Market Commentary — Page 509

Market Commentary

COMMENT

Billy Kawasaki’s Insights. Markets are closed in Canada for the Thanksgiving holiday. Today we’re looking at four stocks that a user on Twitter asked us to cover. These stocks haven’t been covered by analysts on Market Call so we are bringing you analyst opinions that we have researched online. Unlock Premium

COMMENT

There was a bit of volatility in September amid fears of rising COVID cases. It was probably a healthy correction. Since the March low, we were seeing an uninterrupted rally. Tech finally pulled back.

COMMENT

E-commerce has been a beneficiary of the pandemic and lockdowns. The trend will probably continue. Under-penetrated areas like groceries are now picking up. You should chose sectors that are more likely to weather the second wave better than others.

COMMENT

FAANGS. Q2 performance were incredible for the big tech stocks. Microsoft is probably their favourite. They also own others like Google. These companies are well positioned to benefit from the pandemic. Their ecosystem provides a competitive advantage.

COMMENT

Oil. The energy market is very difficult. He is concerned of exposure to energy and financials right now. Energy faces oil pricing, but also ESG wave. There are some institutional investors that just cannot own any energy stocks. Green power is more favourable.

COMMENT

The show was interrupted by the Prime Minister's announcement on the rent subsidy program .

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Markets seem to be fine with a Biden white house, looking at the polls. There probably won’t be a big reaction if he wins from the markets. Volatility might certainly increase but it depends more on how the house and senate split. Unlock Premium - Try 5i Free

COMMENT

Today's rally Stick to stocks that don't rely on stimulus (U.S.). There's too much partisan rancor. Yes, main street absolutely needs this stimulus money. They need to get Mitch McConnell onboard to close this deal. If there isn't one by Monday, he predicts a sell-off. Markets have recently run up too fast, too far, so we're due for a pullback. There's too much complacency in reaction to Washington.

COMMENT

Announcement of government funding to Ford's electric vehicle division. Wind at the back of the Ontario economy. Seeing pickup in auto demand. Auto industry is a real backbone and will have a really nice recovery over the next few years.

COMMENT

Is Washington stimulus or lack thereof a big market driver? Stimulus is a necessary bridge. Recovery is uneven. If certain sectors don't get stimulus, there will be bankruptcies and a domino effect. A stimulus package will get through and will be very bullish.

COMMENT

How safe are pipelines? Pretty safe. No commodity risk. Needed infrastructure to harness any growth in the oil space. Risk if oil completely falls apart or producers go away. That's unlikely. Oil will still have its place.

COMMENT

Will talk of curbing Amazon's market power amount to anything? Yes. A lot of ways to go after them. Maybe they won't be able to sell their own products, and be only a distribution service. So powerful. An enabler to the world. A blessing to have, but regulators will seek to curb their monopoly power.

COMMENT

Air Canada for a TFSA? In your TFSA, you could buy a high flyer like Shopify, but you could really get it wrong. Better to dial expectations down a bit. If you're going to buy a stock with balance sheet trouble, you probably want it in a non-registered account so you can use the losses. For the risk/reward, he wouldn't buy airlines here at all.

COMMENT

Canadian or US banks? Both get the vote. Canadian ones are accused of being more expensive. PE's are similar. At these levels, you can own both.

COMMENT

Companies that posted strong Q2 earnings have actually drifted lower? Yes. It's all about beating the spread. The market had high expectations, and there's been a selloff. On the flipside, companies whose worst-case scenario hasn't play out have started to perform a bit better.

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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].

Summer Sale

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

Billy Kawasaki’s Insights. (A Commentary)

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

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

FAANGS.(A Commentary)

Oil. (A Commentary)

The show was interrupted by the Prime Minister's announcement on the rent subsidy program(A Commentary)

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

Today's rally(A Commentary)

Announcement of government funding to Ford's electric vehicle division.(A Commentary)

Is Washington stimulus or lack thereof a big market driver?(A Commentary)

How safe are pipelines?(A Commentary)

Will talk of curbing Amazon's market power amount to anything?(A Commentary)

Air Canada for a TFSA?(A Commentary)

Canadian or US banks?(A Commentary)

Companies that posted strong Q2 earnings have actually drifted lower?(A Commentary)

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