RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:sold 10%Higher rates are nice 2nd and bigger part of that is spreads on yields. why the US banks been sucking spreads came in even inverted for a point . Utilities are very pricy here.
Recession stocks doing well Wallmart so many move down to shop there same story the 2 dollar stores , Defence stocks look good , Nato and others are buying for years to come, thats about it /shrug
Maxmoe wrote: Hard to beat cdn banks in a raising interest rate environment. No 10X or 20X return but no -90% either. Zzzzzzz
ManitobaCanuck wrote: Thinking of buying utilities , pipelines , canadian banks and northwest healthcare REITs.
Hospitals and healthcare is recession proof business .Especially when your tenants are governement funded healthcare as in UK and Australia . They have diversified into US now