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

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John Hood , President & Portfolio Manager

J. C Hood Investment.


Date Signal Chart Symbol Company Opinion Price
2014-10-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He was pleased to see Japan announcing they were ramping up their stimulus program. They were stagnant for so long that it make sense. There are risks that they are taking on debt, but it kick starts the economy, so it is a good thing. On the general market, he wouldn't be surprised to see things coming back up again. He is very bullish on the US. This recovery is very real. We are getting better job reports, housing is doing better, new car sales, etc. He has been positioning his clients on a stronger US$ for about a year. He has started to dip his toes back into energy.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2014-10-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Options Straddles? A straddle is where you really don't know which way the market is going to go, so you buy some Call options and some Put options at the same price. The idea is that as long as there is enough volatility to cover up the cost of the options ($2 on each side, and $4 in volatility, you are going to make money.) He likes to do straddles on an event driven basis. He doesn't want to put them on and hope for the market to be volatile, because they are a wasting asset. He wants a date where he knows there is something coming, such as earnings report, or a fed meeting, where he thinks there could be volatility, and will apply the options as close to that date as possible (maybe one week). You always have to remember that options are a wasting asset.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2014-10-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How far out would you go to buy a Put on a bank? Not very much. He Sells Calls on a bank because he wants to get the income from the banks. To buy Puts on a bank because he expects them to go down is a wasting asset. First of all, he would buy them a little bit out of the money to get better leverage, but wouldn't go too far out in terms of time because you pay too much and the chances of recovering your money diminish every week.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
_N/A
2014-10-31 COMMENT Must be logged in to use chart CEW-T iShares Equal Weight Bank & Lifeco ETF

This gives you banks and lifecos. He tends to prefer the bank only, simply because we saw what happened to the lifecos during the recession and they hadn't hedged their positions. He still has a bit of a bias about that. You could take a look at these and be pretty confident. He would prefer iShares TSX 60 ETF (XIU-T) as they have the banks and lifecos already included.


Price:
$10.360
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-10-31 DON'T BUY Must be logged in to use chart CWW-T iShares S&P Global Water E.T.F.

He has never really liked theme stocks. Water stuff was very popular a couple years ago and it didn't do anything. Feels the only reason it went up is because a rising tide lifts all boats. He doesn't see any reason to be in this.


Price:
$23.910
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-10-31 BUY Must be logged in to use chart EWH-N iShares MSCI Hong Kong E.T.F.

Chinese related stocks based in Hong Kong. There is absolutely no problem in buying this as a long-term hold. But he would keep it as a relatively small amount.


Price:
$21.610
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-10-31 DON'T BUY Must be logged in to use chart NUGT-N Direxion Gold Miners Bull 3X

This one would certainly cause him some fear. He completely avoids any of these leveraged ETF's. You can get caught, even if you're on the right side of the market and direction, because the price is structured on a day to day basis. Any of these levered things are very risky.


Price:
$10.917
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-10-31 COMMENT Must be logged in to use chart REM-N iShares Mortgage Plus ETF

This is a really interesting ETF. Yields 11%-13%. It is not a standard REIT in terms of bricks and mortar, but it is a mortgage REIT. He didn't know how you could have this kind of yield without some unstated risk. There is no return of capital so that doesn't apply. The structure of this allows them to play a lot of interesting games in terms of the kinds of credit they will accept. For example, some unrated loans, construction loans, bonds, etc. As a result, there is a higher risk profile on this, but they have managed it pretty well. However, it is quite volatile, so you have to be prepared for this. Do not use this as your core retirement fund.


Price:
$12.370
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-10-31 COMMENT Must be logged in to use chart SKYY-Q First Trust ISE Cloud Comput.

He normally doesn't follow the Cloud ETF's. Valuations on these are generally through the roof, so he doesn't like to buy stuff like that. If someone wants to be in a niche market and is familiar with the Cloud and how it works, by all means buy some, but just remember the risks involved.


Price:
$27.470
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-10-31 PAST TOP PICK Must be logged in to use chart VGK-N Vangrd European E.T.F.

(A Top Pick Oct 15/13. Up 2.68%.) This is a very good ETF. It is very cheap to be able to buy Europe for 12 basis points and, in the meantime, it is earning about 4.3% in the dividend.


Price:
$54.170
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-10-31 TOP PICK Must be logged in to use chart VV-N Vanguard Large Cap ETF

(A Top Pick Oct 15/13. Up 20.77%.) This holds about 600 US stocks, and gives you a broad US exposure based on the S&P 500. Dirt cheap at about 7 or 8 basis points.


Price:
$92.586
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-10-31 PAST TOP PICK Must be logged in to use chart XEG-T iUnits S&P/TSX Capped Energy ETF

(A Top Pick Oct 15/13. Down 0.15%.) He is looking at this again and has bought a little and getting set to buy more. (See Top Picks.)


Price:
$16.450
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-10-31 TOP PICK Must be logged in to use chart XEI-T iShares S&P/TSX Equity Income

This used to be 55 basis points, which is very high. They chopped it along with a number of other ETF management fees down to 20 basis points. This is now yielding about 4.3% and he likes it. This has lots of growth in it.


Price:
$22.570
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-10-31 TOP PICK Must be logged in to use chart ZEO-T BMO S&P/TSX Oil & Gas ETF

You get a little more play on Trans Canada Pipe (TRP-T) and Enbridge (ENB-T), which he likes. This should work out very well because of Trans Canada Pipe leading the way on the Canada east contract. He thinks that is going to work out very well. This has lots of growth in it.


Price:
$14.340
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-10-31 COMMENT Must be logged in to use chart ZLB-T BMO Low Volatility Cdn Eqty ETF

He doesn't normally use this. This is more of a value play, so it has a lower beta. It held up very well when the market started to tank in September. It is doing what it should be doing.


Price:
$23.810
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
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