List by First Name |
List by Last Name |
| Date | Signal | Symbol | Company | Opinion | Price |
|---|---|---|---|---|---|
| 2013-05-23 | N/A | A Commentary | A Comment -- General Comments From an Expert |
Markets. We went a quarter century before Japan went up. You had to have a pullback. In general you can have a bad economy and good stock market performance. They are not that connected. 25% of portfolio in income is normal for 50 year olds. Tweet finance |
Price: $0.020 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: _N/A |
| 2013-05-23 | N/A | A Commentary | A Comment -- General Comments From an Expert |
Monthly Purchase Plans for ETFs. Claymore used to offer one but not aware of it being available through do-it-yourself channels. But Claymore was purchased by black rock. It is a bit awkward to do it. Tweet finance |
Price: $0.020 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: No |
| 2013-05-23 | N/A | A Commentary | A Comment -- General Comments From an Expert |
Tax Strategy for High Income with RIFFs. RIFF income can be split. OAS claw-back kicks in at high $60s. You can then use flow-through shares because that gives you a deduction. Tweet finance |
Price: $0.020 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: _N/A |
| 2013-05-23 | N/A | A Commentary | A Comment -- General Comments From an Expert |
Newborn Child. Investment for college is 17 year time horizon. Low volatility world ETF is a possibility. Suggests stocks for first 9 years and then something more conservative after that. Tweet finance |
Price: $0.020 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: No |
| 2013-05-23 | N/A | A Commentary | A Comment -- General Comments From an Expert |
Assessing value of defined benefit plan as if it were a bond. You ask your employer what a lump sum would be for a settlement. How much do you invest to get this income is the value. Tweet finance |
Price: $0.020 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: No |
| 2013-05-23 | TOP PICK | CJP-T | iShares Japan C$ Hedge ETF |
Japan has been in a big sleep that they just emerged from with a vengeance. It has done next to nothing for the last 25 years so there is still a lot of value there. Tweet finance |
Price: $11.540 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Yes |
| 2013-05-23 | TOP PICK | FDE-T | FT AlphaDEX Emerg. Mkt Div ETF |
Hit the market yesterday. Emerging market, dividend paying stocks. They screen out the really bad ones. Better than VEE-T if you want dividends and lower volatility. Tweet finance |
Price: $19.990 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: No |
| 2013-05-23 | WEAK BUY | FIE-T | iShares Cdn Financial Monthly Income ETF |
Stable product, as good as any in that space. He is not worried about it. Tweet finance |
Price: $6.720 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: No |
| 2013-05-23 | PAST TOP PICK | VCE-T | Vanguard MSCI Canada Index ETF |
(Top Pick May 1/12, Up 5.79%) 200+ names. Small cap bias and broadly diversified. Low cost. Minimum tracking error. Tweet finance |
Price: $26.350 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Yes |
| 2013-05-23 | BUY | VDY-T | Vanguard FTSE Cdn High Div Yd. |
Most diversified dividend ETF in Canada, many hundreds of names and one of the lowest cost ETFs. Tweet finance |
Price: $27.340 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Unknown |
| 2013-05-23 | PAST TOP PICK | VEF-T | Vanguard MSCI EAFE Index ETF |
(Top Pick May 1/12, Up 27.46%) A year ago people didn’t think Europe would be up this much. The bad news was already priced into the market. Tweet finance |
Price: $32.140 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Yes |
| 2013-05-23 | PAST TOP PICK | VUS-T | Vanguard MSCI U.S. Broad Mkt ETF |
(Top Pick May 1/12, Up 10.20%) This is the way to play the US market. Broader than S&P 500. Smaller companies generally lead. Tweet finance |
Price: $33.160 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Yes |
| 2013-05-23 | BUY | XDV-T | iShares Cdn Dividend ETF |
It’s okay. Ishares products tend to be market leaders, but VDY-T is a bit cheaper and more broadly diversified, and he prefers it. Tweet finance |
Price: $22.580 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Yes |
| 2013-05-23 | DON'T BUY | XGD-T | iShares S&P/TSX Global Gold |
Market leading ETF for gold. Physical bullion would be CGL-T. He is not saying the gold run is not over. He would not buy this, but the questions was ‘which one’. Tweet finance |
Price: $11.940 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Unknown |
| 2013-05-23 | BUY | XIU-T | iUnits S&P/TSX 60 ETF |
Loves it, but you get only 60 stocks, a large cap, dividend bias. He prefers a small cap bias to get more growth. Tweet finance |
Price: $18.290 Subject: PERSONAL FINANCE & ETFs Bias: OPTIMISTIC Owned: Unknown |