Market Commentary — Page 499

Market Commentary

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).

COMMENT

The (U.S.) Thanksgiving Trade, now through Christmas It's the best time to have retailer exposure. He won't recommend an ETF, because some of those stocks in that basket are weak. However, look for retailers with a sound online operation or at least extensive safety measures in their stores. Of course, e-commerce has taken the world by storm during Covid. E-commerce has surged to 16% of US retail sales currently. In 2001, it was 1%. The top picks here are Amazon, Walmart, eBay, Apple and Home Depot in that order.

COMMENT

We can finally look towards a post-covid world. The market is looking through the lockdown and induced demand loss. The structural loss of US shale and capital investment moving to renewables also points to a positive outlook on crude oil. We see a tightening of supply. He is still confident we will see $50 oil early next year and $60 later that year. Energy companies have enormous free cashflow right now.

COMMENT

Future of oil. The global population in 2050 will be at 2B people. Mass EV adoption is very challenging due to economics. Just from a base metal perspective, it would consume 85% of lithium and 105% of cobalt reserves in the world. Hydrogen would displace 4% of oil demands in 2050. The notion of peak demand is a fallacy but the reality is that this will lead to peak supply which will be very real.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A balanced approach is overall better in terms of portfolio construction. Tech will probably not slow down because of the vaccine. Of course, industrial and consumer companies might do better now. Health should remain positive as well. Fourth quarter is usually good for tech. Unlock Premium - Try 5i Free

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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)

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)

The (U.S.) Thanksgiving Trade, now through Christmas(A Commentary)

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

Future of oil.(A Commentary)

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

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