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| Som Seif of Claymore Investments Inc. |
|---|
| 200 University Avenue, 13th Floor |
| Toronto ON |
| 866-417-4640 |
| Som Seif's website |
| Fax: 416-813-2020 |
| info@claymoreinvestments.ca |
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | India has announced about a month and a half ago they would pick up on the IMF gold sale. He is bullish on Gold long term, but there will be a lot of volatility. If China changes their building codes, it will impact lumber sector. It could be 50% of the Canadian lumber industry, but he would not invest in timber companies directly. He is positive on lumber if building codes change in China. Gold is a global currency and an economic hedge and risk of US economy and dollar. | 2009-12-02 | ||
| Comment | HBP NYMEX Nat'l Gas Bull+ | HNU-T | 8.150 | Leveraged 2x daily return of natural gas commodity. It buys futures. At the end of each day, you re-balance the portfolio. There is a drag on it so when there is volatility; there is a drag on your returns if you hold long term. Use them for daily trading vehicles. | 2009-12-02 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Fixed Income ETFs: Look at the duration of the exposure (the average term). If you have a longer duration and interest rates rise, you will have more sensitivity and your price will fall. You want lower duration if you believe interest rates are going up. If outside an RRSP, look at CAB-T because it has a tax advantaged income to it. If it is inside, look at XBB, XSB (short term), CLF-T (gov’t bonds), or CBO-T (corporate bonds). | 2009-12-02 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Explain the movement patters of ETF’s: You have to look at what the ETF is investing in. For example in Commodities, there are really 3 baskets: Equity Commodities e.g. XGD-T (gold commodity stocks); Gold futures; and Physical Gold, stored in a vault (spot price). These gold ETFs will act very differently from one another. 1x ETFs mirror the index, but leveraged and commodity ETFs might be a little different. | 2009-12-02 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Two classes of shares – common and advisor. The advisor fund pays the advisor a trailer fee and has a higher management fee. | 2009-12-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Rebalancing portfolio mix: There was a strong run in equity markets in the last 9 months. It is critical that investors look that they are balanced and not overweight in any equity class. Prepare in case of a market downturn. | 2009-12-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Dividend Based Equity. Likes to see an equity position as a dividend-paying stock, since there may be a re-trenchment over the next couple of months. | 2009-12-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold: Will see $1300 soon. Gold is a very attractive asset. If we do see some re-trenchment and some US$ appreciation, all assets will come down, but gold will hold up much better. Loves the long-term fundamentals of gold. | 2009-12-02 | ||
| BUY | iShares Cdn Govt Bond E.T.F. | XGB-T | 20.800 | Longer duration bonds, more sensitive to rising interest rates. If you are looking at 1-3 years to invest, then lighten up this one and go CLF-T. If you are going 10 years and looking for income, XGB is fine. | 2009-12-02 | ||
| Comment | HBP S&P/TSX 60 Bear+ E.T.F. | HXD-T | 12.380 | This is an inverse ETF and so there is erosion of capital when it re-calibrates. | 2009-12-02 | ||
| SELL | Horizons Alphapro Gartman Fund | HAG-T | 9.160 | It was a closed end fund that converted to an ETF. It is actively managed by Gartman. It is not performing. | 2009-12-02 | ||
| Comment | Claymore Cdn Div & Income E.T.F. | CDZ-T | 18.060 | Dividend Product with Russell Metals and banks. | 2009-12-02 | ||
| Comment | Claymore S&P/TSX Preferred E.T.F. | CPD-T | 16.600 | ETF that invests across Canadian preferred shares. Preferreds are attractive because of the tax efficiency of the dividend. Last year, spreads widened considerably so there was a big dip earlier this year but have now come back very nicely. Long-term, preferreds are fantastic for dividends but will not give you huge returns. Doesn't expect they will give you more than 5%-7% long-term. Wouldn't use in a registered account. | 2009-10-05 | ||
| Comment | Claymore Canadian Financial Monthly Income E.T.F. | FIE.A-T | 6.790 | Canadian balanced financial ETF with banks, bonds and preferreds. Very high income that comes from the underlying portfolio as well as return of capital. | 2009-10-05 | ||
| BUY | iUnits S&P/TSX 60 E.T.F. | XIU-T | 16.620 | iUnits S&P TSE 60 E.T.F. Very low cost. This will give you the broad benchmark index. | 2009-10-05 | ||
