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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

John DeGoey , Portfolio Manager

Burgeonvest Bick Securities


Date Signal Chart Symbol Company Opinion Price
2015-12-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Tax Loss Selling. This is the 1st opportunity that most people have had in 4 or 5 years, or even longer. Tax Loss Selling is a way to trigger some capital losses that you can use going back 3 years or going forward indefinitely, to offset capital gains that you might have had. The thing you have to think of more than anything else is the “superficial loss rule”. There are many securities and many ETF’s that you can buy that are a substitute. You can buy one and sell the other on the same day, trigger a capital loss, but still be exposed to that sector you like. The problem is, if you buy back the same security within 30 days or less, the loss will be denied. This only applies to money that is in a taxable account, and it is a great strategy.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
_N/A
2015-12-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Is there any advantage for a Canadian to continue investing in the US now using Canadian dollars? If you are thinking of selling some Canadian equities in order to buy US dollars, he would not. Feels the Cdn$ is close to a bottom, so this is pretty close to a time when you should consider repositioning your US positions back to Cdn$, because the Cdn$ is so cheap relatively speaking.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
_N/A
2015-12-21 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Real return bonds? He would not recommend these as he doesn’t think there is going to be any kind of meaningful inflation on the horizon. Historically the Bank of Canada and the US Federal Reserve has been managing towards 2% as their target. Nothing has really changed in the past quarter-century and he doesn’t expect it to change.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2015-12-21 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Principal Protected Notes? These are products that pay little or no income. They are structured products that guarantee you will not lose money. You get a limited upside on the basket. It can be a TSX, S&P 500, dividend paying stocks. He likes these as it is a chance to get a better upside with a guarantee of no downside.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2015-12-21 PAST TOP PICK Must be logged in to use chart COW-T iShares Global Agriculture ETF

(A Top Pick Dec 18/14. Up 4.49%.) The thesis on this is agricultural commodities. This might do well during inflationary pressures. You’re getting exposure to companies that are buying fertilizers, etc.


Price:
$32.000
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2015-12-21 PAST TOP PICK Must be logged in to use chart CRBN-N iShares MSCI ACWI Low Carbon Target

(A Top Pick Dec 18/14. Up 0.43%.) The world is moving towards a low carbon future, so this is basically anything that avoids fossil fuel extraction or burning. (See Top Picks.)


Price:
$91.150
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2015-12-21 COMMENT Must be logged in to use chart HXS-T Horizons S&P 500

This tracks the S&P 500. Horizons is one of the real leaders in keeping the costs low. The US$ continues to hit new highs. If this is a long-term hold, it will probably be worthwhile.


Price:
$50.830
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2015-12-21 TOP PICK Must be logged in to use chart SPYX-N SPDR S&P 500 Fossil Fuel Free ETF

New product. Just started trading about a month ago. He is now actively seeking companies that are developing products which will allow you to avoid exposure to carbon emissions and any kind of a fossil fuel.


Price:
$48.740
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2015-12-21 DON'T BUY Must be logged in to use chart USO-N U.S. Oil Fund E.T.F.

He is pretty bearish on anything to do with oil because of the public policy and initiatives that we are getting globally with regards to carbon taxes, etc. The Saudi’s are pumping like mad, partially because they know carbon taxes are coming, and they are a low cost producer.


Price:
$10.660
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2015-12-21 COMMENT Must be logged in to use chart VDY-T Vanguard FTSE Cdn High Div Yd.

This has had a really, really tough year. If you believe in dividend investing, this is as good a Canadian dividend product as you can find. The product is fine, but you have to ask yourself if you want to be in Canadian stocks, dividend or not.


Price:
$27.190
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2015-12-21 PAST TOP PICK Must be logged in to use chart VUN-T Vanguard US Total Mkt Ind ETF

(A Top Pick Dec 18/14. Up 19.16%.) This is the small and mid-cap US market. It is unhedged. The reason it has done so well is because of the currency. Having exposure to the total market versus one sector gives you more exposure to small companies in particular. Historically small and mid-cap markets have outperformed the large cap market.


Price:
$39.320
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2015-12-21 BUY Must be logged in to use chart VXC-T Vanguard FTSE All-World ex Canada

Best ETF in a child’s RESP? Assuming the child is fairly young and has a long ways to go, he would recommend an equity ETF, and his favourite is Vanguard FTSE All World EX-Canada (VXC-T). Recommends this because he is kind of bearish on Canada because of its oil exposure. This gives you stocks from around the world.


Price:
$30.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
2015-12-21 TOP PICK Must be logged in to use chart XFA-T iShares FactorSelect MSCI USA Index ETF (CAD-Hgd)

New product. He has been a huge fan of Factor investing for about 15 years, and he trusts this company more than the others in this space. Factor Investing has small companies that are low priced, but also quality momentum. This company has come up with a way to build products that actually get all of that in one single product. The cost is 45 basis points. It is currency hedged.


Price:
$20.760
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2015-12-21 TOP PICK Must be logged in to use chart XFI-T iShares FactorSelect MSCI EAFE Index ETF

New product.(See remarks under XFA-T.) The same as XFA-T, but it is for EAFE, developed stocks outside of North America and it is unhedged.


Price:
$21.870
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
No
2015-12-21 COMMENT Must be logged in to use chart ZUB-T BMO Equal Weight US Banks Hedged to CAD ETF

Hedged or unhedged? Sometime, in the not too distant future, you will be wise to go to hedged. We are pretty close to a bottom, and as a result, it is probably wise to consider buying these things in the hedged version.


Price:
$20.330
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Unknown
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