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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: 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
Read Answer Asked by Simon on October 05, 2021
Q: Hi Team,

Do you find OTMO a compelling buy for a 3-5 year hold based on its current fundamentals?
It’s seems to have been hammered pretty hard over the last few months, is there something I am missing?

Thanks for your excellent and unparalleled service!

Cheers
Read Answer Asked by Wes on October 05, 2021
Q: Hello,
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.

VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?

WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?

I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).
Read Answer Asked by Tim on October 05, 2021
Q: Which of QTIPS vs TIPS would you recommend given fees etc and how the US/CAD dollars would likely move in the event of longer term inflation? Any other bond investments that could provide better income and safety if 10-year yield continues to rise?
Read Answer Asked by John on October 04, 2021
Q: Could you explain your thoughts about SPB,why is it not following energy's rise?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Read Answer Asked by Josh on October 04, 2021
Q: What are your top Canadian and US investment ideas foe times of rising inflation?
Read Answer Asked by Serei on October 04, 2021
Q: Can you please provide your top 3 US healthcare sector stocks. I'm looking for total return over the next few years.

Thanks for your sage advice.
Read Answer Asked by Lyle on October 04, 2021
Q: Hello, could you recommend a few US industrial names with a focus on income and a little growth.

Thanks!
Read Answer Asked by Brent on October 04, 2021
Q: I am considering sell GUD and buying IBB and/or IHI and/or VEEV and/or GH. Risk is not an issue and I am okay with US stocks as well as Canadian. Your comments would be appreciated.

Thanks for your service
Read Answer Asked by Ozzie on October 04, 2021
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