N/A
Federal Reserve. He doesn't think the Feds will do much at their meeting this week. However, there is talk about the huge liquidity that they have put into the economy. Yield curve control and long term low interest rates will be a focus. Europe and Japan have been doing similar quantitative easing and yet they do not have markets at all time highs. If we look closer, we see that the rise is mainly due to FANG stocks and not the general market.
Unknown
COMMENT
These are some of the best ETFs for playing healthcare depending on what strategy you like. These cover global, covered call, yield focused, or actively managed ETFs in the market. The sector is a little overvalued right now so you might want to wait for a pullback. Longterm outlook is favourable.
E.T.F.'s
COMMENT
These are some of the best ETFs for playing healthcare depending on what strategy you like. These cover global, covered call, yield focused, or actively managed ETFs in the market. The sector is a little overvalued right now so you might want to wait for a pullback. Longterm outlook is favourable.
E.T.F.'s
COMMENT
These are some of the best ETFs for playing healthcare depending on what strategy you like. These cover global, covered call, yield focused, or actively managed ETFs in the market. The sector is a little overvalued right now so you might want to wait for a pullback. Longterm outlook is favourable.
0
COMMENT
These are some of the best ETFs for playing healthcare depending on what strategy you like. These cover global, covered call, yield focused, or actively managed ETFs in the market. The sector is a little overvalued right now so you might want to wait for a pullback. Longterm outlook is favourable.
0
COMMENT
A silver miner play in the US. There is no way to play the silver sector with an ETF on the Canadian market.
E.T.F.'s
DON'T BUY
It is a leveraged natural gas ETF. It could be a good trade if you are well-versed in it, but you should not hold it long term at all. It is a tool for short term speculation.
E.T.F.'s
COMMENT
Suncor Energy Inc
Overall, the sector will be fundamentally under pressure since the world is moving to cleaner energy. The sector is now tradeable but not investable.
integrated oils
BUY
This is a better way to play infrastructure. As governments look to put more people back to work, there will be higher demand for base metals.
E.T.F.'s
COMMENT
Educational Segment. There has been a massive amount of small investors playing the option markets. There has been hedge buying that has propelled stocks up. Although there is a lot of exciting developments in tech, earnings growth has not kept up with stock price. There is rampant speculation from non-institutional investors on companies like Apple. We must wait for pullbacks. He would write a put for $80 a year from now for Apple to be paid while you wait.
Unknown
N/A
A Comment -- General Comments From an Expert
Market. The party is not over on these giant FANG stocks. Those that cater to working away from the office will do well. He does not think companies are pulling employees back into the office in great numbers. Multiples on tech stocks around the world are high. The sector has done incredibly well globally. Canadian tech stocks have done well, although the oil sector has not. There could be a directionless market until the US election, while infection rates will go up. You are going to see a lot more volatility in the markets. The VIX makes it look like people are complacent, but in fact they are worried. You may see pullbacks.
Unknown
WATCH
Intel

They missed a few of their objectives recently. They have a very difficult fight with the industry coming up. They need to move to be very competitive against NVDA-Q. There is going to be a very real battle with China over semiconductors. It will be an important and critical industry over the next few years. NVDA-Q would interest him more.

computer parts mnfctr
WEAK BUY
It is a conglomerate. It is not an expensive stock. It trades at one of its lowest multiples over the last 10 years. There is a very large shareholder that gets a dividend from it and they have not taken the time to look at the businesses. It is a great play on Asia. It is interesting at this low multiple. It has very manageable debt levels.
0
BUY
It is a conglomerate that has done a great job of narrowing their NAV. It is a great story. One of the issues they face is that more and more people are moving into alternative assets so the competition is hotter from the pension side as well as general asset management side.
management / diversified
WEAK BUY
Walmart Inc

They are one of the few that are going to survive on the retail side. The problem is that they constantly bought assets and then squashed those businesses. It doesn't help them against AMZN-Q. They are having trouble competing with Amazon Prime. They are not having trouble moving into the digital world. They have used their balance sheet to constantly buy assets. They have a good existing business but they don’t understand what they want to use their digital presence for. AMZN-Q will be higher in five years.

department stores