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COMMENT
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.
Unknown
COMMENT
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.
Unknown
TOP PICK
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.
misc industrial products
TOP PICK
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.
electrical utilities
TOP PICK
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.
Consumer Products
PAST TOP PICK
(A Top Pick May 03/21, Down 14%) In normal economic environment, company would have preformed better. Has sold shares. Sees better opportunity elsewhere.
INDUSTRIAL PRODUCTS
PAST TOP PICK
(A Top Pick May 03/21, Down 18%) Has sold shares in company. Believes better opportunities elsewhere. Economic environment makes housing market tough.
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