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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
2014-12-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Sam Stovall of S&P Capital IQ is saying that he is looking for the S&P to go to $2,250, a very healthy increase. He is also looking strongly at the tech sector, industrials and healthcare. Along with a couple of others, he has been consistently bullish for the last couple of years, and has been absolutely right. It is just a matter of putting volatility in context. Most people look at volatility and think the market is either going to soar or crash. It is a lot more subtle than that. John Hood likes big Pharma, but also likes a couple of ETF’s that are little bit more diversified in terms of healthcare, providers, equipment, etc. He is pretty much out of Europe now.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
_N/A
2014-12-30 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

ETF’s. Hedged or unhedged against currency? Depends on what area you are looking to buy. If he were buying Europe, he would definitely want something that was hedged against the decline in the euro. However, if looking at the US, he is happy to buy in US dollars.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
_N/A
2014-12-30 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Recently bought 2 levered ETF’s. What do you think of levered ETF’s? He wouldn’t touch them. If someone is going into these, and recognizes that what they are doing is gambling, not investing, more power to you. These things are meant to be traded on a daily basis, and you never hold them overnight. When they have to come back and rebalance the index, you can be completely right on the right side of the index and still lose money because of the rebalancing process.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
2014-12-30 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Covered calls. How do you hedge the downside? You are probably suggesting perhaps putting an insurance Put on them. He doesn’t do that much. If he is Selling a Call to an income, and he is buying an equivalent Put at the same price, the cost of buying the Put offsets the gain of the Call. You would have to buy a Put several dollars out of the money for that strategy to work.


Price:
$0.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
2014-12-30 BUY Must be logged in to use chart CDZ-T iShares Cdn Div Aristocrats ETF

Has been using the XEI-T instead of this. This has a fairly large energy component.  It is a perfectly good dividend paying ETF.


Price:
$26.830
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2014-12-30 TOP PICK Must be logged in to use chart FXH-N 1st TrHealth Care ETF

This is the US version, but there is also the Canadian version FT AlphaDEX US Health Care (FHH-T). He read an article where they did an extensive analysis of this and the methodology, and it has really outperformed all the others in the group over a five-year period. The only thing you have to remember with any rules based, you are paying a price for it of 65 or 70 basis points, as opposed to 5, 10 or 15.


Price:
$60.860
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
No
2014-12-30 PAST TOP PICK Must be logged in to use chart HFR-T HAP Floating Rate Bond ETF

(A Top Pick Dec 13/13. Up 2.63%.) This only has about a 6 month duration on the bond portfolio. Very consistent. Trades $0.10-$0.20 on $1. A swapped base product. This is pretty much core and he has it in most portfolios. Unlike a lot of bond ETF’s, this one does not have the problem of premium bonds. They are basically doing treasuries. A good place to park some money.


Price:
$10.170
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2014-12-30 COMMENT Must be logged in to use chart RQC-T RBC Target 2015 Corp Bond ETF

This is a target maturity bond. Sometimes with target maturities, they haven’t been all that popular, because the yields haven’t necessarily been that great. Everybody has the same problem, which is, premium price for bonds. This is the only way you can get the yield, and as a result, when the bonds mature, when you paid $104 for them, they mature at $100. He thinks everybody has got that problem.


Price:
$19.190
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
2014-12-30 COMMENT Must be logged in to use chart VEE-T Vanguard MSCI Emerg. Mkt. ETF

Vanguard US Total Market (VUN-T) versus Vanguard FTSE Emerging Markets (VEE-T)? You are dealing with apples and oranges. This one is emerging markets while VUN is total market cap US. If he were buying emerging markets, which he is not, he would be buying this. There is nothing wrong with VUN. He has been riding the large cap wave for a couple of years. Right now he wants to be buying good businesses, and the US is the place to be.

Comment


Price:
$27.960
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
No
2014-12-30 PAST TOP PICK Must be logged in to use chart VGK-N Vangrd European E.T.F.

(A Top Pick Dec 13/13. Down 0.18%.) Sold his holdings that had European connections, because of Putin. Also, it seems to him that the euro will be weakened if there is quantitative easing. This is not hedged for that.


Price:
$52.800
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
No
2014-12-30 BUY Must be logged in to use chart VOO-N Vanguard S&P 500 ETF

He tends to use another, which is about 650-700 different stocks, but truthfully if you chart them out, they all look pretty much the same. They are all market cap weighted stocks and all very, very similar. Pick one and you will be fine. As long as he has a strong presence in large caps in the US, it is a good choice. Use this as a core holding.


Price:
$190.380
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
2014-12-30 COMMENT Must be logged in to use chart VUN-T Vanguard US Total Mkt Ind ETF

Vanguard US Total Market (VUN-T) versus Vanguard FTSE Emerging Markets (VEE-T)? You are dealing with apples and oranges. One is emerging markets and the other is total market cap US. If you were buying emerging markets, which he is not, he would be buying the VEE. Regarding this one, there is nothing wrong with it. He has been riding the large cap wave for a couple of years.


Price:
$33.820
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
2014-12-30 PAST TOP PICK Must be logged in to use chart VV-N Vanguard Large Cap ETF

y(A Top Pick Dec 13/13. Up 19.3%.) This is about 25% of his portfolio and is in every account that he has.


Price:
$95.320
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2014-12-30 DON'T BUY Must be logged in to use chart WOOD-Q iShares S&P Global Timber & Forestry ETF

This is pretty exotic. Not really just timber and large lumber companies, but includes a lot of packaging, etc. Not one he would be buying and he doesn’t see any reason to be buying it right now.


Price:
$53.340
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
No
2014-12-30 HOLD Must be logged in to use chart XDV-T iShares Cdn Dividend ETF

He sees no problem holding this. If you are not overweight in the Canadian banks already, this is fine. This is a monthly dividend.


Price:
$25.010
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 799 entries
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