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A Comment -- General Comments From an Expert
A Commentary
Analysis and Opinions about A Commentary
Signal
Opinion
Expert
COMMENT
COMMENT
July 3, 2020
Market Outlook 2020 has been marked by the COVID-19 crisis, both by the plunge and V-shaped recovery and now the rise in cases. We also have a major US election this fall and escalating China trade concerns. Resilient business models, recurring cash flows and manageable debt levels -- exactly where infrastructure stocks fit. They have previously trimmed airport and energy exposures as the dividends are at risk. They are focusing on renewable energy and technology infrastructure, which has resulted in 15 dividend increases this year averaging 7% growth. Cloud computing and remote work location communication are all part of the technology push.
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Market Outlook 2020 has been marked by the COVID-19 crisis, both by the plunge and V-shaped recovery and now the rise in cases. We also have a major US election this fall and escalating China trade concerns. Resilient business models, recurring cash flows and manageable debt levels -- exactly where infrastructure stocks fit. They have previously trimmed airport and energy exposures as the dividends are at risk. They are focusing on renewable energy and technology infrastructure, which has resulted in 15 dividend increases this year averaging 7% growth. Cloud computing and remote work location communication are all part of the technology push.
COMMENT
COMMENT
July 3, 2020
Pipelines? As an investor you should never put a lot of value into something that is a binary (go/no-go) decision. If the project does not go, you may have taken on too much risk. Given it is so hard to get a new pipeline built, the value of the existing pipelines is actually a lot more than the market gives it credit for. He thinks there will be room for two major pipeline projects and no more going forward out of Canada.
Show full opinionHide full opinionPipelines? As an investor you should never put a lot of value into something that is a binary (go/no-go) decision. If the project does not go, you may have taken on too much risk. Given it is so hard to get a new pipeline built, the value of the existing pipelines is actually a lot more than the market gives it credit for. He thinks there will be room for two major pipeline projects and no more going forward out of Canada.
COMMENT
COMMENT
July 3, 2020
5G infrastructure? 4G tops out at 100 mbps, while 5G is supposed to be 100 times faster. It will allow streaming and open up new opportunities like autonomous driving and fast, real-time processing. He likes the cellular towers infrastructure plays. Wireless carriers, like Telus, Bell and Rogers, face far too high competition to be attractive.
Show full opinionHide full opinion5G infrastructure? 4G tops out at 100 mbps, while 5G is supposed to be 100 times faster. It will allow streaming and open up new opportunities like autonomous driving and fast, real-time processing. He likes the cellular towers infrastructure plays. Wireless carriers, like Telus, Bell and Rogers, face far too high competition to be attractive.
COMMENT
COMMENT
July 3, 2020
Airports? There are not many Canadian airports that are listed. He thinks there is still a long way to go to get back to previous air travel levels. International business travel will need to get back up and that is no where near getting back to where it needs to be. He expects to see more weakness in the space over the next few months.
Show full opinionHide full opinionAirports? There are not many Canadian airports that are listed. He thinks there is still a long way to go to get back to previous air travel levels. International business travel will need to get back up and that is no where near getting back to where it needs to be. He expects to see more weakness in the space over the next few months.
COMMENT
COMMENT
July 3, 2020
Electrical storage companies? This is a space that is still in its infancy as battery storage is still being developed. His preferred way is to look at renewable energy companies. As users of batteries on site, they can provide energy 24 hours per day. These companies will be beneficiaries of this new technology, but they won't have to take on the risk of developing this new technology.
Show full opinionHide full opinionElectrical storage companies? This is a space that is still in its infancy as battery storage is still being developed. His preferred way is to look at renewable energy companies. As users of batteries on site, they can provide energy 24 hours per day. These companies will be beneficiaries of this new technology, but they won't have to take on the risk of developing this new technology.
N/A
N/A
July 3, 2020
Market. There is going to be a moment where the markets realize there is not going to be a 'V' and we are still in wave one and there is going to be a wave two. Right now it is all about the Fed and all the money they are throwing at it. He is bullish technology, however.
Show full opinionHide full opinionMarket. There is going to be a moment where the markets realize there is not going to be a 'V' and we are still in wave one and there is going to be a wave two. Right now it is all about the Fed and all the money they are throwing at it. He is bullish technology, however.
COMMENT
COMMENT
July 3, 2020
Percentage of Canadian Banks in your portfolio. 25% of the TSX is banks. In a taxable account you want the benefit of the dividend tax credit. In a registered acount, you don't need to focus on Canada. 25% of your Canadian exposure should be banks. This is if we DON'T go to negative interest rates.
Show full opinionHide full opinionPercentage of Canadian Banks in your portfolio. 25% of the TSX is banks. In a taxable account you want the benefit of the dividend tax credit. In a registered acount, you don't need to focus on Canada. 25% of your Canadian exposure should be banks. This is if we DON'T go to negative interest rates.
BUY WEAKNESS
BUY WEAKNESS
July 3, 2020
ETF Recommendation for Growth and Income for a 70 year old. He pointed out that this is part of financial planning where one figures out how much capital gain and how much dividend you need to live on, as well as to determine how much risk you are comfortable with. It is not as simple as recommending an ETF. Cyber security is an area he really likes. CYBR-T is an ETF that covers this. This sector has tripled in a year and a half. One would have to be able to handle the ride in this stock. You would have to buy the dips. This will not be a good dividend payer, however.
Show full opinionHide full opinionETF Recommendation for Growth and Income for a 70 year old. He pointed out that this is part of financial planning where one figures out how much capital gain and how much dividend you need to live on, as well as to determine how much risk you are comfortable with. It is not as simple as recommending an ETF. Cyber security is an area he really likes. CYBR-T is an ETF that covers this. This sector has tripled in a year and a half. One would have to be able to handle the ride in this stock. You would have to buy the dips. This will not be a good dividend payer, however.
N/A
N/A
July 3, 2020
Educational Segment. On-line Brokerages. A 20 year old guy was trading spreads and miss-read his on-line statement and felt he had made a colossal mistake and he committed suicide. Larry looked at rates of opening new accounts with on-line brokerages in the US, which have spiked during the COVID shut-in. He is worried about people doing crazy things – it's like a drug. People should need to take a course before being allowed to open a discount brokerage account. He would encourage viewers to take a look at his YouTube Channel.
Show full opinionHide full opinionEducational Segment. On-line Brokerages. A 20 year old guy was trading spreads and miss-read his on-line statement and felt he had made a colossal mistake and he committed suicide. Larry looked at rates of opening new accounts with on-line brokerages in the US, which have spiked during the COVID shut-in. He is worried about people doing crazy things – it's like a drug. People should need to take a course before being allowed to open a discount brokerage account. He would encourage viewers to take a look at his YouTube Channel.
COMMENT
COMMENT
July 2, 2020
Market. The market is looking at the rate of the change of the economic data. As long as it continues to improve and we don’t see a second wave, then the market will chug along. We will need some follow through with third quarter earnings. We will have to see what happens with analysts expectations. Everyone is watching US hospital capacity and to look to a second lock-down if they exceed it. The market would take a leg down in that case. Technicals show an improvement in the last couple of months. Monday is coming into the markets in a wholesale fashion.
Show full opinionHide full opinionMarket. The market is looking at the rate of the change of the economic data. As long as it continues to improve and we don’t see a second wave, then the market will chug along. We will need some follow through with third quarter earnings. We will have to see what happens with analysts expectations. Everyone is watching US hospital capacity and to look to a second lock-down if they exceed it. The market would take a leg down in that case. Technicals show an improvement in the last couple of months. Monday is coming into the markets in a wholesale fashion.
COMMENT
COMMENT
June 30, 2020
The future of gold: he's been keen on gold for two months. Gold has broken $1,750 and on track to have its highest quarterly rise. He sees further upside in gold as well as copper. Often, both are mined and found at the same time. Teranga and Centerra will be huge cash flow generators in 2021. The small-cap gold stocks will also do well but are more leveraged than the large-caps who should do better. (Check his top picks today.) The long-term bull market is intact, but he feels we're now in a 5-7% pullback in the next 4-6 weeks, because North American stocks are overbought. But gold will continue to be strong. Long-term, the bull market still has 18 months to go.
Show full opinionHide full opinionThe future of gold: he's been keen on gold for two months. Gold has broken $1,750 and on track to have its highest quarterly rise. He sees further upside in gold as well as copper. Often, both are mined and found at the same time. Teranga and Centerra will be huge cash flow generators in 2021. The small-cap gold stocks will also do well but are more leveraged than the large-caps who should do better. (Check his top picks today.) The long-term bull market is intact, but he feels we're now in a 5-7% pullback in the next 4-6 weeks, because North American stocks are overbought. But gold will continue to be strong. Long-term, the bull market still has 18 months to go.
