by Uncommon Sense Investor | Jan 31, 2023 | Big Picture, Blogs, Canada, Feature, Financial Planning, Investing, Stocks, United States
Jeremy Grantham was right. The legendary investor, bubble historian and Long-Term Investment Strategist and Co-Founder of GMO, wrote about a year ago that the stock market “super-bubble” was starting to unwind. His confidence came from studying what he...
by Mark Bunting | Jan 27, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Investing, Stocks, Technology, Top Ideas, United States
Don’t miss this replay of the live Davis Rea quarterly update. Mark Bunting, Publisher & Host of Uncommon Sense Investor, and John O’Connell, Chairman, CEO & CIO of Davis Rea Investment Counsel, delve into several compelling investment topics....
by Uncommon Sense Investor | Jan 20, 2023 | Blogs, Canada, Feature, Investing, Stocks, Top Ideas
Who wants to follow the herd when you can stand out? There is consensus when it comes to corporate earnings and stock price targets, and there are outliers. Those analysts who have conviction the consensus is incorrect and that certain companies will outperform or...
by Uncommon Sense Investor | Jan 17, 2023 | Big Picture, Blogs, Canada, Disruption, Feature, Investing, Stocks, Technology, Top Ideas, United States
We are sure you are aware of the increasing global demand for electric vehicles (EVs), the batteries required to run them, and the critical minerals needed to make those batteries. The main mineral is lithium, of which there is a global deficit, so there are...
by Uncommon Sense Investor | Jan 13, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Investing, Stocks, Technology, Top Ideas, United States
Let’s acknowledge right out of the gate that 2022 was a “disaster” for a lot of stocks, especially internet stocks. Will 2023 be any better? No one knows. But it’s always worth turning to the professionals who are well-paid to try to answer...
by Uncommon Sense Investor | Jan 4, 2023 | Big Picture, Blogs, Canada, Investing, Stocks, Top Ideas
Once again this year we’re updating the Canadian companies included on a list of 30 top global stock ideas from a global strategy team. There are eight on the list to kick off 2023. These names are “high-conviction, long-term” investing picks with...
