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A Comment -- General Comments From an Expert
A Commentary
Analysis and Opinions about A Commentary
Signal
Opinion
Expert
COMMENT
COMMENT
December 2, 2020
What should investors keep in mind with the positive vaccine news? Don't discount the fact that global equity markets, including Canada, are in the throes of a cyclical bull market. Vaccine is great news for humanity and investors. Yet a number of investors remain nervous and are waiting to invest. You can outthink yourself sometimes. Don't do that. This is a primary bull market, and it's shaping up to be a good one.
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What should investors keep in mind with the positive vaccine news? Don't discount the fact that global equity markets, including Canada, are in the throes of a cyclical bull market. Vaccine is great news for humanity and investors. Yet a number of investors remain nervous and are waiting to invest. You can outthink yourself sometimes. Don't do that. This is a primary bull market, and it's shaping up to be a good one.
COMMENT
COMMENT
December 2, 2020
Why are we in a long-term bull market? We just had an epic recession. Primary impulse of an economy is to grow. Coming off such a depressed base, we're back to growth. GDP in Canada of 40% annualized. If that isn't economic expansion, he doesn't know what is. It wasn't your garden-variety recession. It was artificially induced to reduce virus spread. We will get past the new waves. Corporate earnings will grow robustly in 2021 due to massive stimulus, which has also made household incomes resilient, so people are spending money.
Show full opinionHide full opinionWhy are we in a long-term bull market? We just had an epic recession. Primary impulse of an economy is to grow. Coming off such a depressed base, we're back to growth. GDP in Canada of 40% annualized. If that isn't economic expansion, he doesn't know what is. It wasn't your garden-variety recession. It was artificially induced to reduce virus spread. We will get past the new waves. Corporate earnings will grow robustly in 2021 due to massive stimulus, which has also made household incomes resilient, so people are spending money.
COMMENT
COMMENT
December 2, 2020
View on telcos right now. Low beta, good yield. A defensive, work from home play. Some of the bloom may come off the work from home trade, and money may flow to more cyclical parts of the market. Telcos are respectable on income, but not so much on capital gain in the medium term. None of the telcos are making him jump up and down right now.
Show full opinionHide full opinionView on telcos right now. Low beta, good yield. A defensive, work from home play. Some of the bloom may come off the work from home trade, and money may flow to more cyclical parts of the market. Telcos are respectable on income, but not so much on capital gain in the medium term. None of the telcos are making him jump up and down right now.
COMMENT
COMMENT
December 2, 2020
Gold stocks. He's bullish on gold. Sometimes it trades like a commodity (risk on), sometimes like a currency. The trend is your friend, even if you can't quite explain why, so respect the price action. Gold is undeniably in a cyclical bull market. Might be only at the middle innings of this trade. He plays it through FNV, the best way to get exposure to the commodity and exploration, while insulating yourself from financial and geopolitical risk.
Show full opinionHide full opinionGold stocks. He's bullish on gold. Sometimes it trades like a commodity (risk on), sometimes like a currency. The trend is your friend, even if you can't quite explain why, so respect the price action. Gold is undeniably in a cyclical bull market. Might be only at the middle innings of this trade. He plays it through FNV, the best way to get exposure to the commodity and exploration, while insulating yourself from financial and geopolitical risk.
COMMENT
COMMENT
December 2, 2020
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Most experts suggest a 5%-10% cash holding as a general rule. However, holding too much cash is essentially a market call and it is generally better to be in the market than out. 5i would not adjust cash on market conditions since this is just another form of timing the markets. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Most experts suggest a 5%-10% cash holding as a general rule. However, holding too much cash is essentially a market call and it is generally better to be in the market than out. 5i would not adjust cash on market conditions since this is just another form of timing the markets. Unlock Premium - Try 5i Free
COMMENT
COMMENT
December 1, 2020
Vaccine news encouraging enough to be back into a long-term bull market? Pandemic triggered an unanticipated recession. Then the economy got reorganized and companies like Zoom took off. Now the rest of the economy has picked up. Confidence returned to investors in November. With the end in sight, the economy should be healthier next year. A lot of damage has been done especially to the small players. He's focused on healthcare, tech, and stocks focused on the reopening economy.
Show full opinionHide full opinionVaccine news encouraging enough to be back into a long-term bull market? Pandemic triggered an unanticipated recession. Then the economy got reorganized and companies like Zoom took off. Now the rest of the economy has picked up. Confidence returned to investors in November. With the end in sight, the economy should be healthier next year. A lot of damage has been done especially to the small players. He's focused on healthcare, tech, and stocks focused on the reopening economy.
