Big Picture | Uncommon Sense Investor

Three Canadian Focus List Stocks For 2022

Fri, 03 Dec 2021 20:44:43 +0000

RBC Capital Markets has released its RBC Strategy Canadian Focus List for 2022. There are 27 companies on the list. We've pared it down to three less obvious names in software and manufacturing, which the analysts give 12-month potential upside of between 25 per cent and 28 per cent. Maybe these stocks would fit nicely into your portfolio.

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This Chart Shows Volatility Eruptions Are Almost Always Buying Opportunities

Fri, 03 Dec 2021 17:54:32 +0000

There have been several spikes of fear in the stock market the past week. Meaning the fear gauge, the Volatility Index (VIX), reflected many investors, often hedge funds, buying put options that reward them when the indices or stocks they're betting against go down, in order to protect their long positions. This was triggered by concern about the new variant Omicron, by the possibility the U.S. Federal Reserve may accelerate its tapering of bond buying and, apparently, forced selling at certain hedge funds after having chased the market and stocks higher only to be whipsawed. But there's some fascinating historical data about what happens after the VIX surges above the 30 mark. Check out this chart.

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Three Reasons the Market Has Bottomed & Will Rally Into Year-End

Wed, 01 Dec 2021 18:36:44 +0000

We're checking back in with the invariably bullish and invariably correct Thomas Lee, Managing Partner & Head of Research at Fundstrat Global Advisors. He's observed this week's Omicron and Fed-driven market behaviour, along with the market internals, and has determined the worst is over and that stocks can rally into year-end. Here are Lee's three reasons why.

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Disney’s Push Into Metaverse Has This Portfolio Manager “Still Excited” to Own the Stock

Mon, 29 Nov 2021 19:22:30 +0000

Disney's stock is still being punished by the perception that the slow economic reopening from COVID will keep a lot of consumers away from the company's resort and theatre attractions. But, that's short-term thinking. Disney remains a world-leading media firm and is just scratching the surface of what's possible in virtual experiences of Disney's vast resource of intellectual property from Frozen to Mickey Mouse. Here's why Davis Rea Investment Counsel is more than happy to continue to own Disney and to buy the stock for new clients.

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10 U.S. Stock Picks For 2022

Thu, 25 Nov 2021 17:51:20 +0000

We're always on the lookout for stock ideas, especially ones that could refresh your portfolio for next year. Courtesy of James Glassman, author and Contributing Columnist at Kiplinger, who's been assembling these annual lists for nearly 30 years, here are 10 stock ideas to consider.

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Innovative Low-Risk Way to Play the Copper Boom

Wed, 24 Nov 2021 16:48:10 +0000

Sponsor Content. Copper may in the midst of its strongest-ever cycle. That's as demand for the metal for use in electric vehicles, batteries, and renewable energy infrastructure is expected to remain strong through at least this decade. What if we told you could get access to a company that feeds the copper market, is profitable, and isn't exposed to geological or mining risk? On top of that, this firm's main client is the largest copper producer in the world, it pays a dividend, and just completed a $25 million dollar share buyback. Unique, right? This company is Amerigo Resources (TSX:ARG). For much more detail, here's my conversation with the company's President & CEO, Aurora Davidson.

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The Rise of Chinese Bonds

Tue, 23 Nov 2021 16:13:28 +0000

Much was made in the mainstream financial media of a pending Lehman-like crisis when Chinese property developer Evergrande was reportedly on the verge of collapsing under the weight of its something like $300 billion debt pile. Well, the Chinese regime has managed to contain the damage so far. But with Chinese economic growth decelerating from cyclical and long-term perspectives, it got John Johnston thinking about the actual makeup of government and corporate Chinese bond markets. What follows are hard numbers and charts from the Economic Advisor at Davis Rea Investment Counsel, that show the rapid development of the Chinese bond market and that foreign participation, while still relatively low, is growing.

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Watch For Resurgent Amazon in 2022

Thu, 18 Nov 2021 19:26:02 +0000

Amazon.com Inc.’s days as a stock market laggard are numbered, according to Goldman Sachs Group Inc. After trailing the rest of its mega-cap technology peers this year, Amazon is poised to outperform in 2022 as it benefits from resurgent growth in a range of markets such as e-commerce, cloud computing and advertising, analyst Eric Sheridan wrote in a note, making the stock their top pick among U.S. Internet names.

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Why Green Doesn’t Mean Clean

Thu, 18 Nov 2021 18:51:34 +0000

Transitioning from fossil fuels and internal combustion engines to renewable energy and electric vehicles are worthy goals. But at what cost to the environment? Mountains of copper, cobalt, lithium, nickel and rare earth metals will be needed over the next several decades to achieve this transition. Sourcing these metals produces a less than green amount of carbon dioxide. Here is an excerpt from one of Dr. Ed Yardeni's recent research reports about the environmental cost of going green and what can be done about it.

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Will 2022 Be a Year of Living Dangerously For Investors?

Tue, 16 Nov 2021 21:00:01 +0000

It's mid-November, and, like clockwork, the first forecast for the upcoming year has landed in my inbox. This will be the first of many, not to mention the endless best and worst of 2021 lists to come. Naturally, we try to be selective. To that end, we're presenting the hi-lights of the TD Global Strategy team's global outlook for 2022, which carries the title, The Year of Living Dangerously.

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