Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.

Q: Hi Peter,

What do you think of U S Steel Corp. There has been a big drop today and does that make it an attractive investment over the short/medium term? It does seem to be doing well. How would you rate it now against Reliance Steel as well?
Regards
Rajiv

Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn