by Uncommon Sense Investor | Mar 24, 2023 | Big Picture, Canada, Feature, Financial Planning
We sat down this week with John O’Connell and Don Ritchie to gets their views on a number of topics against the backdrop of the banking storm and volatility in financial markets. O’Connell, Chairman, CEO & CIO of Davis Rea Investment Counsel,...
by Uncommon Sense Investor | Mar 24, 2023 | Big Picture, Blogs, Canada, Feature, 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...
by Uncommon Sense Investor | Mar 17, 2023 | Big Picture, Blogs, Canada, Feature, Investing, Stocks, United States
Risk happens slowly then all at once. That axiom was in evidence this week across financial asset classes, especially safe haven assets, which saw some of their largest moves on record. That as Silicon Valley Bank, Signature Bank and Credit Suisse all needed to be...
by Uncommon Sense Investor | Mar 16, 2023 | Big Picture, Blogs, Canada, Feature, Investing, Stocks, United States
Based on valuation, this stock is “cheap.” We are sure you have heard that more than once from a portfolio manager, analyst or other type of market player. But what if their assumptions for economic growth and earnings are incorrect from the start? Then...
by Uncommon Sense Investor | Mar 10, 2023 | Banking, Big Picture, Blogs, Feature, Investing, United States
“Because I was inverted.” – Tom Cruise as Pete “Maverick” Mitchell in Top Gun ** So, the yield curve is inverted. What does that mean? Well, going back to the 1950s, it has a perfect track record of predicting recessions (except for one...
by Mark Bunting | Jan 4, 2022 | Banking, Big Picture, Blogs, Canada, Disruption, E-Commerce, Feature, Financials, Investing, Investments, Stocks, Technology, Top Ideas, United States
Time once again for a list of compelling stock ideas for the new year courtesy of our all-star roster of eight money managers, analysts and investment newsletter writers. From real estate expert Dennis Mitchell doubling down on a large cap stock to Davis Rea...