| BUY | Claymore Cdn Fundamental E.T.F. | CRQ-T | 10.570 | Canadian Fundamental ETF. Top ranked Canadian equity fund over the last 3 years. Management fee of .6% or less. | 2009-10-05 | ||
| BUY | iUnits Dividend E.T.F. | XDV-T | 18.310 | IUnits Dividend ETF. Management fee of .6% or less. | 2009-10-05 | ||
| BUY | Claymore Cdn Div & Income E.T.F. | CDZ-T | 17.480 | Canadian dividend and income ETF. Management fee of .6% or less. | 2009-10-05 | ||
| Comment | iUnits Cdn Bond Market. E.T.F. | XBB-T | 29.710 | iUnits Cdn Bond Market. A great bond exposure index. At some point over the next couple of years, interest rates will be higher so consider diversifying into shorter duration bonds and/or corporate or real return bonds. | 2009-10-05 | ||
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| Comment | HBP NYMEX Natural Gas Bear+ etf | HND-T | 4.680 | Global Mining Bear+ ETF. Based on the Canadian mining index. If you have a negative view of the mining sector, this will give you the negative inverse. Don't think of them as long-term but as less than a month or else you have deviations from your 2X return. | 2009-10-05 | ||
| Comment | iShares S&P/TSX REIT ETF | XRE-T | 10.670 | iShares S&P/TSX REIT ETF. Gives you a handful of Canadian REIT companies that give tax efficient income. | 2009-10-05 | ||
| Comment | iShares Cdn Corp Bond E.T.F. | XCB-T | 20.410 | iShares Cdn Corp Bond ETF. Great vehicle. Can be used in a registered account. | 2009-10-05 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Rebalancing portfolio mix. There has been a big run-up in the equity market and people have benefited from it. You should be looking at your portfolio and the asset mix to make sure it is in line. | 2009-10-05 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Dividend biased equities. Dividends are an important part of any equity exposure. Equities have come very far and there is some downside risk. You want to focus on good companies that have a consistency of paying good dividends, have good cash flow and growing dividends. | 2009-10-05 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Hard asset commodities. Consider currency risk of the US$ and inflation. Look at the diversification in your portfolio such as gold, silver and hard asset commodities. They can add a lot of value to your portfolio. | 2009-10-05 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (3 Top Picks theme is on rebalancing portfolios.) There has been a nice run on the markets including equity markets and Corporate bonds. You now need to make sure you have rebalanced your portfolio, which may mean selling some of your winners. | 2009-08-19 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (3 Top Picks theme is on rebalancing portfolios.) Preferred shares have had a very strong run in the last 2, 3 months. These are very attractive tax effective dividend vehicles. These are great things to pick away at for the income. | 2009-08-19 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (3 Top Picks theme is on rebalancing portfolios.) Hard asset commodities. Believes in the inflation story and a declining US$. In both of these scenarios, hard assets like gold and silver will benefit from that. | 2009-08-19 | ||
| PAST TOP PICK | Claymore Global Agriculture E.T.F. | COW-T | 17.610 | (A Top Pick Aug 19/08. Down 23%.) | 2009-08-19 | ||
| PAST TOP PICK | iUnits Real Return Bond E.T.F. | XRB-T | 19.730 | (A Top Pick Aug 19/08. Down 4.4%.) | 2009-08-19 | ||
| BUY | Claymore S&P/TSX Global Mining E.T.F. | CMW-T | 16.850 | Broad mining, which has gold and silver but also has base metals such as uranium, coal, etc. Nice rod mining play. | 2009-08-19 | ||
| Comment | Claymore Natural Gas Commodity ETF | GAS-T | 5.040 | A short-month natural gas commodity product and is based on the Alberta Exchange Gas contract. It is basically a physical gas play. Realize you are investing in volatile commodity. You also have catango, which is the rolling of spot contracts from one month to the next. Right now natural gas and oil have high catangos. | 2009-08-19 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Uranium ETFs? There are no ETFs that are exclusively uranium. You could look at Uranium Participation (U-) that is really ownership of physical uranium. If you believe in nuclear energy, it is an interesting area to participate in. | 2009-08-19 | ||
| Comment | HBP NYMEX Nat'l Gas Bull+ | HNU-T | 3.250 | Natural Gas Bull+ ETF? Leveraged ETF based on twice the daily movement of the market on natural gas. Natural gas is volatile and you also have catango. In addition this is a leveraged product dealing with the daily rebalancing of gas. Volatility and catango, when very high, can really affect that leverage rebalancing so this has to be a day-trading product. | 2009-08-19 | ||
