Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 7 registered members and 75 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
| Jeff Black of Crestridge Asset Management |
|---|
| DON'T BUY | Alcoa | AA-N | 10.260 | Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels. | 2011-10-14 | ||
| DON'T BUY | Canadian National R.R. | CNR-T | 74.080 | Has always had great operating performance. Highly cyclical in terms of its economic sensitivity. Not a great dividend yield, but a reasonably good dividend grower. Not a fan of the rails given his economic views. | 2011-10-14 | ||
| BUY on WEAKNESS | Cisco | CSCO-Q | 17.550 | This one has been a bit of a roller coaster. Have made an awful lot of acquisitions over the years so there is a lot of goodwill on the balance sheet. Have some threats on their core business, but he thinks they will get through this. Doesn't see high-growth. Consider buying in the $15-$16 range and hopefully it can get back to the low $20's. | 2011-10-14 | ||
| DON'T BUY | Encana Corp | ECA-T | 21.080 | Post the split, focused on gas but not the best timing. Natural gas has increased supplies, particularly with the shale plays. In the process of divesting a number of assets, trying to rebalance the balance sheet, which got too skewed to debt. Hard to see gas being an economic driver for the next little while. | 2011-10-14 | ||
| PAST TOP PICK | Johnson & Johnson | JNJ-N | 64.720 | (A Top Pick Sept 29/10. Up 6.77%.) Reasonable valuation and a decent dividend. A core defensive holding. | 2011-10-14 | ||
| PAST TOP PICK | Microsoft | MSFT-Q | 27.270 | (A Top Pick Sept 29/10. Up 13.74%.) Just increased their dividend and he expects them to continue this. | 2011-10-14 | ||
| TOP PICK | Novartis AG | NVS-N | 58.560 | Trading at about 12X expected earnings. Good diversified operations including research pharmaceutical side, own Sandos, the #2 global generic pharmaceutical company, into the vaccine space as well as eye care space. Getting faster growth in emerging economies. 3.7% yield. | 2011-10-14 | ||
| BUY | Royal Bank | RY-T | 47.700 | Can look at this as a core quality holding. Good dividend. Solid business franchise. Exited the US. Growing global wealth management through some good acquisitions. | 2011-10-14 | ||
| DON'T BUY | Sherritt International Corp. | S-T | 4.800 | Cyclical commodity based business. This one in particular has some political geographical risks. Madagascar project has non-recourse financing but not sure how important this project will be. Good assets for the next cycle but there is no rush to buy. | 2011-10-14 | ||
| Comment | Vodafone Group PLC | VOD-Q | 27.600 | Industry in this space is pretty capital-intensive but it does have a reasonable yield. Quite exposed to Europe, which has some serious issues. | 2011-10-14 | ||
| TOP PICK | iShares S&P/TSX Global Gold | XGD-T | 24.860 | S&P/TSX Global Gold ETF. Tracks gold producers. With the recent pullback of bullion he feels there is better value with the gold shares. Dominated by 3 big companies, Barrack (ABX-T), Placer and Newmont (NMC-T), which account for 40%. | 2011-10-14 | ||
| PAST TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (A Top Pick Sept 29/10. Up 27%.) Gold Bullion. | 2011-10-14 | ||
| Comment | Philip Morris International | PM-N | 67.400 | Good dividend. Stable business and growing outside of North America. Tough business in many respects. You have to accept the social consequences of owning it. Doesn't see a lot of growth longer-term. | 2011-10-14 | ||
| TOP PICK | CASH | CASH | 0.010 | Markets have been really driven off the monetary stimulus and it's really the underlying fundamentals that have to carry the day. Not a bad time to be a little more conservative and have your powder dry. He is a third cash, third fixed income, and a third equity. | 2011-10-14 | ||
| DON'T BUY | ProShares UlShrt China 25 ETF | FXP-N | 34.890 | ProShares UlShrt China 25 ETF. Being an ultra-short, this is a leveraged inverse correlated play on the China index. Part of the challenge with any of the short or inverse ETF's is its daily tracking. Aon't always have tracking error there with respect to their underlying indices might do. (Not sure I got this last part right. – Ed.) | 2011-10-14 | ||
