Investment Q&A

Q: I thought CPI was the root of all the evil afflicting this market and to me this was confirmed Nov 10 and 11 when the market rocketed upward apparently based on not a bad Oct cpi. Then we get an even lower cpi for Nov (on Dec 13) but then followed by 2 days of fairly hard down markets. What is your take on this? I know the rate hike and fed comments were in there too but to me they were all pretty much in the expected range. And it's not like talk of a recession is news. Thank you.

Q: So where is that market report/Dec. 13 available on your website to read that the other member/Iulian praised so much?

Q: Hi Peter,

After the fed outlook for the economy and the fed rate 2023 what is your opinion of a near term price movement of TLT? Do you think the fed was setting the expectation of a hard landing / recession without acknowledging that the fed rate is restrictive enough already?
Regards
Rajiv

Q: Greetings: On a few occasions, I can remember in an answer to a question it was stated that it is best if possible to avoid trading when the market first opens and 30 minutes before closing. Recently, it was stated that a lot of institutional and algorithmic trading is done in these time frames. Wouldn't that provide me with more liquidity, and in turn possible better purchase and sale prices? I cannot find the specific questions and answers, so if I am quoting you incorrectly, please excuse me. Please enlighten me on this subject. Also, could I get a link to Eric Nuttall's appearance on the money show on Dec 1. Thank you. BEN.

Q: Please explain "the Santa Claus Rally" and the period of time it generally occurs.

Q: I am wondering about my cash position. Given so many things affecting investor confidence how long do you expect to maintain the cash levels in each of the three model portfolios? What might cause you to make changes?

Thank you,

Mike

Q: Can you give me the symbols of ETF's that matches the movement of the tsx 60 , SP 500 and the NASDAQ. With the lower mer or fees. Thanks .. Borrowing money to invest on the stock market was something that was getting very popular. With interest rates now at normal rates in my view I believe this will end. Our economist drop the key interest rate at the beginning of covid to reduce the risk of a recession. In 2022 these same people are raising the interest rates to prevent inflation. I believe they will not succeed. I wish I had a company that could right out checks and not needing any funds to pay them. Only or government can do this.The same people that are raising and lowering or interest rates. Imagine that. Thanks for the great service but with 122 credit questions I guess I'm not using your services to the max. You guys are great happy new year.

Q: The Bank of Canada hiked their policy rate 50 bp's today - will this be priced in to Fixed Income instruments (GIC's/Bonds/TBills etc) immediately or would it have already been priced in in anticipation.
Thanks

Q: If only one was to be added to right now which would you pick? I have both at at a higher cost. Are you expecting a bounce in January? Thanks.

Q: Is the current inverted yield curve predicting a recession in the next 6 months? Regards, Ron

Q: Retired, dividend-income investor. I harvested some ZRE related tax losses in my Cash account in October. I am now rebuilding a position in my wife's TFSA. I was planning on 3 tranches, every second month (using your suggested "spread out your investments over a 6 month period). I bought my first wave a week ago.

Now that Chairman Powell has made his recent remarks about the potential slowdown in the rate of interest rate increases, does this change your thoughts about the pace of investing new monies into the market? Would you endorse accelerating the injection of new $$$....specifically for ZRE?

Thanks...Steve

Q: The first ones to forecast next year results are Goldman Sacks and they are pretty bearish on the stock market. They forecast the S&P to finish the year at 4000 after picking up steam in H2 while the first half should be down while traders will adjust their premiums with no gain in profits next year. Do you agree with their thesis? Where do you see the better overweight. In US with blue chips or smb ? Canada with oil and basic material? Look for dividend to try to make some yield? Please elaborate on your rational. Thanks a million$$$

Yves

Q: I am wondering what your thoughts are on annuities for a retiree, assuming no need to leave wealth on passing. Also assuming two scenarios: (1) putting all one's money in annuities, and (2) a small portion to ensure not ending up homeless while investing the rest in high risk growth stocks. Okay let's add a third one, a well balanced portfolio all in equities a little light though on dividends, with a floor protection of annuities. Talking about a straight life annuity, nothing fancy. Thank you.

Q: Which sectors and stocks will benefit from it.

Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.

Q: Rosenberg posted this to Twitter today. 60/40 split is not dead.

David Rosenberg

An early holiday gift: Don’t look now but the much-maligned 60/40 asset mix has delivered a +7% net positive return over the past month! The phoenix is finally rising from the ashes.

Q: I'm keeping a tidy amount of cash etc on the sidelines for 2023.


David Rosenberg

I saw a chilling stat today that 20% of Canadian mortgages were taken on when rates were at the 1.5% floor. With mortgage rates at 5%+, and 40% of this debt rolling over, the hit to consumer spending promises to be spectacular.

Q: I noticed in one of the recent comments that you are selling lightspeed to raise money for later in the year. Is that because you think that there is a good possibility of stocks dropping in the New Year? Better to wait to deploy cash or right away?
Thanks

Q: A conundrum....
As with most investors, I have winners such as 'ATD', 'CSU', ';TFI' and 'WSP'. Because of this delightful phenomena, they now represent a much higher percentage of holdings than they did at purchase. I am reluctant to admit that I also have 'losers' such as 'ECN', 'LSPD', 'GSY', 'TCN' and 'SHOP'. Obviously their portfolio percentages are much lower than at purchase. I eschew selling winners, so please help me out in terms of re-allocating the broad spectrum of stocks, i.e. sell fractions of the 'winners' and average down on the 'losers'?

Q: It looks like FED and BOC will keep on rising Interest rate and recession will follow,reducing income for many companies and their stocks will go down like in last recession. This is how I think,what is your opinion.2022 has been a tough year and hope for 2023 is in question.