N/A
N/A
June 29, 2020
Market. People need to look toward some kind of strength of track record of management and strength of balance sheet. Retail, hotel and airline industries are going to be very tough industries. The recovery is going to be a very rocky road and we are going to see a lot of bankruptcies along the way. It is going to be a touch environment for the next few years at least. The market is very short term in its orientation. FB-Q and GOOG-Q are facing regulatory headwinds at present. The carnage to the economy has yet to be tallied. The banks will survive.
Show full opinionHide full opinionMarket. People need to look toward some kind of strength of track record of management and strength of balance sheet. Retail, hotel and airline industries are going to be very tough industries. The recovery is going to be a very rocky road and we are going to see a lot of bankruptcies along the way. It is going to be a touch environment for the next few years at least. The market is very short term in its orientation. FB-Q and GOOG-Q are facing regulatory headwinds at present. The carnage to the economy has yet to be tallied. The banks will survive.
BUY
BUY
June 29, 2020
Which company in the oils sands would he like to buy? All energy companies are going to have a poor year, this year. As the recovery takes hold, demand for energy should increase. SU-T would be one of the better places to be. It is well financed and has a good balance sheet. It is also quite diverse, covering up stream to down stream operations. It has the capability to pay a dividend throughout this crisis.
Show full opinionHide full opinionWhich company in the oils sands would he like to buy? All energy companies are going to have a poor year, this year. As the recovery takes hold, demand for energy should increase. SU-T would be one of the better places to be. It is well financed and has a good balance sheet. It is also quite diverse, covering up stream to down stream operations. It has the capability to pay a dividend throughout this crisis.
COMMENT
COMMENT
June 26, 2020
Market Outlook If you have held good companies they are probably still doing well during the pandemic. You need to see companies that beat their cost of capital consistently, have a good balance sheet and can take on debt safely to build their business with good cash flow generation. COVID-19 has changed the way we look at businesses, with a move to more mobile strategies. The PE ratio of the market is in the top 10% of history, while the economy is in the bottom 10%. This is not like 2008. There will be unanticipated events in the world, so therefore most people should be cautious and patient rather than making big decisions in their portfolio right now. He thinks retail companies will suffer post-pandemic, especially smaller retailers. Oil and gas will also continue to suffer due to a slower growth in the economy. E-commerce companies will benefit.
Show full opinionHide full opinionMarket Outlook If you have held good companies they are probably still doing well during the pandemic. You need to see companies that beat their cost of capital consistently, have a good balance sheet and can take on debt safely to build their business with good cash flow generation. COVID-19 has changed the way we look at businesses, with a move to more mobile strategies. The PE ratio of the market is in the top 10% of history, while the economy is in the bottom 10%. This is not like 2008. There will be unanticipated events in the world, so therefore most people should be cautious and patient rather than making big decisions in their portfolio right now. He thinks retail companies will suffer post-pandemic, especially smaller retailers. Oil and gas will also continue to suffer due to a slower growth in the economy. E-commerce companies will benefit.
COMMENT
COMMENT
June 26, 2020
US Bank stress testing? US banks may have a couple of difficult quarters. They are not expensive, trading at 10 times earnings and trading close to book value. They are well capitalized, and will not be allowed to increase their dividends. The big banks will get stronger as they can spend money on technology to make them more competitive and reduce their cost structure. The pandemic is pushing this move sooner. From a regulatory point of the view, the US Fed has done the right thing.
Show full opinionHide full opinionUS Bank stress testing? US banks may have a couple of difficult quarters. They are not expensive, trading at 10 times earnings and trading close to book value. They are well capitalized, and will not be allowed to increase their dividends. The big banks will get stronger as they can spend money on technology to make them more competitive and reduce their cost structure. The pandemic is pushing this move sooner. From a regulatory point of the view, the US Fed has done the right thing.
A Comment -- General Comments From an Expert(A Commentary) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 53
Neutral - Hold Signals / Votes : 9
Bearish - Sell Signals / Votes : 36
Total Signals / Votes : 98
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A Comment -- General Comments From an Expert is a OTC stock, trading under the symbol A Commentary on the (). It is usually referred to as or A Commentary
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In the last year, 98 stock analysts published opinions about A Commentary. 53 analysts recommended to BUY the stock. 36 analysts recommended to SELL the stock. The latest stock analyst recommendation is N/A. Read the latest stock experts' ratings for A Comment -- General Comments From an Expert.
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A Comment -- General Comments From an Expert was recommended as a Top Pick by Larry Berman CFA, CMT, CTA on 2020-07-03. Read the latest stock experts ratings for A Comment -- General Comments From an Expert.
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98 stock analysts on Stockchase covered A Comment -- General Comments From an Expert In the last year. It is a trending stock that is worth watching.
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