“The Glass is Half-Full for the Companies We Own.”

by Mark Bunting | Jun 4, 2023 | Banking, Big Picture, Canada, Feature, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos

  Glass half-full, glass half-empty. Those are generally the two most prominent types of investors. But who has done the work, assessed the data and made informed decisions about the companies they’ve invested in? And who is jumping from headline to...

Spring Market Update

by Mark Bunting | May 5, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos

We got calm and sober insight this week into a myriad of factors affecting financial markets. That came courtesy of the management brain trust of Davis Rea Investment Counsel during the company’s live Quarterly Call. John O’Connell, Chairman, CEO &...

“A Heightened Sense of Risk.”

by Uncommon Sense Investor | Apr 21, 2023 | Big Picture, Blogs, Canada, Financials, Investing, Stocks, United States

Howard Marks became a billionaire in large part by specializing in distressed debt. The Co-Founder and Co-Chairman of Oaktree Asset Management (since 2019 majority-owned by Brookfield Asset Management) has also been fond for years of dispensing investment advice...

Why Brookfield & Big Banks “Look Very Interesting.”

by Mark Bunting | Apr 14, 2023 | Big Picture, Canada, Disruption, Financial Planning, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos

  Brookfield Asset Management and the big U.S. banks look very interesting. Amid bank earnings season and simmering issues in commercial real estate, John O”Connell and Don Ritchie are busy analyzing various companies and their respective stocks....

“We Have the Highest Cash Balance We’ve Ever Had.”

by Mark Bunting | Apr 9, 2023 | Big Picture, Canada, Financial Planning, Financials, Interviews, Investing, Stocks, Top Ideas, United States, Videos

  Things are moving more quickly than usual in financial markets these days. The mini-banking crisis in the U.S. combined with uncertainty about the economy, interest rates, inflation, corporate earnings and a myriad of other factors requires calm and reasoned...

Exuberant Investor Behaviour & Managing Risk

by Mark Bunting | Mar 31, 2023 | Big Picture, Canada, Financials, Interviews, Investing, Stocks, United States, Videos

  Part three of our conversation with John O’Connell and Don Ritchie of Davis Rea Investment Counsel. As the Mother of All Bubbles continues to unwind, investor behaviour in certain parts of the market remains curiously exuberant. As if the bailouts of U.S....