Investment Q&A

Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.

Q: Like a lot of stocks, the homebuilders seemed to reach a bottom on June 17 and then have steadily marched upward. Quite briskly, in fact, even in the face of increasing interest rates. To what do you ascribe their stock improvement, which outmatches almost any other sector I can see, up 25%-30% in a month.

Q: Can I get your thoughts on American real estate looking out 1-2 years. I am assuming with rates low and looking that way for a while that the market should be strong.
I have just started looking at MDC Holdings, can you provide any insight to this company.

Thanks