Investment Q&A

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?

Thanks

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

Q: Hi,

I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.

Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).

Thx,

Cam

Q: Inflation expectations - which sectors are expected to do well as inflation picks up? Please name your top picks in those sectors.
Thanks for all your advice.

Q: Hello 5i Team
Comparing the top four companies in the the waste disposal business.
Ranking in terms of market capitalization (US$) is WM ($45.0B) , RSG ($27.1B), WCN ($26.9B) and GFL ($6.2B).
Ranking in terms of dividend yield is WM (2.04%) , RSG (1.90%), WCN (0.72 %) and GFL (0.20 %). All companies declare their dividends in US$ and WCN / GFL are eligible Canadian dividends.
The after tax yield on the US domiciled companies (WM and RSG) is higher than the Canadian domiciled companies (GFL and WCN).
1 - Overall, regardless of country domicile, please rank the companies in order of preference and why?
2 - Which is the better Canadian company WCN or GFL from a growth perspective as the yield is minimal?
3 - Any other companies that I should review?
Thank you

Q: Our new BOC governor said he was expecting to buy 5 billion of bonds every week .First of all where are these bonds coming from and who is dumping them or are they being created out of thin air? I was looking at bond etf's but am a little concerned that the governments seem to be the main buyers lately.An article I read said the US govt was going to lose money on WM bonds that it purchased .Why would a recession proof business need to be supported by the US govt. shouldn't they be able to support themselves on their own cash flow?

Q: Good Morning Folks,

Do the waste management companies look good from a growth plus safety perspective at this time? How would you compare WM and WCN? Which would you prefer? Any other names that you like in this space?

Dennis

Q: What would be your favourite 5 Canadian and 5 us stocks for stagflation and best etf as well.Your favourite food commodity etf as well .thanks

Q: Hi - I like both of these companies. Which would you prefer for safety and perhaps a little long term capital appreciation. Thanks

Q: What is the difference between these two companies from an investors point of view besides the operating country’s ?
Would either be solid enough long term as a core holding?
Thank you

Q: As an alternative to an ETF, which of these companies would provide growth and a certain level of stability
Thank you, Team!

Q: Time for some trash talk. The options I’ve seen are WCN-T, WM-N, and RSG-N. could you ranks these on growth and balance sheets (debt), and is there anything else you would suggest. Thanks.

Q: Hi, Could you provide your broad investment views on the waste industry and specifically your top choice for the sector. I'm considering Waste Connections, but am open to alternatives.
Thanks

Q: Which do you think would be the better investment as far as growth and stability (and yes, I know they're often mutually exclusive desires). I already hold WC in a US account and was considering buying more, but would I be better off with WM?

Q: Hi Peter,

Great website. What do you think of Wallbridge Mineral (WM).Seem to have alot of prospect in Sudbury and a holding in world class polymetallic deposit Duluth Metals...but stock is getting slaughtered recently...any opinion??