TFII.TO -1.7C 0.13MU -51.63CRWD 5.64PANW 6.15SNOW -4.82V -0.14MAL.TO -0.14
Market Commentary

A Comment -- General Comments From an Expert (A Commentary)

DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Apr 12, 2011
Inflation and Preferreds. Risk characteristics between bonds and preferreds are quite similar. In the event of a default event, you could get less back in a preferred. Also, some preferreds don’t have a maturity date but are perpetual, so they are as long as any bond you could possibly have. Wouldn’t own either, would just own long/short strategies right now.
Photo of Mike MacBainMike MacBainUnlock Rating
DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Apr 12, 2011
Iraqi Dinars? Would never consider putting money in here. Very high risk and there is the problem with corruption.
Photo of Mike MacBainMike MacBain
No
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DON'T BUY

A Comment -- General Comments From an Expert(A Commentary)

Apr 12, 2011
Real Return Bonds for retired investors? Theoretically if he were going to invest in these as a retiree, he would want about 40% of his investments in inflation protected securities. The problem is that Real Return Bonds are a crappy investment as they are extremely illiquid and is a very expensive market to access.
Photo of Mike MacBainMike MacBainUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 12, 2011
Negative Bond ETFs or Shorting Bonds? There are negative ETFs on bonds, or if you have a margin account, you can short bonds. If you short bonds, you are on the hook for the interest payments.
Photo of Mike MacBainMike MacBainUnlock Rating
N/A

Market:(A Commentary)

Apr 12, 2011

Market: It’s just another simple correction in the bull market. It doesn’t change the trend. He is bullish on equities but not on bonds. Interest rates (treasury curve) are way too low. Thinks we will wake up and rates will jump massively and people will loose money in the fixed income securities. It will be just like 1994.

Photo of Derek Webb, CFADerek Webb, CFAUnlock Rating
COMMENT

Options:(A Commentary)

Apr 12, 2011

Options: He is a writer (seller). If you buy a lottery ticket, you don’t assume you will win, but if you do you will make a lot. This is like buying options. Selling options is like running the lottery, You keep selling them for a small amount (he sells for one month and gets 3% average). 3% every month for a year is a lot of return.

Photo of Derek Webb, CFADerek Webb, CFAUnlock Rating
COMMENT

Yield Investments:(A Commentary)

Apr 12, 2011

Yield Investments: For the last two years the easiest trade was to buy ANYTHING with a yield. The spread between treasuries and securities was very wide. That easy money has already been made. All you should expect going forward is the yield, no appreciation. Going forward we will be talking about REAL rates of return, given increasing inflation.

Photo of Derek Webb, CFADerek Webb, CFAUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 11, 2011
Markets. After the run in the last 2 years and almost 100% return on investments by staying in the market, it gives one pause for concern, however profits have also grown 100% and forward earnings on the S&P500 will be $96 this year and maybe $110 next, so stock market is not expensive and maybe even cheap. Any time you have these types of runs, check your portfolio and maybe take some off the top and keep cash. With inflation, dividend stocks that have done so well in the last 2 years, don’t offer the same growth going forward because of inflation.
Photo of Barry SchwartzBarry SchwartzUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 11, 2011
Banks. Insurance companies offer a much more compelling investment now. Cheaper multiple and haven’t recovered the same as the banks. Upside he sees higher interest rates and a stronger stock market.
Photo of Barry SchwartzBarry SchwartzUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 11, 2011
There have been 2 years of increasing earnings in the US and they have doubled in the last 2 years. It is unlikely that pace is going to continue in the future. Also unrealistic to expect that companies are going to continue to beat at the same rate. More likely to see companies not make analysts’ estimates as was seen last quarter. Manufacturers are being hit with big increases in commodity prices and something has to give. Either they pass these increases on or they can’t.
Photo of John O'Connell, CFAJohn O'Connell, CFAUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 08, 2011
Market has been on a one way run since Aug/10. You would have thought natural disasters and higher oil prices would have had an impact but the market keeps chugging along. In spit of strong job numbers, good balance sheets, etc., she feels headwinds are increasing. 1) QE2 will come to an end in June 2) beginning of the tightening cycle 3) ECB interest rates went up this week 4) Bank of Canada rates will likely go up towards the end of summer, 5) Fed will probably go up early next year and 6) dampening of consumer growth because of higher prices.
Photo of Michele RobitailleMichele RobitailleUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 08, 2011
Market. If TSX gets its head above the $4,300 level, he sees a continuation of the upward trend. Breakout started around the end of August. The little dip that occurred this year was at the 100-day moving average and was quite normal. 100-day moving average is a clear support line.
Photo of Jeff Parent B. Eng. FCSI CIMJeff Parent B. Eng. FCSI CIMUnlock Rating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Apr 08, 2011
Gold. Chart looks a little like the TSX with the rally going on. It’s a positive trend. The 1% movement today is really encouraging. We are back were gold had a previous high. Buy gold and wait before it goes below the 100-day moving average and then get out.
Photo of Jeff Parent B. Eng. FCSI CIMJeff Parent B. Eng. FCSI CIMUnlock Rating
BUY

A Comment -- General Comments From an Expert(A Commentary)

Apr 08, 2011
Silver. Very good trend right now. Moving along with all the commodities. Unlike gold, it is actually used for industrial purposes. When it loses momentum, don’t sell right away.
Photo of Jeff Parent B. Eng. FCSI CIMJeff Parent B. Eng. FCSI CIMUnlock Rating
TOP PICK

A Comment -- General Comments From an Expert(A Commentary)

Apr 08, 2011
Canadian Dollar. Very steady and controlled increase against the US$, which indicates a much broader and longer term trend. A good hedge when buying US stocks. Talk to your adviser about using margins as your strategy. You could also look at some Exchange Traded Funds (ETFs). Looking for $1.10 in 12 months.
Photo of Jeff Parent B. Eng. FCSI CIMJeff Parent B. Eng. FCSI CIM
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