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 | Jun 14, 2023 | Big Picture, Canada, Disruption, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
…and why the Internet is fracturing. John O’Connell calls artificial intelligence “The Big Unknown.” That’s because it’s likely too early to know who the big winners and losers will be but he’s got a decent idea and...
by Mark Bunting | Jun 9, 2023 | Big Picture, Canada, Interviews, Investing, Stocks, Top Ideas, United States
In Part Three of our chat, John and Don discuss a way to profit from the “enormous amounts of money” being spent in the U.S. on infrastructure. This is a UK-based company with a significant amount of business in the U.S., and will soon have its...
by Mark Bunting | Jun 7, 2023 | Big Picture, Canada, 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...
by Mark Bunting | Jun 4, 2023 | Banking, Big Picture, Canada, 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...
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,...