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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: What are your thoughts on the housing/home construction sector? If of interest, what would be your 5 stocks of choice? Thank you.
Read Answer Asked by Michael on August 29, 2025
Q: With the pull back do you think this is a good way to play US home builders?
Read Answer Asked by Dale on January 05, 2024
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Read Answer Asked by sam on December 20, 2023
Q: Tony Dwyer from Cannacord likes to refer to "banks and tanks" as good areas to be in when the economy eventually turns positive. I believe he's referring to the more cyclicals. Can you suggest both Cdn and US ETF's that would fit the bill. Thanks.
Read Answer Asked by Darcy on June 22, 2020
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