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These Stocks Can Grow Faster Than the Economy & Inflation

Tue, 05 Oct 2021 23:45:34 +0000

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 quarter and are reflecting inflation as their values fall and yields rise. John O'Connell and Zachary Curry of Davis Rea Investment Counsel have inputted these developments into their brain banks and are looking well into 2022 and beyond to position their clients in the kinds of companies that can grow faster than the economy and compete in a higher price environment.

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Six Stock Ideas to High Grade Your Portfolio For 2022

Wed, 22 Sep 2021 00:01:26 +0000

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, analyze the prospects for stocks against the backdrop of the economy, earnings expectations, supply chain constraints, the Delta variant, and other factors. Here's why investors need to broaden out their lenses to focus on the companies that will thrive the next three months and well into next year.

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Record Revenues & Earnings Mean Opera For Stocks Ain’t Over Yet

Fri, 27 Aug 2021 16:14:47 +0000

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 Yogi Berra expression, "The game isn't over till it's over." The late New York Yankees' Hall of Famer was also famous for malapropisms. No matter. In the case for stocks, based on record revenues and earnings, and a number of other factors, the opera ain't over and the fat lady may not be warbling for a while.

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11 Mighty U.S. Mid-Caps

Fri, 13 Aug 2021 17:58:00 +0000

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 could provide stability and growth for your portfolio.

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“Either He’s Stupid or He’s Lying and Neither One of Them Are Good”

Fri, 25 Jun 2021 21:11:39 +0000

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 differently after having done extensive due diligence? What lessons can be learned by investors about research and trusting management teams? Or is this simply a case where everyone was blindsided by the alleged actions at the disgraced cannabis producer?

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Three Small-Micro Cap Big Bets

Fri, 18 Jun 2021 14:43:22 +0000

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 Officer of Hueniken Asset Manager discusses one of his investments. This company is so confident in its surgery technology that it rejected a takeover offer from medical products giant Stryker.

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The Pros Rank the Top Five Dow Industrial Stocks

Thu, 10 Jun 2021 21:33:43 +0000

The Dow Jones Industrial Average is made up of 30 stocks considered tops in their industries. But naturally, some rank better than others based on the opinions of the analysts who cover them. Here are the top five Dow Industrial stocks as ranked by a group of analysts.

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“Never Ever Seen Such Great Fundamentals” for Software Companies. Here’s Why.

Tue, 01 Jun 2021 21:29:49 +0000

Get deeper insight on the "massive, exponential growth phase" technology stocks are in the midst of. According to pretty well every technology CEO Jesse Gamble talks to says the same thing.
Their businesses are accelerating...and fast. They're not talking about a one-time lift from COVID-related behavioural shifts. They're talking about an acceleration that could last years. Hear Gamble, Senior VP & Portfolio Manager at Donville Kent Asset Management, explain why speed, access, cost, and adoption are behind these global technological changes, discuss the 10 sectors to focus on, and the factors that make the SaaS model so "phenomenal" for high-growth and high-margin companies.

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22 Stocks Working as a Team Powering the Global Economy & Your Portfolio

Mon, 31 May 2021 18:52:00 +0000

The stocks an investor owns are not just islands unto themselves within a portfolio. Often times they are intertwined in ways we don't usually consider. Almost like a hockey team - some playing offence, some playing defence, and some paying dividends with intangible contributions beyond the scoresheet. It's a good exercise for investors to think of the companies they own as closely related cogs powering the global economy. John O'Connell, Chairman & CEO of Davis Rea Investment Counsel, gives some good examples in his monthly letter to the firm's clients.

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“Phenomenal Under-Followed” Top Pick Gets No Respect

Fri, 28 May 2021 20:20:25 +0000

Ask Jesse Gamble what his favourite stock is right now and he won't miss a beat. The Senior VP & Portfolio Manager at Donville Kent Asset Management is pumped about this software company that checks all his growth boxes. But, like Rodney Dangerfield, its gets no respect, in its case, by investors who undervalue the shares. Gamble also provides two other top stock ideas - one could follow in the footsteps of its parent company, which has returned 4,500%+ since 2010. The other has cornered the market on digital lotteries and is growing quickly.

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