COMMENT
COMMENT
December 1, 2020
Further gains for media stocks and retailers that have managed to thrive during the pandemic? Absolutely. A change that was expected to take 8-10 years has been jammed into a month and a half. They're on a long-term growth path. The economy's moving in that direction and will continue to do so.
Show full opinionHide full opinionFurther gains for media stocks and retailers that have managed to thrive during the pandemic? Absolutely. A change that was expected to take 8-10 years has been jammed into a month and a half. They're on a long-term growth path. The economy's moving in that direction and will continue to do so.
COMMENT
COMMENT
December 1, 2020
Any groups to avoid right now? A little suspect on commercial and retail real estate. Retailers have been hurt and may not recover. Cautious on financials, as the spread is so low. He's not avoiding financials, he just doesn't see a lot of upside.
Show full opinionHide full opinionAny groups to avoid right now? A little suspect on commercial and retail real estate. Retailers have been hurt and may not recover. Cautious on financials, as the spread is so low. He's not avoiding financials, he just doesn't see a lot of upside.
COMMENT
COMMENT
December 1, 2020
Recommend any electric vehicle companies? Of course Tesla is way out in front. But mainstream auto makers are about to release products onto the market. One of his favourites is Linamar.
Show full opinionHide full opinionRecommend any electric vehicle companies? Of course Tesla is way out in front. But mainstream auto makers are about to release products onto the market. One of his favourites is Linamar.
COMMENT
COMMENT
December 1, 2020
Buy Canadian or foreign banks now? Canadian. More stable. Dividend income is taxed more favourably. They're all similar and do well. BNS exposure in South America gives them a better growth opportunity than the others. The US banks have been known to go bankrupt. European banks are a mess. Morgan Stanley is a good buy for capital appreciation through their money management and investment banking.
Show full opinionHide full opinionBuy Canadian or foreign banks now? Canadian. More stable. Dividend income is taxed more favourably. They're all similar and do well. BNS exposure in South America gives them a better growth opportunity than the others. The US banks have been known to go bankrupt. European banks are a mess. Morgan Stanley is a good buy for capital appreciation through their money management and investment banking.
COMMENT
COMMENT
December 1, 2020
Tax loss selling. Usually from Nov 15 - Dec 15. Won't have much of an impact on the market, as most people already sold in the spring and summer.
Show full opinionHide full opinionTax loss selling. Usually from Nov 15 - Dec 15. Won't have much of an impact on the market, as most people already sold in the spring and summer.
COMMENT
COMMENT
December 1, 2020
Too late to get in on semiconductors? Work from home triggered computer purchases, needing more semiconductors. 5G will also require semis, as well as vehicles and fridges. Semi outlook is wonderful. Intel is the only one that's struggling. He owns Broadcom, as they manufacture a lot of different components. Extremely well managed. An ETF is also a decent way to play it.
Too late to get in on semiconductors? Work from home triggered computer purchases, needing more semiconductors. 5G will also require semis, as well as vehicles and fridges. Semi outlook is wonderful. Intel is the only one that's struggling. He owns Broadcom, as they manufacture a lot of different components. Extremely well managed. An ETF is also a decent way to play it.
COMMENT
COMMENT
November 30, 2020
We're seeing a lot of growth indicators, such as copper. The move towards a greener economy is moving copper. In terms of the S&P500, it was the biggest month since 1987, and small caps saw the biggest month ever. We see some rebalancing today.
Show full opinionHide full opinionWe're seeing a lot of growth indicators, such as copper. The move towards a greener economy is moving copper. In terms of the S&P500, it was the biggest month since 1987, and small caps saw the biggest month ever. We see some rebalancing today.
COMMENT
COMMENT
November 30, 2020
The markets wants and needs the stimulus. The short term mistake is to not spend enough to get through the pandemic. Things will normalize in a couple years and we may get back to austerity and balanced budgets, but for the next couple years, governments are expected to spend. The central banks should continue to hold interest rates low.
Show full opinionHide full opinionThe markets wants and needs the stimulus. The short term mistake is to not spend enough to get through the pandemic. Things will normalize in a couple years and we may get back to austerity and balanced budgets, but for the next couple years, governments are expected to spend. The central banks should continue to hold interest rates low.
COMMENT
COMMENT
November 30, 2020
The year-end rebalancing shouldn't see too much changes between sector. There may be switching out of work from home names and to economic reopening stocks. The stocks that haven't performed because of covid will benefit the most as things normalize.
Show full opinionHide full opinionThe year-end rebalancing shouldn't see too much changes between sector. There may be switching out of work from home names and to economic reopening stocks. The stocks that haven't performed because of covid will benefit the most as things normalize.
A Comment -- General Comments From an Expert(A Commentary) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 49
Neutral - Hold Signals / Votes : 8
Bearish - Sell Signals / Votes : 28
Total Signals / Votes : 85
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