Independent Insight

10 Best New Quotes From Billionaire Investor Mark Cuban

10 Best New Quotes From Billionaire Investor Mark Cuban

Mark Cuban is easy to communicate with but hard to pin down. I’ve tried a few times to book him for an interview through email. The billionaire makes himself unusually available to contact. He often gets back to me right away. But trying to find a 20-minute window in his busy schedule of Shark Tank tapings, the Dallas Mavericks schedule (Cuban owns them), and whatever else he gets up to, is tricky. I’ll keep trying but in the meantime, courtesy of Business Insider, and writer Theron Mohamed, here are Cuban’s 10 best quotes from an interview on the Prof G podcast with author, business and tech guru, and NYU Professor, Scott Galloway. 

Analysts Finally Jump on goeasy Growth Train After 1,500%+ Gain

Analysts Finally Jump on goeasy Growth Train After 1,500%+ Gain

goeasy has been one of Canada’s best growth stories the last several years. The alternative lender has quietly built an impressive string of double digit revenue, earnings and dividend increases while posting record company numbers pretty well every quarterly earnings report. I interviewed the former CEO and now Executive Chairman, David Ingram, in late January of 2018. Had I bought the stock then I’d be up more than 400 per cent. More impressively, goeasy’s stock has surged about 1,500 per cent since 2012, and is about a 190-bagger the last 20 years. Better late than never, because TD Securities doesn’t believe investors have missed the goeasy growth train as it’s starting analyst coverage with a “Buy” rating and a projected 12-month return for the stock of more than 40 per cent. Here are five reasons why, along with some charts, from TD’s report that exemplify goeasy’s strong growth.

Four “Stealth Tech” Ideas For the Roaring ’20s

Four “Stealth Tech” Ideas For the Roaring ’20s

You’re familiar with the concept, popularized by Ed Yardeni, that this decade will rhyme with the roaring ’20s of a hundred years ago in terms of technological innovation and a booming stock market. Jason Bodner of Brownstone Research takes it a step further by looking at some unassuming companies that use what he calls “stealth technology” to stay ahead of the competition. Here are some excerpts from an article by Bodner in which he uncovers some ideas for investors to capitalize on this theme over the next several years.  

The Illumination Minute w/Libby Wildman: Time & Compound Interest

The Illumination Minute w/Libby Wildman: Time & Compound Interest

This is Part Two of The Illumination Minute, an ongoing series of videos on financial planning and personal finance featuring Libby Wildman, Senior Partner at Davis Rea Investment Counsel. This segment is on the luxury of time and the beauty of compound interest, something Albert Einstein called the eight wonder of the world.

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The Illumination Minute w/Libby Wildman: Setting Financial Goals

The Illumination Minute w/Libby Wildman: Setting Financial Goals

We’re pleased to introduce The Illumination Minute with Libby Wildman, Senior Partner at Davis Rea Investment Counsel, and Founder of Wildman & Associates. Libby has years of experience in financial planning. This is a series of videos on various financial planning and personal finance topics that Libby will guide you through.

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Strategist’s Advice to Investors After 35 Years on Wall Street

Strategist’s Advice to Investors After 35 Years on Wall Street

Liz Ann Sonders is celebrating her 35th year on Wall Street. That’s caused the Managing Director & Chief Investment Strategist at Charles Schwab & Co. to reflect on her experiences, the people who influenced her the most, and their nuggets of investment wisdom that inform her approach today. Here are some excerpts from an article the highly-respected Sonders wrote about her time on the Street and what she’s learned. 

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Should Investors Have Exposure to Cryptocurrency & Blockchain?

Should Investors Have Exposure to Cryptocurrency & Blockchain?

In the final instalment of our Investment Series, Som Seif and John O’Connell answer a viewer question about cryptocurrency and blockchain. Seif explains why he’s bullish on digital while O’Connell believes the Ethereum platform has intriguing applications but he differentiates between speculating and investing. 

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Positioning Your Portfolio for Rising Rates in an Expensive Market

Positioning Your Portfolio for Rising Rates in an Expensive Market

In the penultimate video of our Investment Series, Som Seif and John O’Connell give advice to a viewer who asked how to position his portfolio for a rising interest rate environment in an expensive stock market. They discuss active strategy, short duration bonds, international and emerging market investments, value vs. growth, and examining your risk tolerance for a possible 20-30 per cent drop in the major stock indices.

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Five Reasons the Oil Rally Will Last

Five Reasons the Oil Rally Will Last

When an oil futures contract went negative in April of last year, it marked a capitulation by investors and a culmination of seven years of prices consistently grinding lower. Today, after years of underinvestment in the sector amid the ESG push for renewable energy, the price of the U.S. oil benchmark is near $80 with calls for it to surpass $100 this winter. J.P. Morgan Strategist Dubravko Lakos-Bujas was bang on when he recommended oil and oil stocks last year. Here are his five reasons this rally for oil and oil shares will continue. 

