by Uncommon Sense Investor | Sep 30, 2023 | Big Picture, Canada, Feature, Financial Planning, Interviews, Investing, Media, United States, Videos
John O’Connell weighs in on higher oil prices, inflation and interest rates and explains why much of the market and media conversation is overly dramatic and simplistic. He believes the “higher for longer” narrative for rates is not useful when...
by Uncommon Sense Investor | Sep 30, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
By now, you likely know John O’Connell spends a lot of time reading and thinking about technological trends, what’s coming next and how clients can profit by owning shares of the largest, most dominant, innovative companies. The Chair, CEO and CIO of Davis...
by Mark Bunting | Jun 30, 2023 | Big Picture, Blogs, Canada, Interviews, Investing, Investments, Media, Stocks, Top Ideas, United States
When we interviewed Dr. Ed Yardeni in late October of 2022, he told us he believed there were “tremendous opportunities” in the stock market despite what he called a “rolling recession” in the U.S. Now, the President of Yardeni Research...
by Mark Bunting | Apr 14, 2023 | Big Picture, Canada, Disruption, Financial Planning, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
Brookfield Asset Management and the big U.S. banks look very interesting. Amid bank earnings season and simmering issues in commercial real estate, John O”Connell and Don Ritchie are busy analyzing various companies and their respective stocks....
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 Uncommon Sense Investor | Mar 4, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Media, Podcast, Stocks, Technology, Top Ideas, United States
Already the largest technology stock in the world with a market value of nearly $2.4 trillion, Apple features five under-appreciated catalysts that could send the stock higher by more than 50 per cent over the long-term. That’s according to analysts at Morgan...
