Interviews | Uncommon Sense Investor

Innovative Low-Risk Way to Play the Copper Boom

Wed, 24 Nov 2021 16:48:10 +0000

Sponsor Content. Copper may in the midst of its strongest-ever cycle. That's as demand for the metal for use in electric vehicles, batteries, and renewable energy infrastructure is expected to remain strong through at least this decade. What if we told you could get access to a company that feeds the copper market, is profitable, and isn't exposed to geological or mining risk? On top of that, this firm's main client is the largest copper producer in the world, it pays a dividend, and just completed a $25 million dollar share buyback. Unique, right? This company is Amerigo Resources (TSX:ARG). For much more detail, here's my conversation with the company's President & CEO, Aurora Davidson.

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CEO of Sprott Backed Miner on “Once in a Lifetime Opportunity” in Newfoundland’s Gold Rush

Tue, 09 Nov 2021 21:47:04 +0000

Sponsor Content. The old axiom that the most important aspect of real estate is location can also hold true for miners. If you're sandwiched between two large mines, one of them with more than four million ounces of gold in the ground, in a mining-friendly jurisdiction experiencing a gold rush, then chances are you've got a good shot of finding a healthy haul of the yellow metal. Add billionaire Eric Sprott as an investor with a nearly 14 per cent stake, a CEO with a law background and an ability to strike deals, and you've got the makings of a compelling story. Watch our interview with the co-founder & CEO to hear why he calls his company's situation a "once in a lifetime opportunity."

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Should Investors Have Exposure to Cryptocurrency & Blockchain?

Tue, 12 Oct 2021 12:39:04 +0000

In the final instalment of our Investment Series, Som Seif and John O'Connell answer a viewer question about cryptocurrency and blockchain. Seif explains why he's bullish on digital while O'Connell believes the Ethereum platform has intriguing applications but he differentiates between speculating and investing.

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Positioning Your Portfolio for Rising Rates in an Expensive Market

Fri, 08 Oct 2021 13:22:07 +0000

In the penultimate video of our Investment Series, Som Seif and John O'Connell give advice to a viewer who asked how to position his portfolio for a rising interest rate environment in an expensive stock market. They discuss active strategy, short duration bonds, international and emerging market investments, value vs. growth, and examining your risk tolerance for a possible 20-30 per cent drop in the major stock indices.

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Why the Unwinding of the Credit Bubble “Will Not Be Pretty.”

Thu, 07 Oct 2021 13:06:22 +0000

We established in a previous video in our Investment Series why a 40 per cent bond weighting in a portfolio is the "stupidest and worst" strategy an investor could deploy. Som Seif's words, not ours, but you get the point. In this segment, Seif and John O'Connell examine the credit bubble, rising interest rates, and how bond investments of the wrong duration can destroy value in your portfolio.

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How to Learn the Hard Way Investing is Not a Game

Wed, 06 Oct 2021 13:29:00 +0000

The stock market is not a casino and investing is not gambling. That may sound like a crusty, way out of fashion sentiment. But Som Seif and John O'Connell, who's lived through the market's worst 20 days over the last 35 years, know the way to build wealth is not through gamifying investing as many new investors appear to be doing. In the latest segment of our Investment Series, here's some well-reasoned advice from a couple of experienced investors who learned that the hard way.

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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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Investor with $2 Million Gets Advice on How to Find An Advisor

Tue, 05 Oct 2021 13:51:47 +0000

You're 65. You've got a two million dollar portfolio. You don't want to manage your investments anymore. But you can't find an investment advisor that clicks with you. Most of all you don't want to run into a Bernie Madoff type. That's the predicament for a viewer who asked a question during our recent Money Show. Watch and listen as John O'Connell and Som Seif gave him some sound advice.

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Why a 60/40 ETF is the “Stupidest & Worst” You Could Buy Right Now

Mon, 04 Oct 2021 12:55:17 +0000

Som Seif doesn't hold back in this answer to a viewer question about bonds from our recent Money Show. The founder & CEO of Purpose Investments gives some fascinating historical perspective about bond returns and explains why investors should steer clear if they're hoping for solid returns in the future.

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Adcore Bolsters Robust Growth with Educational Technology Business

Fri, 01 Oct 2021 14:09:51 +0000

(Sponsor Content) What do you do during the pandemic when your fast-growing business has slowed down somewhat and you want to keep your employees busy? If you're Adcore (TSX:ADCO), you build from scratch a live online learning platform called Amphy that already offers more than 1,000 live lessons from more than 300 teachers in classes ranging from guitar to yoga and chess, and everything in between. We catch up with Adcore's founder, Chairman and CEO, Omri Brill, to learn about the strategy and growth prospects for this new business, and get an update on Adcore's core business of programmatic advertising, which is maintaining triple digit growth.

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