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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: Hi team! 1. What percentage would you give that we are currently in a recession in A. Canada B. USA? and 2. What percentage chance would you give that Canada and/or USA will enter a recession in the next 12 months?
Read Answer Asked by Kel on September 18, 2024
Q: In your reply to Steve this morning, you said "We think it is important to watch, but there are other indicators that we are watching more closely such as credit spreads or commodity prices." Could you please expand on this? Thanks in advance.
Read Answer Asked by K on September 18, 2024
Q: some financial advisors worry about the yield curve predicting difficult economic times to come sometime in the next year or two. Does this play a factor in your market models? Does it suggest caution? I would assume actual company results, earnings growth etc remain primary, but how does one incorporate this type of info without drowning in endless market noise?
Read Answer Asked by steve on September 16, 2024
Q: US Debt. How long before it sets off a crisis in the stock and bond markets. Is there declining interest in buying American treasuries today? And do you think there is a real risk to the dollar being replaced as the world standard. US politics and media are oblivious to this looming issue, or do you believe this is just paranoia.
Read Answer Asked by Curtis on September 12, 2024
Q: Good morning.
I am currently looking to rebalance my portfolio both registered and non-registered accounts.
What is you recommended guidance for geographic allocation for US and Canada and would you suggest difference sectors by each country?
Thanks
Read Answer Asked by Gordon on September 12, 2024
Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.
Read Answer Asked by John on September 07, 2024
Q: Through the Spring and early summer, there appeared to be a lot of positive views about small caps. IJR is one of many ETFs mentioned during this period. With all the volatility and turmoil in the last few weeks, at his juncture and in the midst of the "broadening out" of the market, what is your view of small caps? Is it a sector you still see as prospectively positive? Are there other areas that you see as having more potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on September 06, 2024
Q: Hi Peter, I am 60 years old. What is your opinion on the 100 year minus my age rule to determine the percentage that should be in equities? In other words should I invest 40% in an equity portfolio and put the rest into a ladder GIC or similar. I have a good risk tolerance. Thanks for your time.
Read Answer Asked by Tim on September 05, 2024
Q: What is your view on this article especially of the author's suggestion to reduce exposure to growth stocks in favour of value stocks and high quality bonds? https://epaper.calgaryherald.com/article/281947433202611
Read Answer Asked by D on September 03, 2024
Q: Crystal ball time! If you had to fathom a guess, what are your expectations for what the Cdn prime rate might be a year or so from now?
Read Answer Asked by Doug on August 30, 2024
Q: I am planning to sell a portion of my portfolio either now or in mid-September. I know September often tends to be a down month for the market. But this September, there will almost certainly be rate cuts in the US...and possibly in Canada, as well. If you were me, would you wait until September to sell...or would you be more inclined to sell now?
Read Answer Asked by Maureen on August 28, 2024
Q: You've stated that "We do not think conditions are in place for giant problems, and would be fine staying mostly fully invested."

Historically, every time we have an inverted yield curve paired with a flattening fed funds rate, the market has suffered steep declines when the fed cuts and the yield curve normalizes.

Given that these conditions are currently in place, why do you think a more cautious approach is not warranted?
Read Answer Asked by Adam on August 27, 2024
Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?
Read Answer Asked by Ron on August 26, 2024
Q: I believe the next Bank of Canada announcement on interest rate is scheduled for September 4 th, while I don't expect a perfect crystal ball, what does 5i / the market think the most likely action will be; ? reduce rate by 0,25 %

thanks

Ernie
Read Answer Asked by Ernest on August 23, 2024
Q: If Kamala Harris wins, what sectors do you think would be good for Canadian market? Any particular picks would be helpful.
Thank you.
Read Answer Asked by Murray on August 21, 2024
Q: During the volatility shock two weeks ago (I’m writing this on Aug 18), you wrote the following in an emergency note to subscribers: “We would keep some powder dry as the type of volatility we will see this week can last a while.” In light of the stock market bouncing back so strongly, do you feel differently now? Would you sell into market rallies to raise cash, then await more volatility for the chance to redeploy?
Read Answer Asked by Brian on August 19, 2024
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