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February 13, 2020
Market. Coronavirus is putting a bit of a wrench into the previous economic growth. We probably won't know that data for a few months into the future, but usually we see a fall off on commodity prices for about 6 months during an epidemic. We have to watch it closely. Prior to this outbreak in mid-January, we saw some economic indicators accelerating. Technical indicators he tracks in the markets showed more breadth and widening out in market participation since November.
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General Market Comment
February 13, 2020
Market. Coronavirus is putting a bit of a wrench into the previous economic growth. We probably won't know that data for a few months into the future, but usually we see a fall off on commodity prices for about 6 months during an epidemic. We have to watch it closely. Prior to this outbreak in mid-January, we saw some economic indicators accelerating. Technical indicators he tracks in the markets showed more breadth and widening out in market participation since November.
COMMENT
COMMENT
February 13, 2020
Rails shutting down due to protests. Very disruptive to the economy. Will start impacting businesses. A lot of people depend on VIA to travel. The market will see it as a one-time event, with a catch-up period. CN says it may have to lay off people. Keep holding the stock, perhaps buy on a dip. The company is not at fault; the slowdown is being driven by an external event, and the stock should be fine.
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General Market Comment
February 13, 2020
Rails shutting down due to protests. Very disruptive to the economy. Will start impacting businesses. A lot of people depend on VIA to travel. The market will see it as a one-time event, with a catch-up period. CN says it may have to lay off people. Keep holding the stock, perhaps buy on a dip. The company is not at fault; the slowdown is being driven by an external event, and the stock should be fine.
COMMENT
COMMENT
February 13, 2020
Coronavirus impact. It's going to be a bigger problem than first thought. Chinese economy has been shut down since the Chinese new year, and will be heavily impacted. The supply chain will start to be affected.
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General Market Comment
February 13, 2020
Coronavirus impact. It's going to be a bigger problem than first thought. Chinese economy has been shut down since the Chinese new year, and will be heavily impacted. The supply chain will start to be affected.
COMMENT
COMMENT
February 13, 2020
Stocks in the broader market. She's not chasing names right now, as everything is expensive. If there was a pullback of 10%, then she'd add positions.
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General Market Comment
February 13, 2020
Stocks in the broader market. She's not chasing names right now, as everything is expensive. If there was a pullback of 10%, then she'd add positions.
COMMENT
COMMENT
February 13, 2020
A US or Canadian bias for 2020? It's really about individual stocks and the sector exposure in a portfolio. She doesn't really look at geography. In a sector, looks for a company that's well done and attractively priced. Choices are bottom-up driven.
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General Market Comment
February 13, 2020
A US or Canadian bias for 2020? It's really about individual stocks and the sector exposure in a portfolio. She doesn't really look at geography. In a sector, looks for a company that's well done and attractively priced. Choices are bottom-up driven.
COMMENT
COMMENT
February 13, 2020
Do stock prices drive the index, or do large funds drive stock prices? With passive investing, ETFs have to buy the names in the index and this drives the prices higher. There's no discretion as to where you buy it, so it could be one factor why the large names keep going up. It goes the other way too. If there are redemptions, the prices can go down.
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General Market Comment
February 13, 2020
Do stock prices drive the index, or do large funds drive stock prices? With passive investing, ETFs have to buy the names in the index and this drives the prices higher. There's no discretion as to where you buy it, so it could be one factor why the large names keep going up. It goes the other way too. If there are redemptions, the prices can go down.