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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 […]

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Why J.P. Morgan Believes Oil Could Hit $150

Tue, 30 Nov 2021 19:17:47 +0000

Eric Nuttall is getting his day in the sun. A Partner and Senior Portfolio Manager at Ninepoint Partners, whose writing we've featured in our Weekend Reading emails, was wrong about oil for years despite his exhortations and pounding of tables. However, while oil has corrected recently, Nuttall's energy fund is higher by nearly 280 per cent this year, as of the end of September, as oil and gas stocks took off. Nuttall believes the U.S. benchmark crude price can eventually take out its all-time high of $145 a barrel. JP Morgan is in the same camp saying the European benchmark, Brent crude, could hit $150 by 2023. Here's why.

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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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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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Chart Attack: Is This the Big One For Inflation?

Fri, 12 Nov 2021 14:59:42 +0000

If you're old enough to remember watching Sanford & Son with Redd Foxx, you'll recall one of the late comedian's signature bits on the show was to clutch his chest and say, " This is the big one. You hear that, Elizabeth? I'm coming to join you, honey." That joke comes to mind for John Johnston when he thinks about the recent burst of inflation. The Economic Advisor at Davis Rea Investment Counsel thinks a lot of economists and investors could be clutching their chests if higher prices continue to be as persistent as they've been for a longer period than expected. That could portend sooner than planned interest rate hikes by the Federal Reserve, which would cause slower economic growth and lower profits for corporations. Here are some telling inflation charts preceded by some stats on previous bouts of inflation and how stocks performed, along with some commentary about not buying fear-based narratives that are being sold in various quarters.

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CEO of Sprott Backed Miner on “Once in a Lifetime Opportunity” in Newfoundland’s Gold Rush

Tue, 09 Nov 2021 21:47:04 +0000

Sponsor Content. The old axiom that the most important aspect of real estate is location can also hold true for miners. If you're sandwiched between two large mines, one of them with more than four million ounces of gold in the ground, in a mining-friendly jurisdiction experiencing a gold rush, then chances are you've got a good shot of finding a healthy haul of the yellow metal. Add billionaire Eric Sprott as an investor with a nearly 14 per cent stake, a CEO with a law background and an ability to strike deals, and you've got the makings of a compelling story. Watch our interview with the co-founder & CEO to hear why he calls his company's situation a "once in a lifetime opportunity."

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Two New High-Growth Stock Ideas From Donville Kent

Mon, 08 Nov 2021 19:15:53 +0000

Topicus (TSXV:TOI) has nearly doubled since Jesse Gamble recommended it in our interview on May 28 of this year. The Senior VP & Portfolio Manager at Donville Kent Asset Management, along with Founder & CEO, Jason Donville, are back with a couple of names that have caught their attention. One has just gone public, has been profitable since 2015, could double earnings in 2022, and, according to Donville and Gamble, of all of their portfolio companies, has the greatest potential upside over the next 12 months. The other is about to go public and compares favourably to long-time winner Constellation Software.

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The Illumination Minute w/Libby Wildman: Money Saving Tips

Mon, 01 Nov 2021 17:13:30 +0000

The latest instalment of The Illumination Minute with Libby Wildman, has the Senior Partner at Davis Rea Investment Counsel dispensing some advice on how to save money.

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Bear Market Warning Signs? Please. Follow the Data Not the Mainstream Financial Media Narratives.

Fri, 29 Oct 2021 21:44:36 +0000

Far be it from me to bite the hand that used to feed me. But a headline Friday morning on BNN Bloomberg perplexed me. While the network was interviewing Karl Berger of Cidel Asset Management, someone I've interviewed and respect, it displayed a banner headline for a good portion of the conversation, which said: BEAR MARKET WARNING SIGNS. What? That was my first reaction. Huh? That was my second. The major stock indices are near record highs. Why are they talking about a possible bear market? Here's why that headline is a microcosm of misplaced narratives often espoused by mainstream financial media that can lead investors astray and to missed opportunities for profit.

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