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...
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,...
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...
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...
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...
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...
