Q: I have noticed that trading volumes of most of the stocks, except energy stocks, are down significantly today although the overall market is up quite a bit. This trend has been consistent in the last few days. Is it indicating any ominous event that might happen or is it just a normal event?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What do you think is going on with the Canadian tech sector? Today is a perfect example with US tech companies climbing (not surprising given that the NASDAQ is up 250 points) while the vast majority of Canadian companies remain in the red (eg. AT, STC, CTS, LSPD, SHOP, TOI, CGY). I appreciate that our companies (less SHOP) are much smaller but something doesn't seem quite right here. Could it be that short positions have been opened up by international investors against the entire sector?
As always, would appreciate your analysis.
As always, would appreciate your analysis.
Q: Can I get your opinion on this ETF as a hedge on inflation. Thanks
Q: Do you have an opinion as to approximately when at year-end the selling of beaten down stocks for harvesting capital losses is generally sufficiently exhausted that one can consider stepping in where desired? If so, would your opinion be the same for US and Canadian markets?
Q: Morning Peter and Team,
Would you please shed some lights on what both the Canadian and US markets were like during periods of high inflation (touching double digit) in early 1980s.
Also how do see the markets will react now if inflation continues on its current path of 4 to 5% annually. Please name sectors that would benefit from relatively high inflation and sectors to avoid.
Cheers,
H
Would you please shed some lights on what both the Canadian and US markets were like during periods of high inflation (touching double digit) in early 1980s.
Also how do see the markets will react now if inflation continues on its current path of 4 to 5% annually. Please name sectors that would benefit from relatively high inflation and sectors to avoid.
Cheers,
H
Q: Hi Peter.
Many of my and other high growth stocks have taken a beating. Many of them down more than 50-60% plus off their highs. However, the DOW and the NASDAQ don’t seem to have taken a tumble of that proportion.
My concern is that if this is truly a “bust “ as some pundits are calling it out to be and the indices like the S& P etc are due for further drawdowns, that could result in these hard hit high growth stocks going even down further.
In simple terms, how does 5 I see this playing out.? By stopping to taper, is the Fed creating another bust as they shore up liquidity?
Thanks
Many of my and other high growth stocks have taken a beating. Many of them down more than 50-60% plus off their highs. However, the DOW and the NASDAQ don’t seem to have taken a tumble of that proportion.
My concern is that if this is truly a “bust “ as some pundits are calling it out to be and the indices like the S& P etc are due for further drawdowns, that could result in these hard hit high growth stocks going even down further.
In simple terms, how does 5 I see this playing out.? By stopping to taper, is the Fed creating another bust as they shore up liquidity?
Thanks
Q: Could you give me a short explanation on CDR's and their benefits and risks.
Is there a need for me to enter this market near retirement with a sufficient nest egg already in stocks-mainly Canadian though.
Thanks
Jeff
Is there a need for me to enter this market near retirement with a sufficient nest egg already in stocks-mainly Canadian though.
Thanks
Jeff
Q: So, it looks like the US has expanded their money supply (M2) by 40% over the last 18 months. That's 40% of all money "printed" since 19681 Firstly, that seems like a terrifyingly huge expansion and I'm hoping I've got it all wrong, but if that is the case, it would seem the amount of money floating around the system needs to eventually find a home which would likely lead to a significant bull market for quite some time.
How would you interpret the mid and long term effects on the stock market as a result of the most significant monetary expansion in the history of the US? Have we seen the bulk of the effect already baked into the market?
How would you interpret the mid and long term effects on the stock market as a result of the most significant monetary expansion in the history of the US? Have we seen the bulk of the effect already baked into the market?
Q: Should investors be concerned about the current valuation of most companies in the stock market? Investors like Michael Burry have been warning about the consequences of overvaluation in the markets. Thanks
Q: When the 2009 financial crisis hit, governments used significant fiscal stimulus which set off a huge bull market.
My questions are:
1) how many years of a bull market was this responsible for?
2) should we expect a similar bull market duration from the 2020 market crash and resulting stimulus due to Covid?
My questions are:
1) how many years of a bull market was this responsible for?
2) should we expect a similar bull market duration from the 2020 market crash and resulting stimulus due to Covid?
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BCE Inc. (BCE $32.92)
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Sun Life Financial Inc. (SLF $82.83)
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WSP Global Inc. (WSP $244.45)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.49)
Q: High inflation numbers have come out--what do you think? Do you believe we are entering a higher inflation world, and if so, what (i) sectors and (ii) specific stocks would you emphasize for that? Thank you!
