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December 31, 2018
Are 8-9% dividends because of stocks dropping – are these dividends going to be cut? North of 10% the market is saying they expect the dividend to be cut. Tech companies should invest and grow the business with cash but banks typically pay out a lot to shareholders.
General Market Comment
December 31, 2018
Are 8-9% dividends because of stocks dropping – are these dividends going to be cut? North of 10% the market is saying they expect the dividend to be cut. Tech companies should invest and grow the business with cash but banks typically pay out a lot to shareholders.
John Zechner
Chairman, J. Zechner & Assoc
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December 31, 2018
Canadian and US$. It is a good question to ask when buying US stocks. He does not know if the Canadian dollar will have a big move either way. Canada has its economic problems. The economic outlook in Canada is getting clouded and could cause a move downwards. However it does not have a huge impact on his decisions about US stocks.
General Market Comment
December 31, 2018
Canadian and US$. It is a good question to ask when buying US stocks. He does not know if the Canadian dollar will have a big move either way. Canada has its economic problems. The economic outlook in Canada is getting clouded and could cause a move downwards. However it does not have a huge impact on his decisions about US stocks.
John Zechner
Chairman, J. Zechner & Assoc
COMMENT
COMMENT
December 31, 2018
2018 recap: few saw the difficult Q4 and December especially coming. The Nasdaq was down 3% while last year it was up 28%. The TSX fared badly. What next? He doesn't think 2019 will be *that* bad. Sure, December was rough with no buyers and everyone selling at once. It's wishful thinking to feel US-China trade wars will just disappear. This is the new normal. Expect volatility. China won't bend under US pressure. US and China are battling over the 21st century. The line in the sand has been drawn. Can investors get used to this situation for the long term?
General Market Comment
December 31, 2018
2018 recap: few saw the difficult Q4 and December especially coming. The Nasdaq was down 3% while last year it was up 28%. The TSX fared badly. What next? He doesn't think 2019 will be *that* bad. Sure, December was rough with no buyers and everyone selling at once. It's wishful thinking to feel US-China trade wars will just disappear. This is the new normal. Expect volatility. China won't bend under US pressure. US and China are battling over the 21st century. The line in the sand has been drawn. Can investors get used to this situation for the long term?
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
COMMENT
COMMENT
December 31, 2018
2019 outlook He's always had a good EM allocation. He buys ADRs in nations he wants exposure to, but recently he's been buying American stocks with that international exposure, like Starbucks. He's been conservative with cash, buying a little during the October dip, but only a little. You can't ignore the Chinese consumer, like Canada Goose opening a store in China.
General Market Comment
December 31, 2018
2019 outlook He's always had a good EM allocation. He buys ADRs in nations he wants exposure to, but recently he's been buying American stocks with that international exposure, like Starbucks. He's been conservative with cash, buying a little during the October dip, but only a little. You can't ignore the Chinese consumer, like Canada Goose opening a store in China.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
COMMENT
COMMENT
December 31, 2018
2019 prediction? January to June may be up and down, but after July we'll be in much better shape after digesting a long correction.
General Market Comment
December 31, 2018
2019 prediction? January to June may be up and down, but after July we'll be in much better shape after digesting a long correction.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth