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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: Can you suggest some US and Canadian high-quality value stocks with attractive valuations and, finally, that meet the "mundane" test. Heard a commentator discuss this recently. I think the idea is that if a high quality business is flashy, etc, its valuation would reflect that (say Coke or Berkshire Hathaway?). Other "mundane" companies would not (yet) have that prominence premium.

I'm not sure if this is the same as "deep value". Your comments and suggestions would be appreciated.
Read Answer Asked by Chris on October 04, 2022
Q: I hold ATA and TFII and I am considering adding either GFL or CJT for industrial exposure in a TFSA account. What would be your choice if either.
Thanks
Roy
Read Answer Asked by Roy on October 04, 2022
Q: my question about 5 top growth companies were for Canadian companies. can you provide 5 names and explain why each is good and why it makes the list
Read Answer Asked on October 04, 2022
Q: In the next two quarters, earnings will likely deteriorate in both the US and Canada as the effects of the fastest rate hikes in history start to apply. If these earnings seasons are ugly, will the market decline further? Or is the positioning of the fed (potentially pivoting/easing/stopping rate rises) more important than this?
Read Answer Asked by Michael on October 04, 2022
Q: Hi there,

I am sitting on about 35% cash currently that I accumulated in mid August before the indexes rolled over (SPX ~4200). Obviously no one knows where the bottom is, but if you had to make an educated guess, where do you think the SPX will bottom out and when? What strategic would you use to deploy cash? Would you DCA over a couple tranches?

Thanks!
Read Answer Asked by Michael on October 04, 2022
Q: With tax selling season coming though a lot of selling have already happened. This also coincides with the FED's next Interest rate change, November seems gathering a lot of dark clouds. It just feels that the rest of the year is wasted and preventing a Santa Claus rally not much will happen from now to the end of the year.

What do you think? How do you see the rest of the year unfolding?

Thanks for your precious advise in these dangerous times.

Yves
Read Answer Asked by Yves on October 03, 2022
Q: Hi team,
I have been a long term holder of ADW and overall with dividend and trimming at prior highs will come out just above par with this holding, which is not desired for multi year, but a nice learning experience for me.
I am thinking of selling and splitting between tc energy, sun life and alphabet. The first two for greater yield play, and all three on the belief that on positive macro news all will perform better relative to ADW (small cap, debt level, your B rating, consumer lag on discretionary).

Thanks for your thoughts.
Read Answer Asked by Allan on October 03, 2022
Q: Good morning,

Thank you for all the pertinent insight.

My materials sector is currently light. Obviously the cyclical nature plays a role in that as well.

I am also looking for a current read on LIF.TO

Could you give me your current top picks. As well as a good entry price.

Please take the necessary credits.

Thank you very much.
Read Answer Asked by Adam on October 03, 2022
Q: I understand that the prairie farmers are having a good year with above average crop yields. This should be positive for the railways if they have sufficient capacity; particularly CP. On the other hand, if we are heading into a recession, they could suffer. Given the recent pullback what is your outlook for the railways for the short to medium term.
Thanks for your insight.
Ian
Read Answer Asked by Ian on October 03, 2022
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