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March 18, 2019
Market. It is rare that he focuses on Canada because it is 3% of the world, but a budget is important. Canada is underperforming dramatically so how governments invest tax dollars is important. Infrastructure is important and Trudeau has not been good at pipelines. Housing affordability is a big issue. He believes in stress tests to that any problem in an extended family does not put a home at risk. Punitive taxing helps cap escalating housing prices. Monetary policy has to be re-thought. Pushing interest rates to zero hurts the seniors/savers and helps the young people.
General Market Comment
March 18, 2019
Market. It is rare that he focuses on Canada because it is 3% of the world, but a budget is important. Canada is underperforming dramatically so how governments invest tax dollars is important. Infrastructure is important and Trudeau has not been good at pipelines. Housing affordability is a big issue. He believes in stress tests to that any problem in an extended family does not put a home at risk. Punitive taxing helps cap escalating housing prices. Monetary policy has to be re-thought. Pushing interest rates to zero hurts the seniors/savers and helps the young people.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
March 18, 2019
Real core inflation is when we have more money in our pockets and are willing to spend it. Right now we all wait for the sales. If they just started giving money to people for free the people would spend it and that would create inflation, but printing more money does not do it. Governments can't balance the books.
General Market Comment
March 18, 2019
Real core inflation is when we have more money in our pockets and are willing to spend it. Right now we all wait for the sales. If they just started giving money to people for free the people would spend it and that would create inflation, but printing more money does not do it. Governments can't balance the books.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
March 18, 2019
Gold. It is one of the bigger positions he has. It is less than 1% of the world and he has between 4 and 8% invested in it. $1350 to $1375 is where the resistance has been for years. It would take a big flight to safety for it to break out. He would sell into a rally.
General Market Comment
March 18, 2019
Gold. It is one of the bigger positions he has. It is less than 1% of the world and he has between 4 and 8% invested in it. $1350 to $1375 is where the resistance has been for years. It would take a big flight to safety for it to break out. He would sell into a rally.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
COMMENT
COMMENT
March 18, 2019
Educational Segment. 12'th anniversary of his show. What was the return 12 years ago if someone bought the balanced Canadian market. The XBB-T had 3% return in bonds and 4% in stocks. After inflation it is 0 to 1 percent. He advocates for active investing.
General Market Comment
March 18, 2019
Educational Segment. 12'th anniversary of his show. What was the return 12 years ago if someone bought the balanced Canadian market. The XBB-T had 3% return in bonds and 4% in stocks. After inflation it is 0 to 1 percent. He advocates for active investing.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
March 18, 2019
Market. Feb 25th the market said it was too much too soon and so we are now in a consolidation correction. He thinks the US China trade dispute will be resolved. World indicators in 6 months should improve and there is about a year's worth of long term significant up moves in North American markets. Oil is trying hard to get above $60 and looks pretty good. He thinks gold will 'catch a bid'.
General Market Comment
March 18, 2019
Market. Feb 25th the market said it was too much too soon and so we are now in a consolidation correction. He thinks the US China trade dispute will be resolved. World indicators in 6 months should improve and there is about a year's worth of long term significant up moves in North American markets. Oil is trying hard to get above $60 and looks pretty good. He thinks gold will 'catch a bid'.
Robert McWhirter
President, Selective Asset Management
COMMENT
COMMENT
March 18, 2019
We're seeing a slow melt-up with supportive central banks, stimulus in China and the third year of a Presidential cycle of a President who wants high markets. Valuations are okay and earning expectations are at a low bar. Many de-risked in Q4 and are looking for a pullback to get back in, but are not seeing it, so we're grinding up slowly. We'll be up 3-5% more this year on the Dow and other indices and take out old highs. Decent gains from here....There's good and bad news for Facebook. Bad are the recent headline; the good is the move off their lows, their growth rates and pivoting from defence to offence last quarter. Their valuation is attractive. But any BIG stock is a target for politicians, like BIG pharma or BIG tech. That's a risk. But if you buy Facebook on a pullback, you'll be rewarded in 12-24 months. The Canadian budget tomorrow: likely not enough relief for oil and no lower taxes. There's growing talk about Canada becoming more competitive like the U.S.
General Market Comment
March 18, 2019
We're seeing a slow melt-up with supportive central banks, stimulus in China and the third year of a Presidential cycle of a President who wants high markets. Valuations are okay and earning expectations are at a low bar. Many de-risked in Q4 and are looking for a pullback to get back in, but are not seeing it, so we're grinding up slowly. We'll be up 3-5% more this year on the Dow and other indices and take out old highs. Decent gains from here....There's good and bad news for Facebook. Bad are the recent headline; the good is the move off their lows, their growth rates and pivoting from defence to offence last quarter. Their valuation is attractive. But any BIG stock is a target for politicians, like BIG pharma or BIG tech. That's a risk. But if you buy Facebook on a pullback, you'll be rewarded in 12-24 months. The Canadian budget tomorrow: likely not enough relief for oil and no lower taxes. There's growing talk about Canada becoming more competitive like the U.S.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
COMMENT
COMMENT
March 18, 2019
Should a retail investor go 100% equities (with many dividends) and no bonds? This is fine IF you know yourself. Do you know what you'll do three years from now if your portfolio is down? Do this if don't need to sell stocks to finance your lifestyle. Many retail investors own 100% stocks. Also, it depends how much money you have at stake. Have a game plan and stick to it.
General Market Comment
March 18, 2019
Should a retail investor go 100% equities (with many dividends) and no bonds? This is fine IF you know yourself. Do you know what you'll do three years from now if your portfolio is down? Do this if don't need to sell stocks to finance your lifestyle. Many retail investors own 100% stocks. Also, it depends how much money you have at stake. Have a game plan and stick to it.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management