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Analysis and Opinions about A Commentary
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COMMENT
COMMENT
May 12, 2021
Markets, especially technology. Issue for tech is they had high multiples, so high expectations. Earnings beat by incredible amounts, but people are worried. Stocks that underperformed during Covid are doing better as we return to some sort of normalcy. The uptick in commodities is helping Canadian stocks and the CAD. Pullback today may be a buying opportunity.
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Markets, especially technology. Issue for tech is they had high multiples, so high expectations. Earnings beat by incredible amounts, but people are worried. Stocks that underperformed during Covid are doing better as we return to some sort of normalcy. The uptick in commodities is helping Canadian stocks and the CAD. Pullback today may be a buying opportunity.
COMMENT
COMMENT
May 12, 2021
Damage from pandemic creating a broad selloff later? Every year, there's a 5-10% pullback, which is a terrific buying opportunity. A stew of factors such as stimulus and interest rates are being distorted, and we won't see until later in the year how they affect the stock market and the economy. Clarity will come. If you can be patient, buy what you really like at the right time. Inflation numbers were up today and, though expected, are creating an unpleasant situation in the market.
Show full opinionHide full opinionDamage from pandemic creating a broad selloff later? Every year, there's a 5-10% pullback, which is a terrific buying opportunity. A stew of factors such as stimulus and interest rates are being distorted, and we won't see until later in the year how they affect the stock market and the economy. Clarity will come. If you can be patient, buy what you really like at the right time. Inflation numbers were up today and, though expected, are creating an unpleasant situation in the market.
COMMENT
COMMENT
May 12, 2021
Will portfolio managers avoid pipelines to be seen as "green"? A possibility. But these companies are working to get to a level where they are more environmentally friendly. They can always get capital from somewhere. If you're interested in the environment, engagement is the most important factor, instead of just refusing to own a stock. Engage, and encourage companies to do better.
Show full opinionHide full opinionWill portfolio managers avoid pipelines to be seen as "green"? A possibility. But these companies are working to get to a level where they are more environmentally friendly. They can always get capital from somewhere. If you're interested in the environment, engagement is the most important factor, instead of just refusing to own a stock. Engage, and encourage companies to do better.
COMMENT
COMMENT
May 12, 2021
Favourite telecom? He owns BCE in his equity portfolio, owns BCE and Telus in his dividend portfolio. These two are in the best position to do well over the long term, growing their dividends and business. Rogers has had some issues the last little while.
Show full opinionHide full opinionFavourite telecom? He owns BCE in his equity portfolio, owns BCE and Telus in his dividend portfolio. These two are in the best position to do well over the long term, growing their dividends and business. Rogers has had some issues the last little while.
COMMENT
COMMENT
May 12, 2021
Utilities. Interest rates affect utilities, and people are worried. With the volatility comes an opportunity to buy them at the right price. He owns a lot of them in his dividend portfolio. Consistent dividend growers, and they will continue to be.
Show full opinionHide full opinionUtilities. Interest rates affect utilities, and people are worried. With the volatility comes an opportunity to buy them at the right price. He owns a lot of them in his dividend portfolio. Consistent dividend growers, and they will continue to be.
COMMENT
COMMENT
May 12, 2021
Semiconductors. Interesting industry, with political aspects. Chips are vital. US is ahead of China in its ability to manufacture chips. TSM is one of the great foundry companies. Huge capex in the next few years. You can also look at NVDA (gaming, cloud) and QCOM (5G).
Show full opinionHide full opinionSemiconductors. Interesting industry, with political aspects. Chips are vital. US is ahead of China in its ability to manufacture chips. TSM is one of the great foundry companies. Huge capex in the next few years. You can also look at NVDA (gaming, cloud) and QCOM (5G).
COMMENT
COMMENT
May 12, 2021
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent Canadian dollar strength is probably overdone. It is currently being viewed as an inflation trade. The strength could reverse if rates rise in the US. Momentum is on the Canadian dollars side right now. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent Canadian dollar strength is probably overdone. It is currently being viewed as an inflation trade. The strength could reverse if rates rise in the US. Momentum is on the Canadian dollars side right now. Unlock Premium - Try 5i Free
COMMENT
COMMENT
May 12, 2021
The number-one driver of stocks is the bond market--bonds--which in turn are driven by their yields. What raises bond yields is inflation. You need more yield to compensate for inflation eroding the purchasing power of the dollar. So, when inflation rages, bond yields spike. Things just aren't worth as much in the future, and stocks are valued on their FUTURE earnings potential, so those future earnings are worth less in a world of higher inflation. This is particularly true of stocks without dividends or earnings (i.e. the tech stocks of 2020). This is called "multiple contraction." Stocks that benefit from rising bond yields and inflation like metals and natural resources. Stocks that'll suffer are the non-dividend/earnings ones that are growing by momentum. If treasury yields rise because of inflation, then high-growing stocks like those will get crushed which is what happened today with the latest CPI number which was very high.
Show full opinionHide full opinionThe number-one driver of stocks is the bond market--bonds--which in turn are driven by their yields. What raises bond yields is inflation. You need more yield to compensate for inflation eroding the purchasing power of the dollar. So, when inflation rages, bond yields spike. Things just aren't worth as much in the future, and stocks are valued on their FUTURE earnings potential, so those future earnings are worth less in a world of higher inflation. This is particularly true of stocks without dividends or earnings (i.e. the tech stocks of 2020). This is called "multiple contraction." Stocks that benefit from rising bond yields and inflation like metals and natural resources. Stocks that'll suffer are the non-dividend/earnings ones that are growing by momentum. If treasury yields rise because of inflation, then high-growing stocks like those will get crushed which is what happened today with the latest CPI number which was very high.
