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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
2014-09-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. To him, Canada has done as well as, if not better, than any other developed market globally. However, going forward he feels you are still a little better off getting money out of Canada. He began rebalancing portfolios at the beginning of the quarter, early July, and the rebalancing will be done at the end of the quarter.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Broad-based ETF’s such as VDU-T, VCN-T and VUN-T. Strategy of holding these versus ETF’s based on indexes tracking smaller baskets? He likes the more broadly based ETF’s as you are diversifying away from risk and getting more small companies. Diversification lowers risk and adding small-cap names historically increases returns.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

An emerging market ETF that excludes Russia? There are many emerging market ETF’s, but they all have exposure to Russia. There are a lot that have minimal exposure.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Minimizing taxes when creating a will? To do this, you have to do lots of gifting while you are alive. Whatever you have in your estate will be part of your terminal tax return. If you have a spouse, you can name them as your beneficiary of your RRSP or RIFF, which will create a spousal rollover with no taxes. For regular ordinary investments in a taxable account, try not to have them in a taxable account when you die, just give it away before that happens. Legally you are allowed to give about $10,000 per person, per family member, per year. However, if you are giving away a marketable security, there may be a taxable capital gain/capital loss. If you give securities to charity without selling them, they will give you the receipt for the value on the day they receive it.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

For a senior, do you prefer Index ETF’s weighted by countries/economies or by industry-specific ETF’s? He always prefers to diversify by geography than by sector. Geography products are cheaper and their benchmarks are easier to follow. As a result, you can build a more diversified portfolio.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

ETF’s versus stock picking? Stock picking is lower cost because ETF’s might cost 35-40 basis points on average for a basket of stocks where individual stocks cost nothing. However, you might need 35 or 40 stocks and still not have the diversification as an ETF. Also, there is the cost of transactions for buying and selling stocks. There is also more risk with individual stocks.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
_N/A
2014-09-02 TOP PICK Must be logged in to use chart COW-T iShares Global Agriculture ETF

This is global, so there is very little exposure to Canada. We are in a situation right now where farmland is being eaten up by urbanization. Global population is at 2.2 billion. (Our viewer Jonathan has come to our rescue again. This should be 7.2 billion.) Climate change is probably doing more to destroy farmland than it is to create new farmland. Because of all this, prices have to go up. Considers this tangible product as an inflation hedge.


Price:
$30.130
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 BUY Must be logged in to use chart DBA-N PowerShare DB Agriculture E.T.F.

Appropriate to hold in an RRSP? He generally likes agricultural ETF’s, and this would be appropriate for an RRSP with the caveat that it should be in some reasonable portion such as 10% or 15%. (See Top Picks.)


Price:
$26.660
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2014-09-02 BUY Must be logged in to use chart ETP-T FT Global Risk Managed Income

This is a new product and is an ETF of ETFs. A multi-strategy, so it will have some real estate investment trusts, corporate bonds, loans, etc. With one ticket, you are getting 11 or 12 different income ETF’s with a multi-strategy, multi-management approach. The problem is, it costs a bit more. It will be about 85 basis points. The good news is you’re getting some income, but you won’t be whipsawed by a rate hike. A really conservative way of getting a regular income in a portfolio.


Price:
$20.160
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 PAST TOP PICK Must be logged in to use chart FSL-T First Trust Senior Loan ETF

(A Top Pick Sept 9/13. Up 4.83%.) This is a medium-high risk sort of product. It would do better than many other products if there was going to be a rate hike.


Price:
$20.250
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 PAST TOP PICK Must be logged in to use chart VDU-T Vanguard FTSE Developed ex-NA ETF

(A Top Pick Sept 9/13. Up 17.41%.) Mostly Western Europe, but also has some Australian and Japan, etc.


Price:
$28.610
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 BUY Must be logged in to use chart VDY-T Vanguard FTSE Cdn High Div Yd.

This is his main Canadian dividend product that he uses in his own practice and one that he recommends very highly. Has a large number of names and is very low cost.


Price:
$33.870
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 PAST TOP PICK Must be logged in to use chart VUN-T Vanguard US Total Mkt Ind ETF

(A Top Pick Sept 9/13. Up 27.57%.) He is a big believer in not only getting outside of Canada, but also in getting as broad a diversification as possible. By tilting towards small caps, you are getting a little more return than some other indexes.


Price:
$30.890
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 TOP PICK Must be logged in to use chart VXC-T Vanguard FTSE All-World ex Canada

Canada is 1/25th of the entire world market and this ETF gives you access to the rest of the world. This is the sort of product that he likes and that he will use. Most people have just too much money in Canada.


Price:
$25.830
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2014-09-02 COMMENT Must be logged in to use chart XTR-T iShares Diversified Monthly IF ETF

What would you think of this as a full position in an RRSP? This is a conservative position, but nonetheless, he would not use this as a full position in a registered plan.


Price:
$12.360
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Unknown
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