COMMENT
Big move in the energy sector today with the good news on vaccines. Canadian banks are also back towards pre-covid levels. Vaccine distribution logistics and vaccination rates will also be important.
COMMENT
It gives exposure to the Dow with a currency hedge. It could be a good way to play it for Canadians in terms of exposure. He would stick to the S&P500 rather than to the Dow.
COMMENT
The general rules is that if you think interest rates will rise, you want exposure to floating rate bonds. You may see some movement in terms of the bond markets pushing yields higher. However, the world probably works only in a low interest rate environment right now in the short term.
BUY
An actively managed and highly concentrated portfolio of dividend playing stocks. IF they are in the wrong sector, there could be some volatility. Has no problem with it, but would prefer for something more diversified. If you are okay with volatility, it is an okay holding.
BUY
He is still bullish on gold. Weaker US dollar, negative interest rates and low interest rates are positives for gold. The current volatility is on reflation and the rise of bond yields. Once bond yields rise, home sales drop. You have to buy dips in the sector.
BUY
Depending on the vectors you want exposure to, these are his favourite ways to play the gold sector. He believes the world will be in a low interest rate environment for years to come. Gold will outperform.
BUY
Depending on the vectors you want exposure to, these are his favourite ways to play the gold sector. He believes the world will be in a low interest rate environment for years to come. Gold will outperform.
BUY
Depending on the vectors you want exposure to, these are his favourite ways to play the gold sector. He believes the world will be in a low interest rate environment for years to come. Gold will outperform.
BUY
It focuses on over-weighting higher dividend players. A good way to play dividend if you are looking to gain exposure to the US. No problem with it.
COMMENT
Growth versus value. As we reflate and go back to normal, there will be money coming out of growth names and into value.
COMMENT
Growth versus value. As we reflate and go back to normal, there will be money coming out of growth names and into value.
COMMENT
Educational Segment. Over the last year, we have seen dramatic moves up and down in the markets. In a recession, you get multiple waves of selling. This time, we did not get this. Looking at the sentiment of the market, the standard deviation for those who are bulls is quite significant. He thinks we will see a side-ways consolidation for the next couple months. Good news is already priced in.
N/A
Market. We've seen a surge in the recovery stocks, companies that were most impacted by COVID-19. He thinks these companies will fully recover over the next 2 to 3 years. There is a little bit of excitement in the markets now but there is room for these company share prices to move higher. He likes to invest in strong companies overall. He does not worry so much about the short term. He is still in the mega caps in the tech space. E-commerce still has penetration. He still sees great things longer term.
BUY
It is one of his largest holdings in his global growth fund. It is in the affordable luxury market. You are getting a little more forward thinking. They invested heavily in their e commerce operations. He thinks they will go from 30 locations to 100 over the next 5-6 years.
BUY
A leading semiconductor company. A very well run company. They are really moving these tech dances forward. They just made an acquisition in chip design. His favourite in the space is Broadcom (BRCM-Q), however.