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

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Stephen Poloz comment that rates will stay low for a generation. Because of the severity of the pandemic. Global lockdown has put a lot of industries at risk, and they can't open until Covid is under control.
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Energy names if Biden wins. A Biden win would be positive for green energy. Renewable producers have already run up. Don't chase. Opportunity to buy when there's a pullback. She owns BEP.UN and AQN. Long-term value. AQN you could start adding right here. Wait on BEP.UN.

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Buying into green energy. Both Biden and Trudeau are favourable toward green energy. Use market volatility to start building your positions.
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Where do you find historical price metrics? Might be hard for a retail investor. She uses Bloomberg and others. You can do it yourself and use Google Finance to go back to annual reports. You can buy subscriptions that give you this data.
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tax loss selling is hard to time, but analysts expect volatility as investors sell their losing stocks. Energy especially is vulnerable. Unlock Premium - Try 5i Free

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Two-thirds of the stocks in his trust will do better under Biden than Trump as president. This runs contrary to popular fears that Biden will raise corporate taxes and push stocks down, but there's a big reason that stocks won't sink: China. Biden won't antagonize China like Trump has, and would likely prevent a further US-China trade war which has pressured markets during the Trump presidency.
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It's heartless to not help those in travel, leisure, restaurants, bars, concerts and industries hardest hit by Covid. Washington needs to aid these workers and owners. It is the compassionate thing to do, even though other areas of the economy are surviving or thriving.
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All investors are probably confused that we're in the worst economy in decades, yet the American stock markets are reaching all-time highs. In some ways, though, there's a bigger bubble in bonds. As for negative interest rates have failed in places like Japan. How much lower can interest rates go? This and the unattractiveness of cash are driving the stock rally by default. Eventually, this stock rally will break, and this pandemic won't go on forever. We will recover, though at what rate? He predicts global growth in coming years to be subdued as governments lower their debts made during this pandemic. Driving US markets is the feeling that the Federal Reserve has our back. He continues to be in stocks, but is being defensive, though is tilting towards value which he predicts will be a wider multi-year trend in markets.
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Billy Kawasaki’s Insights. Markets are closed in Canada for the Thanksgiving holiday. Today we’re looking at four stocks that a user on Twitter asked us to cover. These stocks haven’t been covered by analysts on Market Call so we are bringing you analyst opinions that we have researched online. Unlock Premium

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There was a bit of volatility in September amid fears of rising COVID cases. It was probably a healthy correction. Since the March low, we were seeing an uninterrupted rally. Tech finally pulled back.
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E-commerce has been a beneficiary of the pandemic and lockdowns. The trend will probably continue. Under-penetrated areas like groceries are now picking up. You should chose sectors that are more likely to weather the second wave better than others.
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FAANGS. Q2 performance were incredible for the big tech stocks. Microsoft is probably their favourite. They also own others like Google. These companies are well positioned to benefit from the pandemic. Their ecosystem provides a competitive advantage.
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Oil. The energy market is very difficult. He is concerned of exposure to energy and financials right now. Energy faces oil pricing, but also ESG wave. There are some institutional investors that just cannot own any energy stocks. Green power is more favourable.
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The show was interrupted by the Prime Minister's announcement on the rent subsidy program .
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Markets seem to be fine with a Biden white house, looking at the polls. There probably won’t be a big reaction if he wins from the markets. Volatility might certainly increase but it depends more on how the house and senate split. Unlock Premium - Try 5i Free

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