Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?
Q: How does one buy mortgage backed securities? And what kind of risks do they have? In what environments do they tend to do well? Are they best held in registered or non registered accounts?
Q: I agree with and often quote you, " often nothing is the right thing to do". That, and learning the importance of managing position size are very possibly the two main reasons my portfolio has grown to the size it is. It wasnt all luck that I trimmed a few stocks that had grown to oversize positions early last Nov. My biggest winners are mostly my biggest decliners in this down draft, the recent trimming eased the pain somewhat. It's not just your stock picks making people $ , thanks for that!
Q: Hi gang, would like to to buy between ARE or SYZ? For dividends 2-3 years in RESP account Is it a good idea or better choice anywhere it’s for my granddaughter 2 years old. Thanks
Alnoor
Q: What is your assessment of this stock in view of aging population increasing in numbers in nursing homes/assisted living etc? Thanks so much. Small position or no?
Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?
Q: I own a broad spectrum of your balanced equity portfolio, including some 'growth' equities. I still hold an approx. 30% cash position. What stocks would you recommend adding on to, in order of your priority, during this correction? Presuming a 3 - 5 year hold!
mille grazie,
c
"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."
Can I have your point of view and how this will or not affect PLC?
Q: On a Day like Today a lot of "Stops" were activated, then it seemed like a scramble to get back in. Even experienced Host's on Cable, you could sense their chagrin.
Personally I don't like stops, thinking that short of a mushroom cloud, my picks (and I) will ride out the storm.
Could you please tell your thought's ?
Q: Hi there, your comment is very true regarding the following;
All views should be considered and taken into account but this group has been quite bearish for probably a decade now, so eventually they will be right. We have a hard time imagining a 50% market crash. For context, the S&P 500 trades at about 20 times forward earnings, so a 50% drop would lead to the S&P 500 trading at 10X. Of course, earnings could also drop but we are not sure we see a high probability scenario where across the broad spectrum earnings/profits get cut by such a large degree.
However, your last sentence is what intrigued me the most! And looking forward, as the markets always do, maybe the markets foresee three quarters ahead for this year, and revenues/earnings/profits won't be as robust as they were for growth companies now that covid is really in the rearview mirror, with vaccines establishing normalcy (the new normalcy that is) going forward once again!
Thoughts looking forward six to nine months ahead for growth companies?
PS: Growth Companies will no longer get an easy pass any longer (as they have during these crazy Covid times), they are going to have to truly prove themselves as being relevant going forward, earning a buck or two or three..., in a cut throat world competing against one another! Everyone is done with Covid... and its time to move on with normalcy once again, as best as we all can, including the markets! :))
Q: Gentlemen: With Gold, Bonds, Money market funds, CDs, Emerging markets and cash all paying less than inflation, diversifying a portfolio to say 50% non equity as advised with aging, is a joke…. Where do you recommend looking for 2022?