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Why the Unwinding of the Credit Bubble “Will Not Be Pretty.”

Why the Unwinding of the Credit Bubble “Will Not Be Pretty.”

We established in a previous video in our Investment Series why a 40 per cent bond weighting in a portfolio is the “stupidest and worst” strategy an investor could deploy. Som Seif’s words, not ours, but you get the point. In this segment, Seif and John O’Connell examine the credit bubble, rising interest rates, and how bond investments of the wrong duration can destroy value in your portfolio. 

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How to Learn the Hard Way Investing is Not a Game

How to Learn the Hard Way Investing is Not a Game

The stock market is not a casino and investing is not gambling. That may sound like a crusty, way out of fashion sentiment. But Som Seif and John O’Connell, who’s lived through the market’s worst 20 days over the last 35 years, know the way to build wealth is not through gamifying investing as many new investors appear to be doing. In the latest segment of our Investment Series, here’s some well-reasoned advice from a couple of experienced investors who learned that the hard way. 

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These Stocks Can Grow Faster Than the Economy & Inflation

These Stocks Can Grow Faster Than the Economy & Inflation

Bond investors, as they often do, got it right in the third quarter by anticipating a slowdown in economic growth due to the Delta variant. Bonds generally rose in value while their yields fell. Now, those same bonds are indicating a pickup in growth this quarter and are reflecting inflation as their values fall and yields rise. John O’Connell and Zachary Curry of Davis Rea Investment Counsel have inputted these developments into their brain banks and are looking well into 2022 and beyond to position their clients in the kinds of companies that can grow faster than the economy and compete in a higher price environment.

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Investor with $2 Million Gets Advice on How to Find An Advisor

Investor with $2 Million Gets Advice on How to Find An Advisor

You’re 65. You’ve got a two million dollar portfolio. You don’t want to manage your investments anymore. But you can’t find an investment advisor that clicks with you. Most of all you don’t want to run into a Bernie Madoff type. That’s the predicament for a viewer who asked a question during our recent Money Show. Watch and listen as John O’Connell and Som Seif gave him some sound advice. 

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Adcore Bolsters Robust Growth with Educational Technology Business

Adcore Bolsters Robust Growth with Educational Technology Business

(Sponsor Content) What do you do during the pandemic when your fast-growing business has slowed down somewhat and you want to keep your employees busy? If you’re Adcore (TSX:ADCO), you build from scratch a live online learning platform called Amphy that already offers more than 1,000 live lessons from more than 300 teachers in classes ranging from guitar to yoga and chess, and everything in between. We catch up with Adcore’s founder, Chairman and CEO, Omri Brill, to learn about the strategy and growth prospects for this new business, and get an update on Adcore’s core business of programmatic advertising, which is maintaining triple digit growth.

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How to Zig When the Market Zags to Get Downside Protection

How to Zig When the Market Zags to Get Downside Protection

Setting your portfolio up with built-in defensive characteristics uncorrelated to the stock market is crucial to manage risk and protect your downside. But how? Som Seif and John O’Connell have some strategies and ideas about how investors can get exposure to dividends, alternatives, real assets, and more in the latest instalment of our Investment Series.

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Five Top-Rated Stocks Chosen by an AI Program

Five Top-Rated Stocks Chosen by an AI Program

The robots aren’t coming, they’re here. But can stocks chosen by an artificial intelligence (AI) program beat the market? AI has been used for several years by hedge funds, quantitative funds, and some asset managers. But Danelfin, a financial advice company formerly known as Danel Capital, has developed an analytics platform that harnesses the power of big data technology and machine learning for regular investors. The idea is to help them make smarter decisions with their stock picks. Here are the top five stocks that this AI program has spat out.

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How to Build a Portfolio

How to Build a Portfolio

In Part Three of our Investment Series, two entrepreneurs, CEOs, and experienced investors, Som Seif and John O’Connell, team up to build a hypothetical portfolio from scratch. They discuss: risk, compounding, fees, strategy, diversification, dividends, concentration, owning businesses, and investing in yourself. Take advantage of this free advice. 

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This Chart Perfectly Exemplifies Why Fed Was Right to Avoid Negative Rates

This Chart Perfectly Exemplifies Why Fed Was Right to Avoid Negative Rates

Many central banks, notably the European Central Bank, still have a negative interest rate policy or NIRP. Basically, this zero-bound monetary policy urges companies and consumers to put their money to work in the economy or the stock market. But here’s a chart that shows the negative consequences of that policy for European financials versus their counterparts in the U.S., where the Federal Reserve refused to indulge in negative rates. 

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