Latest Expert Opinions

Opinions
Today :
6
Recent
experts :
Signal
Opinion
Expert
N/A
N/A
February 6, 2020
Market. Fang Stocks. At least a couple of them are overvalued. He thinks history will repeat itself from the Nifty-Fifty days. He presumes they will take a hit. He is concerned about the level they have reached. AAPL-Q is only about 40-50% overvalued, but AMZN-Q is unbelievable. The question is what are their earnings.
Show full opinionHide full opinion
General Market Comment
February 6, 2020
Market. Fang Stocks. At least a couple of them are overvalued. He thinks history will repeat itself from the Nifty-Fifty days. He presumes they will take a hit. He is concerned about the level they have reached. AAPL-Q is only about 40-50% overvalued, but AMZN-Q is unbelievable. The question is what are their earnings.
COMMENT
COMMENT
February 6, 2020
Record highs across the board. Coronavirus had an effect on the market, but people realize it can be controlled, especially outside China. In Canada, there's a lot more transparency than with SARS. It's hard to get transparency in China. China is a bigger part of the economy now than back then. Slower growth over first quarter, but then we'll move on from there.
Show full opinionHide full opinion
General Market Comment
February 6, 2020
Record highs across the board. Coronavirus had an effect on the market, but people realize it can be controlled, especially outside China. In Canada, there's a lot more transparency than with SARS. It's hard to get transparency in China. China is a bigger part of the economy now than back then. Slower growth over first quarter, but then we'll move on from there.
COMMENT
COMMENT
February 6, 2020
How long with the party south of the border continue? Looking at the US stock market, if you have single digit earnings growth, that translates into single to mid-double digit returns, which isn't bad. The US consumer continues to hold up. ROE in the US is higher than in rest of the world. You pay more, but get a bigger bang for your buck. With interest rates, equities are still attractive. Stay liquid but don't leverage yourself.
Show full opinionHide full opinion
General Market Comment
February 6, 2020
How long with the party south of the border continue? Looking at the US stock market, if you have single digit earnings growth, that translates into single to mid-double digit returns, which isn't bad. The US consumer continues to hold up. ROE in the US is higher than in rest of the world. You pay more, but get a bigger bang for your buck. With interest rates, equities are still attractive. Stay liquid but don't leverage yourself.
COMMENT
COMMENT
February 6, 2020
Too late to deploy new money? If you have a long-term view, consider whether it's a good company and if it meets your requirements. Whenever you buy a stock, there's a good chance it will fall below your purchase price very quickly. Pullbacks can be very short. Sometimes with waiting, you can miss a gain. Consider your risk allocation. Put some in equities, and some in bonds, since on a really bad day in the markets, bonds will rally. Develop a personal investing and risk management philosophy. Stock volatility is much higher nowadays. If a stock falls a lot, he goes back and reassesses. If he still likes the company, he buys more. Also if a stock gets to be a substantial part of a portfolio, trim a bit.
Show full opinionHide full opinion
General Market Comment
February 6, 2020
Too late to deploy new money? If you have a long-term view, consider whether it's a good company and if it meets your requirements. Whenever you buy a stock, there's a good chance it will fall below your purchase price very quickly. Pullbacks can be very short. Sometimes with waiting, you can miss a gain. Consider your risk allocation. Put some in equities, and some in bonds, since on a really bad day in the markets, bonds will rally. Develop a personal investing and risk management philosophy. Stock volatility is much higher nowadays. If a stock falls a lot, he goes back and reassesses. If he still likes the company, he buys more. Also if a stock gets to be a substantial part of a portfolio, trim a bit.
COMMENT
COMMENT
February 6, 2020
Are stock splits a thing of the past? Back then, it was hard to buy an odd lot, but today it's easy and it doesn't cost you anything more. You can buy one share of any company you want. The multiple determines how expensive a company is, not the actual dollar amount of a share.
Show full opinionHide full opinion
General Market Comment
February 6, 2020
Are stock splits a thing of the past? Back then, it was hard to buy an odd lot, but today it's easy and it doesn't cost you anything more. You can buy one share of any company you want. The multiple determines how expensive a company is, not the actual dollar amount of a share.
COMMENT
COMMENT
February 6, 2020
Gold. Doesn't own any gold or gold companies right now. It's doing well because negative interest rates are helping, as it doesn't cost you to hold gold anymore. Trade issues and coronavirus have helped, because people see gold as a safety asset. A feeling that central banks will keep the market liquid, and this will continue to help.
Show full opinionHide full opinion
General Market Comment
February 6, 2020
Gold. Doesn't own any gold or gold companies right now. It's doing well because negative interest rates are helping, as it doesn't cost you to hold gold anymore. Trade issues and coronavirus have helped, because people see gold as a safety asset. A feeling that central banks will keep the market liquid, and this will continue to help.