Market Commentary — Page 405

Market Commentary

COMMENT

Recent selloff. He's been a buyer 100%. DIS, for example, has enormous opportunities in virtual reality. Imagine the unique experiences possible from the comfort of your own home, without having to travel. People aren't necessarily focusing on the longer-term optionality that a company like DIS has.

COMMENT

High dividend yield for a company like ENB. ENB thinks dividend will sustainably increase by 3% per annum. Investors cottoned on to ENB increasing dividends at a high rate, but then having to issue equity to pay for them. Portfolio managers were unwilling to keep it in their portfolios. ENB doesn't fit into the new ESG model. It's really a problem. So ENB has had to adjust its dividend growth model to a much lower number. Lots of debt. If interest rates rise, ENB would find it difficult to raise prices to consumers to service that debt.

COMMENT

Payment system players. Look at GOOG, AAPL, AMZN, or V which is on sale. The system is really changing very much, so you want strong, big players diversified across the globe.

COMMENT

Take profits in the Canadian banks? Don't let market conditions dictate your decision making. His knock against the banks is they've done a great job indebting Canadians. Banks are great dividend payers, well run. It's more whether your portfolio is properly balanced. Do you have enough cash to withstand and ignore the ups and downs of the market? TD and RY have been the best at growing in the US, and that's where you want to go.

COMMENT

Selling at the first whiff of volatility. He doesn't like paying taxes. It's not what you earn, it's what you keep. Giving up 20% of equity and trying to reload at a lower price is not a good risk/reward for him. Repeated buying and selling gets expensive. He's focused on the long term.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There has been a lot of selling recently and some stocks, especially small and mid caps, have been crushed. The Omicron variant has largely been discounted in the markets. Investors are also reconsidering the Fed’s comments on tapering. The economic backdrop is strong so the tapering is a normal event. Unlock Premium - Try 5i Free

COMMENT

Pfizer announced incredibly good news today that a booster should will protect you from Omicron. But Wall Street barely reacted; taming Covid leads to a stronger economy and this will lead to interest rate hikes....If Russia/Putin invades Ukraine, the stock market will get hit and this could be a buying opportunity. Just do not sell...There could be one leg down before the annual Santa Clause Rally.

COMMENT

Policy error is a market threat. Central banks so far do nothing in the face of inflation; the longer the delay in raising rates, the greater the risk. During tax-loss selling, look at longer terms of owning your stocks, not quarterly. Anything that benefit from rising rates, those stocks benefit your portfolio. ENB, for example, raised their dividend today. There's a lot of trading these days, but that makes your broker rich. Asia is very cheap now. Europe is also cheap. He likes ESG themes. The banks are inexpensive. Logistics companies have seen a bonanza, so could face downside.

COMMENT

You make money when buy, not sell, a stock, when you buy something at a discount. Example: buying in real estate a decade ago and sell now. It's critical when companies are on sale and face growth.

COMMENT

When does it make sense for a foreign buyer to buy an ADR/OTC... When you buy an ADR, it'll be cheaper paying constant ADR fees. He tends to buy stocks in local markets and seldom trades stocks. Over time, the relatively inexpensive buying foreign. If you trade a lot, then buy local markets.

COMMENT

Market Outlook The market is trying to decide where it wants to go and the S&P500 is 30% higher than levels pre-COVID. There has been a lot of government stimulus. The new COVID variants are causing the market to pause for now. The market is "shoot first ask questions later", meaning investors are looking well past the current environment. Companies that were first hardest hit recovered well and now they have to justify the earnings outlook. You may have to pay a premium for the very best companies that will benefit most post-COVID.

COMMENT

Educational Segment. The covid shock that hit the world a year ago, caused a deflationary void.The Feds were trying to boost inflation to the 2% target. The policies put in place by the Feds are now accelerating inflation. They will now start to taper support. The bond market globally is down 4-5% while equities are up 13% ytd. The 60-40 portfolio is in the 6-8% range now. The bond part is of concern. If inflation is not transitory, there will be a need to do something. Inflation will be shocking to the market. There are alternatives to stocks, eg. private credit market. The yield in the private credit market is attractive at 5-6%.

COMMENT

Not bullish on technology. Theme of pressure on interest rates mount, the higher valuation tech stocks are getting hit. The Feds are getting rid of the transitory from their inflation comments. Tech without stable earnings will get hit.

COMMENT

The valuation multiple has expanded due to easy money. Companies without stable income will see their cost of financing go up with rising rate. This is the challenge for long duration companies. Companies that do not have positive earnings, you will never get your money back, and this is the risk in higher interest rate environments.

COMMENT

USD. Feds removing stimulus will be bullish for the USD. Last month, Canada stopped their QE program and is setting up for rate hikes early next year. There will be upward pressure on CAD then. Relative rates are important and it is the macro factors that drive them.

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Summer Sale

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

Recent selloff.(A Commentary)

High dividend yield for a company like ENB.(A Commentary)

Payment system players.(A Commentary)

Take profits in the Canadian banks?(A Commentary)

Selling at the first whiff of volatility.(A Commentary)

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

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

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

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

When does it make sense for a foreign buyer to buy an ADR/OTC...(A Commentary)

Market Outlook(A Commentary)

Educational Segment. (A Commentary)

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

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

USD.(A Commentary)

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