by Uncommon Sense Investor | Aug 25, 2021 | Blogs, Financials, Investing, Media, Stocks, Top Ideas, United States
Can we agree there’s no drabber colour than brown? But capitalize the b, add an ampersand and another Brown, and you’ve got Brown & Brown (NYSE:BRO), a slightly colourful, quiet yet highly successful and profitable, family-run company. B&B was...
by Uncommon Sense Investor | Aug 23, 2021 | Banking, Big Picture, Blogs, Canada, Financials, Investing, Stocks, Top Ideas
It’s an often overlooked fact that, historically, dividends make up about a quarter to a third of annual equity returns. It’s an overlooked fact lately because price returns have been so go-go over the 15 months or so. But, with interest rates remaining...
by Uncommon Sense Investor | Aug 13, 2021 | Banking, Blogs, Financials, Healthcare, Investing, Media, Stocks, Technology, Top Ideas, United States
Here’s a stat for you. A dollar invested in U.S. mid-capitalization stocks in 1978 would be worth $199 today, more than a dollar invested in small caps or large caps. That’s according to an excellent summary of 11 top-rated mid-cap stocks, any one of which...
by Uncommon Sense Investor | Aug 6, 2021 | Banking, Big Picture, Blogs, Financials, Investing, Media, Stocks, Technology, United States
Big does not always equal profitable. Many of the world’s largest companies have no profits – we’re looking at you, Uber – or decelerating or surprisingly small earnings for companies of their size. Fortune, long a reliable supplier of lists...
by Mark Bunting | Aug 3, 2021 | Banking, Big Picture, Canada, Disruption, E-Commerce, Financials, Interviews, Investing, Stocks, Technology, United States, Videos
When you’re right, you’re right. And Brian Belski has been correct now for about 13 years. It was 2009 when the Chief Investment Strategist at BMO Capital Markets and his team started calling for an extended bull market for equities. The following...
by Uncommon Sense Investor | Aug 2, 2021 | Banking, Big Picture, Blogs, Canada, E-Commerce, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States
John O’Connell is not afraid to go very heavy on large capitalization, multinational U.S. stock names. The Chairman & CEO of Davis Rea Investment Counsel simply believes it’s the place to be. O’Connell is featured in a Special to The Globe &...
