by Uncommon Sense Investor | Feb 28, 2021 | Big Picture, Blogs, Feature, Financials, Investing, Stocks
Just because bond yields and interest rates are rising doesn’t mean stocks can’t do well in that environment. But it’s the type of stocks investors need to know to stick with or buy, and which ones to reduce or eliminate exposure to in order to...
by Uncommon Sense Investor | Feb 26, 2021 | Big Picture, Blogs, Feature, Investing
Bond yields are surging and making headlines in the financial media. But these stories are merely catching up to the work done by the strategy team of BCA Research, which has been doing deep dives for months into the possibility of inflation. These are hi-lights of a...
by Uncommon Sense Investor | Feb 22, 2021 | Blogs, Canada, E-Commerce, Investing, Stocks
In early November, we posted an article entitled Is Air Canada’s Stock Ready for Takeoff? Turns out the answer was an emphatic yes as the shares surged soon after by about 37 per cent on the back of news vaccines were coming. The airline’s stock...
by Uncommon Sense Investor | Feb 21, 2021 | Blogs, Canada, Investing, Stocks, Technology
A company eliminating a special dividend and contemplating cutting the regular dividend must be in trouble. But in the case of Constellation Software, it’s part of a bold shift by the perennially high-growth company to go after larger acquisitions, absorb...
by Uncommon Sense Investor | Feb 19, 2021 | Banking, Big Picture, Blogs, Canada, Disruption, Financials, Healthcare, Investing, Stocks, Technology, United States
Could the inflation shock of the 1970s happen again? In a word, yes. But to see how that’s possible it’s important to understand why prices actually surged during that decade. Turns out many of the causes had their roots in U.S. government policy mistakes...
