Believes credibility of Central banks has been eroded.
Events from the past century have proven inability of Central banks to manage economy.
Inflation is not a surprise given the length of low interest rates.
Question is how high interest rates have to go before inflation is tamed.
Looking for companies that can raise praises in response to inflation.
Hoping rising prices will not feed fire of inflation.
Believes power companies will benefit in the near, to long term.
Charging stations for electric cars will be in high demand going forward.
Owning companies that service electric vehicles is better than trying to pick particular car company.
Very boring business which is good for predictability and long term business prospects.
Has advantage over competitors with financing activities.
Insulated from rising energy costs with forward contracts.
Believes power demand in Canada not going down.
Believes company is well positioned in the convenience store business.
In the process of consolidating market in USA.
Is a good long term growth stock.
(A Top Pick May 03/21, Down 14%) In normal economic environment, company would have preformed better.
Has sold shares.
Sees better opportunity elsewhere.
(A Top Pick May 03/21, Down 2%) Very basic company that is a staple in the economy.
Share prices have fallen in market selloff.
Has continued to hold shares.
Believes is a good long term investment.
Very boring business with excellent growth prospects.
Results have lagged competitors in market.
Large stock selloff has affected share price.
Economic downturn is a worry as company not as large as others.
If betting on ability for banks to increase margins, would be a good bet.
Current yield is over 5% which is attractive.
Bet would be on a soft landing of economy.
Currently owns shares.
Has significant USA exposure.
Housing under pressure in the US with higher interest rates.
Not surprised stock has been negatively affected.
Agriculture business is challenged with supply of materials (even with high prices).
Thinks that business will be very strong going forward.
Demand for agriculture business will be high.
Global trade will be challenged going forward.
Companies that can supply agriculture products will be rewarded.
Banks in Canada have entered into bear market.
Increase in interest rates normally good for banks.
Market afraid of mortgage defaults with rising interest rates (reason for low stock price).
Canada not as exposed to mortgage risk.
Bank insulated from major economic risks.
Well managed company with strong brand in Canada.
One of the fastest growing banks in Canada.
Company has been hit hard in recent market selloff.
Market afraid of recession and the effect it will have on the company.
Believes company has excellent prospects going forward.
Current yield is over 5% which is a good rate of return.
Is bullish on energy sector.
Expects company to preform well over the long term.
Pipelines are essential to energy supply and will be in demand.
Domestic pipelines are better alternative to energy supply from bad actors such as Saudi Arabia.
Canadian energy is ethical and environmentally friendly.
Regulated company that has ability to increase dividends.