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Market Commentary

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

COMMENT

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

Oct 16, 2020
He thinks there is a shot for WTI to rise to $50. The economy is healing quicker than thought. The crude surplus YOY and other fuel demands are compressing. Inventory is falling around the world. Demand is also rising; for example, in India, diesel demand is up 9%.
Photo of Eric NuttallEric Nuttall
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COMMENT

U.S. Shale. (A Commentary)

Oct 16, 2020
U.S. Shale. The US shale story is over. They will never surpass the high watermark of 13M barrel per day. It negates US growth. Looking at non-US production, we are in the 6th year where we're not investing enough to offset global declines. He is overwhelmingly bullish on oil.
Photo of Eric NuttallEric Nuttall
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COMMENT

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

Oct 16, 2020
He does not believe OPEC will increase production. There is no meaningful reason for a supply response. The additional 2M barrels per day expected in January will not come online either probably.
Photo of Eric NuttallEric Nuttall
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COMMENT

Large scale consolidation in energy. (A Commentary)

Oct 16, 2020
Large scale consolidation in energy. Hopefully there will be mergers and acquisitions. There is a management entrenchment problem. The boards or CEOs don't want to transact right now.
Photo of Eric NuttallEric Nuttall
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COMMENT

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

Oct 16, 2020

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Interest in renewable power stems from rapid growth and a belief that traditional carbon energy sources are finished. There is some speculation so one must be careful of valuation. Unlock Premium - Try 5i Free

Photo of Stockchase InsightsStockchase Insights
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COMMENT

Third day of losses for S&P 500?(A Commentary)

Oct 15, 2020
Third day of losses for S&P 500? Tough market right now if you're focused on the short term. October is volatile from the get go. Short-term bounce in the US dollar has brought a deflationary tilt to the current market, with its negative correlation to equities and commodities. Overall, sit back and try to look beyond the next few weeks, and you'll be rewarded by maintaining a solid weight in equities.
Photo of James TelfserJames TelfserUnlock Rating
COMMENT

How are you positioning in this environment?(A Commentary)

Oct 15, 2020
How are you positioning in this environment? Traditional retail is definitely an area he doesn't want to focus on. Companies with a broader online channel, like Nike, will hold up very well. Broadly, he's not shying away from tech that's focused on the consumer or collaborative communication. You want a bit of a balance of growth and value.
Photo of James TelfserJames TelfserUnlock Rating
COMMENT

CAD vs. US dollar.(A Commentary)

Oct 15, 2020
CAD vs. US dollar. Caught a lot of people off guard that the CAD has rallied as much as it has. The USD has been on an elevator down until recently. A lot will depend whether there's a continued rally in the USD, which will continue to depress the CAD. Sectors in Canada are struggling, so it's hard to be super bullish on the CAD. He's been buying US positions which will be a tailwind to portfolios in the years ahead.
Photo of James TelfserJames TelfserUnlock Rating
COMMENT

Could the BoC's credibility come into question as a tool of the Liberal government?(A Commentary)

Oct 15, 2020
Could the BoC's credibility come into question as a tool of the Liberal government? Sure, but you have to do whatever you can to help those in need and it's serving to keep the economy propped up.
Photo of James TelfserJames TelfserUnlock Rating
COMMENT

What are you paying the most attention to in the markets?(A Commentary)

Oct 14, 2020
What are you paying the most attention to in the markets? The earnings season just starting, especially the US banks. Government stimulus has obviously helped. All eyes are on the upcoming US election. Heightened volatility in the case of a contested outcome, as in 2000 when the market pulled back. Finally, governments have extended stimulus packages, though troubling that the US has not.
Photo of Christine PooleChristine PooleUnlock Rating
COMMENT

Interest rates might not rise for years.(A Commentary)

Oct 14, 2020
Interest rates might not rise for years. You're right. The US Fed says until at least 2023, and this provides a backstop to the markets. Lots of liquidity out there. Companies have accessed credit and capital. But all this excess has increased investor appetite, high stock valuations, narrowing credit spreads. Investors are seeking yield and are willing to pay up.
Photo of Christine PooleChristine PooleUnlock Rating
COMMENT

Stephen Poloz comment that rates will stay low for a generation.(A Commentary)

Oct 14, 2020
Stephen Poloz comment that rates will stay low for a generation. Because of the severity of the pandemic. Global lockdown has put a lot of industries at risk, and they can't open until Covid is under control.
Photo of Christine PooleChristine PooleUnlock Rating
COMMENT

Energy names if Biden wins.(A Commentary)

Oct 14, 2020

Energy names if Biden wins. A Biden win would be positive for green energy. Renewable producers have already run up. Don't chase. Opportunity to buy when there's a pullback. She owns BEP.UN and AQN. Long-term value. AQN you could start adding right here. Wait on BEP.UN.

Photo of Christine PooleChristine PooleUnlock Rating
COMMENT

Buying into green energy.(A Commentary)

Oct 14, 2020
Buying into green energy. Both Biden and Trudeau are favourable toward green energy. Use market volatility to start building your positions.
Photo of Christine PooleChristine PooleUnlock Rating
COMMENT

Where do you find historical price metrics?(A Commentary)

Oct 14, 2020
Where do you find historical price metrics? Might be hard for a retail investor. She uses Bloomberg and others. You can do it yourself and use Google Finance to go back to annual reports. You can buy subscriptions that give you this data.
Photo of Christine PooleChristine PooleUnlock Rating
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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.

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