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Three Canadian Focus List Stocks For 2022

Fri, 03 Dec 2021 20:44:43 +0000

RBC Capital Markets has released its RBC Strategy Canadian Focus List for 2022. There are 27 companies on the list. We’ve pared it down to three less obvious names in software and manufacturing, which the analysts give 12-month potential upside of between 25 per cent and 28 per cent. Maybe these stocks would fit nicely […]

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This Chart Shows Volatility Eruptions Are Almost Always Buying Opportunities

Fri, 03 Dec 2021 17:54:32 +0000

There have been several spikes of fear in the stock market the past week. Meaning the fear gauge, the Volatility Index (VIX), reflected many investors, often hedge funds, buying put options that reward them when the indices or stocks they're betting against go down, in order to protect their long positions. This was triggered by concern about the new variant Omicron, by the possibility the U.S. Federal Reserve may accelerate its tapering of bond buying and, apparently, forced selling at certain hedge funds after having chased the market and stocks higher only to be whipsawed. But there's some fascinating historical data about what happens after the VIX surges above the 30 mark. Check out this chart.

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Three Reasons the Market Has Bottomed & Will Rally Into Year-End

Wed, 01 Dec 2021 18:36:44 +0000

We're checking back in with the invariably bullish and invariably correct Thomas Lee, Managing Partner & Head of Research at Fundstrat Global Advisors. He's observed this week's Omicron and Fed-driven market behaviour, along with the market internals, and has determined the worst is over and that stocks can rally into year-end. Here are Lee's three reasons why.

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Why J.P. Morgan Believes Oil Could Hit $150

Tue, 30 Nov 2021 19:17:47 +0000

Eric Nuttall is getting his day in the sun. A Partner and Senior Portfolio Manager at Ninepoint Partners, whose writing we've featured in our Weekend Reading emails, was wrong about oil for years despite his exhortations and pounding of tables. However, while oil has corrected recently, Nuttall's energy fund is higher by nearly 280 per cent this year, as of the end of September, as oil and gas stocks took off. Nuttall believes the U.S. benchmark crude price can eventually take out its all-time high of $145 a barrel. JP Morgan is in the same camp saying the European benchmark, Brent crude, could hit $150 by 2023. Here's why.

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10 U.S. Stock Picks For 2022

Thu, 25 Nov 2021 17:51:20 +0000

We're always on the lookout for stock ideas, especially ones that could refresh your portfolio for next year. Courtesy of James Glassman, author and Contributing Columnist at Kiplinger, who's been assembling these annual lists for nearly 30 years, here are 10 stock ideas to consider.

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The Rise of Chinese Bonds

Tue, 23 Nov 2021 16:13:28 +0000

Much was made in the mainstream financial media of a pending Lehman-like crisis when Chinese property developer Evergrande was reportedly on the verge of collapsing under the weight of its something like $300 billion debt pile. Well, the Chinese regime has managed to contain the damage so far. But with Chinese economic growth decelerating from cyclical and long-term perspectives, it got John Johnston thinking about the actual makeup of government and corporate Chinese bond markets. What follows are hard numbers and charts from the Economic Advisor at Davis Rea Investment Counsel, that show the rapid development of the Chinese bond market and that foreign participation, while still relatively low, is growing.

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Watch For Resurgent Amazon in 2022

Thu, 18 Nov 2021 19:26:02 +0000

Amazon.com Inc.’s days as a stock market laggard are numbered, according to Goldman Sachs Group Inc. After trailing the rest of its mega-cap technology peers this year, Amazon is poised to outperform in 2022 as it benefits from resurgent growth in a range of markets such as e-commerce, cloud computing and advertising, analyst Eric Sheridan wrote in a note, making the stock their top pick among U.S. Internet names.

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Why Green Doesn’t Mean Clean

Thu, 18 Nov 2021 18:51:34 +0000

Transitioning from fossil fuels and internal combustion engines to renewable energy and electric vehicles are worthy goals. But at what cost to the environment? Mountains of copper, cobalt, lithium, nickel and rare earth metals will be needed over the next several decades to achieve this transition. Sourcing these metals produces a less than green amount of carbon dioxide. Here is an excerpt from one of Dr. Ed Yardeni's recent research reports about the environmental cost of going green and what can be done about it.

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Will 2022 Be a Year of Living Dangerously For Investors?

Tue, 16 Nov 2021 21:00:01 +0000

It's mid-November, and, like clockwork, the first forecast for the upcoming year has landed in my inbox. This will be the first of many, not to mention the endless best and worst of 2021 lists to come. Naturally, we try to be selective. To that end, we're presenting the hi-lights of the TD Global Strategy team's global outlook for 2022, which carries the title, The Year of Living Dangerously.

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This Economic Data is Indisputably Bullish For Stocks

Thu, 04 Nov 2021 18:28:32 +0000

ZeroHedge often features some interesting articles that make you think. But the media site is relentlessly skeptical about the stock market. Below is a typical headline. It goes to the point we've been making lately about fear-baiting narratives that investors would do well to ignore. Below this alarmist story is some recent U.S. data economic data that indisputably shows economic growth is accelerating and that a crash is nowhere in sight. That means investors with well-diversified equity portfolios should be able to increase their wealth by staying the course and/or considering some of the top-rated small cap names identified in our accompanying story.

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