| DON'T BUY | Bank of America | BAC-N | 14.690 | Stays away from the US financials. Sold out of S&P 500 index. It’s pretty tough to get a handle on tangible book. Prefers Royal TD or Scotia. | 2011-01-11 | ||
| BUY | BCE Inc. | BCE-T | 35.750 | A core holding. Nice increase recently. Not without its challenges industry wise. Nice dividend. | 2011-01-11 | ||
| BUY | Bank of Nova Scotia | BNS-T | 56.360 | A core Canadian name, international bank, good management, excellent dividend yield. But they put some focus to global investment management. Deal recently with Dundee – time will tell on that. Good diversified growth. | 2011-01-11 | ||
| BUY | Manulife Financial | MFC-T | 17.550 | Had a turnaround off the $9 lows. Management did a good job there adjusting the capital market exposure by de-risking it. The stock has participated. This is a reasonable entry point. It really still comes back to capital markets and how they will do as well as bond markets. Over time it will be a good total return. | 2011-01-11 | ||
|
| |||||||
| BUY | Research In Motion | RIM-T | 62.150 | Just in Vegas for the tech show and they have the playbook coming out. They did a great job and have the dominant email and business franchise. Concerns about competition and competing operating systems. Motorola is back in that game. Will be volatile for sure. On a pure valuation basis, Apple is more expensive. | 2011-01-11 | ||
| TOP PICK | Suncor Energy Inc | SU-T | 37.430 | Be patient and wait for a lower price. Likes the name – good long life reserves; integration with Petro Canada is going well; solid management – likes it long term. | 2011-01-11 | ||
| BUY on WEAKNESS | Viterra Inc | VT-T | 10.600 | Agricultural sector: ETFs give you the broad diversification, but he went with VT-T instead. It is getting over bought. You get good longer term exposure. | 2011-01-11 | ||
| BUY on WEAKNESS | Teck Resources Ltd. (B) | TCK.B-T | 63.110 | Quality Canadian name, good core holding. Flirted with being insolvent in the credit crisis. Re-initiated a small dividend again. Can it go further – yes. Momentum could certainly carry it higher. Firing on all cylinders. Not cheap valuation-wise. If you are short-term trader, there is some momentum still in there but if long-term, perhaps wait for a pull back (5-10%). | 2011-01-11 | ||
| BUY | Trans Canada Corp | TRP-T | 37.240 | Dirty Oil issue: Not sure US has the luxury long term to feel that way. Canada is politically stable. Too large a reserve to ignore. | 2011-01-11 | ||
| BUY | George Weston Ltd. | WN-T | 82.850 | Special dividends are priced in. Has had a good turn-around. Food inflation is a concern in the business and they can’t pass it on to consumers. Long term buy | 2011-01-11 | ||
| TOP PICK | iUnits S&P/TSX 60 ETF | XIU-T | 19.250 | (Top Pick Jan 14/10, Up 13.57%) A core holding for a lot of people. It was outperformed by the small caps, but he can’t emphasize the value of dividends going forward. High quality slice of the Canadian market. Gives you the beta of the market at a very low cost. Dividends are cash so they can go elsewhere. Over time we will revert back to large caps out performing. | 2011-01-11 | ||
| PAST TOP PICK | iShares S&P/TSX Global Gold | XGD-T | 24.720 | (Top Pick Jan 14/10, Up 16.33%) It’s important to have some exposure in portfolios to gold. Some of the holdings are still catching up to the price of gold. | 2011-01-11 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Things are getting a little frothy. Some areas of the market are over valued. He is a balanced investor. Biased to large caps. Dividend streams are going to be a key component to returns. | 2011-01-11 | ||
| DON'T BUY | Brookfield Asset Management (A) | BAM.A-T | 31.950 | Quality, diversified name. Asset management and real estate. One knock against them is their complicated structure – not always that readable by the analyst community. Since their run, is a little ahead of itself somewhat. We are overdue for some sort of correction/pull-back. Not one of his favorites. | 2011-01-11 | ||
| TOP PICK | CASH | CASH | 0.010 | (Top Pick Jan 14/10) He was 25-35% cash last year, but has positioned himself where he wants to be now. There will be better names along the way and so he is holding some cash. He is an asset allocator and you have to have some cash for a balanced portfolio. | 2011-01-11 | ||
