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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: Are there any indicators a recession coming?

I ask as nothing makes much sense at the moment. I run my own business, and there is a lot going on right now and feel the sand shifting underneath me.

COGS is going up like crazy, there is wage inflation, inflation in general, and interest rate increases on the horizon. I notice retail customers are bit slower than before and shipping is going up.

I don't get a good sense that things can continue like this.

I know inflation doesn't normally cause recessions, but interest rate increases can.

Should I not worry about it and just let my balanced portfolio go through the process.

Or do I position some Cash or more recession proof companies into my portfolio?

Sorry lots to unpack, but the Tea Leaves aren't giving me anything yet my gut feels something;)

Thanks Colin.
Read Answer Asked by Colin on April 01, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Brenda on March 31, 2022
Q: Good morning,
I understand that Valens announced a deal yesterday where "underwriters have agreed to purchase, on a bought deal basis, 10,613,207 units of the company at a price of $2.65 per unit." The stock plunged 25% yesterday on the news to $2.16. I am sad to admit that I am ignorant to why this stock dropped so much on the news - any insights you can provide? Also, I bought this stock with a 5-10 year hold plan - still a good long-term company?
Read Answer Asked by Rossano on March 31, 2022
Q: hi, these equities are overvalued, over-leveraged, with shrinking earnings, according to Morningstar Canadian Dangerous strategy. do you think any are compelling sells now, and which would you Hold?
thanks, Chris
Read Answer Asked by chris on March 31, 2022
Q: Good morning ,
SWP reported a encouraging last Q 2021 yesterday, strong sales, with second line construction progressing well and on schedule to open in 2023. You dropped coverage of SWP in Nov.2020 but with progress on most fronts do you plan on restarting coverage ? Would this be the right time to re-enter the stock ?
Many thanks,
Jean
Read Answer Asked by Jean on March 31, 2022
Q: At one time there was a large gap in price. This gap has narrowed. When is it worth selling bepc for bep.un in an rsp or is it better to hold both ?
Thanks
Read Answer Asked by Terry on March 31, 2022
Q: The general rise in interest rates continued during the first quarter of 2022, continuing its pressure on the price of fixed income securities.
I would like to have your opinion.
Is it a good idea to buy fixed income indices right now like the Canadian Bond Index or the Canadian Real Return Bond Index or the High Yield Bond Index? What kind of return can we expect?

Read Answer Asked by Serge on March 31, 2022
Q: besides tourmaline, arc and birchcliff what other canadian natural gas companies are appealing-preferably smaller ones. dave
Read Answer Asked by david on March 31, 2022
Q: I just read the Bloomberg announcement that the Biden Administration is considering a large release of oil (“up to 180 million barrels”) from the Strategic Reserve to combat inflation and to lower gasoline prices. This would be in addition to the 80 million barrels already released in the last 6 months. The suggested rate of release is 1 million barrels a day. The price of WTI dropped 5.5% on this announcement. It was stated that if this strategy is approved, the IEA would attempt to have other countries join this action to provide a coordinated release from several sources.
I don’t know whether this announcement is just an attempt to jaw-bone the oil price down or if it is serious. It certainly impacted the price of oil. If the full plan were implemented, what would you predict the impact to be on Canadian energy stocks in the short term (3months) and by year end.
Please ignore the following question if you are uncomfortable with it. “What action would you take if you held a slightly underweight position in the energy? Buy more? Sell some? Do nothing?”
With appreciation for your great service to us small retail investors
Ed
Read Answer Asked by Ed on March 31, 2022
Q: hi. can I get your opinion on these 3 growth stocks. and could rank them in regards which you would consider the best buy for a tfsa. also, do you think all 3 would fit well into a tfsa, and if you have any other names to add, feel free, always appreciate the expert advice, cheers, chris
Read Answer Asked by chris on March 31, 2022
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