Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 8, 2020
He has held this before, but sold it when the market began to decline. A covered call is good in a flat or rising market, but in a down market it can impede future recovery. The fund usually only has about 50% and its yield is about 8%. He thinks it is worth holding.
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He has held this before, but sold it when the market began to decline. A covered call is good in a flat or rising market, but in a down market it can impede future recovery. The fund usually only has about 50% and its yield is about 8%. He thinks it is worth holding.
COMMENT
COMMENT
April 8, 2020
He has recommended this before, but it too was hit hard when the market declined. He asked one of the big bond desks about liquidity issues and when they said it was drying up, he sold out. What people need to understand is that bonds trade over the counter, not through an exchange. When the liquidity drives up, this negatively impacts bond values.
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He has recommended this before, but it too was hit hard when the market declined. He asked one of the big bond desks about liquidity issues and when they said it was drying up, he sold out. What people need to understand is that bonds trade over the counter, not through an exchange. When the liquidity drives up, this negatively impacts bond values.
HOLD
HOLD
April 8, 2020

He does not own this one. They have an effective covered call strategy and has no issues with the fund at all. He prefers ZUH, where it is not impeded with calls being written.

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He does not own this one. They have an effective covered call strategy and has no issues with the fund at all. He prefers ZUH, where it is not impeded with calls being written.

HOLD
HOLD
April 8, 2020

He does not own this one. They have an effective covered call strategy and has no issues with the fund at all. He prefers ZUH, where it is not impeded with calls being written.

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He does not own this one. They have an effective covered call strategy and has no issues with the fund at all. He prefers ZUH, where it is not impeded with calls being written.

DON'T BUY
DON'T BUY
April 8, 2020
He generally does not like preferred shares. It has the risk of a stock and return of a bond. You also have to be concerned about rate resets versus perpetual dividends. He would prefer to sell call options against the banks. He thinks you should focus on the recovery being in the US as Canada is purely a commodity based economy and will take much longer to recover from this.
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He generally does not like preferred shares. It has the risk of a stock and return of a bond. You also have to be concerned about rate resets versus perpetual dividends. He would prefer to sell call options against the banks. He thinks you should focus on the recovery being in the US as Canada is purely a commodity based economy and will take much longer to recover from this.
BUY
BUY
April 8, 2020
Healthcare ETF? He likes ZUB as it includes pharma, hospitals and other medical services. It is hedged to the Canadian dollar.
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Healthcare ETF? He likes ZUB as it includes pharma, hospitals and other medical services. It is hedged to the Canadian dollar.
John Hood

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Price
$17.080
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 8, 2020
(A Top Pick Apr 02/19, Down 2%) It is a good place to remain. It is diversified in several medical services. He still holds it.
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(A Top Pick Apr 02/19, Down 2%) It is a good place to remain. It is diversified in several medical services. He still holds it.