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 John O'Connell | Feb 24, 2023 | Big Picture, Blogs, Canada, Disruption, Financial Planning, Investing, Stocks, Technology, Top Ideas, United States
Much has been made of the big layoffs happening in the big mega-cap companies. Some believe that these companies hired too much or built too much during the pandemic. It’s an interesting criticism when you consider how much these companies supported the whole...
by Uncommon Sense Investor | Jan 31, 2023 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
Jeremy Grantham was right. The legendary investor, bubble historian and Long-Term Investment Strategist and Co-Founder of GMO, wrote about a year ago that the stock market “super-bubble” was starting to unwind. His confidence came from studying what he...
by Mark Bunting | Jan 27, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Investing, Stocks, Technology, Top Ideas, United States
Don’t miss this replay of the live Davis Rea quarterly update. Mark Bunting, Publisher & Host of Uncommon Sense Investor, and John O’Connell, Chairman, CEO & CIO of Davis Rea Investment Counsel, delve into several compelling investment topics....
by John O'Connell | Dec 29, 2022 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
If there’s one word that encapsulated the stock market this year, it would be “unpredictable.” In a way, “awful” would also work. The 20% year-to-date collapse in the S&P 500 Index is the worst year since 2008. Happy holidays, indeed. I wrote at the end of last...