| Comment | HBP Financials Inverse ETF | HIF-T | 10.730 | Financials Inverse ETF. If you believe the financials have had an aggressive run, which they have had, this would be one you would consider taking a position in as a hedge against a potential downside. Basically a Short on financials. | 2009-08-19 | ||
| BUY | Claymore BRIC E.T.F. | CBQ-T | 24.990 | BRIC (Brazil, Russia, India and China) ETF. The faster, and probably more developed countries in the emerging markets. Every growth-oriented investor should have exposure to emerging economies but shouldn't represent a major portion of a portfolio. | 2009-08-19 | ||
| BUY | Claymore Broad Emerging Market ETF | CWO-T | 25.800 | Broad emerging market ETF. This is hedged against the US$ so it eliminates some of the currency risks. Every growth-oriented investor should have exposure to emerging economies but shouldn't represent a major portion of a portfolio. | 2009-08-19 | ||
| BUY | iShares MSCI Emerging Market ETF | XEM-T | 21.670 | Broad emerging market ETF unhedged against the US$. Every growth-oriented investor should have exposure to emerging economies but shouldn't represent a major portion of a portfolio. | 2009-08-19 | ||
| BUY | Claymore Silver Bullion Trust | SVR.UN-T | 9.400 | Pure physical silver and will trade based on premiums and discounts to NAV. A great product for investors. Hedged out the US$ risk. If you believe in the price of commodities going up and the US$ falling, this is a great way to take that exposure. | 2009-08-19 | ||
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| Comment | HBP NYMEX Nat'l Gas Bull+ | HNU-T | 6.350 | Natural Gas Bull+. Leveraged ETF’s have an objective of giving you daily returns 2X the daily movement (up or down). For a short-term trader and can take risks it could be a potential strategy you could use. If you like gas and you want to hold it in your portfolio for a few weeks you might prefer Natural Gas (GAS-T). | 2009-06-26 | ||
| Comment | Claymore Natural Gas Commodity ETF | GAS-T | 7.430 | Natural Gas. If you like gas and you want to hold it in your portfolio for a few weeks this will give you that exposure. | 2009-06-26 | ||
| Comment | Claymore Gold Bullion Trust | CGL.UN-T | 9.050 | Gold bullion closed end fund that is based on holding physical gold bullion. Actually a hedged exposure and a great way to play the US$. If you have a strong view against the US$ this is the one he would use. If you don't, you could use this or SPDR Gold ETF (GLD-N). | 2009-06-26 | ||
| Comment | SPDR Gold E.T.F. | GLD-N | 92.290 | The problem is that when the US$ falls gold appreciates and your return in Cdn is zero. If you have a strong view against the US$ you should use the Claymore Gold Bullion Trust (CGL.UN-T). If you don't, you could use this either one. | 2009-06-26 | ||
| Comment | HBP Energy Bull+ E.T.F. | HEU-T | 6.110 | Energy Bull+ ETF. Based on the physical oil crude commodity contract. If you are an investor, this is really not for you. Leveraged at 2X the market. Really for day trading. He would suggest the US Oil Fund ETF (USO-N) of the same oil commodity. | 2009-06-26 | ||
| Comment | HBP DJ AIG Gr Bull+ ETF | HAU-T | 21.250 | NYMEX Oil Bull ETF. Based on the S&P/TSX Energy Index, which is energy stocks, energy companies across oil and gas companies. If you are an investor, this is really not for you. Leveraged at 2X the market. Really for day trading. He would suggest the iUnits S&P/TSX Energy ETF (XEG-T), which is based on the same index but not leveraged. | 2009-06-26 | ||
| BUY | Claymore S&P/TSX Global Mining E.T.F. | CMW-T | 16.270 | Claymore S&P/TSX Global Mining ETF is a nice play on the broad mining sector including basic commodities and precious metals. He is quite bullish on equities going into the 2nd half and commodities are good place to be right now. | 2009-06-26 | ||
| BUY | iUnits S&P Financial | XFN-T | 19.810 | iUnits S&P Financial. Includes many other assets besides banks. This is a good index for tracking Canadian banks. If you believe in an economic recovery, this could be not a bad place to be leveraged. It can also be a defensive play. 4%-5% in dividends plus 1% or 2% growth is not a bad return. | 2009-06-26 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | High-quality corporate bonds. Single A, AA or potentially BBB is the right place to be right now. Spreads have come in a lot but if you're looking for fixed income this is the right place to be. Moving into the 4th quarter, moving into some of the lower investment grades for a little bit more risk but better yield is going to be coming in. Default rates have been increasing as expected but think they will peak out in the 2nd half, which should give a very strong opportunity. | 2009-06-26 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Value Biased Equity. Thinks that the equity market still has some potential strong room for growth. Looking at the last 18 months growth has really outperformed value stocks. Consider any of the dividend ETF's. | 2009-06-26 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Hard Asset Commodities. In the event of inflation and devaluation of the US dollar, hard assets will be a big rotation area for portfolios. Likes gold a lot but likes silver even more. | 2009-06-26 | ||
