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E-Commerce Explodes As Boomers Go Digital

Things like test-driving, touching the fruit before you buy it, or even trying on clothes prior to purchase won’t be so important from here on out, thanks to a lockdown that has seen millions of Americans forced to work and stay at home to halt the advance of COVID-19 (rather unsuccessfully, it would seem).  During this time of lockdown, however, everyone–not just the younger generations–have used their spare time to hone online shopping skills.

That’s led to a wild uptick in ecommerce.

Amazon is still a leader in it, Walmart and Target are also catching up in online sales. But even the auto industry has now embraced digital platforms and ecommerce. It turns out, all it took to get people to buy cars sight unseen was a guarantee that they can return it (contactless) within a certain number of days, no strings attached.

New data from eMarketer estimates that more than 204 million people ages 14 and older will make an online purchase in 2020.

But the real disruptor for traditional retail is this bit of data: Two-thirds of those online shoppers will be 45 and older–an age group that hasn’t until now really taken to the idea that much.

The updated forecast, which factors in the pandemic’s effects, anticipates a 5.8% increase in the number of digital buyers 45 and older, up from 3.2%. This equates to nearly 5 million new users…CLICK for complete article

Big Fat Idea – Too Soon for Real Estate?


Justin Smith of Hawkeye Wealth joined Michael on the weekend to discuss the state of the real estate market in the CoronaCrisis? What is he recommending for his investors? Are there deals to had yet? What sectors is he watching?

Multi-unit housing starts up in some parts of Canada in April despite COVID-19

OTTAWA – Canada Mortgage and Housing Corp. says construction of multi-unit housing projects remained strong in some provinces last month despite the fight against the COVID-19 pandemic.

CMHC estimates a 10.8 per cent month-over-month increase in its national seasonally adjusted annual rate last month compared with March, excluding…click for full article.

TSX Stocks: Why This Investment Strategy Could Make a Comeback

Value investing is one style that could come back into fashion with a bang this year. Value stocks have been in the bargain basement of the investment world for some time now. The bull market didn’t support them, and the market crash just pushed them further down. The ratio of value to growth stock popularity is now as low as it was two decades ago. That said, thing could be about to change.

Gold stocks in particular could come roaring back. While they’ve remained resilient during the market crash, many miners of the precious metal are still undervalued. Earnings season is going to be of particular interest to long-term investors.

It’s likely to be a rough quarter across the board, further depressing share prices, which in turn could help draw interest in beaten-up quality names. CLICK for complete article

Renewables Boomed In 2019, But This Year May Be Different

Renewable energy projects constituted three-quarters of all new power generation capacity projects in the world last year, the International Renewable Energy Agency said in a new report. In even better news, IRENA said that renewable capacity additions rose by 7.6 percent last year and that they exceeded fossil fuel power-generation capacity additions by a factor of 2.6.

2019 was a good year for renewables, it seems, with solar and wind accounting for as much as 90 percent of the total. And yet the 176 GW added during that year was lower than the 179 GW added in 2018 in new capacity, suggesting a slowdown in new solar and wind additions, which may or may not be surprising given a change in the Chinese subsidy regime for new renewable projects and cost-efficiency considerations.

“While the trajectory is positive, more is required to put global energy on a path with sustainable development and climate mitigation – both of which offer significant economic benefits,” said the head of IRENA, Francesco La Camera. “At this challenging time, we are reminded of the importance of building resilience into our economies. In what must be the decade of action, enabling policies are needed to increase investments and accelerate renewables adoption.” CLICK for complete article

If there’s one person investors should listen to during a market correction, it’s Warren Buffett. At age 89, Buffett has lived through quite a few downturns. And he’s made out pretty well: His net worth is in the ballpark of $85 billion.

Through the years, the Oracle of Omaha has given a lot of great advice in his annual letters to Berkshire Hathaway shareholders. He has even written about a specific approach for how investors should handle a “super-contagious” disease.

It’s not what you think

Warren Buffett has been interviewed in recent days about his thoughts about what investors should do in response to the global coronavirus outbreak. His take was that it wasn’t a good idea to buy or sell stocks based on daily headlines. But that’s not the advice I’m referring to.

In early 1987, Buffett wrote to Berkshire Hathaway shareholders about what to do in the face of an epidemic. This was, of course, way before the outbreak of the novel coronavirus that’s causing worldwide concerns today. It was even before the avian flu, Ebola, SARS, or MERS made the news.

But more than 30 years ago, Buffett addressed two “super-contagious diseases.” He told readers that there are “occasional outbreaks” of these diseases and that they will “forever occur.” Buffett admitted, though, that “the timing of these epidemics will be unpredictable,” cautioning to “never try to anticipate the arrival or departure of either disease.”

What were these two diseases? Fear and greed among investors. Buffett stated that his goal to deal with these “epidemics” was “to be fearful when others are greedy and to be greedy only when others are fearful.”

Time to be greedy

There’s no question that plenty of investors are fearful right now. The so-called fear index — the CBOE Volatility Index (VIX) — has skyrocketed over the past couple of weeks. When the VIX goes up a lot, it’s a clear sign that many investors are scared. If you think that Warren Buffett was right in 1987, though, that means it’s time to be greedy….CLICK for complete article