malvinspooner

malvinspooner

The industry has been oversold, and now that the bad news is behind us looks to continue to see better days.

malvinspooner

The short end of the bond market and very long end are safest bets. But inflation pressure and slowing economy will cause the 10 year yields to rise and prices to fall.

malvinspooner

Safety in the bond market is at the very short end (as short rates rise, can reinvest at higher rates) and the very long end (rates should decline as economic news deteriorates due to stalled Chinese economy). Most risk is in the 10 year range.

malvinspooner

Copper looks ready to rebound. Chinese production fell in January, and warehouse inventories have been falling for months. A spike in demand from China post-coronavirus slowdown of their economy is expected.

malvinspooner

The promise of better weather this growing season (Farmer's Almanac) than terrible 2019, Locusts in Africa destroying crops and possible higher demand in China for agricultural products should improve sales for nutrients. Canada has the 2nd largest reserves of Potash in the world, and is the leader in terms of global production. One advantage for the price of...

malvinspooner

With much of the store shelves stocked with products sourced from China, the standstill status of that country's economy will slow revenue growth for these retailers.

malvinspooner

With much of the product sold in dollar stores sourced from China, the coronavirus standstill in that country will hurt sales growth.

malvinspooner

The EIA has revised down it's forecast for fuels demand, due to the impact of coronavirus on China GDP and dropping fuel demand in that country.

malvinspooner

The disruption of tanker supplies to customers should boost prices of commodities and declining natural gas prices, the feed stock for methanol, will widen profit margins of companies like Methanex. The stock also has a dividend yield.

malvinspooner

The Commerce Department ruled recently that tariffs imposed on most Canadian lumber sold south of the border could be reduced, after conducting an administrative review of anti-dumping and countervailing duties applicable for 2017 and 2018. This will mean a boost to cash flow and profits for the Canadian lumber companies. Also, lumber prices have been rising.

malvinspooner

Fears of coronavirus reducing China demand impacts crude oil price.

malvinspooner

China is responsible for most of the growth in crude demand, and is the 2nd largest global consumer of crude. Efforts to contain the coronavirus will cause excess supply of crude.

malvinspooner

China is the 2nd largest consumer of crude globally. Efforts to contain the virus will hurt demand and excess supply will drive down crude prices.

malvinspooner

Fear that coronavirus will impact demand for crude drives down prices.