Market Commentary — Page 486

Market Commentary

COMMENT

Are the tech giants core positions for you? Absolutely. Happy to continue to own the Apples and Microsofts. Though they've pulled back, it's healthy to have this broadening out of the rally. Highest returns and biggest profit growth lie in the FANGs.

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COMMENT

A good time to buy REITs? It's all about interest rates and Covid. Light at end of tunnel, so there's been a rebound. His favourite is CAR. Stay with companies that have tailwinds, such as apartments, American Tower, and data centres like Equinix. Stay away from offices and malls.

COMMENT

Canadian banks. Tough year for the banks. Q4 will be released in a few weeks, and you never know what you're going to get. Brighter days are ahead, and the market's already figured that out. BMO is not his favourite. Prefers National, TD, Royal. You'll do fine with the Canadian banks. Some concerns around fintech. Low interest rates will be a problem, but offset by recovering economy. Good time to add for dividend seekers.

COMMENT

Tax-loss selling. He's wishy-washy on this. Look at what you own and ask why it's down. Did I overpay, or is it a bad investment? If you shouldn't have bought it, or if the fundamentals are deteriorating, get rid of it. Don't make a decision based on taxes. If it's gone up, just trim.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Canadian cash levels are at a record currently which may be a reason for the market rally. Many did not see a drop in income despite reducing expenses. This gives a good potential support for the market in the short term. Unlock Premium - Try 5i Free

COMMENT

What's the hottest trend in tech right now? Even while this rotation is going on into cyclicals, value, and industrials, seems to be quite a bit of enthusiasm for memory, smart mobility, and automative chips. Micron, for example, is the poster child, up 20%.

COMMENT

Is there a move from the high flyers into value? Absolutely. It's not as though people are cashing out. They're just taking profits from tech and putting them into those cyclical names.

COMMENT

Will 5G have revolutionized the world 5 years from now? Yes. 5G will make things quicker, cheaper, and with less latency. There are new tech business models coming up. For example, edge computing. 5G will allow a lot of internet of things devices to do the actual computing on the edge, rather than having to go back to the central database and the cloud. Plus, there's all kinds of software as a service that's imposed on that structure.

COMMENT

Please explain buying 1/3 of a position. He and his analysts are looking for entry levels (to buy) and price targets (to sell). Normally enter into a position of 1/4 to 1/3, and then scale it. Sometimes you don't get your full position. You may only get 1/3 or 2/3. This discipline has always served them well.

COMMENT

If new to tech investing, choose an ETF or pick stocks? He uses ETFs once in a while because they're a great technical trading vehicle. IXN is an idea, as are XT or IYW. But he'd suggest, if someone isn't yet invested in tech, consider an investment manager. Fully invested across vendors, active managers, disciplined. Lets investors have the courage to stay invested.

COMMENT

Big move in the energy sector today with the good news on vaccines. Canadian banks are also back towards pre-covid levels. Vaccine distribution logistics and vaccination rates will also be important.

COMMENT

Educational Segment. Over the last year, we have seen dramatic moves up and down in the markets. In a recession, you get multiple waves of selling. This time, we did not get this. Looking at the sentiment of the market, the standard deviation for those who are bulls is quite significant. He thinks we will see a side-ways consolidation for the next couple months. Good news is already priced in.

N/A

Market. We've seen a surge in the recovery stocks, companies that were most impacted by COVID-19. He thinks these companies will fully recover over the next 2 to 3 years. There is a little bit of excitement in the markets now but there is room for these company share prices to move higher. He likes to invest in strong companies overall. He does not worry so much about the short term. He is still in the mega caps in the tech space. E-commerce still has penetration. He still sees great things longer term.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In terms of a seasonal rally, tech tends to do well in Q4. There could be a shift from growth to value with the anticipation of covid ending in the next 18 months. This would mean industrials and consumer discretionary may outperform. Unlock Premium - Try 5i Free

COMMENT

After the third vaccine results today (positive) shows the future and the future is good. If we don't botch the vaccine roll-out in 6 months, markets look very good. The Return-To-Normalcy names include aerospace, marginal retailers (i.e. Macy's), financials (credit cards), and travel (cruiselines).

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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

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)

Are the tech giants core positions for you?(A Commentary)

A good time to buy REITs?(A Commentary)

Canadian banks.(A Commentary)

Tax-loss selling.(A Commentary)

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

What's the hottest trend in tech right now?(A Commentary)

Is there a move from the high flyers into value?(A Commentary)

Will 5G have revolutionized the world 5 years from now?(A Commentary)

Please explain buying 1/3 of a position.(A Commentary)

If new to tech investing, choose an ETF or pick stocks?(A Commentary)

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

Educational Segment. (A Commentary)

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)

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