by Mark Bunting | May 13, 2022 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Stocks, Technology, United States, Videos
…And Why It Will Never Beat Amazon. Question: Do you own or have you ever owned shares in Shopify? John O’Connell was asked countless times the last several years by clients and non-clients whether he owned the stock of the e-commerce company. And when he...
by Mark Bunting | May 11, 2022 | Big Picture, Canada, Feature, Financial Planning, Financials, Investing, Stocks, Technology, Top Ideas, Videos
We sat down with John O’Connell to get his experienced views on what’s actually occurring in the stock market at the moment and why it’s happening. John covers: Valuations Investor sentiment Strategies he’s deploying Stocks he’s been...
by Mark Bunting | Apr 8, 2022 | Big Picture, Financial Planning, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos
Set it and forget it. Buy great companies and leave them alone. Or go to sleep for several years like Rip Van Winkle, the character in the short story, and wake up years later to find that everything has changed except, and this is where we use artistic license, your...
by Mark Bunting | Apr 5, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, United States, Videos
A stock generally moves on investors’ expectations of future earnings. And those earnings during this reporting season will show significant deceleration across most sectors. That’s because last year during the first quarter, and especially during...
by Mark Bunting | Apr 1, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, United States, Videos
The stock market and economy have whipped up a lot more questions than answers these days. Is the market rally sustainable or is this a classic bear market trap? Will so-called animal sprits continue or do we need to see a couple of ugly capitulation...
by Mark Bunting | Mar 18, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, United States, Videos
Russian President Vladimir Putin has made a “colossal mistake” and won’t survive long as his country collapses. That’s the opinion of John O’Connell in part three of our conversation. The Chairman, CEO & CIO of Davis Rea Investment...
