Mr. Wonderful's Favorite Stocks & ETFs

Mr. Wonderful’s Favorite Stocks & ETFs

By: Neena Mishra August 21, 2020

In this episode of ETF Spotlight, I speak with Kevin O’Leary, Chairman, and Connor O’Brien, CEO, of O’Shares ETFs. Kevin is best known as “Mr. Wonderful” on Shark Tank, which airs on ABC and CNBC.

Internet stocks & ETFs have done very well over the past decade because internet is fundamentally transforming our economy and society. And this trend has accelerated amid the pandemic as people stuck at home are dependent on the internet for work, school and entertainment. The O’Shares Global Internet Giants ETF is one of the top performing ETFs this year.

We discuss how OGIG benefits from the digital transformation. Zoom Video and Shopify, which have soared more than 300% and 150% respectively this year, are among its top holdings.

The ETF also has significant exposure to Chinese tech giants like Alibaba and Tencent. These are among the fastest growing companies in the world, but of late there are concerns about tensions between the US and China. The Trump administration is planning to ban We Chat, the messaging app owned by Tencent, and TikTok.

The administration has also threatened to force Chinese companies to delist from American stock exchanges if they do not comply with our accounting standards. How will Chinese tech giants be impacted by trade and political tensions?

The O’Shares U.S. Quality Dividend ETF holds high quality, dividend paying companies with strong balance sheets and earnings. Apple and Microsoft are its top holdings. Unlike many other popular dividend ETFs, OUSA has low exposure to financials and none to energy, which are among the worst performing sectors this year.

International stocks have significantly underperformed US stocks over the past decade. With attractive valuations and a weakening US dollar, ETFs like the O’Shares Europe Quality Dividend ETF, are worth a look.

We also talk about Tesla, one of hottest and most controversial stocks, which has surged over 380% this year. Tune into the podcast to find out why Kevin, a Tesla critic earlier, decided to buy the company’s stock last year.

Read on Zacks site.

Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. Returns beyond 1 year are annualized. For most recent performance and holdings, please visit OGIG Page, OUSA Page, OUSM Page, OEUR Page.

The views expressed may change at any time after the date of this publication. There is no guarantee that any projection, forecast or opinion will be realized.

The outbreak of COVID-19 has negatively affected the worldwide economy, individual countries, individual companies and the market in general. The future impact of COVID-19 is currently unknown, and it may exacerbate other risks that apply to the Fund. Short-term performance may often reflect conditions that are likely not sustainable, and thus such performance may not be repeated in the future.

Download the Research Paper: Mega Trends Driving Internet & E-commerce Growth – Q3 2020.

Before you invest in O’Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please view or download a prospectus. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The Funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. A Fund's emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, a Fund's investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund's returns. See the prospectus for specific risks regarding the Funds.
The securities of small capitalization companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of securities during market downturns. Compared to larger companies, small capitalization companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.
Companies involved with Internet technology and e-commerce are exposed to risks associated with rapid advances in technology, obsolescence of current products and services, the finite life of patents and the constant threat of global competition and substitutes.
Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns. The market price of Shares can be at, below, or above NAV. Market Price returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined), and do not represent the returns you would receive if you traded Shares at other times.

O’Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares ETF Investments or any of its affiliates.