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

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John DeGoey , VP & Assoc Portfolio Mgr

Burgeonvest Bick Securities


Date Signal Chart Symbol Company Opinion Price
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  People are scrambling to get their money in for the end of RRSP season.  Check the most recent notice of assessment.  People might want to get a jump in for 2014 to invest it now.  The TFSA might make more sense than an RRSP if you are earning relatively little, e.g. near retirement.  Mutual fund fees are too high.  Minister of Ontario wants to get more involved in regulating financial planners. 


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

4% rule for people retiring in 30s and 40s.  4% withdrawal per year is sustainable unless you hit an awful situation like ’08.  He doesn’t recommend it unless you are in your 60s and have a balanced portfolio. 


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

If you sell to trigger capital losses, make sure you don’t buy the security back within 30 days.  Contributing something ‘in kind’ to an RRSP triggers a capital gain unless it is a loss and then you lose the loss and can’t claim it.  If you just sell the security you can’t buy the same security in the RRSP within 30 days to claim a loss.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Behavioral Finance.  We all have behavioral quirks.  Most people who sell ‘A’ to buy ‘B’ would have done better a year later if they kept ‘A’.  His bias is to trade less.  Sell those things that are up to take money out of your RRIF.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Think of your carry forward room because it carries forward for the rest of your life.  If you contribute a huge portion of your salary in one year you will get a huge tax savings.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

They have US$ accounts even for RRSPs so that you do the currency conversion only once but you have to think of the US tax consequences (e.g. dividends) as well as currency swings when you come to convert the money from the account back to CAD$.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Sell stocks to buy ETFs?  Most people in only stocks don’t have good international exposure.  Many people aren’t even diversified across sectors, so he supports moving to ETFs.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

RESP with Bonds?  He doesn’t recommend income for the first 9 or 10 years.  $80k portfolio after 18 years would be enough for a Canadian University but may not be enough out of country.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-02-25 PAST TOP PICK Must be logged in to use chart CBR-T iShares Broad Commodity ETF

(Top Pick Feb 14/13, Down 7.17%) Inflation hedges have not performed as well. 


Price:
$21.230
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-02-25 PAST TOP PICK Must be logged in to use chart CIF-T iShares Global Infrastructure E.T.F.

(Top Pick Feb 14/13, Up 20.08%) People need more tangible investments in their portfolios. 


Price:
$23.160
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-02-25 WEAK BUY Must be logged in to use chart CLU-T iShares U.S. C$ Hedge ETF

It is a rules based algorithm, rather than being actively managed.  He doesn’t use them because he favours the ‘3 factor model’ from Dimmensional. 


Price:
$25.070
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-02-25 PAST TOP PICK Must be logged in to use chart COW-T iShares Global Agriculture ETF

(Top Pick Feb 14/13, Up 12.49%) World’s population is about 7.1 billion and farm land is being eaten up.  The world is getting more of an appetite for protein and extreme weather is wreaking more and more havoc on farm land.


Price:
$27.180
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-02-25 TOP PICK Must be logged in to use chart VCN-T Vanguard FTSE Cda All Cap ETF

Broad, (200+ companies) vs. XIU at 60.  Has small and mid cap companies as well as the 60 in XIU.  Very low cost. 


Price:
$28.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-02-25 TOP PICK Must be logged in to use chart VDU-T Vanguard FTSE Developed ex-NA ETF

Developed markets outside of North America.  Some emerging markets as well as developed markets.  The US market is not really global diversification.


Price:
$29.100
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-02-25 BUY Must be logged in to use chart VEE-T Vanguard MSCI Emerg. Mkt. ETF

Emerging Markets.  Probably the cheapest.  Cap weighted.  Also, likes CWO is the fundamentals emerging markets, XMM is the minimum volatility emerging markets ETF.


Price:
$25.680
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 662 entries
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