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Why Economic and Earnings Recessions May Already Be Over

Why Economic and Earnings Recessions May Already Be Over

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...
Meta’s Big Plan to Grow WhatsApp

Meta’s Big Plan to Grow WhatsApp

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,...
Spring Market Update

Spring Market Update

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 &...
How Two “Remarkable” Companies Became 100-Bagger Stocks

How Two “Remarkable” Companies Became 100-Bagger Stocks

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...
“A Heightened Sense of Risk.”

“A Heightened Sense of Risk.”

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...
Why Brookfield & Big Banks “Look Very Interesting.”

Why Brookfield & Big Banks “Look Very Interesting.”

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....
« Older Entries
  • Why Economic and Earnings Recessions May Already Be Over
    May 26, 2023
  • Meta’s Big Plan to Grow WhatsApp
    May 20, 2023
  • Record Number of Canadians Restructuring Their Debts
    May 12, 2023
  • Spring Market Update
    May 5, 2023
  • How Two “Remarkable” Companies Became 100-Bagger Stocks
    April 28, 2023
  • “A Heightened Sense of Risk.”
    April 21, 2023
  • Why Brookfield & Big Banks “Look Very Interesting.”
    April 14, 2023
  • “We Have the Highest Cash Balance We’ve Ever Had.”
    April 9, 2023
  • Exuberant Investor Behaviour & Managing Risk
    March 31, 2023
  • Is the “Tech Safety Trade” a False Narrative?
    March 31, 2023
  • Davis Rea CEO & President Talk Banking Turmoil, Recession Probabilities & Putting Money to Work
    March 24, 2023
  • Yardeni & Rosenberg on Banking Storm
    March 24, 2023
  • What’s Causing the Largest Moves on Record for Safe Haven Assets?
    March 17, 2023
  • Why Dangerous Assumptions Are Embedded in “Cheap” Stocks
    March 16, 2023
  • Explaining the Inverted Yield Curve & Why It Matters
    March 10, 2023

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