| BUY | Claymore Equal Weight Bank & Lifeco E.T.F. | CEW-T | 6.400 | ETF that includes 6 banks and 4 lifecos. | 2009-06-26 | ||
| BUY | Claymore Canadian Financial Monthly Income E.T.F. | FIE.A-T | 6.520 | Balanced ETF that includes banks and all the financials as well as preferreds and corporate bonds. | 2009-06-26 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | There’s nothing surprising about any of the comments coming out of the IMF. We are a small cog in the wheel of the global economy. Everyone is getting a little ahead of themselves in the rally. There’s lots of negative scenarios – printing money, unclear earnings, all lagging indicators and the question is: what will it look like in 6 months. People are getting to a comfort level. Thinks we are at the stage where we see turnaround. It’s time to dollar cost average. Markets are picking up a bit. | 2009-04-22 | ||
| Comment | HBP NYMEX Oil Bull+ E.T.F. | HOU-T | 5.250 | You’re buying a leveraged product that is a daily leveraged structure. Reality is that if you are a long-term investor you will never get the same price. As oil goes up and you buy new contracts each month, you are investing in less and less oil and this puts a drag on your returns. You can’t look at spot price over the term of your investment. Don’t hold these products beyond 30 days. If longer buy the non-leveraged product. | 2009-04-22 | ||
| WAIT | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural Gas: Seen a significant decline in Natural gas. At some point the price will increase. Would not play a leveraged product. | 2009-04-22 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | There are active and passive ETFs. You have to buy them for the strategy that they use. Feels active management does not add a lot to performance. | 2009-04-22 | ||
| BUY | HBP Global Gold Bull+ E.T.F. | HGU-T | 9.690 | He is a bull on gold. Would not short it. It will increase regardless of recovery. Lots of other factors driving gold. Gold is an under invested vehicle and he sees it as a major part of portfolios. | 2009-04-22 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Inverse ETFs can be bought in registered accounts, but there are more sophisticated ways to do the same thing in a registered account. | 2009-04-22 | ||
| BUY | Claymore 1-5 yr Ladder Corp Bond ETF | CBO-T | 20.450 | Inverse ETFs can be bought in registered accounts, but there are more sophisticated ways to do the same thing in a registered account. Same for XCB-T | 2009-04-22 | ||
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| BUY | iShares Cdn Corp Bond E.T.F. | XCB-T | 19.290 | Good product without buying corporate bonds at the retail level. Same for CBO-T | 2009-04-22 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | High Quality Corporate Bonds: He is seeing spreads inching up over the last couple of weeks. Probably get 2-4% above government bonds. Your still early in this game | 2009-04-22 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Value-Based Equity: Value stocks are beaten down more than the growth stocks. Growth area has higher valuations. | 2009-04-22 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Preferred Shares: You have widening of spreads. They are trading well below their par values. Yields to maturity are quite attractive. Tax-efficient income. | 2009-04-22 | ||
| BUY | Claymore Cdn Div & Income E.T.F. | CDZ-T | 14.350 | Dividend ETF. Pays a nice monthly income of 5%. Also see XDV-T | 2009-04-22 | ||
| BUY | iUnits Dividend E.T.F. | XDV-T | 14.790 | Dividend ETF. Pays a nice monthly income of 5%. Also see CDZ-T | 2009-04-22 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Companies offering the ETF: When you buy the ETF you have no risk of the parent company going bankrupt or being bought out. | 2009-04-22 | ||
| Comment | iUnits S&P Financial | XFN-T | 14.170 | Covers the S&P/TSX financial services Index. Banks make up the predominant share of the index along with insurance companies. You could also look at the Claymore Equal Weight Bank & Lifeco (CEW-T), which is probably a more pure play on banks and lifecos. They're going to give you a very similar exposure. If you like financials this is a good way to play them. Preferred shares might be a better way to play the banks in the short-term. | 2009-03-13 | ||
