Market Commentary — Page 277

Market Commentary

COMMENT

Best idea for REIT investing right now? An ETF like XRE combines the good, the bad, and the ugly with different sectors and growth profiles. Look for companies that generate strong, recurring cashflow and grow distributions. Industrials have significant tailwinds for the next few years. Also apartments, which are trading at a discount to NAV, as people still need somewhere to live.

COMMENT

Any chance of office space being converted to condos? Potential, but it's significantly expensive to do this. First would be hotels. There has to be a clear conviction of future rent growth to take on that risk and invest that capital. Demand for office space will continue to be net negative over the near term.

COMMENT

Why don't you invest in energy stocks? He likes companies that have pricing power and aren't beholden to the costs of input. He has no idea whether oil or gold will go up and how to trade that. Not interested in the boom/bust of commodity names.

COMMENT

Hard to find great companies at low prices these days? Have to put it into context. Bond yields going lower, interest rates low. Bonds are even more expensive, and cash is earning nothing. The best businesses in the world should trade at high valuations. You're paying up for strong cash flows and stability. If they continue to compound capital, you should do very well with less stress. He and his clients want to sleep at night.

COMMENT

Are the tech giants core positions for you? Absolutely. Happy to continue to own the Apples and Microsofts. Though they've pulled back, it's healthy to have this broadening out of the rally. Highest returns and biggest profit growth lie in the FANGs.

COMMENT

A good time to buy REITs? It's all about interest rates and Covid. Light at end of tunnel, so there's been a rebound. His favourite is CAR. Stay with companies that have tailwinds, such as apartments, American Tower, and data centres like Equinix. Stay away from offices and malls.

COMMENT

Canadian banks. Tough year for the banks. Q4 will be released in a few weeks, and you never know what you're going to get. Brighter days are ahead, and the market's already figured that out. BMO is not his favourite. Prefers National, TD, Royal. You'll do fine with the Canadian banks. Some concerns around fintech. Low interest rates will be a problem, but offset by recovering economy. Good time to add for dividend seekers.

COMMENT

Tax-loss selling. He's wishy-washy on this. Look at what you own and ask why it's down. Did I overpay, or is it a bad investment? If you shouldn't have bought it, or if the fundamentals are deteriorating, get rid of it. Don't make a decision based on taxes. If it's gone up, just trim.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Canadian cash levels are at a record currently which may be a reason for the market rally. Many did not see a drop in income despite reducing expenses. This gives a good potential support for the market in the short term. Unlock Premium - Try 5i Free

COMMENT

What's the hottest trend in tech right now? Even while this rotation is going on into cyclicals, value, and industrials, seems to be quite a bit of enthusiasm for memory, smart mobility, and automative chips. Micron, for example, is the poster child, up 20%.

COMMENT

Is there a move from the high flyers into value? Absolutely. It's not as though people are cashing out. They're just taking profits from tech and putting them into those cyclical names.

COMMENT

Will 5G have revolutionized the world 5 years from now? Yes. 5G will make things quicker, cheaper, and with less latency. There are new tech business models coming up. For example, edge computing. 5G will allow a lot of internet of things devices to do the actual computing on the edge, rather than having to go back to the central database and the cloud. Plus, there's all kinds of software as a service that's imposed on that structure.

COMMENT

Please explain buying 1/3 of a position. He and his analysts are looking for entry levels (to buy) and price targets (to sell). Normally enter into a position of 1/4 to 1/3, and then scale it. Sometimes you don't get your full position. You may only get 1/3 or 2/3. This discipline has always served them well.

COMMENT

If new to tech investing, choose an ETF or pick stocks? He uses ETFs once in a while because they're a great technical trading vehicle. IXN is an idea, as are XT or IYW. But he'd suggest, if someone isn't yet invested in tech, consider an investment manager. Fully invested across vendors, active managers, disciplined. Lets investors have the courage to stay invested.

COMMENT

Big move in the energy sector today with the good news on vaccines. Canadian banks are also back towards pre-covid levels. Vaccine distribution logistics and vaccination rates will also be important.

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We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

A Comment -- General Comments From an Expert (A Commentary)

Best idea for REIT investing right now?(A Commentary)

Any chance of office space being converted to condos?(A Commentary)

Why don't you invest in energy stocks?(A Commentary)

Hard to find great companies at low prices these days?(A Commentary)

Are the tech giants core positions for you?(A Commentary)

A good time to buy REITs?(A Commentary)

Canadian banks.(A Commentary)

Tax-loss selling.(A Commentary)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. (A Commentary)

What's the hottest trend in tech right now?(A Commentary)

Is there a move from the high flyers into value?(A Commentary)

Will 5G have revolutionized the world 5 years from now?(A Commentary)

Please explain buying 1/3 of a position.(A Commentary)

If new to tech investing, choose an ETF or pick stocks?(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

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