by Uncommon Sense Investor | May 26, 2023 | Big Picture, Blogs, Canada, Feature, Financial Planning, Investing, Stocks, United States
Germany this week technically fell into recession with two consecutive quarters of GDP contraction. It’s been the consensus for a long while that the U.S. will eventually do the same. After all, most of the economic data, with the exception of resilient...
by Uncommon Sense Investor | May 20, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Feature, Investing, Stocks, Technology, Top Ideas, United States
Do you use Meta’s messaging service WhatsApp? If your answer is no, that’s not uncommon for people who live in Canada and the United States. The messaging app, which Facebook (now Meta) bought nine years ago for $19 billion, is much more popular in Europe,...
by Mark Bunting | May 5, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, 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...
by Uncommon Sense Investor | Apr 21, 2023 | Big Picture, Blogs, Canada, Financials, Investing, Stocks, United States
Howard Marks became a billionaire in large part by specializing in distressed debt. The Co-Founder and Co-Chairman of Oaktree Asset Management (since 2019 majority-owned by Brookfield Asset Management) has also been fond for years of dispensing investment advice...
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....
