We said it back in 2020, there will be one more drop in % rates and then it’s time to lock in. And I’m saying it again now – we’re only going up from here.
The crunch is going to come in the credit markets, starting in the Emerging markets and spreading from there.
More than ever, you want to look at your risk profile and make sure you have the appropriate levels of risk for you and your portfolio.
Paul Beattie
Shorting the mid-tier tech sector very successfully. Peloton (PTON), Toast Inc (TOST), Rivian Automotive (RIVN), ARK ETF (ARKK) being some of the best (worst) performers.
Champion Iron Ore (CIA) $5.60 to $7.45 in early April. Oct 4th between $4.80
Algoma Steel (ASTL) $11.45 to $15.25 in late March. Oct 4th between $9.50
Josef Schachter
Birchcliff Energy (BIR) $6.80 to $10.47 Oct 4th
AlvoPetro (ALV) $4.50 to $7.00 on Aug 30th
InPlay Oil (IPO) $3.30 to $4.90 in early June. $2.94 Oct 4th
Hemisphere Energy (HME) $1.20 to $1.92 early June. $1.45 Oct 4th
Essential Energy (ESN) $0.46 to $0.34 Oct 4th
Greg Weldon
You have to broaden your investment horizon, both long and short, use short ETFs
You want to be in the food commodities and the food commodity currencies
Gold in Cdn $ is better than the Cdn $
Mark Leibovit
Cameco (CCO) $25.00 to $37.53 Oct 4th
$US bullish with % rates going up
Eric Nuttall
Canadian oil and gas is going to be a world beating market in 2022-2023
Nine Point Energy Fund – up 38.9% as of Aug 31st
Ryan Irvine
Calian Group (CGY) $57.50 up to $72.00 early June. $57.83 Oct 4th
Telus International (TIXT) $31.40 to $36.91 Oct 4th
Tyler Bollhorn
S & P 500 broke its long term trend line, there is more weakness to come. There may be a sucker rally before ultimately going lower. Significant weakness could be coming in the large cap stocks
Be fussy, you’re not going to get away with bad habits in 2022