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...
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....
by Mark Bunting | Mar 31, 2023 | Big Picture, Canada, E-Commerce, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas
Part two of our conversation with John O’Connell and Don Ritchie of Davis Rea Investment Counsel. A lot of investors have been piling into MAGMA stocks amid the simmering banking crisis in the U.S. on the idea that Microsoft, Apple, Google, Meta and...
by Uncommon Sense Investor | Mar 24, 2023 | Big Picture, Blogs, Canada, 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 Mark Bunting | Nov 11, 2022 | Blogs, Financials, Healthcare, Investing, Stocks, Top Ideas, United States
How about that monstrous rally for the Dow Industrials last Thursday amid strong moves among all of the major North American stock indices? Was that a classic bear market rally triggered by many investors covering their short positions and others giving in –...
by Mark Bunting | Aug 2, 2022 | Banking, Big Picture, Financials, Interviews, Investing, Stocks, Top Ideas, United States, Videos
Check out this segment from our live show in which J.C. O’Connell, Director & Associate Portfolio Manager at Davis Rea, details three large cap stocks that are attractive from an historical perspective....