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COMMENT
COMMENT
July 12, 2019
Maybe step into Canntrust, now that it's near its cash value, but he doesn't know the specific values and he is only marginally invested in cannabis.
Maybe step into Canntrust, now that it's near its cash value, but he doesn't know the specific values and he is only marginally invested in cannabis.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
COMMENT
COMMENT
July 12, 2019
The impact of U.S. debt on markets It comes back to the US dollar, which is up $6 this year vs. world currencies. Some US companies will miss Q2 earnings and those with overseas business will get hurt by that strong dollar. That said, the US dollar is still the default currency, even though rates are really low and this massive deficit. Everyone else is highly indebted as well, so there's no other choice.
The impact of U.S. debt on markets It comes back to the US dollar, which is up $6 this year vs. world currencies. Some US companies will miss Q2 earnings and those with overseas business will get hurt by that strong dollar. That said, the US dollar is still the default currency, even though rates are really low and this massive deficit. Everyone else is highly indebted as well, so there's no other choice.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
COMMENT
COMMENT
July 12, 2019
The impact of U.S. debt on markets It comes back to the US dollar, which is up $6 this year vs. world currencies. Some US companies will miss Q2 earnings and those with overseas business will get hurt by that strong dollar. That said, the US dollar is still the default currency, even though rates are really low and this massive deficit. Everyone else is highly indebted as well, so there's no other choice.
The impact of U.S. debt on markets It comes back to the US dollar, which is up $6 this year vs. world currencies. Some US companies will miss Q2 earnings and those with overseas business will get hurt by that strong dollar. That said, the US dollar is still the default currency, even though rates are really low and this massive deficit. Everyone else is highly indebted as well, so there's no other choice.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
COMMENT
COMMENT
July 12, 2019
A TFSA: If one spouse dies, can both TFSAs be rolled into one? Yes. It can't rollover to another family member, but it can to a spouse. Each case is different and unique though, so due some diligence.
A TFSA: If one spouse dies, can both TFSAs be rolled into one? Yes. It can't rollover to another family member, but it can to a spouse. Each case is different and unique though, so due some diligence.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
COMMENT
COMMENT
July 12, 2019
Fresh rally, fresh highs in US. He's not excited, he's risk off. If we have a rally, it will probably be the last before there's a correction.
Fresh rally, fresh highs in US. He's not excited, he's risk off. If we have a rally, it will probably be the last before there's a correction.
David Cockfield
Managing Director, Northland Wealth Management
COMMENT
COMMENT
July 12, 2019
Will earnings season be a shock? We won't see that many misses, but projections won't be that exciting. Ample multiples in the US. In Canada, we're struggling with the resource sector. He believes that gold stocks only work when inflation rises, and it may not get back to 2% for a significant period. AI is beginning to have an impact on costs, and 5G will speed everything up. So inflation may lie dormant for the time being.
Will earnings season be a shock? We won't see that many misses, but projections won't be that exciting. Ample multiples in the US. In Canada, we're struggling with the resource sector. He believes that gold stocks only work when inflation rises, and it may not get back to 2% for a significant period. AI is beginning to have an impact on costs, and 5G will speed everything up. So inflation may lie dormant for the time being.
David Cockfield
Managing Director, Northland Wealth Management
COMMENT
COMMENT
July 12, 2019
The old economic models aren't working. The world economies have evolved away from manufacturing toward service. And AI has added to that. We've had 10 good years of development, and we'll see the results of that, especially with 5G.
The old economic models aren't working. The world economies have evolved away from manufacturing toward service. And AI has added to that. We've had 10 good years of development, and we'll see the results of that, especially with 5G.
David Cockfield
Managing Director, Northland Wealth Management