COMMENT
COMMENT
May 11, 2021
There's certainly been a rotation out of tech after valuations got pushed high last year. Now, the bloom is coming off the rose as investors look at stocks that are trading at cheaper valuations and more growth. Rising inflation will raise interest rates and that will effect valuations and therefore tech stocks. He looks for stocks with accelerating earnings now, not those expected to. He covers cannabis stocks. U.S. weed stocks and Canadian ones like Curaleaf have been reporting good numbers (Curaleaf today). Legalization in the U.S. continues, perhaps not as fast for some. Canada has an overhang with oversupply, but companies with niches are doing quite well. Cannabis is part of the wider market sell-off, but is compressing valuations of the big players; in the next leg up, these names will go higher.
Show full opinionHide full opinionThere's certainly been a rotation out of tech after valuations got pushed high last year. Now, the bloom is coming off the rose as investors look at stocks that are trading at cheaper valuations and more growth. Rising inflation will raise interest rates and that will effect valuations and therefore tech stocks. He looks for stocks with accelerating earnings now, not those expected to. He covers cannabis stocks. U.S. weed stocks and Canadian ones like Curaleaf have been reporting good numbers (Curaleaf today). Legalization in the U.S. continues, perhaps not as fast for some. Canada has an overhang with oversupply, but companies with niches are doing quite well. Cannabis is part of the wider market sell-off, but is compressing valuations of the big players; in the next leg up, these names will go higher.
N/A
N/A
May 10, 2021
Market. Dividend increasers are not as inexpensive as they have been. It is difficult to find 'great' opportunities, however Canadian dividend-paying equities are still attractive. He believes there are share price increases on the horizon. One of his focuses is power generation. Electricity demand is going to continue to move higher. It is driven by the rise of electric vehicles and the greening of other fossil-fuel-based power sources. Cloud computing is another big one as well as continued prosperity and build-out of the housing market. This also extends to power distribution utilities.
Show full opinionHide full opinionMarket. Dividend increasers are not as inexpensive as they have been. It is difficult to find 'great' opportunities, however Canadian dividend-paying equities are still attractive. He believes there are share price increases on the horizon. One of his focuses is power generation. Electricity demand is going to continue to move higher. It is driven by the rise of electric vehicles and the greening of other fossil-fuel-based power sources. Cloud computing is another big one as well as continued prosperity and build-out of the housing market. This also extends to power distribution utilities.
WATCH
WATCH
May 10, 2021
Copper. It is not that simple to get exposure to a pure copper player. HGA-T was graphed as an example of one. Mining companies are traditionally not good stewards of capital. It is not easy to find sustainable companies that are good stewards of capital. TECK.B-T could be considered, at a third copper. FCX-N is another go-to name but it has had a massive run. He is looking at it.
Show full opinionHide full opinionCopper. It is not that simple to get exposure to a pure copper player. HGA-T was graphed as an example of one. Mining companies are traditionally not good stewards of capital. It is not easy to find sustainable companies that are good stewards of capital. TECK.B-T could be considered, at a third copper. FCX-N is another go-to name but it has had a massive run. He is looking at it.
COMMENT
COMMENT
May 10, 2021
REITs vs. Banks. Both have done well this year but for different reasons. Interest rates going up has helped banks, but for REITs it is not helpful. They are coming up from such low levels that it really doesn't affect them. Retail and office are still very uncertain. He prefers industrial REITs e.g. WIR.UN-T. He is looking more seriously at seniors real estate as they were hurt so badly during the pandemic.
Show full opinionHide full opinionREITs vs. Banks. Both have done well this year but for different reasons. Interest rates going up has helped banks, but for REITs it is not helpful. They are coming up from such low levels that it really doesn't affect them. Retail and office are still very uncertain. He prefers industrial REITs e.g. WIR.UN-T. He is looking more seriously at seniors real estate as they were hurt so badly during the pandemic.
COMMENT
COMMENT
May 10, 2021
Cyber security. The pipeline shut down due to a breach underscores the importance of cyber security. It is critical infrastructure, serving the whole East Coast, that was vulnerable and it will be even more important going forward.
Show full opinionHide full opinionCyber security. The pipeline shut down due to a breach underscores the importance of cyber security. It is critical infrastructure, serving the whole East Coast, that was vulnerable and it will be even more important going forward.
COMMENT
COMMENT
May 10, 2021
Job numbers. Starting to see upward pressure on wages. The economic data and estimates used do not account for the dynamics of covid. As we re-open, the job picture will continue to get better. Inflation is often talked about in hand with employment and wage pressure. Paying people to stay at home is also hurting a bit on job growth.
Show full opinionHide full opinionJob numbers. Starting to see upward pressure on wages. The economic data and estimates used do not account for the dynamics of covid. As we re-open, the job picture will continue to get better. Inflation is often talked about in hand with employment and wage pressure. Paying people to stay at home is also hurting a bit on job growth.
COMMENT
COMMENT
May 10, 2021
$1.3T of new bond supply. There is a deficit of $600B in new bonds. We did not have this last quarter. Now we have $600B being sucked out of liquidity. Liquidity has boosted markets and it can deflate markets when it changes currents. There will be some challenges in the next few quarters.
Show full opinionHide full opinion$1.3T of new bond supply. There is a deficit of $600B in new bonds. We did not have this last quarter. Now we have $600B being sucked out of liquidity. Liquidity has boosted markets and it can deflate markets when it changes currents. There will be some challenges in the next few quarters.
A Comment -- General Comments From an Expert(A Commentary) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 42
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 17
Total Signals / Votes : 63
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