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Signal Opinion Expert

2017-11-20

TOP PICK
TravelSky Technology Ltd. (0696-HKG)

They are a global distribution system that allows airline reservations.  That market is growing in leaps and bounds in China.  They can’t be competed with by North American systems.  (Analysts’ target: HK$24.58).

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

TOP PICK
Persol Holdings (Formerly Temp Holdings) co. Ltd. (2181 JP)

There are one and a half offers for every candidate.  You also have women entering into the workforce.  Companies need to hire HR firms.  He expects double digit growth.  They can help you source temporary workers including foreigners.  (Analysts’ target: 2745.).

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

PAST TOP PICK
Persol Holdings (Formerly Temp Holdings) co. Ltd. (2181 JP)

(A Top Pick Dec 16/16, Up 59%)  He thinks it will continue to be a great performer.  There were two lost decades and he thinks they are exiting the lost decade.  They have great exposure to growth in their economy. 

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

N/A
A Comment -- General Comments From an Expert 

[Today's show was pre-empted by BNN's coverage of the Nabraska vote on Keystone XL Pipeline.]

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-11-20

N/A
A Comment -- General Comments From an Expert 

Market.  The economies around the world are in synchrony and are good.  It has helped the international markets.  The emerging markets have led the ride.  They have been the best performers.  It is partly driven by a strong economy in China.  The big question is what happens in normalization of interest rates and lack of stimulation.  The macroeconomic text books were wrong and have to be re-written after we see what happens in 10 years.  Inflated real estate is a global phenomenon.  Prices are much higher than they have been in the past.  Sweden is a signal of what comes afterwards.  House prices are starting to decline and it will give us a road map as to what happens as housing prices around the world start to decline. 

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.020
Owned: _N/A

2017-11-20

COMMENT
A Comment -- General Comments From an Expert 

Oil and gas is an area he does not focus on because his Canadian investors can get it here.  He has only owned TOT-N, which he thinks is the best and number two is RDS.A-N.  Tot-N is fully integrated and has the best growth profile of all the majors in Europe.

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.020
Owned: Yes

2017-11-20

N/A
A Comment -- General Comments From an Expert 

Market. There are fundamentals driving the market. The US economy is clearly improving, and starting to accelerate a little. The Trump bump wasn’t so much about that, as it is that US companies are starting to make money, and doing a quite efficiently. If the tax reform doesn’t go through, that is really bad, but on the other hand it will get rid of the Trump bump temporarily. That would be a buying opportunity. He still likes oil long-term. A lot of Canadian producers have become a lot more efficient, which is allowing them to survive with prices at these levels.

John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $0.020
Owned: _N/A

2017-11-20

N/A
A Comment -- General Comments From an Expert 

Energy. We’ve been told that Canadian Oil Sands is one of the highest cost producers globally with a breakeven point of $60, $70 and $80. How can they make money when they are selling it for about half of what it costs to produce? These companies have become a lot more efficient and have been able to cut the costs of production. They can make some money at these oil prices. 

John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $0.020
Owned: _N/A

2017-11-20

N/A
A Comment -- General Comments From an Expert 

Covered Calls? A covered call is where you are selling an option which gives somebody else the right to buy the stock. If the stock is at $50, and you sell a covered call, and if the other person has the right to buy it over 6-month period, they have to pay you a premium for that, probably $2-$2.50. One person might not want to do that as they might miss out on the upside of the stock, which is quite true. An investor has to decide whether they want income or the growth in the stock. The cost is a little more for covered calls. The Bank of Montréal website has a good explanation of how these work.

John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $0.020
Owned: _N/A

2017-11-20

N/A
A Comment -- General Comments From an Expert 

Deep in the money Call Options on momentum driven stocks? This is when a person is trying not to pay too much in premium value, which is the time value of the option. When doing it “deep in the money”, and the stock is at $54, you are buying it at $50, intrinsically worth $4, the time value is going to be compressed. It’s a good strategy, provided it goes up.

John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $0.020
Owned: _N/A

2017-11-20

COMMENT
iShares Cdn Div Aristocrats ETF (CDZ-T)

A leftover from Claymore’s ETF’s. It’s a lesser quality ETF compared to the ZDV in terms of the stocks it holds. Doesn’t see anything wrong with holding it.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $26.780
Owned: Unknown

2017-11-20

BUY
China Mobile Hong Kong (CHL-N)

He thinks it is attractively priced right now and would recommend it.  They have an 80% market share. They are a leader in the world in terms of ecommerce through WeChat usage.  We are starting to see them increasing their dividend.

Telecommunications
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $50.230
Owned: Unknown

2017-11-20

DON'T BUY
Deutsche Bank AG (DB-N)

It is too complicated for him to invest in.  It is too difficult to analyze.

banks
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $19.170
Owned: No

2017-11-20

PAST TOP PICK
Diageo PLC (DEO-N)

(A Top Pick Dec 16/16, Up 29%)  Spirits have been very strong.  Demand for scotch has increased.  They have Guinness which is not growing very fast.  China has come back for them.

food processing
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $137.160
Owned: Yes

2017-11-20

BUY
iShares Japan ETF (EWJ-N)

An ETF for the Japanese market? This one is the clear choice. It is pretty attractive right now. Hedged against the local currency, but you still have exposure to the US$.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $58.980
Owned: Unknown

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