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Q: I heard someone on TV, on BNN I think, say that there is currently a severe housing shortage in the U.S. Doing some research I found one analyst stating a shortage of 3.8M units. Whether or not this is considered "severe" for the U.S. I have no idea. In any case many companies in this discretionary sector are down substantially from their highs. Could you provide your thoughts on investing in a home builder at this time? Preferably for a 2 to 3 year hold. Would Toll Brothers have the top ranking or would another builder rate better? Many thanks.

Read Answer Asked by Harvey on April 05, 2022

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Read Answer Asked by Maureen on March 01, 2022

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you

Read Answer Asked by karim on December 22, 2021
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