Feature | Uncommon Sense Investor

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 into your portfolio.

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This Chart Shows Volatility Eruptions Are Almost Always Buying Opportunities

Fri, 03 Dec 2021 17:54:32 +0000

There have been several spikes of fear in the stock market the past week. Meaning the fear gauge, the Volatility Index (VIX), reflected many investors, often hedge funds, buying put options that reward them when the indices or stocks they're betting against go down, in order to protect their long positions. This was triggered by concern about the new variant Omicron, by the possibility the U.S. Federal Reserve may accelerate its tapering of bond buying and, apparently, forced selling at certain hedge funds after having chased the market and stocks higher only to be whipsawed. But there's some fascinating historical data about what happens after the VIX surges above the 30 mark. Check out this chart.

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Three Reasons the Market Has Bottomed & Will Rally Into Year-End

Wed, 01 Dec 2021 18:36:44 +0000

We're checking back in with the invariably bullish and invariably correct Thomas Lee, Managing Partner & Head of Research at Fundstrat Global Advisors. He's observed this week's Omicron and Fed-driven market behaviour, along with the market internals, and has determined the worst is over and that stocks can rally into year-end. Here are Lee's three reasons why.

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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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10 Stocks to Own Through 2025

Fri, 18 Dec 2020 13:34:45 +0000

Uncommon Sense Investor visitors continue to discover this article in our archive. So, like a deep cut song by your favourite singer, we're dusting it off and reposting it to our front page: Unless you're a trader, the advice to investors from portfolio managers worth their salt is to own well-managed, dependable, market-leading companies that people touch every day, and to own them for the long haul. So what do you want to own from now until at least 2025? We ask because RBC Capital Markets Global Equity Research team has put together an exhaustive report entitled Imagine 2025: Themes, Opportunities and the "Law of Accelerating Returns". We've plucked some key commentary, a list of 70 stocks from seven sectors, 10 Top Picks, and a few illuminating charts.

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Why Tesla “Needs to Die Under Its Own Weight”

Tue, 29 Sep 2020 17:47:38 +0000

Nine months ago, John O'Connell projected the trading frenzy that propels the cult of Elon Musk and Tesla's stock will burn out. The Chairman & CEO of Davis Rea Investment Counsel also said Tesla "doesn't have a monopoly on taste." We may be seeing some early signs of waning interest in the electric automaker's vehicles, at least in China, based on a Sanford Bernstein survey. O'Connell's opinions in this clip are as valid today as the day we spoke. Here are hi-lights from the Bernstein survey via a Bloomberg article.

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