Q: I use XIT as my technology proxy and NNRG as my energy proxy, both in my TFSA. My current thinking is to trim-add around core positions to meet portfolio asset allocation targets.
In general terms, what does your crystal ball say about future performance...1-2 years out? Eric thinks energy could double. What do you think technology (XIT) will do...lately it seems to be around the 30+% for a 5 year average? Just trying to ballpark their relative potential performance.
Thanks...Steve
In general terms, what does your crystal ball say about future performance...1-2 years out? Eric thinks energy could double. What do you think technology (XIT) will do...lately it seems to be around the 30+% for a 5 year average? Just trying to ballpark their relative potential performance.
Thanks...Steve
Q: Dear Peter and team,
I know from your previous answer to my question and others, you believe in momentum as an important factor in investing.
Do you think the recent price action in the energy and Gold sectors are real and sustainable? Do you think they have the momentum and the legs to go for some more time, say a year?
Gold has hit 1900 before but really hasn't gone beyond 2000+ in a sustained fashion. Plus Bitcoin is here to stay?
I know from your previous answer to my question and others, you believe in momentum as an important factor in investing.
Do you think the recent price action in the energy and Gold sectors are real and sustainable? Do you think they have the momentum and the legs to go for some more time, say a year?
Gold has hit 1900 before but really hasn't gone beyond 2000+ in a sustained fashion. Plus Bitcoin is here to stay?
Q: Hi, Peter
Rates are going up. One of these days, we are going to wake up and hear the news that rates have gone up and we're all going to say, "Oh, geez, I wish I had done....X",
What's X? What will we wish we had done before rates start going back up?
Appreciate your thoughts on this atypical question.
Robert
Rates are going up. One of these days, we are going to wake up and hear the news that rates have gone up and we're all going to say, "Oh, geez, I wish I had done....X",
What's X? What will we wish we had done before rates start going back up?
Appreciate your thoughts on this atypical question.
Robert
Q: Hi,
What would be the implications of China waging a war on Taiwan on the markets..US and others may jump in too ..Chinese seem to stocking up groceries and other essentials..
Do you think slide due to Chinese real estate and the country’s policy to tech companies likely to continue and what sectors do you think will be most affected. Thanks for your insight.
Shyam
What would be the implications of China waging a war on Taiwan on the markets..US and others may jump in too ..Chinese seem to stocking up groceries and other essentials..
Do you think slide due to Chinese real estate and the country’s policy to tech companies likely to continue and what sectors do you think will be most affected. Thanks for your insight.
Shyam
Q: Hi Team, I've listed above some of the non-performers in my portfolios and I'm wondering if there are any I should sell or should I continue to wait it out on all listed.
Q: If the democrats get these two bills passed this week what will it mean for the market.
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Apple Inc. (AAPL $278.85)
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Starbucks Corporation (SBUX $87.11)
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Verizon Communications Inc. (VZ $41.11)
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Walmart Inc. (WMT $110.51)
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BCE Inc. (BCE $32.92)
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Loblaw Companies Limited (L $62.00)
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lululemon athletica inc. (LULU $184.18)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.50)
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Alimentation Couche-Tard Inc. (ATD.A)
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Teck Resources Ltd (TECK $42.89)
Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.
Q: I am thinking about transferring more of my investment funds to the US. At the moment the ratio is about 50/50. Do you think this is a good move considering the antics of the present government.
Publish at your discretion.
Publish at your discretion.
Q: Hi 5i,
I wonder if the market is (and will continue) reacting quite negatively to the new federal cabinet, out of a belief that economic growth, national self sufficiency and real prosperity for Canadians is not currently high on the list of government priorities. Nothing can hinder economic health like obstructionist government policy and I sure see lots of that in Canada these days. I'm feeling like I should concentrate hard on moving as much as I can into US and international names.
Would you say I'm overreacting to what the next 18 months to 2 years (the usual life span of a minority government) might bring to Canadian business? Are there sectors that are likely to thrive during that period, other than maybe the banks, do you think?
Thanks for any insight you can offer.
Peter
I wonder if the market is (and will continue) reacting quite negatively to the new federal cabinet, out of a belief that economic growth, national self sufficiency and real prosperity for Canadians is not currently high on the list of government priorities. Nothing can hinder economic health like obstructionist government policy and I sure see lots of that in Canada these days. I'm feeling like I should concentrate hard on moving as much as I can into US and international names.
Would you say I'm overreacting to what the next 18 months to 2 years (the usual life span of a minority government) might bring to Canadian business? Are there sectors that are likely to thrive during that period, other than maybe the banks, do you think?
Thanks for any insight you can offer.
Peter