by Mark Bunting | Jun 9, 2023 | Big Picture, Canada, Feature, 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, 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...
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...
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, 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, 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 &...
