Canadian equities are a phenomenal buy today: Portfolio manager

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  • čas přidán 4. 07. 2024
  • Tim Regan, managing director and portfolio manager at Kingwest and Company, joins BNN Bloomberg to discuss performance of Air Canada and the Canadian market in general. He sees the biggest value gap in his Canadian portfolio since 2009.
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Komentáře • 55

  • @TheJohnmmullin
    @TheJohnmmullin Před 8 měsíci +9

    Why would AC come up in a discussion of the many, many amazing Canadian companies you could buy?

    • @hillfortherstudios2757
      @hillfortherstudios2757 Před 8 měsíci

      Heh heh heh zing!

    • @gormenfreeman499
      @gormenfreeman499 Před 8 měsíci

      Once immigration and international students is stopped by the pressure of public opinion . They’ll be a terrible business to be in. its probably most of Air Canadas business.

    • @KKevinnnn
      @KKevinnnn Před 8 měsíci +4

      Hes pumping and dumping his lousy picks

    • @TheJohnmmullin
      @TheJohnmmullin Před 8 měsíci +1

      @@gormenfreeman499 that’s obviously not true and not the right reason to be bearish on AC. A much simpler and less idiotic reason is to recognize the business bleeds cash and is capital intensive.

  • @BigCheese150
    @BigCheese150 Před 8 měsíci +9

    I definitely agree with his take on more realistic interest rates, 2-3% is the past and 6-7% is probably the new norm going forward. But, like real estate agents - "right now is a great time to buy", for portfolio managers lol.

    • @glengarbera7367
      @glengarbera7367 Před 8 měsíci

      He's telling ypu to buy while selling. Banks and commercial real estate are just starting the downward spiral.

  • @petermelnikov682
    @petermelnikov682 Před 8 měsíci +7

    Why would you buy stocks in a country with worst productivity growth? Is it only because of the plan to immigrate 100 mln people into Canada by 2100? Well, I think then Asian market would be a better option then.

  • @Destorrrrr
    @Destorrrrr Před 8 měsíci +5

    Some even say that almost 100% of mortgages today will renew in the next 5 years

  • @maxpayne7419
    @maxpayne7419 Před 8 měsíci +5

    The TSX looks like a great value right now. I wish I had more money to buy!!

  • @oldtechie6834
    @oldtechie6834 Před 8 měsíci +19

    Air Canada is the best example of the worst example.

  • @KKevinnnn
    @KKevinnnn Před 8 měsíci +6

    His clients that own canadian stocks have lost a phenomenal amount of money lately

  • @nazimrahman
    @nazimrahman Před 8 měsíci +1

    How is brookfield a buy with PE 310? Telcos, banks, and Smart REIT are interesting.

  • @charleskaren3948
    @charleskaren3948 Před 7 měsíci +9

    If you wanna be successful, you most take responsibility for your emotions, not place the blame on others. In addition to make you feel more guilty about your faults, pointing the finger at others will only serve to increase your sense of personal accountability. There's always a risk in every investment, yet people still invest and succeed. You must look outward if you wanna be successful in life.

    • @King_gabby
      @King_gabby Před 7 měsíci

      The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional like I did. If you get the facts about saving and investing and follow through with an intelligent plan, you should be able to gain financial security over the years and enjoy the benefits of managing your money.

    • @ralhpculman
      @ralhpculman Před 7 měsíci

      The stock market rally run is gone, but I'm not
      sure if equities will swiftly recover, keep falling, or fluctuate in a narrow range for a few weeks, or if things will quickly get worse. I'm under pressure to increase my $300k reserve.

    • @gabrieljules2424
      @gabrieljules2424 Před 7 měsíci

      the market is profiting if you are using a good broker or account manager to help out with trades or provide signals

    • @simonfrederic2762
      @simonfrederic2762 Před 7 měsíci

      Making touch with financial advisors like Kimberly Kent who can assist you restructure your portfolio, would be a very creative option. Personal financial management will be crucial to navigating the next difficult times.

    • @pierrelouis6841
      @pierrelouis6841 Před 7 měsíci

      Her strategy trade EUR/USD is quite impressive and her currency pairs are 100% beneficial. With her help I've been able to leave my 9-5

  • @don-cw1yz
    @don-cw1yz Před 8 měsíci

    Hey BNN time to fix your ticker on WCS oil pricing. It seems to be stuck at ($60.84 +$1.68) for the past 5 days.

