1970's:

By mid-decade Henry realized the implications the OPEC embargo was to have on the price of oil and inflation into the early 80's. While it was important for a Canadian Investment Advisor to concentrate on investing in oil products, it was equally important to realize that the shortage would turn to a glut by the 1980's.

 
 
 
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1980's:

In the early 80's, Henry was one of the first to call the end of the inflation spiral.

In 1982 he was largely responsible for the success of Canada's second Strip Bond Issue, and his Company's first, by virtually taking down the entire issues of maturities that were later than 1994.

During the 1982 recession and bear market he deployed his client equity holdings into everything but oil, with an emphasis on the new PC technology stocks. According to his employers, Henry was the broker who "probably made the most money for his clients" during these difficult times. The 1987 crash was for the most part a non-event to his business, as bond positions made up for equity losses.

 
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1990's:

The success of his early dabbling in technology stocks had a significant impact on Henry's career. He was very quick to grasp that the PC would sweep technology and a new economy forward in the 1990s. One of the earliest issues of his newsletter exemplifies his enthusiasm for this area of investment with his strong recommendation of Microsoft (see October 21, 1990). Not only did he become one of the first full service brokers in Canada to fully computerize his business, he was also one of the first to make use of stock screening software.

Henry not only implemented fundamental screening techniques, but also added technical analysis screening techniques to his methodology. In 1996, as part of an experiment with a technical trading technique, Henry turned $10,000 into $290,000 in a two month-period in eight options trades, a feat reported by Caroline van Hasselt of Bloomberg Business News in an article printed in the Money and Markets section of the Globe and Mail (Sept. 6, 1996). Despite the more than fortuitous outcome of the experiment, Henry cautions against option trading as a means of wealth accumulation, as options are not suitable for everyone.

Another report confirming his strategic investment skills and sound advice appeared in the national press the following year. In "Is gold's future shiny or dull?," Angela Barnes commented on Henry's bearishness on gold since early 1996, and on his forecasting of a price collapse in the bullion market (Globe and Mail, May 3, 1997).

 
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