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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The phrase “Don’t trust anyone over 30” was coined in the 60’s, but as I head into CPP eligibility age I’m kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70’s, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80’s and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GIC’s (remember Trust Companies?) at double digit interest rates but wasn’t invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.
Read Answer Asked by Stephen R. on March 23, 2022
Q: Would you please rank these 12 REITs for future growth prospects, where 10 is the best prospects & 1 the worst. Also would please indicate what REIT assets contribute to future growth & those REIT assets that have very little future growth. Thanks ... Cal
Read Answer Asked by cal on March 23, 2022
Q: Im looking at Companies who have announced Special Dividends or are likely to this year.

Thanks Valter
Read Answer Asked by Valter on March 23, 2022
Q: Have held SLF a number of years(registered income producing account), and have a 67% capital gain not counting dividends. I am thinking of taking the profit and re deploying to POW. Rational: higher dividend, trading in the lower/middle of it's 1 year range and analysts giving it more upside potential, more global exposure? (Europe). Do you see this as a reasonable move or am I trading down in quality for the additional yield
Read Answer Asked by Harry on March 23, 2022
Q: Can you explain the SHOP price disparity on the US and CAD exchanges that occurred recently? Reference your answer to a member question yesterday 'SHOP had an unusual spike close on Friday and was up $122. Today it is down $110 and still up over two days. On the TSX where there was no spike the stock is down $20 only today.'
Read Answer Asked by Patrick on March 23, 2022
Q: I do not own any stocks in the Energy Sector and would like to add some. Please let me know what are your top 5 choices in this Sector and the reasons why you believe they are a good investment based on today's stock price.
Read Answer Asked by ALNOOR on March 23, 2022
Q: This was one you had liked in the past, and certainly with tightness continuing with chips, and therefore reduced new automobile supply, this used car auctioneer I thought would have held up better in these volatile markets. Are you still as keen on this one, or would you use this holding as a source of funds for other ideas. Essentially, is it a 'soft' hold at this point?

Thank you as always...
Read Answer Asked by Warren on March 22, 2022
Q: Hello, from looking at the long-term chart of Sherwin-Williams, it appears that this a compounder stock with a good underlying business. Since you last commented in January, the stock has had a bit of a pullback. Any updates on your broad thoughts around valuation and prospects for the for the near-to-mid term (1-2 years), and whether you like this name?
Read Answer Asked by Al on March 22, 2022
Q: In your view, what impact will the Liberal/NDP cash grab on the Canadian Banks have on their stock prices. Each of them are expanding outside Canada....does this help mitigate any new tax? Is there one Bank that is better able to handle things and more favored now as a result? Would you just begin exiting the Banks? Thank you for your insight.
Read Answer Asked by Curtis on March 22, 2022