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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: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?


Read Answer Asked by Simon on October 05, 2021

Q: What are your top Canadian and US investment ideas foe times of rising inflation?

Read Answer Asked by Serei on October 04, 2021

Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

Read Answer Asked by Christopher on September 02, 2021

Q: I would appreciate your expertise on Stelco current valuation; I have read your notes. STLC report states that current profitability results from both volume and price increases, and your notes indicate that the recent ore price fall and equity valuation hiccup is in response to fears of reduced demand. The question I have is whether the STLC recovery is likely to be sustained/built upon, for a significant number of years, or whether the industry earnings and prospects are simply volatile in the short run. We have Biden’s infrastructure program to which should bolster steel demand all around, STLC presumably has to purchase iron ore so their raw material costs should offset steel pricing variations, and current opinion seems to be that we are looking at positive momentum for commodities in general, which I assume is a long cycle event. May I have your take on these issues please and the outlook for STLC.

Read Answer Asked by Mike on August 25, 2021

Q: If I were to pick one of these three - STLC, RUS and LIF - strictly on SP growth in the next two year time span, which would be the choice? Also, on a scale of 1 to 10 for SP growth what would be your ratings of the three? Thanks.

Read Answer Asked by Victor on June 24, 2021

Q: I'm up about 60% on GSY, my current largest holding. I'd like to reduce it a bit and start a position in STLC. I know these two companies are not directly comparable, but as an investment do you think STLC's SP can out gain GSY in the next two years? As well, what's you overall opinion on these wo companies? Thanks.

Read Answer Asked by Victor on June 22, 2021

Q: I would appreciate your thoughts on holdings in the portfolio. All have been winners - I am fairly prudent yet always looking for trends and will hold long term. I don't rely on dividends though they are preferable. Would you make changes for another holding(s)?

Petroleum: TOU, FRU, ENB
Finance: GWO, NVEI
Steel: STLC, LIF (Watching cyclical trends)
Auto: MG
Mining: CXB, KL, (TRQ - I expect an upturn in 2 quarters)
Software: CTS, LSPD, TOI
Healthcare: WELL

Thank you for your support.

Read Answer Asked by Martin on June 15, 2021

Q: What is your view on commodity prices relative to the recovery from the pandemic and/or the global efforts to curb carbon omissions? Is the demand outpacing supply and if so what are the companies or ETF's to hold over the coming years? Is there any particular metals that one should focus on?

Read Answer Asked by Ronnie on April 20, 2021

Q: Greetings:
Stelco is down $ 2.59 today, apparently because there were rumours
that they were going to do a secondary offering. Management denies
this. McCreath thinks steel has a long runway now, even though this
company has been broke more times than air canada. Your opinion
is what counts to me. I have been following it for some years now,
but always too cautious to buy. Frank Mersch recommended it some
years back.

Read Answer Asked by BEN on February 19, 2021