A Comment -- General Comments From an Expert

A Commentary

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Analysis and Opinions about A Commentary

Signal
Opinion
Expert
COMMENT
COMMENT
September 30, 2020
Will tech resume its upward march after some of the speculative air has been let out of the sector? It's possible. Unike 20 years ago, there are viable businesses behind these prices. The run expanded the multiples as the prices were rising faster than the fundamental growth. He's taken a barbell approach, holding some tech as well as some value like banks and industrials.
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General Market Comment
September 30, 2020
Will tech resume its upward march after some of the speculative air has been let out of the sector? It's possible. Unike 20 years ago, there are viable businesses behind these prices. The run expanded the multiples as the prices were rising faster than the fundamental growth. He's taken a barbell approach, holding some tech as well as some value like banks and industrials.
COMMENT
COMMENT
September 30, 2020
Rotation back into high dividend, low multiple value stocks? At some point, but getting the timing right is a mug's game. He will continue to participate in good quality businesses. When valuations get stretched, they sell a portion of a dominant position, for example Apple. When a stock is at the upper end of its historical valuation range is always a good time to take money off the table.
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General Market Comment
September 30, 2020
Rotation back into high dividend, low multiple value stocks? At some point, but getting the timing right is a mug's game. He will continue to participate in good quality businesses. When valuations get stretched, they sell a portion of a dominant position, for example Apple. When a stock is at the upper end of its historical valuation range is always a good time to take money off the table.
COMMENT
COMMENT
September 29, 2020
Near-zero interest rates are definitely boosting real estate sales in apartments and houses. Borrowing is so cheap. A private buyer now would be making a bet in certain stable sectors during this pandemic: industrial warehouses, apartments in affordable parts of North America, and single-family rental homes (people can work anymore now). These are all stable and strong. However, retail, office and student houses have questionable stability and are at risk in this Covid environment.
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General Market Comment
September 29, 2020
Near-zero interest rates are definitely boosting real estate sales in apartments and houses. Borrowing is so cheap. A private buyer now would be making a bet in certain stable sectors during this pandemic: industrial warehouses, apartments in affordable parts of North America, and single-family rental homes (people can work anymore now). These are all stable and strong. However, retail, office and student houses have questionable stability and are at risk in this Covid environment.
COMMENT
COMMENT
September 29, 2020
Washington's delay in passing the next stimulus package will doom thousands of small businesses. Viewers want him to avoid talking politics, but good luck. That's impossible.... Big chains in industries like hotels have deep pockets and will survive, but small indies will perish. He's not being political, but stating the facts. Let small businesses die? They employ thousands and thousands, so think again.
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General Market Comment
September 29, 2020
Washington's delay in passing the next stimulus package will doom thousands of small businesses. Viewers want him to avoid talking politics, but good luck. That's impossible.... Big chains in industries like hotels have deep pockets and will survive, but small indies will perish. He's not being political, but stating the facts. Let small businesses die? They employ thousands and thousands, so think again.
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N/A
September 28, 2020
Market. During the worst pandemic in 100 years, we have interest rates that will have a profound effect on the economy as well as the social structure, for 50 years to come. The low interest rates are causing the inflation of assets, rather than goods and services. Bond prices are at world record highs. Obscure art and wine prices are soaring. People are looking for places to put money. All this money that is being printed is going into 'stuff'. Investments are being made into assets that people really need to own for life. People buying real estate for investment reasons are crowding out those who want a place to raise a family and so on.
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General Market Comment
September 28, 2020
Market. During the worst pandemic in 100 years, we have interest rates that will have a profound effect on the economy as well as the social structure, for 50 years to come. The low interest rates are causing the inflation of assets, rather than goods and services. Bond prices are at world record highs. Obscure art and wine prices are soaring. People are looking for places to put money. All this money that is being printed is going into 'stuff'. Investments are being made into assets that people really need to own for life. People buying real estate for investment reasons are crowding out those who want a place to raise a family and so on.
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September 28, 2020
Banks involved in Money Laundering. Technically there is a trend of replacing what is involved in the processing of payments and that is block-chain technology. It defines the reputational hit banks take from the issue. None of the Canadian banks have bounced back since the start of COVID. He is not saying Canadian banks are involved in money laundering but there is something happening that will impact their revenues 5 years from now.
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General Market Comment
September 28, 2020
Banks involved in Money Laundering. Technically there is a trend of replacing what is involved in the processing of payments and that is block-chain technology. It defines the reputational hit banks take from the issue. None of the Canadian banks have bounced back since the start of COVID. He is not saying Canadian banks are involved in money laundering but there is something happening that will impact their revenues 5 years from now.
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September 28, 2020
There is a feeling that reliable dividend payers are just like bonds. You need to buy companies that have a capacity to grow their dividends and this is more important than their current level. You also don’t want to risk that the dividend is cut. Dividends should be paid out of earnings.
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General Market Comment
September 28, 2020
There is a feeling that reliable dividend payers are just like bonds. You need to buy companies that have a capacity to grow their dividends and this is more important than their current level. You also don’t want to risk that the dividend is cut. Dividends should be paid out of earnings.
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September 28, 2020

No Berman's Call this week due to holiday.

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General Market Comment
September 28, 2020

No Berman's Call this week due to holiday.

