Viewing Expert John DeGoey | StockChase
stockchase picture

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

Viewing Expert

John DeGoey , Portfolio Manager

Industrial Alliance Securities


Date Signal Chart Symbol Company Opinion Price
2016-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There have been new highs for the Dow and for the S&P 500 in the wake of a new president. However, there is also a bit of a selloff in the bond market. The so-called Trump rally is not so much a Trump rally as it is a rally of people realizing that the Republicans have the house, the Senate and the presidency all at the same time. Having all 3 of them concurrently is generally good for markets, because there aren’t going to be the typical political impediments that might be there otherwise. Trump’s agenda, if it is followed, will be stimulative in terms of lower taxes, less regulations, etc. The flipside of that is that there is a lot of spending on infrastructure, and there are a lot of things being done to put up tariff barriers, and those are the kinds of things that cause you to hike rates, which in the end, is bad for bonds. People should be prepared to take a little more equity risk as there is a great deal of risk in bonds.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
_N/A
2016-11-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

A strategy for moving from 40 equity stocks into ETFs? One thing you must consider are capital gains and capital losses, and offsetting them to minimize your tax liability in 2016. If you are going to have a whack of capital gains, wait until 2017 to sell those stocks in January, so that you can defer the tax bill for another 16 months before paying your taxes in April 2018. Beyond that, there may be a few stocks that you wish to hold. You don’t have to sell all the stocks. Also, there is no tax implication whatsoever for anything you have in a registered account. For the number of ETF’s, he generally uses 6 asset classes using one or 2 positions for each asset class.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Unknown
2016-11-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Bonds? In traditional bonds, there is really no place to hide in his opinion. There is nothing that he would consider as good.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Unknown
2016-11-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Emerging markets. He is quite bullish on this area in general, and India in particular. Both BMO and Blackrock have really good India ETFS. India is a good story. They have a very highly educated workforce. Their GDP growth is actually faster than China. Their population growth is likely to overtake China in the next 10-15 years.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Unknown
2016-11-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Dividing a $6000 TFSA accounts into the VGG-T and CDZ-T? You have to remember that you could lose some tax benefits with regards to VGG in a TFSA. He doesn’t recommend using US products in a TFSA. However, this one trades in Canada, so you might be able to get away without having to get a T1135. Both of these dividend products are fine and he would approve of this.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Unknown
2016-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Superficial loss rule. When you sell something that has gone down in value, you must wait 30 days or more, before you buy it back to prevent your loss from being denied.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
_N/A
2016-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Potential affect of an increase in interest rates on utilities? You have to realize that interest rates are just the price of money, and how much banks charge someone to borrow. Right now, rates in Canada have remained ridiculously low, but slightly higher in the US. They are likely to start going up in the next few weeks in the US, and that will have some impact on the Cdn$ going down. You shouldn’t be particularly worried, as rate changes are likely to happen on only one side of the border, and only in the order of .25% or .5% of 1% in a given year.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
_N/A
2016-11-24 TOP PICK Must be logged in to use chart SHZ-T Sphere FTSE Emerging Sustainable Yield ETF

He is a big fan of emerging markets in general. The thing about Sphere is that they have quality screens. You’re getting exposure to emerging markets with the sustainable yield as basically being a value tilt. You are getting a chance to be a value investor while investing in emerging markets.


Price:
$9.800
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Yes
2016-11-24 PAST TOP PICK Must be logged in to use chart SPYX-N SPDR S&P 500 Fossil Fuel Free ETF

(A Top Pick Dec 21/15. Up 10.32%.) This is a way to get those companies that are trying to minimize their carbon footprint.


Price:
$53.008
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
No
2016-11-24 TOP PICK Must be logged in to use chart VMO-T Vanguard Global Momentum Factor ETF

Momentum is a factor that has only gotten some airplay in the past 2-3 years. It is one of the relatively new factors. This is for those people who want to buy things based on momentum.


Price:
$27.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
No
2016-11-24 TOP PICK Must be logged in to use chart VVL-T Vanguard Global Value Factor ETF

He is a fan of factor based investing. Blackrock builds products that take into account a number of factors at once, where this company isolates its individual factors. If there was one factor he would want to isolate, it would be value.


Price:
$30.290
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Yes
2016-11-24 DON'T BUY Must be logged in to use chart XEG-T iUnits S&P/TSX Capped Energy ETF

He would not buy this right now. This is good for energy exposure. There is the possibility that we might be looking at stranded assets down the road. We have more oil in prudent reserves then we can actually burn.


Price:
$13.760
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Unknown
2016-11-24 PAST TOP PICK Must be logged in to use chart XFA-T iShares FactorSelect MSCI USA Index ETF (CAD-Hgd)

(A Top Pick Dec 21/15. Up 11.27%.) He is a big proponent of factor based investing.


Price:
$22.730
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
No
2016-11-24 PAST TOP PICK Must be logged in to use chart XFI-T iShares FactorSelect MSCI EAFE Index ETF

(A Top Pick Dec 21/15. Down 5.8%.) This is EAFE (Europe, Australia, Asia and Far East), so it didn’t do as well.


Price:
$20.270
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
No
2016-11-24 HOLD Must be logged in to use chart XRE-T iShares S&P/TSX Capped REIT

REITs are one of those things that are hard assets (tangibles) that are really good portfolio diversifiers. He is sort of indifferent regarding REITs. He can see a case being made both ways.


Price:
$15.190
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Unknown
Showing 1 to 15 of 929 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.