November 18, 2022 - Own Your Financial Future: Take Charge of Your Investments

Invest in Canadian bank common shares or bank GIC’s – This is a no brainer

Many of you may still have investments in Canadian bank GIC’s. In a period of rising interest rates like we have today, bank GIC’s do perform better than fixed income securities because the price is never marked to market. However due to their lack of liquidity, I do not recommend them. Liquidity is something we… Continue reading Invest in Canadian bank common shares or bank GIC’s – This is a no brainer

Year End Portfolio Review to Reduce Portfolio Volatility

If this is of interest or you know someone in need of this advice, please fill in the form online or contact me directly by sending an email. You can either pay me through Paypal online or by an E-transfer to my personal email, peter.mcmurtry@yahoo.ca. I would be glad to discuss any of these options… Continue reading Year End Portfolio Review to Reduce Portfolio Volatility

Canada is clearly a better place to invest than the US in a high inflationary period

Historically in a high inflationary period like the late 1970’s, the TSX Composite sharply outperformed the US market. Over the last 6 and 12 month periods, the Canadian equity market has performed much better than the US market. The basic makeup of the TSX Composite is much more exposed to cyclical and commodity sectors than… Continue reading Canada is clearly a better place to invest than the US in a high inflationary period

Recent Globe and Mail article about all the fundamental reasons why Energy Sector remains attractive

Seven reasons to stay bullish on the energy sector. Plus, why U.S. stocks can weather the Fed’s rate hikes LISTEN TO ARTICLE In November 2021, a BofA Securities strategist provided eight reasons for ranking U.S. energy stocks the No. 1 most attractive sector in the S&P 500. The potential for geopolitical conflict, which sadly later… Continue reading Recent Globe and Mail article about all the fundamental reasons why Energy Sector remains attractive

Maintain overweight of Canadian equities over US as a result of our domestic commodity exposure

This week both the Australian former Prime Minister, Kevin Rudd, and Gavin Graham, contributing editor of the Income Investor, both said that commodity prices will continue to perform well in the current environment of: Continuing trade sanctions against Russia that are expected to last for much longer than originally thought Increased Chinese Covid lockdowns resulting… Continue reading Maintain overweight of Canadian equities over US as a result of our domestic commodity exposure

New Offering- One Time Review of any Canadian, US or Global company listed as an ADR

For an all inclusive fee of $100, including HST, I am offering any investor an objective investment review of any company they choose. I am restricting the companies to listed Canadian and American ones, but will also consider a review of a global company that is listed as an American Depositary Receipt on the US… Continue reading New Offering- One Time Review of any Canadian, US or Global company listed as an ADR

MCMURTRY INVESTMENT REPORT

I’m Peter McMurtry, B.Com, CFA.

McMurtry Investment Report & Model Portfolios

Day: November 18, 2022