COMMENT
COMMENT
September 28, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. Technology, industrials and consumer stocks should do better if the low interest rate environment continues along with a higher inflation rate. Dividend stocks should also perform better with lower rates. The “anything but cash” mantra should make equities continue to be attractive. Unlock Premium - Try 5i Free

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General Market Comment
September 28, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. Technology, industrials and consumer stocks should do better if the low interest rate environment continues along with a higher inflation rate. Dividend stocks should also perform better with lower rates. The “anything but cash” mantra should make equities continue to be attractive. Unlock Premium - Try 5i Free

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September 25, 2020
Sell off. The summer has been a pretty benign period that may have lulled some investors into a false sense of security. We are heading into a tunnel and markets are readjusting. The sharp rebound we saw is stalling out. There is uncertainty of the length of fiscal stimulus. Investors are starting to take some money off the table. Canadian dividend stocks are outperforming month to date.
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General Market Comment
September 25, 2020
Sell off. The summer has been a pretty benign period that may have lulled some investors into a false sense of security. We are heading into a tunnel and markets are readjusting. The sharp rebound we saw is stalling out. There is uncertainty of the length of fiscal stimulus. Investors are starting to take some money off the table. Canadian dividend stocks are outperforming month to date.
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N/A
September 25, 2020
Infrastructure stocks. He's been focusing on the energy grid and renewable energy in terms of infrastructure. There is unprecedented fiscal stimulus coming into the economy and infrastructure stocks should profit from it.
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General Market Comment
September 25, 2020
Infrastructure stocks. He's been focusing on the energy grid and renewable energy in terms of infrastructure. There is unprecedented fiscal stimulus coming into the economy and infrastructure stocks should profit from it.
COMMENT
COMMENT
September 25, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. It is hard to predict how the markets will react to the second wave. 5i is not overly bearish, citing business continued even during the March shutdown. Many companies have performed much better than expected. Overall asset allocation is important but there are opportunities. Unlock Premium - Try 5i Free

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General Market Comment
September 25, 2020

Billy Kawasaki’s Insights - Picks from 5i Research. It is hard to predict how the markets will react to the second wave. 5i is not overly bearish, citing business continued even during the March shutdown. Many companies have performed much better than expected. Overall asset allocation is important but there are opportunities. Unlock Premium - Try 5i Free

BUY WEAKNESS
BUY WEAKNESS
September 25, 2020
PALANTIR TECHNOLOGIES will direct-list next week Not an IPO, but a direct listing coming next week. It's a secretive company, because that's the business they do. They offer a data analytics platform for the intelligence/defence community. They're expanding to commercial clients. They saw in 2019 25% growth, but first-half-2020 saw 49% growth. Negative: they forecast 46% growth in the current quarter, but forecast it to slow to 41% for the year. Also, they pay a lot of stock-based compensation (not good) to retain talent. Third, they're willing to take ethically dubious work from governments that even Google won't touch--that may be an issue for investors. And their corporate governance policies are borderline obnoxious and selfish; the three founders control 49% of the voting power no matter what happens, even if they sell down their position. Also, they leant $25 million to one of its founders in 2016 and he just repaid it last month. They burn a lot of cash and issue a lot of stock. When it lists next week, this could start trading at $10 (20x sales). He hates the feudal corporate share structure. Just don't pay much for it, just $10.
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General Market Comment
September 25, 2020
PALANTIR TECHNOLOGIES will direct-list next week Not an IPO, but a direct listing coming next week. It's a secretive company, because that's the business they do. They offer a data analytics platform for the intelligence/defence community. They're expanding to commercial clients. They saw in 2019 25% growth, but first-half-2020 saw 49% growth. Negative: they forecast 46% growth in the current quarter, but forecast it to slow to 41% for the year. Also, they pay a lot of stock-based compensation (not good) to retain talent. Third, they're willing to take ethically dubious work from governments that even Google won't touch--that may be an issue for investors. And their corporate governance policies are borderline obnoxious and selfish; the three founders control 49% of the voting power no matter what happens, even if they sell down their position. Also, they leant $25 million to one of its founders in 2016 and he just repaid it last month. They burn a lot of cash and issue a lot of stock. When it lists next week, this could start trading at $10 (20x sales). He hates the feudal corporate share structure. Just don't pay much for it, just $10.
COMMENT
COMMENT
September 24, 2020
Markets under pressure in September creating opportunities? There's always volatility in an election cycle, which will bring opportunity. Covid and low interest rates are two other dynamics also affecting markets. The market will trade down in a relatively tight range.
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General Market Comment
September 24, 2020
Markets under pressure in September creating opportunities? There's always volatility in an election cycle, which will bring opportunity. Covid and low interest rates are two other dynamics also affecting markets. The market will trade down in a relatively tight range.
COMMENT
COMMENT
September 24, 2020
Your view of the tech sector going forward? Those stocks that haven't rallied with high yields but are sustainable, such as telcos, that's the place to go. The rally is not tech, but US tech. Why would you buy Amazon at 143x PE? The smarter trade is to buy Alibaba at 24x. Chasing expensive US tech will eventually result in investors getting their heads handed to them on a plate. The opportunities are the ones that have lagged, so go there.
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General Market Comment
September 24, 2020
Your view of the tech sector going forward? Those stocks that haven't rallied with high yields but are sustainable, such as telcos, that's the place to go. The rally is not tech, but US tech. Why would you buy Amazon at 143x PE? The smarter trade is to buy Alibaba at 24x. Chasing expensive US tech will eventually result in investors getting their heads handed to them on a plate. The opportunities are the ones that have lagged, so go there.
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A Comment -- General Comments From an Expert(A Commentary) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 52

Neutral - Hold Signals / Votes : 9

Bearish - Sell Signals / Votes : 35

Total Signals / Votes : 96

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