Investment Q&A

Q: Which Canadian companies stand to get hurt the worst with this trade war coming with USA
as they are starting to play Hard Ball with us.

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: Other than cyclicality, do you know of any good reasons not to add to my Stelco holdings in the $30's for the dividend portion of my portfolio?

Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC

Q: Would you please compare Ata and Stlc metrics and recommend one for a 2 to 3 year hold. Thank you

Q: Earnings look very good, dividend increases . Anything not to like?

Q: Hi 5i
With the US Congress passing the $1.2 Trillion Infrastructure bill last Friday evening, what sectors and Canadian stocks would you suggest might benefit the most going forward. Thanks

Q: Any idea on the date of the next quarterly earnings and what the numbers might look like. Tnx

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: 5i,
Do you think STLC presents an opportunity on this pull back?
Is this is the result of the US not passing the stimulus bill?

Cheers,
JR

Q: Is Stelco a buy, hold or sell at this price ? As always, thank you for this great service.

Q: What is your opinion of Stelco?

Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

Q: I would appreciate your expertise on Stelco current valuation; I have read your notes. STLC report states that current profitability results from both volume and price increases, and your notes indicate that the recent ore price fall and equity valuation hiccup is in response to fears of reduced demand. The question I have is whether the STLC recovery is likely to be sustained/built upon, for a significant number of years, or whether the industry earnings and prospects are simply volatile in the short run. We have Biden’s infrastructure program to which should bolster steel demand all around, STLC presumably has to purchase iron ore so their raw material costs should offset steel pricing variations, and current opinion seems to be that we are looking at positive momentum for commodities in general, which I assume is a long cycle event. May I have your take on these issues please and the outlook for STLC.

Q: If the infrastructure bill passes in the US, which it appears it will, would it be likely the tariffs would be removed, and if not how will that impact Stelco?
Would they look elsewhere for a cheaper product?

Q: What causes the SP of STLC and LIF to take such a big dive today?

Q: Stlc is getting hit again today. Is there a reason for this?

Q: Isn't STLC and LIF in the same industry? Why would STLC's SP has been moving upwards while LIF's SP has not moved at all? Your insight is appreciated.

Q: Hi Peter; Is Stelco a good choice for short term capital gains, considering it has a negative yield, but strong buy recommendations for an average target of $47.71 on the TD trading platform?