Market Commentary — Page 293

Market Commentary

COMMENT

A Canadian silver ETF? HUZ is the Horizons ETF and which tracks the commodity, not silver stocks. HZU is the betapro 2x exposure to silver. These ETFs are very dangerous. They're for trading, not for buy and hold. He's not aware of a silver miner-based ETF in Canada. You could take a look at Sprott's suite of products including PSLV.

COMMENT

Artificially inflated market? January started quite strong. Then Covid was just in China, but it spread and brought the market down by about 35%. Governments stepped up and moved a ton of stimulus into the market. So now we're up 61% from the March lows. A bit of wind has come out of our sails, but we're up from where we started at the beginning of the year. Not out of the woods. No vaccine, no clear communication on long-term stimulus, threat of a Canadian election, and the US election. Valuations are quite high. Plus, certain pockets have rampant speculation. Next 6-18 months are going to be critical for preserving capital. You should be happy if you're even or a little bit up on the year.

COMMENT

Considerations for preserving capital. 1) Forward returns are a function of what you pay. 2) Use time to your advantage and hold for a long time, rather than trading. 3) Have some cash on the sidelines to take advantage of opportunities. Always have a wish list at the ready for market downturns.

COMMENT

How do you choose a company to invest in? There are 7,000 publicly traded companies in the world, and their firm runs 20 different screens. The most important is free cash flow growth. With that, you can invest in R&D, do acquisitions, pay down debt, buy back shares, or pay a dividend.

COMMENT

What happens to my stocks when the company is bought out? There are two scenarios. One is that you get shares of the acquiring company instead. This way is often used if the purchasing company's stock is overvalued. The second way is that you get straight cash, the method used often when the purchasing company's stock is undervalued.

COMMENT

Billy Kawasaki’s Insights - Picks from 5i Research. The upcoming throne speech should not affect how people manage their portfolio since it would just be a guess on what might happen. Infrastructure companies should benefit from increased spending on large scale projects. Tax rates and rules are not expected to change. Unlock Premium - Try 5i Free

COMMENT

Big financial research institutions drive markets; the Fed doesn't as it appeared today after Powell's comments. These big companies hold morning meetings to pitch certain stocks as buys and hold and occasionally sells. Covid changed the way the US does business. E-commerce has soared. FedEx, for example, has soared on delivery packages because of e-commerce spikes. But this is a zero-sum gain for those thriving sectors. A FedEx exec said in an investors' call because spending has shifted from the service industry into other sectors like goods. Is the US turning into a manufacturing economy or the service industry is in a downturn (temporarily)?

COMMENT

Why did the Nasdaq sell off today? It sold because investors sold their FANG stocks and bought the IPO, Snowflake, which turned out to be the most successful software IPO in Wall Street history. Problem is, we're facing a flurry of tech IPOs this fall and we will see more of this sudden tech selling. (The only big tech name that didn't get hit today was Salesforce.) The buying is healthy for these tech IPOs, but unhealthy for tech stocks as a whole. Beware.

COMMENT

While most stocks are flat or down, big tech has gotten ahead of themselves, so the recent sell-off was needed. Her picks today will be defensive. Ahead, there is Covid uncertainty with lockdowns possible and the looming U.S. election. Defensives include income stocks and consumer staples whose valuations are far more reasonable than the momentum stocks. We saw a very fast recovery this year. It's difficult to time the market. if you had sold at the (March) bottom, it's hard to chase and get back in. Six months after March, some highs have surpassed those March highs. She owns financially sound companies, even though their share prices may drop in the near term, but will ride out this storm and come out well in the end.

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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.

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.

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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.

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Oil Sector and Impact from E-cars. He thinks they will continue to grow over the next little while. TSLA-Q is not the only one. GM, Ford and all the majors are coming out with electric vehicles. Tesla has grabbed the imagination of consumers. He thinks E-cars will be more and more of the auto industry. It is hard to recommend getting out of the oil business just because of E-cars. The oil curve is still in co tango. Hydro carbons are not going away tomorrow.

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Billy Kawasaki’s Insights - Picks from 5i Research. We saw a sharp sell-off in March and the tech sector recently sold off by up to 10%. It’s hard to predict when the next correction might come. We might see more volatility because of the US elections, but 5i does not expect a sharp correction. Unlock Premium - Try 5i Free

COMMENT

Stock splits Some believe that stock splits create value, but that's not true. Splits allow retail investors to enter, because shares are more affordable to newbie investors. Tesla and Apple are examples where existing shareholders sold a few shares after the split. The time to buy would have been a little time after the split, the post-split pullback, and not immediately when there is a new influx of buyers, as we saw recently.

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

A Canadian silver ETF?(A Commentary)

Artificially inflated market?(A Commentary)

Considerations for preserving capital.(A Commentary)

How do you choose a company to invest in?(A Commentary)

What happens to my stocks when the company is bought out?(A Commentary)

Billy Kawasaki’s Insights - Picks from 5i Research. (A Commentary)

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

Why did the Nasdaq sell off today?(A Commentary)

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

Federal Reserve.(A Commentary)

Educational Segment. (A Commentary)

Market. (A Commentary)

Oil Sector and Impact from E-cars. (A Commentary)

Billy Kawasaki’s Insights - Picks from 5i Research.(A Commentary)

Stock splits(A Commentary)

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