“We Have 25% Cash and Have Hedged 25-30% of Our Portfolio.”

by Mark Bunting | Jun 7, 2023 | Big Picture, Canada, Feature, 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...

“The Glass is Half-Full for the Companies We Own.”

by Mark Bunting | Jun 4, 2023 | Banking, Big Picture, Canada, Feature, 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...

Meta’s Big Plan to Grow WhatsApp

by Uncommon Sense Investor | May 20, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, 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

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 &...

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....

Is the “Tech Safety Trade” a False Narrative?

by Mark Bunting | Mar 31, 2023 | Big Picture, Canada, E-Commerce, Financial Planning, Financials, Interviews, Investing, Stocks, Technology, Top Ideas

  Part two of our conversation with John O’Connell and Don Ritchie of Davis Rea Investment Counsel. A lot of investors have been piling into MAGMA stocks amid the simmering banking crisis in the U.S. on the idea that Microsoft, Apple, Google, Meta and...