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Why Economic and Earnings Recessions May Already Be Over

Why Economic and Earnings Recessions May Already Be Over

by Uncommon Sense Investor | May 26, 2023 | Big Picture, Blogs, Canada, Feature, Financial Planning, Investing, Stocks, United States

Germany this week technically fell into recession with two consecutive quarters of GDP contraction. It’s been the consensus for a long while that the U.S. will eventually do the same. After all, most of the economic data, with the exception of resilient...
Meta’s Big Plan to Grow WhatsApp

Meta’s Big Plan to Grow WhatsApp

by Uncommon Sense Investor | May 20, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States

Do you use Meta’s messaging service WhatsApp? If your answer is no, that’s not uncommon for people who live in Canada and the United States. The messaging app, which Facebook (now Meta) bought nine years ago for $19 billion, is much more popular in Europe,...
Record Number of Canadians Restructuring Their Debts

Record Number of Canadians Restructuring Their Debts

by Uncommon Sense Investor | May 12, 2023 | Big Picture, Blogs, Canada, Financial Planning

How have higher interest rates affected Canadians? The Bank of Canada’s key rate has risen “quickly and forcefully”, as the central bank puts it, to 4.5% from 0.25% in about 15 months. A definitive answer came this week from the Office of the...
How Two “Remarkable” Companies Became 100-Bagger Stocks

How Two “Remarkable” Companies Became 100-Bagger Stocks

by Uncommon Sense Investor | Apr 28, 2023 | Big Picture, Blogs, Financial Planning, Interviews, Investing, Stocks, Top Ideas

One of the main investing principles at Davis Rea Investment Counsel is to hold great businesses for the long-term. No doubt John O’Connell, Chair, CEO & CIO, and Don Ritchie, President, will be driving that point home in various ways during our live show...
“A Heightened Sense of Risk.”

“A Heightened Sense of Risk.”

by Uncommon Sense Investor | Apr 21, 2023 | Big Picture, Blogs, Canada, Financials, Investing, Stocks, United States

Howard Marks became a billionaire in large part by specializing in distressed debt. The Co-Founder and Co-Chairman of Oaktree Asset Management (since 2019 majority-owned by Brookfield Asset Management) has also been fond for years of dispensing investment advice...
Yardeni & Rosenberg on Banking Storm

Yardeni & Rosenberg on Banking Storm

by Uncommon Sense Investor | Mar 24, 2023 | Big Picture, Blogs, Canada, Financial Planning, Financials, Investing, Media, Stocks, United States

Ed Yardeni and David Rosenberg are two of the most respected and widely followed strategists out there. Yardeni, President of Yardeni Research, and Rosenberg, founder of Rosenberg Research & Associates, provide subscription-based research and their data-driven...
« 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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