Market Commentary — Page 419

Market Commentary

COMMENT

Cryptos Cryptos are a storer of value, but he doesn't own much of them. The question is, What should the price be?

COMMENT

Megacap tech stocks He's looking for companies with pricing power and increased demand for their products and services, like the megacap techs (which he heavily owns) reporting next week. He won't time the market, but will stick with stocks long term. If you time the market, you could miss the run.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Raw materials, commodities and consumer staples should do well with inflation. Telecoms tend to do well in an inflationary period too. Mortgage REITs would be a sector to avoid during high inflation. Unlock Premium - Try 5i Free

COMMENT

Markets ugly in September, better in October. Following seasonal trends where September is historically a tougher month, but rebound in October. Q4 is usually the best quarter for returns, with the highest positivity rate just shy of 80%. Covid cases are declining, economic data remains solid, US corporate earnings remain strong. All pushing market sentiment and stocks higher. Still worry about supply chains, tapering, and inflation pressures, so this will make the markets ebb and flow.

COMMENT

Cautious on precious metals. When there's an economic recovery, you want to be in more cyclical types of commodities such as energy, soft commodities, and mining and base metals. Trends for gold and silver have not been positive. Better to be in the metals that tend to do well when the economy is improving.

BUY

ETF for European banks. EUFN is a basket of European banks, insurers, investment managers, and diversified financial companies. Likes European banks, as they're cheaper than ones in Canada or US. Half the price to book of US financials. 48 bps. A good value play into a sector and a geography that hasn't been performing well until earlier this year, and has a lot of catchup room.

BUY

Dividend ETF. XEI is a basket of banks, pipelines, energy, telecom, insurance, electric utilities, and so on. 3.9% yield. Good area to be in if you want to be in Canada.

COMMENT

Canadian banks. Broadly speaking, Canadian banks make a lot of sense. Probably will see dividend increases and share buybacks at some point, when the gates open. Interest rates moving higher and economy on the mend are tailwinds that will benefit financials in general.

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COMMENT

Where do we go from here? We're in the midst of Q3 earnings, and it will be telling to see if tech stocks can keep up to growth estimates as they did so well last year. Banks represent the borrowing and lending side, and that's come in strong. We'll have to see how supply chain disruptions, inflation, labour shortages, and higher energy costs affect the rest of the economy.

COMMENT

Short equity hedge explained. His tech fund has a 42% short equity index hedge position. In one hand is the stock portfolio with about 28 names, and 5% cash. A short index overlay on top of that smooths out volatility, and if there's a downdraft of more than 7-8% it starts to contribute some profits.

COMMENT

Trading the tech market. The market has very much changed, especially in the tech arena. It's become more about active management. In the last 12 months, we've seen tremendous volatility with the corrections. He finds that he ends up trading in and out of his Top Picks.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech can continue to do well in an inflationary environment. 5i is not overly concerned with inflation relative to the tech sector. Industrials and discretionary companies should also emerge stronger, though it may see some volatility. Unlock Premium - Try 5i Free

COMMENT

It drives him nuts that the bears are taken more seriously than the bulls. It's easy to find the super-rich bears, since they've made their money already and are parking their money in bonds, so they worry about only inflation (which erodes their wealth). This inflation includes wages which cuts into margins. He feels that higher wages means a stronger market.

COMMENT

NEW FUND FOR THE BINANCE SMART CHAIN

Last time, we talked about the Binance Smart Chain. As a reminder, the Binance Smart Chain is a Blockchain launched about 1 year ago by the Binance platform. It presents itself as a serious alternative to the Ethereum network because, on the one hand, it is EVM compatible and thus allows developers to migrate, without any problem, their smart contract from Ethereum to the BSC. And on the other hand, because of the use of PoSA, the transaction fees are much lower than those of its main competitor. From July to today, the number of daily transactions has exploded between a maximum of 13 million transactions on July 29 and a minimum of 5 million on September 11. Yesterday, the number was 9 million.

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Summer Sale

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

Cryptos(A Commentary)

Megacap tech stocks(A Commentary)

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

Markets ugly in September, better in October.(A Commentary)

Cautious on precious metals.(A Commentary)

ETF for European banks.(A Commentary)

Dividend ETF.(A Commentary)

Canadian banks.(A Commentary)

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

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

Where do we go from here?(A Commentary)

Short equity hedge explained.(A Commentary)

Trading the tech market.(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)

NEW FUND FOR THE BINANCE SMART CHAIN(A Commentary)

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