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COMMENT
COMMENT
June 4, 2019
Market Outlook Everything in the economy looks pretty good, there is just uncertainty about trade wars. Auto sales growth seems to slowing, despite lower leasing rates. A peak appears to have happened in the space, but it is not enough to cause a down turn in the market. They are waiting in the wings looking for short term opportunities to buy good long term companies.
Market Outlook Everything in the economy looks pretty good, there is just uncertainty about trade wars. Auto sales growth seems to slowing, despite lower leasing rates. A peak appears to have happened in the space, but it is not enough to cause a down turn in the market. They are waiting in the wings looking for short term opportunities to buy good long term companies.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
COMMENT
COMMENT
June 4, 2019
A couple of tumultuous days, with upward momentum today. With the decline in interest rates, volatility has to be expected. Going forward, it's important to be diversified. Don't be 100% in equities. Everyone's focusing on the market, but global economy continues to slow down. Populist wave in Europe. Similar to the 1930s economic turmoil. Geopolitical shift driven by Trump, reflecting that the system isn't working anymore. So he's being more conservative with clients' money, positioning for volatility.
A couple of tumultuous days, with upward momentum today. With the decline in interest rates, volatility has to be expected. Going forward, it's important to be diversified. Don't be 100% in equities. Everyone's focusing on the market, but global economy continues to slow down. Populist wave in Europe. Similar to the 1930s economic turmoil. Geopolitical shift driven by Trump, reflecting that the system isn't working anymore. So he's being more conservative with clients' money, positioning for volatility.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
COMMENT
COMMENT
June 4, 2019
Allocation to precious metals. Producers are the better play than physical gold. You'll get leverage from the companies. Standard advice is to have at least 5%. But most investors have none. By having an overweight position, he'll benefit when the light goes on and the money really starts pouring in. If you don't own gold, you don't know history or economics.
Allocation to precious metals. Producers are the better play than physical gold. You'll get leverage from the companies. Standard advice is to have at least 5%. But most investors have none. By having an overweight position, he'll benefit when the light goes on and the money really starts pouring in. If you don't own gold, you don't know history or economics.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
COMMENT
COMMENT
June 4, 2019
The drama and volatility will last and be worse than the Great Depression? He'd agree. Once this change really starts to take place, it's never coming back. Having a new currency reserve is needed. Asia, US, and Europe will each have a separate system.
The drama and volatility will last and be worse than the Great Depression? He'd agree. Once this change really starts to take place, it's never coming back. Having a new currency reserve is needed. Asia, US, and Europe will each have a separate system.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
COMMENT
COMMENT
June 4, 2019
Are we seeing a significant triple top and subsequent bear market? Current situation is not chaos. It's a blob on a platter, always getting bigger or smaller. Bond market is signalling bear, but stock market isn't. Fed is ready to start lowering. They're preparing for something, and how bad is it going to be? We need a monetary reset. We're heading for a slowdown, and it's best to prepare and be cautious.
Are we seeing a significant triple top and subsequent bear market? Current situation is not chaos. It's a blob on a platter, always getting bigger or smaller. Bond market is signalling bear, but stock market isn't. Fed is ready to start lowering. They're preparing for something, and how bad is it going to be? We need a monetary reset. We're heading for a slowdown, and it's best to prepare and be cautious.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
COMMENT
COMMENT
June 4, 2019
Blockchain platforms. The technology will prevail. Bitcoin ran up, then crashed, and now it's shorting out. Likes bitcoin technology. At the next correction, that's the time to take a position. But the big ones like Google, who've had such a run, will be under pressure and government scrutiny.
Blockchain platforms. The technology will prevail. Bitcoin ran up, then crashed, and now it's shorting out. Likes bitcoin technology. At the next correction, that's the time to take a position. But the big ones like Google, who've had such a run, will be under pressure and government scrutiny.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
COMMENT
COMMENT
June 4, 2019
Why is gold higher, but the companies are stuck in the penalty box? Producers have come down in a big way, because no one's coming into the sector. But that's the opportunity. AEM continues to move because if produces at $650 CAD, while gold is at $1800. Same with KL. He doesn't look at Barrick or Goldcorp, because they're like looking at IBM vs. Microsoft circa 1985. He doesn't want to play the waiting game.
Why is gold higher, but the companies are stuck in the penalty box? Producers have come down in a big way, because no one's coming into the sector. But that's the opportunity. AEM continues to move because if produces at $650 CAD, while gold is at $1800. Same with KL. He doesn't look at Barrick or Goldcorp, because they're like looking at IBM vs. Microsoft circa 1985. He doesn't want to play the waiting game.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity