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COMMENT
COMMENT
March 20, 2020
Market Outlook He is not looking to buy back in all the way yet. The speed of the draw down is impacting other markets like commodities (oil down another 10%). There is no where to hide, except in cash. They are watching how different countries are reacting to COVID-19. South Korea took the course to do as much testing as possible, finding people who could have spread the virus, but were able to be contained. Very challenging times.
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Market Outlook He is not looking to buy back in all the way yet. The speed of the draw down is impacting other markets like commodities (oil down another 10%). There is no where to hide, except in cash. They are watching how different countries are reacting to COVID-19. South Korea took the course to do as much testing as possible, finding people who could have spread the virus, but were able to be contained. Very challenging times.
COMMENT
COMMENT
March 20, 2020

Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

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Holding cash, now what? It is difficult not knowing what the investor's needs are. You really should partner with a professional. Consider taking a wider portfolio approach. Longer term, he likes FB and GOOG. A sector that will benefit over the next decade.

COMMENT
COMMENT
March 20, 2020
Gaming stocks? In the "stay at home" bucket -- what people are going to do when isolated at home. Activision is their most favored stock that they hold in this space now.
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Gaming stocks? In the "stay at home" bucket -- what people are going to do when isolated at home. Activision is their most favored stock that they hold in this space now.
HOLD
HOLD
March 20, 2020
Big 6 banks in Canada? Yielding 5.8% collectively. The Canadian banks weathered the last crisis better than their US counterparts. He thinks the Canadian banks will survive this. They are not impervious to COVID-19 and the interest rate curve is not helping either. He does not call for negative rates in North America, but where the curve ha fallen, it is impacting profitably. Your are safe holding in the long run.
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Big 6 banks in Canada? Yielding 5.8% collectively. The Canadian banks weathered the last crisis better than their US counterparts. He thinks the Canadian banks will survive this. They are not impervious to COVID-19 and the interest rate curve is not helping either. He does not call for negative rates in North America, but where the curve ha fallen, it is impacting profitably. Your are safe holding in the long run.
COMMENT
COMMENT
March 20, 2020
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
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US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
COMMENT
COMMENT
March 20, 2020
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
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US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
COMMENT
COMMENT
March 20, 2020
Gold levered ETFs? The US dollar has been on fire lately, crushing all other currencies. This is generally not good for gold. He likes gold as he thinks interest rates will stay low for a long time to come as the opportunity cost to hold gold is dropping. He was surprised to see how much gold has fallen lately. If you don't understand how futures curves and swaps work you should avoid buying levered products due to the inherent decay in them.
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Gold levered ETFs? The US dollar has been on fire lately, crushing all other currencies. This is generally not good for gold. He likes gold as he thinks interest rates will stay low for a long time to come as the opportunity cost to hold gold is dropping. He was surprised to see how much gold has fallen lately. If you don't understand how futures curves and swaps work you should avoid buying levered products due to the inherent decay in them.