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Cole Kachur
Senior Wealth Advisor at ScotiaWealth Management
Member since: Oct '16 · 326 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3 | 21 18.42% | 33 28.95% | 14 12.28% | 31 27.19% | 15 13.16% | ||
| 1 Month | 3.4 | 2 7.14% | 9 32.14% | 8 28.57% | 9 32.14% | 0 0.00% | |
| 6 Months | 3.44 | 5 17.86% | 11 39.29% | 5 17.86% | 5 17.86% | 2 7.14% | |
| 12 Months | 2.16 | 6 21.43% | 7 25.00% | 0 0.00% | 8 28.57% | 7 25.00% | |
| 2 Years | 0 | 5 22.73% | 4 18.18% | 1 4.55% | 8 36.36% | 4 18.18% | |
| 5 Years | 0 | 3 37.50% | 2 25.00% | 0 0.00% | 1 12.50% | 2 25.00% |
Stock Opinions by Cole Kachur
Yes. Seeing a bit of a pullback from the most recent high at end of March. April hasn't been great, and so far May is not off to a great start.
Probably positive for the medium- and long term. A bit of a cooling off period for some of these stocks to come back, as they were over-inflated. A time when you can do some buying and probably do pretty well on some names.
N/A
Unknown
Yes, that area is not his preference right now. For the most part, earnings have been good. AMZN came through with solid earnings last night, GOOG was good last week, META not so great the week before. But overall, both the earnings power of those names and their ability to cut costs exceed some other companies. They'll be benefactors of a strong market rally, hopefully sooner rather than later.
Yes. Primarily because technology in a slow-growth environment will typically outperform. There are different tilts to growth or value throughout the economic cycle. Right now, his preference is to tilt towards growth-oriented stocks. This traditionally takes you more towards US markets and tech names.
A good name, performed well. Broad-based exposure to lots of different markets, good diversification. MER is a bit high at 0.54%, often you can get 0.25% or less. Shop around first.
Have to be careful with a lot of international funds, as they have a lot of US holdings, so you may not be getting the diversity you thought you were.
Exposure to some of the biggest names. A lot of defense contractors, performed well with everything going on out there in the world. The only name in there that he's not wild about is BA, it's had trouble.
A lot of tech companies are down significantly from highs. 20% is a big number, but it's not vastly larger than peers on a relative basis. Cybersecurity is a desirable area right now, and this is one of the better companies. High growth has to expect more pronounced swings.
Be patient, try to time an entry point. Relatively good value right around here. High quality.
A lot of tech companies are down significantly from highs. Cybersecurity is a desirable area right now. High growth has to expect more pronounced swings. Likes the name.
You need to have medium-high risk tolerance to own names in this space, as they have more pronounced swings.
Bank stocks haven't performed particularly well, and nothing major has changed in the banking sector. Not a high growth name. Own to clip the dividend and get 3-4% on top. Yield's around 6%, which gives you double-digit returns.
Not the best stock out there, but fine for the passive investor who wants dividend income. Could get in around $62-63, ride back up to $70-80 over the next couple of years.
OK, doesn't love it. Earnings were light in some sectors, but showed some resilience overall. Range-bound, kicking its way up. Consumer weaker right now, so he doesn't like consumer discretionary as much. Strong brand recognition, one of the better names in the space.
A lot of stocks are in these tight trading ranges, and at some point they're going to break out of that. Probably a good entry point. Canadian name with international flair. Well run. Long-term shareholders have been rewarded.
Utility-type companies should perform better once rates start to come down a bit, which hasn't started yet. Most downside has probably occurred, though could potentially retest. Value play, could pick away at these levels, not wild about it.
US tech space is going to be the market that outperforms. He'd definitely put some new money there on any pullbacks of 5-7%. Soon to be in a lower growth, deflationary environment, where tech historically has performed better. Low cost ETF, can get in easily.
Not too worried, given the short timeframe. In more volatile markets, small caps are going to move down more. Ideally, they play catchup later in the year. Prefers the mega-caps, but this is a way to not have all your eggs in one basket. Good place to be if there's another broad rally over the next 6 months or so.
Generally, getting into AAPL when it's low on the RSI index has proven to be good. Moved down with the general markets. We'll see earnings tomorrow. His target is still $220. Wait and see, as they work through short-term issues.
