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March 7, 2019
Market. It is a big change from how we ended the year. He is on the more cautious side. It is great to see a 'V' shaped recovery but he thinks a there is not a lot that has changed. We were overdue for a correction. The strength of the recovery makes him say that we are back to the point where we need another correction. The US market is healthy. When you break it down you find it is a small group of stocks. He thinks it is healthy that those stocks have retreated.
General Market Comment
March 7, 2019
Market. It is a big change from how we ended the year. He is on the more cautious side. It is great to see a 'V' shaped recovery but he thinks a there is not a lot that has changed. We were overdue for a correction. The strength of the recovery makes him say that we are back to the point where we need another correction. The US market is healthy. When you break it down you find it is a small group of stocks. He thinks it is healthy that those stocks have retreated.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
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March 7, 2019
Early Forties, no debt. How to construct portfolio. Start with investing in what you understand. Keep it to a time tested recipe. Time-tested dividends are the way to go. ETFs are recommended. Keep it simple. Start with the US market. As capital grows start to become more customized.
General Market Comment
March 7, 2019
Early Forties, no debt. How to construct portfolio. Start with investing in what you understand. Keep it to a time tested recipe. Time-tested dividends are the way to go. ETFs are recommended. Keep it simple. Start with the US market. As capital grows start to become more customized.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
N/A
N/A
March 7, 2019
Geopolitical risk, BREXIT. Can low correlated assets become more correlated? He thinks so in public markets. Often when one market goes down, they all go down. You need to look at private assets.
General Market Comment
March 7, 2019
Geopolitical risk, BREXIT. Can low correlated assets become more correlated? He thinks so in public markets. Often when one market goes down, they all go down. You need to look at private assets.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
COMMENT
COMMENT
March 7, 2019
U.S. market were cool today and having its weakest week so far in 2019. We need a little pause after a great run in America, while the TSX is outperforming them and holding at 16,000. If oil comes back, then Canada will really outperform. No, oil won't disappear in the next decade as soon advisors believe. Not at all. Europe will continue to have problems, lumping along, though Italy is a worry. Overall, Europe matters less and less in the big picture. Does Europe really affect us now? He's more interested in what happens in China, India, Korea and even Brazil. He's convinced there'll be a US-China deal and normal relations will return, though the Richardson canola oil ban is troubling. He feels the projections of growth in Canada are overstated; a rise in oil prices would help, of course.
General Market Comment
March 7, 2019
U.S. market were cool today and having its weakest week so far in 2019. We need a little pause after a great run in America, while the TSX is outperforming them and holding at 16,000. If oil comes back, then Canada will really outperform. No, oil won't disappear in the next decade as soon advisors believe. Not at all. Europe will continue to have problems, lumping along, though Italy is a worry. Overall, Europe matters less and less in the big picture. Does Europe really affect us now? He's more interested in what happens in China, India, Korea and even Brazil. He's convinced there'll be a US-China deal and normal relations will return, though the Richardson canola oil ban is troubling. He feels the projections of growth in Canada are overstated; a rise in oil prices would help, of course.
David Cockfield
Managing Director, Northland Wealth Management
COMMENT
COMMENT
March 7, 2019
The cannabis space Approach with great caution. The U.S. states and even federal may approve more cannabis use--and the U.S. market is far bigger than ours. Our cannabis stocks will likely go south. He would sell.
General Market Comment
March 7, 2019
The cannabis space Approach with great caution. The U.S. states and even federal may approve more cannabis use--and the U.S. market is far bigger than ours. Our cannabis stocks will likely go south. He would sell.
David Cockfield
Managing Director, Northland Wealth Management
COMMENT
COMMENT
March 7, 2019
Canadian banks in 2019 In the past, he's been super-positive about Canadian banks. Recently, he's lowered GDP growth in Canada to below 2% this year. In terms of earnings, the glory days for ther banks have passed. Only BMO had recently good earnings. He took profits in his BMO holding. He's gone from positive to neutral about Canadian banks.
General Market Comment
March 7, 2019
Canadian banks in 2019 In the past, he's been super-positive about Canadian banks. Recently, he's lowered GDP growth in Canada to below 2% this year. In terms of earnings, the glory days for ther banks have passed. Only BMO had recently good earnings. He took profits in his BMO holding. He's gone from positive to neutral about Canadian banks.
David Cockfield
Managing Director, Northland Wealth Management