by Mark Bunting | Jun 14, 2023 | Big Picture, Canada, Disruption, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
…and why the Internet is fracturing. John O’Connell calls artificial intelligence “The Big Unknown.” That’s because it’s likely too early to know who the big winners and losers will be but he’s got a decent idea and...
by Mark Bunting | Jun 9, 2023 | Big Picture, Canada, Interviews, Investing, Stocks, Top Ideas, United States
In Part Three of our chat, John and Don discuss a way to profit from the “enormous amounts of money” being spent in the U.S. on infrastructure. This is a UK-based company with a significant amount of business in the U.S., and will soon have its...
by Mark Bunting | Jun 7, 2023 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
More from the leadership team at Davis Rea Investment Counsel, in Part Two of our latest conversation. This time, John O’Connell and Don Ritchie provide a glimpse into how they’re managing through the current market environment by holding more cash...
by Mark Bunting | Jun 4, 2023 | Banking, Big Picture, Canada, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Glass half-full, glass half-empty. Those are generally the two most prominent types of investors. But who has done the work, assessed the data and made informed decisions about the companies they’ve invested in? And who is jumping from headline to...
by Mark Bunting | May 5, 2023 | Big Picture, Canada, Disruption, E-Commerce, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
We got calm and sober insight this week into a myriad of factors affecting financial markets. That came courtesy of the management brain trust of Davis Rea Investment Counsel during the company’s live Quarterly Call. John O’Connell, Chairman, CEO &...
by Uncommon Sense Investor | Apr 28, 2023 | Big Picture, Blogs, Financial Planning, Interviews, Investing, Stocks, Top Ideas
One of the main investing principles at Davis Rea Investment Counsel is to hold great businesses for the long-term. No doubt John O’Connell, Chair, CEO & CIO, and Don Ritchie, President, will be driving that point home in various ways during our live show...