| BUY | BMO Equal Weight Bank ETF | ZEB-T | 16.900 | Gives you the basket of banks. Is a pretty prudent way of owning the banks. | 2011-01-11 | ||
| BUY | Claymore Broad Commodity ETF | CBR-T | 22.810 | Came out in October /10. It’s going to be volatile. On the near term it is due for some consolidation. Holds actual commodities. Not averse to the extra risk. It’s another kettle of fish on the risk tolerance side. Keep investments like this in context and be disciplined on your time horizons. | 2011-01-11 | ||
| DON'T BUY | SPDR Semiconductor E.T.F. | XSD-N | 58.570 | A big run recently. Narrow sector ETF (Tech). You have to look at the individual components. All the obvious ones are in here. It isn’t just about the sentiment – the fundamentals have to change. At some point their earnings have to drive it further. | 2011-01-11 | ||
| WEAK BUY | iShares S&P/TSX N.A. Preferred | XPF-T | 20.010 | A new EFT, started last November. North American in scope. Good strong dividends, diversified market. Perpetuals are a different interest rate risk. He is not sure how they deal with the tax treatment of US preferds. A reset is a good way to protect against future interest rate hikes but you can’t control that with the ETF. | 2011-01-11 | ||
| BUY | Canadian Oil Sands | COS-T | 24.680 | Despite the recession and weaker demand, oil has held in quite well. Good to have yield with oil exposure. | 2010-09-29 | ||
| PARTIAL BUY | Fortis Inc. | FTS-T | 32.360 | Solid good utility. Has run up like anything that is paying a dividend. Have been increasing dividends with their earnings profile. Fully valued at current price. Would suggest a partial position at this time. | 2010-09-29 | ||
| BUY | Ivanhoe Mines | IVN-T | 25.000 | Surged because of a new discovery in Mongolia of a copper/gold deposit but it's a long way before they have a producing mine. Likes the longer-term growth profile. | 2010-09-29 | ||
| TOP PICK | Johnson & Johnson | JNJ-N | 62.310 | AAA balance sheet. Excellent dividend at about 3.5%. A lot of cash but recently acquired some debt at very attractive rates. | 2010-09-29 | ||
| BUY | Kinross Gold | K-T | 19.570 | Made a major acquisition in Red Back Mining. Good growth profile going forward in increased production. | 2010-09-29 | ||
|
| |||||||
| DON'T BUY | Motorola | MSI-N | 8.560 | Just split their 2 divisions. Has been under pressure for some time since the tech boom. Dropped the ball on the personal handset phone side. Better places to be. | 2010-09-29 | ||
| TOP PICK | Microsoft | MSFT-Q | 24.500 | Reasonably valued and an attractive dividend, which will keep growing. Strong Cdn$ can be used to advantage. Although they have a lot of cash, they recently acquired some debt at very attractive rates. | 2010-09-29 | ||
| BUY | Power Financial Corp | PWF-T | 29.140 | Solid company. On the insurance side, Great West (GWO-T) is exposed to capital markets. | 2010-09-29 | ||
| DON'T BUY | Research In Motion | RIM-T | 50.040 | Has had a short-term recovery but still down 25% or so year-to-date. Have some challenges. Will be volatile. Expects it to go back to the low $40's. | 2010-09-29 | ||
| BUY | Suncor Energy Inc | SU-T | 33.190 | Has been under pressure year-to-date. Good name for a longer-term exposure. | 2010-09-29 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 41.970 | A core Canadian resource play. Not bad exposure longer term but not a particularly attractive entry point. His exposure on this would be through the S&P/TSX 60 ETF (XIU-T). | 2010-09-29 | ||
| PAST TOP PICK | iUnits S&P/TSX 60 ETF | XIU-T | 17.930 | (A Top Pick Jan 14/10. Up 3%.) S&P/TSX 60 ETF. A core holding. Tracks about 60 companies in Canada with 3 main sectors of resources, mining/minerals and financials. | 2010-09-29 | ||
| BUY on WEAKNESS | Monsanto Company | MON-N | 48.000 | Agricultural theme that plays out well longer term. Involved very much in the genetically modified seed area but not without some controversy. | 2010-09-29 | ||
| PAST TOP PICK | iShares S&P/TSX Global Gold | XGD-T | 25.380 | (A Top Pick Jan 14/10. Up 20%.) S&P/TSX Global Gold ETF. Wanted to have some underlying gold share exposure for clients. Still a gap between bullion and gold companies. | 2010-09-29 | ||
