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

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A Comment -- General Comm...

A Commentary

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General comments from an expert (A Commentary) SAVE Dec, 31, 1969, 7:00 pm

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COMMENT
General Market Comment 

February 15, 2019

Market Outlook China is a huge consumer of commodities -- about 1/3 of all raw materials in the world. He thinks a trade deal between China and the US will eventually be reached. Technically, the advance-decline line for all the major US indices closed at recent highs, suggesting there is still room for things to go higher for the next year. He thinks the semi-conductor space is a leading indicator for the Purchasing Manager Index (PMI). He thinks by next summer the PMI will be increasing based on activity for semi-conductors today, which will lead to continued support in the market. The US Fed taking the foot off the pedal is going to bring support to the US housing market he thinks. This will bring greater consumer confidence.
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Market Outlook China is a huge consumer of commodities -- about 1/3 of all raw materials in the world. He thinks a trade deal between China and the US will eventually be reached. Technically, the advance-decline line for all the major US indices closed at recent highs, suggesting there is still room for things to go higher for the next year. He thinks the semi-conductor space is a leading indicator for the Purchasing Manager Index (PMI). He thinks by next summer the PMI will be increasing based on activity for semi-conductors today, which will lead to continued support in the market. The US Fed taking the foot off the pedal is going to bring support to the US housing market he thinks. This will bring greater consumer confidence.
Unknown
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
General Market Comment 

February 15, 2019

Trade and the markets. A great trade deal with China, which has the markets popped. Momentum after the volatility. His concern is that if we raise 10% a month, we'll be at 3700 on the S&P by July. It all depends on the earnings. He hasn't been enthralled at all. The economy better get super-charged in a hurry from Fed not raising rates and from trade deals, because otherwise markets can't sustain those levels.
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Trade and the markets. A great trade deal with China, which has the markets popped. Momentum after the volatility. His concern is that if we raise 10% a month, we'll be at 3700 on the S&P by July. It all depends on the earnings. He hasn't been enthralled at all. The economy better get super-charged in a hurry from Fed not raising rates and from trade deals, because otherwise markets can't sustain those levels.
Unknown
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David Driscoll

President , Liberty Internationa...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 15, 2019

Interest rates. If there were to be a rate cut, means economy probably slipping into recession. GDP might be 2-2.5% around the world, not great growth. For multinationals, organic growth is not as expected.
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Interest rates. If there were to be a rate cut, means economy probably slipping into recession. GDP might be 2-2.5% around the world, not great growth. For multinationals, organic growth is not as expected.
Unknown
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David Driscoll

President , Liberty Internationa...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 15, 2019

How are you positioned? 20% cash. If he can do better than the market with that, he's happy. The last thing he wants to do is sell in a falling market. You don't fight the Fed. When interest rates rise, you have a selloff. As rates start to fall again, impetus for markets to be positive.
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How are you positioned? 20% cash. If he can do better than the market with that, he's happy. The last thing he wants to do is sell in a falling market. You don't fight the Fed. When interest rates rise, you have a selloff. As rates start to fall again, impetus for markets to be positive.
Unknown
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David Driscoll

President , Liberty Internationa...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 15, 2019

Comments on the Fed. They're in a bind, because unemployment is as low as possible, but they're not getting that 4-5% GDP growth that goes with it. And technology has taken care of wage increases, so you're not getting inflation. He thinks they should do nothing for a while. Companies are passing costs along to consumers, and this isn't being talked about yet. And 2/3 of the US economy is made up of consumer purchases.
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Comments on the Fed. They're in a bind, because unemployment is as low as possible, but they're not getting that 4-5% GDP growth that goes with it. And technology has taken care of wage increases, so you're not getting inflation. He thinks they should do nothing for a while. Companies are passing costs along to consumers, and this isn't being talked about yet. And 2/3 of the US economy is made up of consumer purchases.
Unknown
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David Driscoll

President , Liberty Internationa...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 15, 2019

REIT recommendations. Doesn't own any. Dividend growth is only about 2% a year, so it will take you 36 years to double your income. Inflation eats away at the yield. Focus more on something that will give you a decent yield growing 10% or more. Plus, if you already own real estate, there's correlation risk.
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REIT recommendations. Doesn't own any. Dividend growth is only about 2% a year, so it will take you 36 years to double your income. Inflation eats away at the yield. Focus more on something that will give you a decent yield growing 10% or more. Plus, if you already own real estate, there's correlation risk.
Unknown
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David Driscoll

President , Liberty Internationa...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 15, 2019

Pharmaceuticals. Have to look at where the revenues are coming from. If 40% revenues from the US, you might want to avoid it. For example, type 2 diabetes expected to grow in China and India. Demographics are a huge tailwind to medical devices.
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Pharmaceuticals. Have to look at where the revenues are coming from. If 40% revenues from the US, you might want to avoid it. For example, type 2 diabetes expected to grow in China and India. Demographics are a huge tailwind to medical devices.
Unknown
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David Driscoll

President , Liberty Internationa...

