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“The Glass is Half-Full for the Companies We Own.”

“The Glass is Half-Full for the Companies We Own.”

by Mark Bunting | Jun 4, 2023 | Banking, Big Picture, Canada, Feature, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos

  Glass half-full, glass half-empty. Those are generally the two most prominent types of investors. But who has done the work, assessed the data and made informed decisions about the companies they’ve invested in? And who is jumping from headline to...
Explaining the Inverted Yield Curve & Why It Matters

Explaining the Inverted Yield Curve & Why It Matters

by Uncommon Sense Investor | Mar 10, 2023 | Banking, Big Picture, Blogs, Investing, United States

“Because I was inverted.” – Tom Cruise as Pete “Maverick” Mitchell in Top Gun ** So, the yield curve is inverted. What does that mean? Well, going back to the 1950s, it has a perfect track record of predicting recessions (except for one...
When Will the Fed Stop Hiking Rates?

When Will the Fed Stop Hiking Rates?

by Mark Bunting | Aug 4, 2022 | Banking, Big Picture, Interviews, Investing, Stocks, United States, Videos

  There’s been premature talk in financial markets about a “Fed pivot”. That the U.S. central bank is already indicating it will stop its interest rate increases sooner than later. That’s news to the yield curve of two and 10-year U.S....
These Three Large Caps Are Attractive for Long-Term Investors

These Three Large Caps Are Attractive for Long-Term Investors

by Mark Bunting | Aug 2, 2022 | Banking, Big Picture, Financials, Interviews, Investing, Stocks, Top Ideas, United States, Videos

Check out this segment from our live show in which J.C. O’Connell, Director & Associate Portfolio Manager at Davis Rea, details three large cap stocks that are attractive from an historical perspective....
Five of the Best Stocks for the Rest of 2022

Five of the Best Stocks for the Rest of 2022

by Uncommon Sense Investor | Apr 18, 2022 | Banking, Big Picture, Blogs, Canada, E-Commerce, Financial Planning, Financials, Investing, Media, Stocks, Technology, Top Ideas

This year hasn’t turned out as expected so far for a lot of investors. The most significant war in Europe in 70 years and surging inflation have a way of ruining the best-laid plans. But that doesn’t mean there aren’t ways to profit for the rest of...
Seven Attractive Bets from Legendary Stock Picker Bill Miller

Seven Attractive Bets from Legendary Stock Picker Bill Miller

by Uncommon Sense Investor | Mar 25, 2022 | Banking, Big Picture, Blogs, E-Commerce, Financial Planning, Financials, Investing, Stocks, Technology, Top Ideas, United States

Bill Miller famously beat the S&P 500 for 15 straight years as co-founder and portfolio manager at Legg Mason Capital Management. His returns lately have not been as stellar but his insights into investing are always keenly received. Miller’s latest missive...
« Older Entries
  • Stock Idea to Capitalize on “Enormous Amounts” of Infrastructure Spending
    June 9, 2023
  • “We Have 25% Cash and Have Hedged 25-30% of Our Portfolio.”
    June 7, 2023
  • “The Glass is Half-Full for the Companies We Own.”
    June 4, 2023
  • Why Economic and Earnings Recessions May Already Be Over
    May 26, 2023
  • Meta’s Big Plan to Grow WhatsApp
    May 20, 2023
  • Record Number of Canadians Restructuring Their Debts
    May 12, 2023
  • Spring Market Update
    May 5, 2023
  • How Two “Remarkable” Companies Became 100-Bagger Stocks
    April 28, 2023
  • “A Heightened Sense of Risk.”
    April 21, 2023
  • Why Brookfield & Big Banks “Look Very Interesting.”
    April 14, 2023
  • “We Have the Highest Cash Balance We’ve Ever Had.”
    April 9, 2023
  • Exuberant Investor Behaviour & Managing Risk
    March 31, 2023
  • Is the “Tech Safety Trade” a False Narrative?
    March 31, 2023
  • Davis Rea CEO & President Talk Banking Turmoil, Recession Probabilities & Putting Money to Work
    March 24, 2023
  • Yardeni & Rosenberg on Banking Storm
    March 24, 2023

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