These Two Stocks May Be the Best Inflation Hedges Out There

by Mark Bunting | Jun 17, 2022 | Big Picture, E-Commerce, Feature, Financial Planning, Financials, Investing, Stocks, Technology, Top Ideas, Videos

  The bear market crash for stocks accelerated this week with the S&P 500 joining the Nasdaq Composite and Russell 2000 in falling more than 20 per cent from its peak. This as the U.S. Federal Reserve scrambles to get the inflation genie under control, let...

European Vacation: Boots on the Ground View of EU Economies & Multi-National Companies

by Mark Bunting | Jun 14, 2022 | Big Picture, Financial Planning, Interviews, Investing, Stocks, Top Ideas, Videos

  John O’Connell recently took a European vacation. The Chair, CEO & CIO of Davis Rea Investment Counsel spent time in Germany, Italy, France, and Monaco, and drove through Switzerland. Naturally, he was enjoying the sights. But also, naturally, he had...

Six Reasons for Optimism About the Economy & Stocks

by Mark Bunting | Jun 8, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, United States, Videos

  Our most recent video conversation focused on what needs to happen to rid investors of all of their pessimism. This video examines six reasons the economy and corporate prospects aren’t nearly as dire as many believe. John O’Connell looks at...

Why Stocks Need Time to Resolve Rampant Pessimism

by Mark Bunting | Jun 4, 2022 | Big Picture, Financial Planning, Interviews, Investing, Stocks, Videos

Watch this video now. JPMorgan’s CEO, Jamie Dimon, is warning about an economic “hurricane.” Elon Musk has a “super bad feeling” about the economy and is cutting 10 per cent of Tesla’s workforce. Blackrock’s CEO,Larry Fink,...

McDonald’s Still Golden Despite Russia Exit

by John O'Connell | May 23, 2022 | Big Picture, Blogs, Financial Planning, Investing, Stocks, Top Ideas

McDonald’s exit from Russia costs it about nine per cent of its revenues and about three per cent of its profits, so it’s no big deal. The mega chain will maintain its trademarks in Russia leaving room for re-entry at some point, but will immediately...

“Risk is Not Volatility. If You’re Not a Seller, Don’t Worry About It.”

by Mark Bunting | May 19, 2022 | Canada, Financial Planning, Interviews, Investing, Stocks, Videos

  Don’t worry about? Easy to say, right? But if you’re a long-term investor and you’re comfortable with your stock and bond positions – even if they’re going down in the short-term – then you shouldn’t do anything or be...