Market Commentary — Page 400

Market Commentary

COMMENT

When to sell? For example, he owns CCO and lightened up while still retaining a small position. The position got north of 3% of his portfolio and he wanted to lock in profits. As the share price goes higher, it gets a lot more volatile.

COMMENT

Investing in futures. Great resources online, YouTube, TSX website. A lot more people are looking at other parts of the market like futures and options, and so this is contributing to the more speculative environment we're in. Be aware that these areas are very sophisticated investments and come with a unique and specific set of risks like margin requirements and posting collateral. Do your research, as they're not as straightforward as equities.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. 5i thinks that investors should focus on their winning stocks and not their losers. It’s better to water the flowers and pull the weeds. A big win can make up for many losers. Unlock Premium - Try 5i Free

COMMENT

Inflation and supply pressures. She believes that inflation is transitory. Higher than most expected, but over time we should get the supply chain issues sorted out though it will take a while. Inflation is no longer a surprise, but what remains to be seen is how it will resolve going forward. Truckers' wages have increased, drawing people into that profession, and this will help the supply blockages.

COMMENT

Interest rates. As the economy and the job situation improve, rates will start to increase. Recovery of the Canadian labour market has been quicker than in the US, so we could see rates rise sooner here. The Fed is very focused on the employment situation. US participation and employment rates are still below pre-pandemic, nor does the Fed want to overreact, as that could dampen the economy.

COMMENT

Reopening plays. She didn't chase those names. A lot of those stocks have moved already. The reopening has been quite lumpy. For example, Asian economies have slowed. Retail companies that are well managed anticipated these issues and prepared for them, so they do have product to sell for the holiday season. Large companies are benefiting in this environment because suppliers will take care of their largest customers first.

COMMENT

Tech companies vs. rising interest rates. Rising rates are a headwind for growth or tech companies. The reason is that cashflows are discounted by a certain percentage, and this percentage gets larger when interest rates go up.

COMMENT

AN EMERGING MARKET

If the cryptocurrency market is relatively established there is another entity that is making more and more noise in the blockchain world: non-fungible tokens (NFT).

Growing from a $162 million market to a $9B+ market, the NFTs market has exploded this year. Interest in NFTs has even surpassed that of crypto-currencies in some countries.

The NFT is simply a smart contract deployed on a blockchain (when its hash is obtained, it is assigned a unique value, thus offering it "uniqueness") to which a computer file is assigned. Thus, a .jpg, a .pdf, .mkv, .mp3, .js, etc. can be NFTs.

Many personalities and celebrities have launched their collection, including Quentin Tarantino. The producer has decided to sell several unpublished scenes from the famous "Pulp Fiction". The sale should take place on the private blockchain Secret Network. Nevertheless, the production company Miramax, believing that this sale is a violation of its copyright, decided yesterday to file a complaint against him.

The blockchain's native SCRT token does not seem to have been affected by this news, with a daily gain of 10% in an overall bear market today.

N/A

Market. Inflation is here. Last year when the market was in a free-fall, he found that the recession was a 'shock-to-the-system type of recession. It is short lived and then there is a bounce back of pent up demand. Now it is supercharged because of subsidies from central governments. Total net income is up. People paid down debt when they could not shop. Now there is a surge of people flush with cash and this has pushed up demand across the board. You want companies with strong pricing power. They need to have superior business models. Oligopolies, duopolies and monopolies are good choices. We have been in an eleven year bull market. S&P valuations are at historic highs. It is harder to find those opportunities.

COMMENT

CDRs. These are ADRs but in Canada. He believes they are an option but US shares are easy for Canadians to buy so he would prefer them, They may be preferable if you are purchasing odd lots.

COMMENT

US-China Summit. Tensions between China and the US has ramped up for a number of years. There is no shortage of Chinese policy criticism. China is determined to put it in a place of equality with the US. Taiwan is a big part of the geopolitical tension. He fears we will see escalation in Ukraine but Taiwan will probably be handled differently.

COMMENT

Russia's escalating pressure on Ukraine matters for Europe and their energy market. For the US, it matters less for their stock market. Most market players will take a similar path to when they annexed Crimea. This is not yet priced in.

COMMENT

Feds. There are some moves to replace the chair. Thinks Powell will keep his job. It depends on what kind of bills get done, and the relation with the more progressive part of the party. There will be some horse trading. We should find out in the next couple weeks who will get the Fed Chair position.

COMMENT

Tech stock bubble. Central bank policy has caused asset price inflation. Long duration assets are the biggest beneficiaries. New tech falls into this category. When looking at the names in these indexes, some might not be here in a few years, but many probably will. It is different from the tech bubble in the 90s. There are many people in disruptive tech and many won't make it. However, the sector ETFs look at companies that have somewhat made it.

COMMENT

Market timing. The S&P 500 will be there for the foreseeable future. The quality of what is in this index is reliable. Is it overvalued? Absolutely. However, everybody should have a component of their portfolio with exposure to the S&P500.

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We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

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

When to sell?(A Commentary)

Investing in futures.(A Commentary)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.(A Commentary)

Inflation and supply pressures.(A Commentary)

Interest rates.(A Commentary)

Reopening plays.(A Commentary)

Tech companies vs. rising interest rates.(A Commentary)

AN EMERGING MARKET(A Commentary)

Market. (A Commentary)

CDRs. (A Commentary)

US-China Summit.(A Commentary)

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

Feds.(A Commentary)

Tech stock bubble.(A Commentary)

Market timing.(A Commentary)

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