Price Price
$0.000
Owned Owned
Unknown

N/A
General Market Comment 

February 14, 2019

Market. The bounce of the recent lows is a whole combination of factors. The market over reacted in December. There was fear that the Fed would continue to raise rates and that triggered a sell off. That reversed itself in January but where do we go from here? There is a lot of skepticism to this rally so there is a lot of money on the sidelines. The Fed got scared and rate hikes are probably off the table for the near term. He is skeptical of the durability of the rally but the risks are measurable to him.
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Market. The bounce of the recent lows is a whole combination of factors. The market over reacted in December. There was fear that the Fed would continue to raise rates and that triggered a sell off. That reversed itself in January but where do we go from here? There is a lot of skepticism to this rally so there is a lot of money on the sidelines. The Fed got scared and rate hikes are probably off the table for the near term. He is skeptical of the durability of the rally but the risks are measurable to him.
Unknown
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
_N/A

N/A
General Market Comment 

February 14, 2019

ETFs. There is no regard for what the valuation is of the companies – what you are paying for it. ETF selling probably accelerated the selloff in the December.
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ETFs. There is no regard for what the valuation is of the companies – what you are paying for it. ETF selling probably accelerated the selloff in the December.
Unknown
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
General Market Comment 

February 14, 2019

FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
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FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
Unknown
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
General Market Comment 

February 14, 2019

Market Outlook - Retail sales were surprising but seems reasonable to assume that the reason behind it was the market downturn of December. The problem with the telcos is that they have gone the Huawei road and it is going to cost them if there is a ban on it. Given his academic background on defense policy he agrees when the 5 eyes (US, Canada, Australia, UK and NZ) say that they have real concerns about this company integrating in the system. Canada doesn't have the spine to ban the company by itself. If this happens this can happen in conjunction with Canada's trading partners.
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Market Outlook - Retail sales were surprising but seems reasonable to assume that the reason behind it was the market downturn of December. The problem with the telcos is that they have gone the Huawei road and it is going to cost them if there is a ban on it. Given his academic background on defense policy he agrees when the 5 eyes (US, Canada, Australia, UK and NZ) say that they have real concerns about this company integrating in the system. Canada doesn't have the spine to ban the company by itself. If this happens this can happen in conjunction with Canada's trading partners.
Unknown
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John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 14, 2019

What is your favorite option strategy in this market environment? Anywhere where he can make money (laughs). the first thing to do is what options need to do for him. He likes covered calls because he wants to create tax efficient income. Some traders buying options to leverage their position. It is a good way to lose money. So you have to be careful. If he feels the market is overheated sometimes he buys puts.
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What is your favorite option strategy in this market environment? Anywhere where he can make money (laughs). the first thing to do is what options need to do for him. He likes covered calls because he wants to create tax efficient income. Some traders buying options to leverage their position. It is a good way to lose money. So you have to be careful. If he feels the market is overheated sometimes he buys puts.
Unknown
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0 comments
John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 14, 2019

Can you recommend a tax efficient ETF? On thing about ETFs is that if it is an index-based ETF is that the only time that you get a trade is when a stock is replaced on the index. So it is very tax efficient. If you don't need the income then you can look at the total return ETF of Horizon because they don't have distributions as they use swaps. There is a little bit of risk but they never had a problem and he doesn't see that probable.
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Can you recommend a tax efficient ETF? On thing about ETFs is that if it is an index-based ETF is that the only time that you get a trade is when a stock is replaced on the index. So it is very tax efficient. If you don't need the income then you can look at the total return ETF of Horizon because they don't have distributions as they use swaps. There is a little bit of risk but they never had a problem and he doesn't see that probable.
Unknown
0 0 0 0 0
0 comments
John Hood

President , J. C Hood Investment...

Price Price
$0.000
Owned Owned
Unknown

COMMENT
General Market Comment 

February 13, 2019

Market Outlook She thinks US earnings met expectations for 15% growth over the year. Dove comments from the FED and improvement in trade relations has allowed for a 15+% recovery in US and Canadian markets since the lows in December. Going forward the market will again need earnings growth to continue rising. She does not see a recession on the horizon, given good employment numbers. The FED announced in early January that further interest rate increases will be driven by market dynamics -- which soothed market concerns that rates would increase regardless. Canadian growth will lag that of the US, because of rising interest rates here causing a cooling of the housing market.
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Market Outlook She thinks US earnings met expectations for 15% growth over the year. Dove comments from the FED and improvement in trade relations has allowed for a 15+% recovery in US and Canadian markets since the lows in December. Going forward the market will again need earnings growth to continue rising. She does not see a recession on the horizon, given good employment numbers. The FED announced in early January that further interest rate increases will be driven by market dynamics -- which soothed market concerns that rates would increase regardless. Canadian growth will lag that of the US, because of rising interest rates here causing a cooling of the housing market.
Unknown
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
General Market Comment 

February 13, 2019

2019 earnings were supposed to be up 8-10%, but investors' expectations have come down among fears of a global slowdown. This includes the U.S. economy. Yelp's data shows a slowdown in parts of the world (Yelp reported positively today). The U.S. created an unncessary fear in markets by raising interest rates late last year. America can't afford to go into recession, because rates are already low. He thinks the Fed won't do anything for a while. It's dicey now, and the wrong decision could tip the U.S. economy into recession. The Fed may even lower rates. Also, there are so many political issues, namely the US-China trade war. That said, he's bullish about 2019.
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2019 earnings were supposed to be up 8-10%, but investors' expectations have come down among fears of a global slowdown. This includes the U.S. economy. Yelp's data shows a slowdown in parts of the world (Yelp reported positively today). The U.S. created an unncessary fear in markets by raising interest rates late last year. America can't afford to go into recession, because rates are already low. He thinks the Fed won't do anything for a while. It's dicey now, and the wrong decision could tip the U.S. economy into recession. The Fed may even lower rates. Also, there are so many political issues, namely the US-China trade war. That said, he's bullish about 2019.
Unknown
0 0 0 0 0
0 comments
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$0.000
Owned Owned
Unknown

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