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COMMENT
COMMENT
June 19, 2019
Market Outlook Earnings are always what drives the market. Q1 earnings dropped over the year and only 38% of companies reporting beat estimates. The sectors of growth are limited making growth slow going forward. Companies will get through it, but the short to mid-term outlook will face head winds. Real estate may plod along, but will not likely be a growth sector. Tech is the most promising, but it is so thin with opportunities in Canada.
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Market Outlook Earnings are always what drives the market. Q1 earnings dropped over the year and only 38% of companies reporting beat estimates. The sectors of growth are limited making growth slow going forward. Companies will get through it, but the short to mid-term outlook will face head winds. Real estate may plod along, but will not likely be a growth sector. Tech is the most promising, but it is so thin with opportunities in Canada.
COMMENT
COMMENT
June 19, 2019
Cannabis He is starting to get a better feel for what the industry is going to look like. Companies are recording big misses on earnings and revenues, so it is hard to justify the multiples. It is a tough space still. They would like to see more care for the share count. He feels they are issuing shares like crazy since they are highly valued.
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Cannabis He is starting to get a better feel for what the industry is going to look like. Companies are recording big misses on earnings and revenues, so it is hard to justify the multiples. It is a tough space still. They would like to see more care for the share count. He feels they are issuing shares like crazy since they are highly valued.
COMMENT
COMMENT
June 19, 2019
The US Fed held rates today but laid the groundwork for a July cut. The Fed is right on top of things, neither ahead nor behind the curve. They even steepened the yield curve at 2.03% for the 10-year. This and the ECB moves have placated investor angst. Inflation remains low, subpar with concerns over de-flation. To deal with this, there remain stocks with healthy--growing--dividends with little risk (they're mostly defensive). Then, there's big tech, which has come down a lot but boast higher-than-average growth rates. We could have both a US-China agreement and low interest rates, but not for the long-term, just short-lived.
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The US Fed held rates today but laid the groundwork for a July cut. The Fed is right on top of things, neither ahead nor behind the curve. They even steepened the yield curve at 2.03% for the 10-year. This and the ECB moves have placated investor angst. Inflation remains low, subpar with concerns over de-flation. To deal with this, there remain stocks with healthy--growing--dividends with little risk (they're mostly defensive). Then, there's big tech, which has come down a lot but boast higher-than-average growth rates. We could have both a US-China agreement and low interest rates, but not for the long-term, just short-lived.
COMMENT
COMMENT
June 19, 2019
The state of the energy market He's been out of this sector since fall 2014. It's been a classic bear market since with some extreme bear rallies. Two things: the global oil market is already hard, compounded by domestic pipeline issues. It's just too hard. To own this sector, you must firmly believe that global oil will stay at $60-65 and not plummet, and that pipelines will happen soon. He has no confidence in either, especially the latter. True, there's excellent value in Suncor, Vermillion and Whitecap, but these catalysts need to happen.
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The state of the energy market He's been out of this sector since fall 2014. It's been a classic bear market since with some extreme bear rallies. Two things: the global oil market is already hard, compounded by domestic pipeline issues. It's just too hard. To own this sector, you must firmly believe that global oil will stay at $60-65 and not plummet, and that pipelines will happen soon. He has no confidence in either, especially the latter. True, there's excellent value in Suncor, Vermillion and Whitecap, but these catalysts need to happen.
COMMENT
COMMENT
June 19, 2019
Growth stocks as a TFSA strategy Put all your growthier winners in your TFSAs? Yeah, I guess you could, but.... aim for singles like dividend growth. It's safer.
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Growth stocks as a TFSA strategy Put all your growthier winners in your TFSAs? Yeah, I guess you could, but.... aim for singles like dividend growth. It's safer.
COMMENT
COMMENT
June 19, 2019
Protection strategies if the market plunges 20% The average bear market has a 42% drawdown. If you're not prepared for this, then have an asset allocation. First thing is, how much of a drawdown can you stomach? Next, diversify into bonds and stocks. Also, have covered call strategies. Point is, be ready, and have a strong hand when others are weak. Buy when others struggle.
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Protection strategies if the market plunges 20% The average bear market has a 42% drawdown. If you're not prepared for this, then have an asset allocation. First thing is, how much of a drawdown can you stomach? Next, diversify into bonds and stocks. Also, have covered call strategies. Point is, be ready, and have a strong hand when others are weak. Buy when others struggle.
COMMENT
COMMENT
June 19, 2019
Should I let dividend stocks ride the ups and downs of a market, or use a stop order? It depends on you. Storm clouds are gathering now. We will hit a recession at some point, though he expects the current rally to continue for a while. A downtown could amount to 20-30%, but remember that those stocks will rise back up the following year or so. If you maintain good positions and they pay good dividends (i.e. AQN-T), then there's nothing wrong with that. He prefers to hold, most of the time. But some may want to sell a bit off.
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Should I let dividend stocks ride the ups and downs of a market, or use a stop order? It depends on you. Storm clouds are gathering now. We will hit a recession at some point, though he expects the current rally to continue for a while. A downtown could amount to 20-30%, but remember that those stocks will rise back up the following year or so. If you maintain good positions and they pay good dividends (i.e. AQN-T), then there's nothing wrong with that. He prefers to hold, most of the time. But some may want to sell a bit off.