  • @ariusmaximilian8291
    @ariusmaximilian8291 Před 8 měsíci +1

    DELICIOUS exit liquidity

  • @PeterParker-wj3cr
    @PeterParker-wj3cr Před 8 měsíci +2

    AC and airlines in general are horrible investments. Unless you get them at pennies on the dollar. The Airline industry are way to crowded. No one is really loyal to any one airline. People just book whatever flight is going there way and whichever is the cheapest!

    • @glengarbera7367
      @glengarbera7367 Před 8 měsíci

      I swear air Cana da gives these guys free air Mile's or flights to shill that stock.

  • @KS-xt1pq
    @KS-xt1pq Před 8 měsíci

    Like he says markets are forward looking... does he not see the recession that about to hit Canada?

  • @karimmourabitamari6540
    @karimmourabitamari6540 Před 8 měsíci

    I'm skeptical of Canada banks and leverage. Failed policies add up.

  • @gormenfreeman499
    @gormenfreeman499 Před 8 měsíci +2

    I’m not buy anything now because soon as you buy it starts going red. Its clear the odds aren't in my favour. You the know market is acting right when you buy and goes up right away.

  • @jacobgoerz1953
    @jacobgoerz1953 Před 8 měsíci

    No productivity growth in sight. At some point the immigration train will slow. After that what legs will the Canadian economy have left to stand on when its population is buried by property debt? Tim presents a fair bull case, but if we want to move forward and relocate financial and material resources toward proper growth drivers (stuff that stimulates productivity growth) we need to see capitulation first not a soft landing.

  • @alainouellet7794
    @alainouellet7794 Před 8 měsíci +5

    The prodcution on BNN absolutely suck lol. Cant pull up charts even if guests ask to and you hear people making noise in the backgroung lol.

  • @nitinprasad3842
    @nitinprasad3842 Před 19 dny

    You want me to buy monopolies which offers garbage service to its customers that too in canada lol ,i am surprised people buying into this.

  • @freeflowtrader
    @freeflowtrader Před 8 měsíci

    Nah….. I would rather do Boeing covered calls(when it’s the right season, I don’t think it’s the right season now) but manufacturing and flight companies aren’t the same.
    Than these slow Air Canada stocks.
    My type of phenomenon buy are 20% gain a day, not these slow 0.23% a day and feel good about it with dividends.
    Some people can do 2k balance to 400k gain a day, it’s just have to be multiple risk taking trades, I think the guy did 100 trade that day in span of few hours.
    So these are like very very slow.
    And then we have to look at air Canada from investors point of view……it’s a maybe, maybe another 4-5 year before it gets replaced because everyone have taken air Canada before.
    There’s better flight companies out there, but when we looked around…..maybe there is not, maybe these Singapore ones are better, but their stock market gives me impressions of doing worse than Canada, it’s not the company is index.
    Canada can be good whenever commodity is hot, but nobody knew commodities at least in younger generations.

  • @Hotmail727
    @Hotmail727 Před 8 měsíci

    Death crossed… maybe heading to $13.5

  • @helo604
    @helo604 Před 8 měsíci

    Sheltered minister should have at least read her speech beforehand. It was hard to watch. It was a mix of bad acting novela and subtle passive aggressive call for violence!

  • @AmolGharat
    @AmolGharat Před 8 měsíci +5

    Lol, did this dude price in mass foreclosures in Canada 🤣

  • @samspade1841
    @samspade1841 Před 8 měsíci +5

    The market has not reached bottom yet. Maybe this time next year. Better chance of 10-20% decline than a rise of the same. Buckle up folks were just at the beginning of economic pain. Maybe 3-5 years out things will be better but again the next year has more downside than upside

  • @mcphersonjohnathon
    @mcphersonjohnathon Před 8 měsíci +1

    Great if you want to lose your life savings

  • @lepit170
    @lepit170 Před 8 měsíci

    You've got money left to invest ? Wow ...

  • @dev4statingx90
    @dev4statingx90 Před 5 měsíci

    Lmao. Bag holder trying to unload on retail investors