Q: So my next step is to buy MG, however am trying to determine the effect that the global chip shortage will have on the auto industry and MG in particular , including extent and duration of any growth headwinds for the company. Thanks for your help. Derek
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.
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?
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: Hi all
WCN is hitting it out of the park. For a 2 to 5 year investment which do you prefer..WCN ECOL OR CLH. OR do you have another waste management choice? Growth and perhaps a bit of a growing dividend please.
Much thanks for all you do to keep me on track.
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: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
I would like to eventually add Lassonde and Waste Connections to my portfolio. If you could only add one today, for the long term, which would you select and why?
You mentioned WCN has more economic sensitivity than people think.
Does that mean economic sensitivity as a positive (example, business will improve as the economy improves; or economic sensitivity as a negative cuz rising interest rates will hurt WCN's balance sheet?
Q: Waste Connections has been doing very well of late given that it is in a slow growth sector. Has it become overpriced or is there any corporate developments that may account for the recent appreciation? 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: Dear Sirs,
I am looking for 5 companies(Canadian and US ) that you feel would weather a good sized market correction well. I understand that the US is not a primary focus but would appreciate any names you feel comfortable suggesting as part of a grouping of 5 to 10 names. As an aside , would you view a holding of Berkshire Hathaway as meeting the above criteria.
Q: Hi. I currently hold a 5% weighting in each of the above companies. I would like to reduce my exposure in this sector to 10%. Which would you think best to unload... or would you suggest reducing bits of each.