by Uncommon Sense Investor | Jan 18, 2022 | Big Picture, Blogs, Feature, Investing, Media, Stocks
The stock market is getting a bit nerve-racking for some as concerns deepen that the U.S. Federal Reserve may start raising interest rates at the same time the economy is slowing down. That scenario didn’t work out so well in late 2018 and investors are getting...
by Uncommon Sense Investor | Jan 14, 2022 | Big Picture, Blogs, Feature, Investing, Stocks
Have you heard of Lou Simpson? Don’t feel badly if you haven’t. Apparently, Simpson, who passed away this week at 85, liked it that way as the value investor, once considered an heir to Warren Buffett, didn’t seek the public spotlight. What he did do...
by Uncommon Sense Investor | Jan 14, 2022 | Big Picture, Blogs, Feature, Financial Planning, Investing, Stocks
Howard Marks has been writing investment-themed memos for 40 years. They are always thorough and thought-provoking. In his latest missive, the billionaire co-founder and co-chairman of Oaktree Capital Management, majority-controlled by Canada’s Brookfield Asset...
by Uncommon Sense Investor | Jan 10, 2022 | Big Picture, Blogs, Interviews, Investing, Media
Billionaire Howard Marks tells a great story about joining the investment research department at Citibank for a summer job in 1968 when the Nifty 50 stocks were all the rage trading at as much as 80 times earnings. Xerox, Kodak, and Polaroid, among them. Marks,...
by Uncommon Sense Investor | Jan 5, 2022 | Big Picture, Blogs, Investing, Stocks
There have been more than 70 occasions since the bull market began nearly 13 years ago when investors could have been spooked out of many of their stock positions or scared out of the market entirely by any number of frightening narratives. Every one of those times,...
by Uncommon Sense Investor | Jan 4, 2022 | Big Picture, Blogs, Canada, Investing, Stocks, Top Ideas, United States
RBC’s U.S. Equity Strategy team has updated its Top 30 Global Ideas list for 2022. We’ve taken a decidedly Canadian slant to these names as nearly 25 per cent of the 30 stocks recommended are from north of the border. Here are the seven Canadian companies...
