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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
2014-11-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

New income splitting rules? His understanding is that you will be able to file a return in 2015 for your 2014 income and will be able to split up to $50,000 of income with your spouse. This works best for people who have one spouse who is earning a fair bit more than the other. The caveat is that you need to have a child under the age of 18 years in order to claim this. Feels that this really disproportionately favours the wealthy people.

This does not affect existing income splitting that retirees currently have.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-11-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Transferring money from an RRSP into RESPs? Any money you take out of your RRSP is taxable. If you can find a way to fund the RESP without raiding your RRSP, this would be a better way to do it.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-11-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Bond ETF fund for a 5 year hold, that would provide income and somewhat mitigate rising interest rates? He doesn't like any kind of a bond product. In this rate environment, there rates are ridiculously low and can't go lower; you are not going to make much money.


Price:
$0.020
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2014-11-05 COMMENT Must be logged in to use chart HAC-T HAP Seasonal Rotation ETF

This has a 2% MER which is very high for an ETF. Also, he is not big on seasonality. To him, a reasonable cost for a broad product is one half of 1%. There are a lot of products that you can get for a quarter or even a 10th of a percent.


Price:
$14.710
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-11-05 PAST TOP PICK Must be logged in to use chart VCN-T Vanguard FTSE Cda All Cap ETF

(A Top Pick Nov 4/13. Up 11.73%.) This is a core holding and is going to have some big-cap and small-cap names, which he prefers, as much as possible, to tilt towards small caps and value. It will lead to an ever so slightly bumpier ride, but will also lead to outperformance more likely than not over medium to long-term time horizon.


Price:
$29.310
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 PAST TOP PICK Must be logged in to use chart VDU-T Vanguard FTSE Developed ex-NA ETF

(A Top Pick Nov 4/13. Up 7.54%.) This deals with ex-North America, but in developed markets. This is the one that he is the least keen on. Canadians have too much money in Canada and are ridiculously overweight in home and country bias


Price:
$28.000
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 BUY Must be logged in to use chart VDY-T Vanguard FTSE Cdn High Div Yd.

A preferred share ETF with a good deal of 4% plus?  A yield of 3.2% would be perfectly fine and he would rather have more diversification, so for that he would recommend this one. It will be probably as volatile as most. There will be some in it that will not have as great a yield, but it will have more names, and those 2 things will offset each other. This is low-cost and broad diversification. In terms of the kind of performance you are going to get, you will see that it did very well until the market had its selloff.


Price:
$32.160
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-11-05 TOP PICK Must be logged in to use chart VEE-T Vanguard MSCI Emerg. Mkt. ETF

In his estimation, emerging markets are the most under owned asset class in Canada. Canadians have too much Canadian equity and, in this market, probably too much income. Emerging markets are growing faster than any other part of the world and are still relatively under owned.


Price:
$28.900
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 TOP PICK Must be logged in to use chart VFV-T Vanguard S&P 500 Index ETF

This is going to be a more targeted large cap sort of bias. Vanguard is starting to lower the costs on their products. It has a management fee 0.08 basis points. Crazy cheap.


Price:
$40.920
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 BUY Must be logged in to use chart VIG-N Vangrd Dividend Appr. E.T.F.

Dividend appreciation is a thing that is a little bit gimmicky, but it is broadly diversified, low cost and doing exactly what it is supposed to do. This can be used as a long-term hold.


Price:
$79.350
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2014-11-05 PAST TOP PICK Must be logged in to use chart VUN-T Vanguard US Total Mkt Ind ETF

(A Top Pick Nov 4/13. Up 25.81%.) This holds several thousand stocks. The thesis is that you are getting into smaller cap names, which are somewhat more volatile, but they also have a return premium which, historically over time, is about 2% above large cap.


Price:
$32.260
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 TOP PICK Must be logged in to use chart VXC-T Vanguard FTSE All-World ex Canada

This is a product that just recently came out. It invests in 96% of the world outside of Canada. Canadians are guilty of home country bias. As investors, we need to find ways to get out of Canada and into other parts of the world.


Price:
$26.170
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 COMMENT Must be logged in to use chart XGD-T iShares S&P/TSX Global Gold

Gold is a traditional store of value when there is a real or perceived insurrection and/or when there is inflation. He does not see inflation coming back anytime soon. He believes we are moving to a new normal of a “no growth” or at the very least a “low growth” economy. Central banks around the world have been trying to stimulate as much as they can, and they just stopped in the last week or two. All that has done is simply stave off deflation. As a result, he doesn't think gold will be doing anything any time soon.


Price:
$8.060
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-11-05 COMMENT Must be logged in to use chart ZHY-T BMO HighYield Corp Bond US Hedge to CAD ETF

BMO US High Dividend Covered Call (ZWH-T) or BMO High Yield Corp Bond US Hedge to Cdn (ZHY-T)? Corporate bonds are probably going to be riskier than covered calls. Covered calls gives you the guaranteed income and are more stable with regards to the underlying investments. The corporations are going to be giving a higher return if the market remains benign, but you are taking a risk in case we have a hike or there's a credit crunch with regards to those corporations. You don't need the hedging these days because the Cdn$ is, if anything, dropping. If you could get it with an un-hedged version, it would be better still. If he really had to choose, he would select the Covered Call.


Price:
$15.750
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2014-11-05 COMMENT Must be logged in to use chart ZWH-T BMO US High Dividend Covered Call ETF

BMO US High Dividend Covered Call (ZWH-T) or BMO High Yield Corp Bond US Hedge to Cdn (ZHY-T)? Corporate bonds are probably going to be riskier than covered calls. Covered calls gives you the guaranteed income and are more stable with regards to the underlying investments. The corporations are going to be giving a higher return if the market remains benign, but you are taking a risk in case we have a hike or there's a credit crunch with regards to those corporations. You don't need the hedging these days because the Cdn$ is, if anything, dropping. If you could get it with an un-hedged version, it would be better still. If he really had to choose, he would select the Covered Call.


Price:
$16.670
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 732 entries
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