| Comment | Claymore Equal Weight Bank & Lifeco E.T.F. | CEW-T | 4.540 | Equal weighted bank and lifecos. You could also look at the iUnits S&P Financial Index (XFN-T). They're going to give you a very similar exposure. If you like financials this is a good way to play them. Preferred shares might be a better way to pay the banks in the short-term. | 2009-03-13 | ||
| DON'T BUY | HBP NYMEX Oil Bull+ E.T.F. | HOU-T | 5.730 | The problem with leveraged products is you can't guess where they are going. Don't give long-term performance, only daily. You have to be a day trader on these things. | 2009-03-13 | ||
| Comment | Currency Share Canadian Dollar ETF | FXC-N | 78.540 | Trades the US$ against the Canadian$. Not leveraged but are a one to one ratio. | 2009-03-13 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Leveraging the US$ against the Canadian$ there is either the HBP US$ Bull+ (HDU-T) or HBP US$ Bear. | 2009-03-13 | ||
| Comment | Claymore 1-5 yr Ladder Corp Bond ETF | CBO-T | 20.280 | 1 to 4 year laddered corporate bonds. The minimum rating of the bonds is A so there are no BBB bonds. It is staggered in terms of the maturity. | 2009-03-13 | ||
| DON'T BUY | HAP S&P/TSX 60 ETF | HAX-T | 8.780 | Actively managed, not passively managed ETF. His concern is that he doesn't think the product will beat the benchmark. Very expensive management fee of 70 basis points plus a performance fee. | 2009-03-13 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | High-quality corporate bonds. The credit spreads in the marketplace are wider than we have seen in a long time. There is a fear in the market of default but if you stick to the higher-quality companies, it is a great opportunity. Bonds will lead the equity market. | 2009-03-13 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Value-biased equities. If you are looking to get into the market and you like the valuations, the growth side has outperformed over the last 18-20 months to a point where the price/book ratio of value stocks to growth stocks is at its widest point in history. | 2009-03-13 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Preferred shares. Great opportunity in terms of spreads, but also have precedence over common equity. Expect some spread tightening, which will give you, price appreciation. | 2009-03-13 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (His 3 Top Picks are sector based.) High-quality corporate bonds. When there is a market recovery, corporate bond spreads will tighten and they will benefit first and then you'll see the equity markets appreciate. | 2009-01-07 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (His 3 Top Picks are sector based.) Blue-chip dividend equities. Valuations on some of the best companies are very low and attractive. If you are looking at 3, 5, 10 years down the road this is an opportunity to buy companies at extremely attractive valuations. | 2009-01-07 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (His 3 Top Picks are sector based.) Global agriculture. Great opportunity to take advantage of supply/demand fundamentals through the purchase of great companies. | 2009-01-07 | ||
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| DON'T BUY | Morgan Stanley India Investments FD | IIF-N | 13.030 | This is a closed end fund, not an ETF. Good thing about a closed end fund is that it trades at a good discount but very illiquid so it may never trade at a premium or get close to its NAV. For an ETF of India, he would suggest Wisdom Tree India Earnings (EPI-N), which focuses on dividends. There is also PowerShares India ETF (PIN-N). | 2009-01-07 | ||
| DON'T BUY | India Fund Inc. | IFN-N | 17.560 | This is a closed end fund, not an ETF. Good thing about a closed end fund is that it trades at a good discount but very illiquid so it may never trade at a premium or get close to its NAV. For an ETF of India, he would suggest Wisdom Tree India Earnings (EPI-N), which focuses on dividends. There is also PowerShares India ETF (PIN-N). | 2009-01-07 | ||
| BUY | Claymore S&P/TSX Preferred E.T.F. | CPD-T | 14.800 | Based on the S&P/TSX preferred share index. While diversified. A nice way to get liquid exposure. Yield is probably in the 5.5%-6% area. | 2009-01-07 | ||
| Comment | HBP NYMEX Nat'l Gas Bull+ | HNU-T | 5.290 | 2X leveraged NYMX natural gas. If natural gas prices increased, this would give a leveraged exposure but on a daily basis. Good trades but only for short trading periods. Longer you hold it, the more off you are going to be because of daily re-leveraging. Natural gas is the most volatile asset class globally. | 2009-01-07 | ||
