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COMMENT
COMMENT
September 17, 2019
2019 has been a pretty good year for North American stocks, though there's no shortage of things that have scared people. Investors are bidding up companies that can grow. Watch for market pullbacks, since it's getting harder to find things to buy. Low bond yields are pushing people into buying stocks. Meanwhile, volatility has gone up. Pick your stocks, set a price and jump on them when the pullbacks happen.
General Market Comment
September 17, 2019
2019 has been a pretty good year for North American stocks, though there's no shortage of things that have scared people. Investors are bidding up companies that can grow. Watch for market pullbacks, since it's getting harder to find things to buy. Low bond yields are pushing people into buying stocks. Meanwhile, volatility has gone up. Pick your stocks, set a price and jump on them when the pullbacks happen.
Christopher Blumas
Vice-President & Portfolio Manager, GlobeInvest Capital Management
COMMENT
COMMENT
September 17, 2019
How do dividends work? Companies pay dividends out of profits. It's small enough and paid quarterly, so paying out won't detract the value of the company. But if a company pays 20% of its earnings, that's a red flag. A yield above 6% risks a cut and could be a red flag.
General Market Comment
September 17, 2019
How do dividends work? Companies pay dividends out of profits. It's small enough and paid quarterly, so paying out won't detract the value of the company. But if a company pays 20% of its earnings, that's a red flag. A yield above 6% risks a cut and could be a red flag.
Christopher Blumas
Vice-President & Portfolio Manager, GlobeInvest Capital Management
COMMENT
COMMENT
September 17, 2019
The market expects a 25-point cut tomorrow by the US Fed's Powell. All these cuts are staving off the recession, which he expects 12 months from now. He hopes to keep selling in 2019. We will have trade uncertainty as long as Trump is President. (FedEx just reduced its forecast due to trade tensions.) Don't invest by guessing the outcome of the trade war; it's a moving target. That said, markets are relatively benign now.
General Market Comment
September 17, 2019
The market expects a 25-point cut tomorrow by the US Fed's Powell. All these cuts are staving off the recession, which he expects 12 months from now. He hopes to keep selling in 2019. We will have trade uncertainty as long as Trump is President. (FedEx just reduced its forecast due to trade tensions.) Don't invest by guessing the outcome of the trade war; it's a moving target. That said, markets are relatively benign now.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
September 17, 2019
Passive vs. active investing in US stocks He's shocked that Canada is 90% active vs. the US. There's increasingly more money going into passive investing. Active investing doesn't add value, so lower your cast by buying passive investing. Canadians have to catch to America where passive is far more popular.
General Market Comment
September 17, 2019
Passive vs. active investing in US stocks He's shocked that Canada is 90% active vs. the US. There's increasingly more money going into passive investing. Active investing doesn't add value, so lower your cast by buying passive investing. Canadians have to catch to America where passive is far more popular.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
September 17, 2019
How to protect an RESP with the coming recession with a child who just started university? Some of the RESP is in GICs with the rest in ETFs? That's a good strategy and asset mix. He has made his RESP more conservative as his child approaches university with fewer (riskier) stocks. He went from 60/40 stocks/bonds to 40/60 and this trend will continue for him.
General Market Comment
September 17, 2019
How to protect an RESP with the coming recession with a child who just started university? Some of the RESP is in GICs with the rest in ETFs? That's a good strategy and asset mix. He has made his RESP more conservative as his child approaches university with fewer (riskier) stocks. He went from 60/40 stocks/bonds to 40/60 and this trend will continue for him.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
September 17, 2019
What are the best stocks for a TFSA? It depends what you need the TFSA for, like a house. Otherwise, find something global, like VXC-T, and broadly diversified.
General Market Comment
September 17, 2019
What are the best stocks for a TFSA? It depends what you need the TFSA for, like a house. Otherwise, find something global, like VXC-T, and broadly diversified.
John DeGoey
Portfolio Manager, Industrial Alliance Securities
COMMENT
COMMENT
September 17, 2019
Portfolio building (in general) Build one according to your circumstances. Advisors have clients fill out a questionnaire to determine risk profile (bonds vs. stocks ratio) and advisors must create a portfolio close to that risk profile, like 70/30 with a 10% variance, like 60/40 or 80/20. Then, stick to that ratio.
General Market Comment
September 17, 2019
Portfolio building (in general) Build one according to your circumstances. Advisors have clients fill out a questionnaire to determine risk profile (bonds vs. stocks ratio) and advisors must create a portfolio close to that risk profile, like 70/30 with a 10% variance, like 60/40 or 80/20. Then, stick to that ratio.
John DeGoey
Portfolio Manager, Industrial Alliance Securities