Market Commentary — Page 406

Market Commentary

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sell off is more of a shift than a panic. The shifts are related to inflation, interest rates and valuation adjustments. These market forces can drag on for longer than panic. There are high multiple stocks stilk, which can be vulnerable to further downside. Unlock Premium - Try 5i Free

COMMENT

CRYPTO UPDATE

On Saturday morning, sometime after midnight, the crypto-currency market experienced a severe correction, with the value of Bitcoin, having fallen by more than 20%, before immediately rebounding to the strong support zone at $42,000, testifying to the presence of many buyers. It is currently trading at $50,000, and could even resume an upward trend if the price manages to pass the $53,000 mark. Nevertheless, it is risky to make a statement too soon, as a 20% drop in less than 3 hours is not a trivial event, even for the Bitcoin market.

The altcoin futures index, available on FTX, also shows a drop in the altcoin market of about 20%.
However, it is interesting to note that the second most important crypto, Ethereum, reacted very well to the flash crash on Saturday morning with a very strong recovery by buyers, and even had the luxury of breaking a triangle and its 99 moving average to the upside, with a target at $4,600, and a disqualification in case of a bearish breakout at $4,200.

COMMENT

Unless there's a bounce in Covid fatalities--NOT cases--then we're due for a bounce. Last week was a textbook oversell....Early-morning (5:00-6:30 am) sells try to push down the markets, which raises his eyebrows. Today's early-morning sell-off in tech was touch of touch with reality. It created fear....When the transports (which ship goods) and banks (financing of business) move up, they are harbingers of a wider rally during that session. No, a lockdown is not in the cards; today, travel stocks soared....He expects Friday's CPI number to red-hot, but there could be volatility between now and then.

COMMENT

Has been a rollercoaster for energy investors. Fundamentally, nothing has changed. SPR release weighed down, and now there are fears for Omicron. The collapse in oil price is discounting 7M barrel per day collapse. This is equivalent for all planes on the planet not flying for months. The average Canadian oil company could privatize themselves with 5 years of cashflow. Would continue to be aggressive in oil.

COMMENT

Heading towards to an energy crisis. There is a lack of investment in the space. Investors want returns and there is pressure from ESG. The themes are still intact for a supply crunch.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Generally, the stock market has been less volatile than many other years. Futures are up as well. Diversified portfolios that matches your risk tolerance is key. Time frame is also important. The markets cannot be predicted. Unlock Premium - Try 5i Free

COMMENT

Markets. Seeing some change in tone in the last couple of weeks. Volatility has been subdued for a long time. That may or may not be unfolding right now. Inflation is now on investors' radar screens, as well as the new virus variants. For 2022, he expects ongoing economic growth at an above-trend rate, and above-trend growth in corporate profits. Jitters will sort themselves out in due course. December consistently is seasonally the strongest month in the year for the Canadian stock market.

COMMENT

Focused on monetary policy? He manages balanced mandates including Canadian and US stocks, fixed income, preferred shares. Monetary policy has a big impact on the stock market and more so on the bond market. He's all over comments from the Fed, which indicate above-target inflation is finally catching their attention. Signals are fairly clear that tapering will be faster than anticipated, with first rate hikes coming sometime next year.

COMMENT

Canadian consumer. Macro backdrop is important. He likes to buy best in breed names across sectors that will be resilient to economic headwinds. He has exposure to both discretionary retail and staples. Canadian consumer has been on somewhat of a binge. Housing affordability is stretching household budgets, inflation is causing further pressure.

COMMENT

Role of dividends in the share price. Yields do provide support for the share price to a certain extent, especially if the dividend is sustainable.

COMMENT

Cannabis sector. All stocks respond to legislative developments, sentiment, competitive conditions. Legislative delays, competition intensifying. More states are going to open up to recreational use, and this is a huge addressable market. Question of not if, but when. You want to own the companies that will be well positioned.

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COMMENT

Definition of infrastructure. Pipelines, electric utilities, construction companies. Digital infrastructure such as data centres, cell towers, payment processors. Industrials like toll roads, airports, and railroads.

COMMENT

Opportunities in infrastructure? It's been a hot sector for a while. We've seen valuations come up this year, especially in renewables. Pensions still have an appetite for infrastructure, which bodes well for the outlook. Still an insatiable demand for assets with contracted cashflows, low volatility, and ESG friendly characteristics. This is where infrastructure shines. Some of the weakness seen this year should reverse next year.

COMMENT

Opportunities in green power? Definitely. A number of names have come off. Big drawdowns in names with high valuations such as fuel cells and hydrogen, where a lot of growth was priced in. He focuses on independent power producers, with more reasonable valuations, strong base of operating assets, and a low-risk contracted growth profile. These offer more compelling value than the high flyer energy plays.

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

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

CRYPTO UPDATE(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)

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

Markets.(A Commentary)

Focused on monetary policy?(A Commentary)

Canadian consumer.(A Commentary)

Role of dividends in the share price.(A Commentary)

Cannabis sector.(A Commentary)

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

Definition of infrastructure.(A Commentary)

Opportunities in infrastructure?(A Commentary)

Opportunities in green power?(A Commentary)

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