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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
2015-06-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The US is his favourite place. He doesn’t see anything going wrong there. It has a great capital market, great currency, continuing ongoing recovery, low interest rates and lots of oil. He sees things continuing to improve. Has been doing a little bit of selling in Canada because he sees a lot of headwinds here. Moved some of his funds into Europe and sold some of his Canadian equities to do that. Thinks there are a lot of good reasons to be in Europe, but at the moment he is still a little bit tentative about it because there are still geopolitical situations. Also, has some investments in Asia, not a lot, but he likes the Japanese situation.


Price:
$0.020
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
_N/A
2015-06-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

ETF’s versus Mutual Funds? Both of these are fund trusts. There is no front end commission or back end commission on ETF’s. The annual MER’s (Management Expense Ratio) are somewhere between 7 to 20 basis points, but in a mutual fund, you are going to perhaps be paying 250 basis points, which is to cover off the 5% commission that is paid up front to the financial planners. Not only are ETF’s cheaper, but you have to look at the long-term impact of these extremely high fees on your portfolio.


Price:
$0.020
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
_N/A
2015-06-24 COMMENT Must be logged in to use chart CGR-T iShares Global Real Estate ETF

He normally doesn’t follow this. One of his concerns with REITs is interest rates. If you like the real estate sector and you want to do it on a global basis; he doesn’t see anything wrong with it. This is something that he normally doesn’t follow.


Price:
$26.690
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-06-24 TOP PICK Must be logged in to use chart FHH-T FT AphaDEX US Health Care

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This is the Canadian hedged version of a US ETF with small-cap companies and has done very, very well in terms of performance, compared to its peers.


Price:
$23.960
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 COMMENT Must be logged in to use chart IAT-N iShares Dow Jones Regional Bank E.T.F.

An ETF that follows US regional banks? This would be one ETF that you could look at. For some of his clients, he wouldn’t mind taking a look at this. The problem he has had with the US banking system, is not so much concern about their viability, but it is the lawsuits which have been horrendous for the large banks, not the regional ones.


Price:
$37.370
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-06-24 BUY Must be logged in to use chart ITB-N iShares DJ Home Construction ETF

Home construction ETF’s? He likes this as an idea. This has some of the large homebuilders, Home Depot (HD-N), etc. A good area to invest in. You could look at this or SPDR Homebuilders (XHB-N).


Price:
$27.920
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-06-24 COMMENT Must be logged in to use chart RPD-T RBC Quant Euro Dividend Leaders

A number of providers have got quant methods. Basically they take a bunch of value propositions such as P/E ratios, dividend growth, sales, BV, etc. and overlay an ETF with it. In some instances he kind of likes them, especially if is dealing with something like Europe where there is a dividend play going on, but for the US he is really not that interested. For Europe, yes take a look at it.


Price:
$22.710
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-06-24 DON'T BUY Must be logged in to use chart SPXS-N Large Cap Bear 3X Shares

As a portfolio manager, he is an investor, not a gambler. He refers to these kinds of leverage ETF’s as GLC, Guaranteed Loss Certificates. You really have to be on top of these. The way they are structured you can be on the right side of the trade, but still lose money because of the leverage affect and the setting of the pricing. A great vehicle if you want to day trade, but make sure you are aware that you are not investing, you are gambling.


Price:
$17.760
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
No
2015-06-24 BUY Must be logged in to use chart VA-T Vanguard FTSE DEV Asia Pacific Index

This would obviously contain Japan, Korea, etc. and right now those countries are doing very well. This is something that he could include in his portfolio.


Price:
$29.280
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
No
2015-06-24 PAST TOP PICK Must be logged in to use chart VGK-N Vangrd European E.T.F.

(A Top Pick July 18/14. Down 1.69%.) Sold his holdings at around $54-$55. Had been paying almost a 4% dividend, but his concern was Putin going into the Ukraine and also about the euro.


Price:
$57.060
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
No
2015-06-24 PAST TOP PICK Must be logged in to use chart VTI-N Vanguard Total Stock Market ETF

(A Top Pick July 18/14. Up 9.15%.) He still has this, but hasn’t been buying any more.


Price:
$109.880
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 PAST TOP PICK Must be logged in to use chart XEI-T iShares S&P/TSX Equity Income

(A Top Pick July 18/14. Up 0.42%.) Likes it because it gives a little bit of diversification away from oils and banks.


Price:
$21.130
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 BUY Must be logged in to use chart XHB-N SPDR HOMEBUILDERS E.T.F.

Home construction ETF’s? He likes this as an idea. This has building materials companies along with some of the homebuilders. You could look at this or iShares US Home Construction (ITB-N).


Price:
$37.280
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-06-24 TOP PICK Must be logged in to use chart XLV-N SPDR Health Care E.T.F.

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This one has a lot of the big guys in that, such as Pfizer, Johnson & Johnson, Merck, etc.


Price:
$75.680
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 DON'T BUY Must be logged in to use chart XST-T iShares S&P/TSX Cap. Cons. St.

When dealing with a Canadian ETF like this, he doesn’t think there are a lot of components to it. It has 25% Alimentation Couche-Tard (ATD.B-T), 20%+ Loblaws (L-T) and a large amount of Saputo (SAP-T). Price to book is about 2.75 and PE is around 30. That is getting up there a little bit. For consumer staples, he would prefer the US where there is more diversification. He would prefer SPDR Consumer Staples Sector (XLP-N) because it is a lot more diversified. Also, the Canadian one has very high fees of around 60 basis points.


Price:
$46.510
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Unknown
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