Market Commentary — Page 501

Market Commentary

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. In regards to the US elections, there are some that view a Biden win as still good for the market with another stimulus. Volatility is expected but markets can surprise sometimes. Unlock Premium - Try 5i Free

COMMENT

We'll eventually get a stimulus package, but not before the election. This stimulus optimism is unhelpful. We knew the Covid spike would come when the weather got colder, and American needs a national mask-wearing mandate which is effective and the least disruptive way to fight Covid. This will be a rocky week, so buy these sectors into weakness: digitization, home renos, cars, 5G and hygiene stocks.

COMMENT

The past months have taught investors to be more humble. The market must be more correlated with the mainstream. The hurt in the economy should be reflected in the market. Markets are forward looking vehicles and if they can snip out a solution, it will price this in. The bottom-line is with the humbleness, there is a need to not try to time the market, and to take a balanced view for the long-term. Evaluate your risk profile by including hedging and off-sets like fixed income or gold. Look at it holistically.

COMMENT

When you see the pricing mechanism of the market, it gives a lot of credit to visibility and predictability. The market is moving closer to that clarity. The US election is coming up, and a lot of people are waiting on that. The market goes up most of the time though. Economic engine is pushing for growth. One's primary position in the equity market should be invested.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. We could see some tax loss selling in US tech stocks, especially come January. However, the volatility should be fairly short lived. If you hold these stocks long, there is no reason to worry and investors should just ride it out. Unlock Premium - Try 5i Free

COMMENT

Buying infrastructure before the U.S. election He's seen this before. You can trade infrastructure stocks, but don't hold them long-term. Infrastructure projects take many years to complete.

COMMENT

Buy financials (banks) ahead of the stimulus package that is coming (though he expects after the Nov. 3 vote). And if interest rates, banks will only rise further.

COMMENT

Any clouds on the horizon for tech stocks? Lots of uncertainty will create market turbulence. Trump testing positive, US-China trade, anti-trust actions, another potential Covid wave, lapse in fiscal stimulus, chances of a Democrat sweep, threat of drawn-out voting process. He's up 24% this year, but not letting down his guard. He's 80% invested, with 20% cash. A lot of stocks have touched his price target, so he's ended up with a cash position. Cloud, semiconductors, software applications are the main themes, with lots of moving parts.

COMMENT

How are you positioning portfolios? US election has captured investors' attention. Beyond the near term, no election result will be a primary driver of markets. Waiting for US fiscal stimulus, and that will drive markets. No matter what, fiscal and monetary policies will be accommodative to the economy for quite some time.

COMMENT

Any risk that investors will bail on dividend rich stocks? Leaders have been tech, consumer discretionary, and communications. Energy, financial, and real estate have been the laggards. Dividend and value are underperforming. Growth is #1, momentum is #2, and quality is #3. He's looking at the growthier part of the market. Covid has accelerated gains of pandemic beneficiary-type stocks.

COMMENT

Upside in work from home stocks? He'd put more emphasis on dividend growers, than just the highest dividend. Areas to focus on are e-commerce, health sciences, cloud computing, changes in how we shop, stay at home.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. How the market will react after the vaccine becomes available is still unclear. It needs to be distributed and used even after a vaccine is authorized. Post-vaccine, economies could see more confidence and there might be a wave of spending from households and businesses. The economy should lean towards a slow and steady grind higher than a discrete jump. Unlock Premium - Try 5i Free

COMMENT

He covers U.S. healthcare stocks including large biotechs and insurers. Themes that have emerged here during the pandemic: the foundation of this sector remains intact as people grow older (aging demographics). There are 3 main drivers: we've had the extreme political noise of Bernie Sanders and now it's centrist; there's a lot of cash flow in health compared to other sectors; and, these companies have pivoted towards vaccines and treatments, which has dampened pessmism over this sector. The US vote is tantamount. Biden's proposals for healthcare are very centrist. Meanwhile, vaccine news is coming from several drug companies. There's a 20-year valuation discount (forward PE is wide) to this sector is not warranted given the macro backdrop. There is robust growth in this sector. Add to this sector on any volatility in the coming 18 months.

COMMENT

U.S. healthcare sector outlook (see also opening comment) The Democrats/Biden want to build on the Affordable Care Act, but there are no extreme views (i.e. from Bernie Sanders) here anymore. He's less concerned with who will be the president, but more concerned over who controls the Senate. Every time the Dems control all levels of government, the health sector turns positive. That said, he doesn't see a negative scenario depending on that vote.

COMMENT

The Nov. 3 presidential vote There's not that much difference between the stocks that'll work under Trump vs. Biden with exceptions...The Biden bull market charged today: solar energy. Trump championed coal, but coal is dead. Ironically, we've seen a huge gain in rewewables: they're the future.

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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)

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)

Buying infrastructure before the U.S. election(A Commentary)

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

Any clouds on the horizon for tech stocks?(A Commentary)

How are you positioning portfolios?(A Commentary)

Any risk that investors will bail on dividend rich stocks?(A Commentary)

Upside in work from home stocks?(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)

U.S. healthcare sector outlook (see also opening comment)(A Commentary)

The Nov. 3 presidential vote(A Commentary)

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