by Mark Bunting | Oct 5, 2021 | Big Picture, Canada, Financial Planning, Healthcare, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Bond investors, as they often do, got it right in the third quarter by anticipating a slowdown in economic growth due to the Delta variant. Bonds generally rose in value while their yields fell. Now, those same bonds are indicating a pickup in growth this...
by Mark Bunting | Sep 22, 2021 | Big Picture, Canada, Disruption, Financial Planning, Healthcare, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
The third quarter isn’t done yet but we thought we’d get a head start on the fourth quarter. In this conversation John O’Connell, Chairman and CEO of Davis Rea Investment Counsel, and his colleague Zachary Curry, president at Davis Rea,...
by Uncommon Sense Investor | Aug 27, 2021 | Big Picture, Blogs, Financials, Healthcare, Investing, Media, Stocks, Technology, United States
The phrase “The opera ain’t over till the fat lady sings” is usually attributed to late San Antonio sports writer and broadcaster Dan Cook. Although some believe a Texas Tech sports information officer coined the phrase. It’s a variation of the...
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 Mark Bunting | Jun 25, 2021 | Big Picture, Canada, Healthcare, Interviews, Investing, Stocks, Videos
John O’Connell on getting burned by the alleged fraud and insider trading at CannTrust, which have resulted in three former executives being charged and facing jail time. Would the Chairman and CEO of Davis Rea Investment Counsel have done anything...
by Mark Bunting | Jun 18, 2021 | Canada, Disruption, E-Commerce, Healthcare, Interviews, Investing, Stocks, Technology, Videos
Horst Hueniken is a money manager with a unique style of owning just a handful of small-to-micro cap companies for an extended period with the goal of getting private equity-like annual returns of 20 per cent plus. In this video, the President & Chief Investment...
