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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: No one escapes higher interest that will be with us for a while until inflation abades..As all companies refinance their debt loads , investors tend to shun highly leveraged almost killed baytex and a few others...what companies/sectors should we avoid?are tech s highly leverage d?and lastly, do we run to high cash flow companies? Many thanks

Read Answer Asked by adam on June 15, 2022

Q: For a ultra conservative retired income based investor can you please give us your 10 best portfolio building blocks starting a new portfolio?...many thanks...

Read Answer Asked by adam on June 10, 2022

Q: Stock picking is getting too challenging!
Slowly shifting to broader ETFs. Eg utilities, energy, banks.,
Now looking more broadly at the TSX, NASDAQ, Dow and TSX.
Long term it seems that even among the professionals it is tough to beat the indexes.
Hence my shifting strategy.

Are these indexes revamped periodically?
If yes, how is it done. How often. Criteria?

Would this be the main reason for beating most of the pros?

As usual thanks for your help

Read Answer Asked by Donald on May 10, 2022

Q: How does criteria to be added to the TSX composite and additions/removals to the index work? I have a hand full of stocks I would've guessed would be on it but aren't (SIS, TIXT, CTS, WELL, DRM, PLC). Then, I noticed REAL is on it - would it be up for possible removal due to its decline and smaller market cap? Thanks for sharing.

Besides the above I mentioned, what other stocks might be added to the index over the next few years that you would recommend? GDI stands out as one I would guess? Any others?

Read Answer Asked by Jeff on September 02, 2021

Q: What part of the market do you see as undervalued? and can you provide a few choice selections? txs as always...

Read Answer Asked by adam on June 14, 2021

Q: The TSX total return is now positive for the year. I would like to better understand whether the market breadth for the index is quite narrow, and whether the TSX returns are based on exceptional performance for a few stocks only, such as Shopify.

Are you aware of any site which provides details about how each stock has contributed to the overall return of indexes, such as the TSX? I would like to understand how many (and which) stocks are up, and how many are down, over the last year.

Many thanks for your assistance. Best wishes to you and to your team for a very Happy Holidays and a prosperous New Year!

Read Answer Asked by Dale on December 30, 2020

Q: hi, according to the bnn website the tsx forward (I presume) PE is at 24.78, which as far as I can research is astronomical for a "recovery" period. can you shed some light on the tax historical forward PE, and provide some data/statistics on how well the tsx does over the next 6-12 months with a PE of 24.5 or above? I assume you have access to this data?? cheers, chris

Read Answer Asked by chris on September 23, 2020