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| Jeff Black of Crestridge Asset Management |
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| TOP PICK | iShares S&P/TSX Global Gold | XGD-T | 21.230 | Not a gold bug but recognizes there is some secular wind at their back. A lot of the equities have not kept pace with bullion but will get better reflected in their earnings growth. | 2010-01-14 | ||
| TOP PICK | iUnits S&P/TSX 60 ETF | XIU-T | 17.350 | S&P/TSX 60 ETF. This is a time to stay large-cap and defensive and count on the dividend flow that is going to come. This gives you the top financials, top energies and top materials. | 2010-01-14 | ||
| TOP PICK | CASH | CASH | 0.000 | He is holding about 40% cash. | 2010-01-14 | ||
| PAST TOP PICK | iUnits Real Return Bond E.T.F. | XRB-T | 20.420 | (A Top Pick Apr 30/09. Up 11%.) Real Return Bonds, which do better in an inflationary environment. Hold. | 2010-01-14 | ||
| PAST TOP PICK | iShares Cdn Corp Bond E.T.F. | XCB-T | 20.350 | (A Top Pick Apr 30/09. Up 8.75%.) Corporate bonds. Reasonable place to be. Does not expect much further spread reductions. | 2010-01-14 | ||
| PAST TOP PICK | HBP 60 Inverse ETF | HIX-T | 12.510 | (A Top Pick Apr 30/09. Down 23%.) 60 Inverse ETF. Was a market neutral position against his long TSX60 exposures. | 2010-01-14 | ||
| BUY | Vanguard Emerging ETF | VWO-N | 42.200 | Broad emerging market ETF. Also available in Canada through the Claymore Broad Emerging Market ETF (CWO-T). | 2010-01-14 | ||
| Comment | iShares S&P/TSX Income Trust E.T.F. | XTR-T | 11.380 | S&P/TSX Income Trust ETF. What will likely happen to the price and payout once the non-REIT trusts convert? Expected dividend yield will be reduced but if it ends up in a dividend form there are some tax advantages. Yield of about 7%. Weighting is very skewed to energy. | 2010-01-14 | ||
| BUY | Suncor Energy Inc | SU-T | 37.520 | A core holding. Merger with Petrocan was excellent. Well managed. Safe jurisdiction. | 2010-01-14 | ||
| BUY | BCE Inc. | BCE-T | 28.030 | Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. 6.2% yield. This would be his 1st choice. | 2010-01-14 | ||
| BUY | Telus Corp | T-T | 33.900 | Excellent dividend. Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. BCE (BCE-T) would be his 1st choice. | 2010-01-14 | ||
| Comment | Rogers Communcations (B) | RCI.B-T | 31.490 | Telcos are not a heavy weighting in his portfolios. This one now has a dividend of 3.7%. It will be some time before they lose significant market share against the new players but there will be some challenges to growth and margins. BCE (BCE-T) would be his 1st choice. | 2010-01-14 | ||
| BUY | Pfizer Inc | PFE-N | 19.380 | Have their challenges with patent expiries but a huge global player with very good exposure to emerging markets. Reasonable dividend. 3.7% yield. | 2010-01-14 | ||
| Comment | Pengrowth Energy Trust | PGF.UN-T | 10.800 | Not a bad place to be. They will have to address some changes on the trust side. | 2010-01-14 | ||
| BUY | Manulife Financial | MFC-T | 20.580 | Disappointed investors on a number of fronts with their dividend cut and come into the market a few times for equities getting a lot of dilution. That is now behind them and they have a fortress balance sheet. Likes their geographic reach. Expect it will be more prudently managed going forward. | 2010-01-14 | ||
| BUY | Claymore Global Agriculture E.T.F. | COW-T | 19.420 | Fertilizing companies are starting to get better pricing. Agricultural theme has some secular wind behind it. If you can be patient you'll get good total returns. | 2010-01-14 | ||
| HOLD | Nexen Inc | NXY-T | 23.880 | Well managed and in the right sector for longer-term. | 2010-01-14 | ||
| Comment | iShares DEX Short Term Bond | XSB-T | 29.200 | Canadian Short Bond Index ETF. About 65% government and 35% corporate. Very conservative. Interest rate structure is quite low right now so coupons are not particularly high but you get some risk mitigation should rates rise given the short order term nature of it. | 2010-01-14 | ||
| Comment | Canadian National R.R. | CNR-T | 55.340 | Economically sensitive. Have all directions covered very well. Volumes are going to increase over time as the recovery takes hold. Good place to be longer-term. 1.8% dividend yield. | 2010-01-14 | ||
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Canadian banking sector over the next 12 to 36 months? Performed particularly well through the crisis. Doesn't expect dividend increases will be forthcoming for a while. Earnings will be stable. (See Top Picks.) | 2010-01-14 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US financials. These are to be avoided. There has been a big recovery but there is a lot of write-offs and challenges to come, particularly from residential and commercial real estate. | 2010-01-14 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Water. This is going to be a scarce resource. You could look at companies like General Electric (GE-N), which is very diversified. While the longer-term theme has some benefits, you have to watch the concentration of companies within the ETF's. | 2010-01-14 | ||