| BUY | SPDR Gold ETF | GLD-N | 127.950 | Trades at a 1 to 10 ratio on the underlying gold bullion so it is an efficient way to get access to bullion. | 2010-09-29 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold bullion/Gold equity. Some of the influences for this are a weaker US dollar and Global government concerns. These problems will continue. His clients hold from 5% to 15%. | 2010-09-29 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil. Despite the recession and weaker demand, it has held in quite well. This is also influenced by the weaker US$. A fundamental area for a core exposure. Nice to have companies with yields. | 2010-09-29 | ||
| PAST TOP PICK | CASH | CASH | 0.010 | (A Top Pick Jan 14/10.) Has about 25%-30% of his holdings in cash. | 2010-09-29 | ||
| DON'T BUY | ProShare Ultra Short 20+ yr Treasury ETF | TBT-N | 31.210 | Ultra Short 20+ yr Treasury ETF. (Shorts long-term debt of the treasury.) Hard to see where they could go much lower but how long they stay down remains to be seen. Day trading oriented, especially with the 2X leverage. | 2010-09-29 | ||
| DON'T BUY | HBP NYMEX Oil Bull+ ETF | HOU-T | 6.090 | NYMEX Oil Bull+ ETF. Designed to give you 2X the return on the price of oil. When you have the leverage and the daily rebalancing, some of the effect will be lost. More of a shorter term, speculative play. | 2010-09-29 | ||
| DON'T BUY | iPATH S&P 500 VIX Short-Term | VXX-N | 16.930 | S&P 500 Volatility Index Short-Term. Related to fear and will trade on sentiment. Last little while there is a more positive sentiment in the market so this has under performed. This is a short-term, speculative type of investment. | 2010-09-29 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| HOLD | Nexen Inc | NXY-T | 23.880 | Well managed and in the right sector for longer-term. | 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 | 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 | Suncor Energy Inc | SU-T | 37.520 | A core holding. Merger with Petrocan was excellent. Well managed. Safe jurisdiction. | 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 | ||
| 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 | ||
| 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 | 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 | ||
| 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 | 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 | ||
| PAST TOP PICK | iUnits Real Return Bond ETF | 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 | ||
| Comment | iShares S&P/TSX Income Trust ETF | 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 | ||
| Comment | Pengrowth Energy | PGF-T | 10.800 | Not a bad place to be. They will have to address some changes on the trust side. | 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 | ||
| BUY | Claymore Global Agriculture ETF | 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 | ||
| PAST TOP PICK | iShares Cdn Corp Bond ETF | 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 | ||
| TOP PICK | CASH | CASH | 0.010 | He is holding about 40% cash. | 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 | 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 | 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 | ||
| PAST TOP PICK | SPDR Gold ETF | 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 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| TOP PICK | iUnits Real Return Bond ETF | 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 | ||
| 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 | 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 | 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 | 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 | ||
| TOP PICK | iShares Cdn Corp Bond ETF | 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 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| BUY | SPDR Gold ETF | 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 | ||
| TOP PICK | SPDR Gold ETF | GLD-N | 84.280 | Gold. Not a big weight in portfolios. Prefers gold to gold stocks. | 2008-10-06 | ||
| 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 | ||
| 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 | ||
|
| |||||||
| 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 |
