lops off the top of the uptrend. The upside is capped. In a sharp declined followed by a snap-back rally, the same thing applies. You should have both for covered write portfolios to increase diversification if you are going to have them.
E.T.F.'s
WEAK BUY
ZWE-T vs. ZWH-T. With covered calls, when you are in a slightly up or down or sideways market, the call brings in a premium and dampens the volatility. But when it is in a very strong uptrend, the covered write lops off the top of the uptrend. The upside is capped. In a sharp declined followed by a snap-back rally, the same thing applies. You should have both for covered write portfolios to increase diversification if you are going to have them.
0
PAST TOP PICK
(A Top Pick Jun 25/19, Up 0.2%) Flat was better than a roller coaster recently. It was not down as much when the market was.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jun 25/19, Up 21%) He got it in Canadian $ on purpose. He wanted the US dollar exposure with the gold exposure to act as a diversifier. It has done exceptionally well due to inflation and slowing growth. It is outperforming the NAZDAQ.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jun 25/19, Up 5%) It is about investing in high quality portfolios. The stocks are purchased with the overlay of a put strategy.
0
COMMENT

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.

Unknown
COMMENT
US Global Jets

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.

E.T.F.'s