| Comment | Trans Canada Corp | TRP-T | 34.940 | Quality company. Trading around 17X forward earnings with a good base of dividends. | 2010-01-14 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | March 9’th lows were a good low, but would not rule out a test of those lows. There are signs of improvement but we need signs of stabilization. Recent up turns would be put into the context of a bear market. Some of the conditions are starting to materialize. People should re-visit their asset mix and there should be rebalancing going on. | 2009-04-30 | ||
| TOP PICK | iUnits Real Return Bond E.T.F. | XRB-T | 18.780 | Real Return Bond. Stimulus packages could be inflationary Inflation will be a concern in about or 3 years time. | 2009-04-30 | ||
| TOP PICK | iShares Cdn Corp Bond E.T.F. | XCB-T | 19.410 | There is a reason to have a bias towards corporates. Not high yield or high risk. Should be 50/50 government to Corporate. | 2009-04-30 | ||
| TOP PICK | HBP 60 Inverse ETF | HIX-T | 16.310 | Inverse ETF. A good risk management tool. It is a directional bet as well. A good bet when a correction occurs. A good risk management tool. | 2009-04-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Is one of the of the three ETF companies better than the others. IShares are only on the long side. Horizons has some inverse and leverage products. Claymore has a broader range of products including theme based. Leverage is a two-edged sward. | 2009-04-30 | ||
| DON'T BUY | India Fund Inc. | IFN-N | 20.580 | Any fund that is only 25 securities is quite concentrated. May want to look more at an emerging market ETF. Comment applies to IFN-US, FXI-US. Prefers XIU-T | 2009-04-30 | ||
| DON'T BUY | iShares Xinhua China 25 ETF | FXI-N | 31.980 | Any fund that is only 25 securities is quite concentrated. May want to look more at an emerging market ETF. Comment applies to IFN-US, FXI-US. Prefers XIU-T | 2009-04-30 | ||
| BUY | Vanguard Emerging ETF | VWO-N | 27.670 | Indexed-based approach. Largest capitalization companies are what is represented. Origins are not as important as where they are doing business. For long-term investors that want emerging market exposure, it’s a buy. | 2009-04-30 | ||
| BUY | iUnits S&P/TSX 60 ETF | XIU-T | 14.240 | Is Corporate Canada’s at its best in one single exposure. | 2009-04-30 | ||
| PAST TOP PICK | iShares DEX Short Term Bond | XSB-T | 29.360 | (Top Pick Oct 6/08 Up 5.53%) Still comfortable holding, still keeping some strategic holding in bonds. | 2009-04-30 | ||
| PAST TOP PICK | SPDR Gold E.T.F. | GLD-N | 87.270 | (Top Pick Oct 6/08 Up 3.14%) Modest exposure to gold in portfolios is warranted (10-15% of the equity exposure) | 2009-04-30 | ||
| PAST TOP PICK | iUnits S&P Financial | XFN-T | 17.140 | (Top Pick Oct 6/08 Down 3.38%) Would still hold it. There is still profitability. You are paid to wait with dividends. Thinks it will re-test its lows. | 2009-04-30 | ||
| Comment | Claymore Canadian Financial Monthly Income E.T.F. | FIE.A-T | 5.610 | Any of the ETF providers have excellent websites to get insight to underlying portfolios. You get insights into whether there will be decreases to the dividends. Look at the payout ratio of each holding. | 2009-04-30 | ||
| BUY | Claymore 1-5 yr Ladder Corp Bond ETF | CBO-T | 20.540 | Ladder bond approach and short term in nature. Spreads out maturities over many years. | 2009-04-30 | ||
| BUY | HBP S&P/TSX 60 Bull+ E.T.F. | HXU-T | 11.980 | TSX-60 exposure. Stay long. Consider hedging exposure with a single inverse. | 2009-04-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | We are overdue for a relief rally. It’s going to be tough to pick the bottom. Are funds at risk if ETF operator goes under? Investments are separate and segregated from the corporate funds. Thereis no cause for concern. How to survive a high inflationary period: Exposure to gold, real estate and bonds. In the case of real estate, look for investments that are lower than replacement cost. Windom tree has some currency ETFs. Shorting the banks. You have to pay the dividends along the way and that can be risky. It’s too late to short the banks. | 2008-10-06 | ||
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| BUY | SPDR Gold E.T.F. | GLD-N | 84.280 | There is a lot of money being printed right now and Gold is a good place to be. | 2008-10-06 | ||
| BUY | iShares DEX Universe Bond ETF | XBB-T | 28.470 | It’s a good time to hold some bonds. If you want to be in bonds and don’t want the interest rate sensitivity, then go for the shorter terms. | 2008-10-06 | ||
| BUY | HBP NYMEX Nat'l Gas Bull+ | HNU-T | 10.000 | Gas is an essential commodity. Gas is a good place to be. | 2008-10-06 | ||
| VAGUE | iUnits S&P/TSX 60 ETF | XIU-T | 15.690 | It’s time to take a broader exposure in ETFs. Feels we are going to be in a global recession. | 2008-10-06 | ||
| VAGUE | Market Vectors Agribusinesses E.T.F. | MOO-N | 26.660 | Agriculture ETFs: Canada is a small market and slicing and dicing ETFs this small doesn’t make sense. There is concentrated risk. | 2008-10-06 | ||
| TOP PICK | iShares DEX Short Term Bond | XSB-T | 28.360 | A lot of people lost sight of having bonds. Should act as a good stabilizer | 2008-10-06 | ||
| TOP PICK | SPDR Gold E.T.F. | GLD-N | 84.280 | Gold. Not a big weight in portfolios. Prefers gold to gold stocks. | 2008-10-06 | ||
| TOP PICK | iUnits S&P Financial | XFN-T | 21.550 | Our financials are global. Good dividend stream, although not going to rise. | 2008-10-06 |
