by Uncommon Sense Investor | Aug 4, 2021 | Big Picture, Blogs, Canada, Feature, Investing, Media, United States
Last December, we repurposed a blog by Jesse Felder of The Felder Report entitled The Courage to Act on Major Commodities Bull Market. At the time, Felder had been arguing for several months that commodities were climbing out of a 10-year consolidation and investors...
by Uncommon Sense Investor | Aug 2, 2021 | Banking, Big Picture, Blogs, Canada, E-Commerce, Feature, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States
John O’Connell is not afraid to go very heavy on large capitalization, multinational U.S. stock names. The Chairman & CEO of Davis Rea Investment Counsel simply believes it’s the place to be. O’Connell is featured in a Special to The Globe &...
by John O'Connell | Jul 31, 2021 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Technology, United States
There really isn’t a lot to say about what’s going on in the stock market that you likely haven’t recently heard. Not much has changed, with investors at somewhat of a standoff. Given the positive tilt to attitudes as expressed by mostly fulsome valuations, the...
by Mark Bunting | Jul 30, 2021 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Financial Planning, Interviews, Investing, Media, Stocks, Technology, United States, Videos
Keith McCullough doesn’t care what you think of him. He gets that attitude in large part from his father, a firefighter, and one of his grandfathers, who was one of 19 children from Quebec, and became a successful, serial entrepreneur despite a limited...
by Uncommon Sense Investor | Jul 23, 2021 | Blogs, Canada, Disruption, Investing, Media, Stocks, Technology, United States
No quibbles in this corner about the long-term stock performance of Netflix. The stock is up about 465% per cent in the last five years. But is the big spending, online video streaming leader a buy now after a tepid earnings report. And with increasing competition...
by Uncommon Sense Investor | Jul 20, 2021 | Banking, Big Picture, Blogs, Financials, Investing, Stocks, Technology
Getting spooked by the recent changes and volatility in the stock market? Let’s back away from the screen, take a deep breath, and turn to the Global Equity Strategy team at J.P. Morgan, for some perspective. After all, as we’ve noted before, they’ve...