| Comment | HBP NYMEX Oil Bull+ E.T.F. | HOU-T | 11.650 | 2X leveraged NYMX crude on the daily movement. Very volatile. For these types of products, you want to make sure you have a very short time horizon. | 2009-01-07 | ||
| Comment | iShares MSCI Emerging Market E.T.F. | EEM-N | 25.540 | Based on the emerging markets index. This is a great ETF but there is another one at a cost of only about one third, Vanguard Emerging (VWO-N). | 2009-01-07 | ||
| Comment | iShares Growth Core E.T.F. | XGR-T | 20.500 | This is an ETF wrap that contains other ETF's. Great product. Growth portfolio. The only concern he has is that it has a lot of US exposure. | 2009-01-07 | ||
| Comment | ProSh UlShrt Financial E.T.F. | SKF-N | 122.360 | US financial services sub sector. 2 X the market exposure. Short-term trading vehicles. If you think financials will rally in the next few days to 2 weeks and into the end of the year, this could be a very good vehicle. Not for a long-term play because of the leveraged traffic. | 2008-12-12 | ||
| Comment | ProShare Ultra Financial E.T.F. | UYG-N | 5.552 | US financial services sub sector. 2 X the market exposure. Short-term trading vehicles. If you think financials will rally in the next few days to 2 weeks and into the end of the year, this could be a very good vehicle. Not for a long-term play because of the leveraged traffic. | 2008-12-12 | ||
| Comment | iUnits S&P Financial | XFN-T | 15.560 | Covers the market cap weighted index. Banks are predominant. If you like financial services, this is a good way to play it. You could also use the Claymore Equal Weight Bank & Lifeco (CEW-T). | 2008-12-12 | ||
| Comment | iShares Global Infrastructure E.T.F. | IGF-N | 28.238 | 2 types of infrastructure spending. 1) Asset infrastructure (inflation protection type), which includes ports, transportation and utilities. (Long term assets) and 2) Engineering/construction infrastructure where spending is expected in the next couple of years. (Growth) (This one is assets.) | 2008-12-12 | ||
| Comment | SPDR FTSE/MacQuarie Global Infrastructure E.T.F. | GII-N | 39.806 | 2 types of infrastructure. 1) Asset infrastructure (inflation protection type), which includes ports, transportation and utilities. (Long term assets) and 2) Engineering/construction infrastructure where spending is expected in the next couple of years. (Growth) (This one is assets.) | 2008-12-12 | ||
| BUY | Claymore Global Infrastructure E.T.F. | CIF-T | 15.880 | 2 types of infrastructure. 1) Asset infrastructure (inflation protection type), which includes ports, transportation and utilities. (Long term assets) and 2) Engineering/construction infrastructure where spending is expected in the next couple of years. (Growth) (This one is growth.) | 2008-12-12 | ||
| Comment | iUnits S&P/TSX 60 E.T.F. | XIU-T | 12.800 | S&P TSE 60. Use for long-term, low-cost Canadian equity exposure. You could also consider Claymore Cdn Fundamental (CRQ-T). | 2008-12-12 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | High Quality Corporate Bonds: Corporate bond spreads have increased so nicely that there is an opportunity to take advantage of quality companies paying attractive yields. Leave equities until the market starts to recover | 2008-12-12 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Blue-Chip Dividend Growth Equities: Focus on quality, long-term companies that pay dividends and have sustainable growth. | 2008-12-12 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Global Agriculture: Long-term theme continues to be in place. There is a need for food globally. Expects that commodity prices will increase if the US$ falls off. Agricultural commodities will benefit. | 2008-12-12 | ||
| Comment | Claymore Canadian Financial Monthly Income E.T.F. | FIE.A-T | 5.370 | Balanced portfolio of equities, preferreds and fixed incomes. With the markets coming down, it has produced a yield of 12.5%, which is a little more than he would like. Possibility of a distribution cut. | 2008-12-12 | ||
| Comment | iShares S&P/TSX Income Trust E.T.F. | XTR-T | 8.630 | Income trusts ETF. Yield of over 17.5%. Heavily weighted to energy and natural gas market. With energy dropping he could see many of the trusts cutting distributions. Great way to play income trusts but with the move to incorporation, yields are probably not sustainable. | 2008-12-12 | ||
| BUY | iShares S&P 500 $Cdn E.T.F. | XSP-T | 10.540 | You can use as a hedge to eliminate the high risk of the US$. | 2008-12-12 | ||
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| BUY | Claymore U.S. C$ Hedge E.T.F. | CLU-T | 11.530 | You can use as a hedge to eliminate the high risk of the US$. | 2008-12-12 |