by Mark Bunting | Aug 4, 2022 | Banking, Big Picture, Feature, Interviews, Investing, Stocks, United States, Videos
There’s been premature talk in financial markets about a “Fed pivot”. That the U.S. central bank is already indicating it will stop its interest rate increases sooner than later. That’s news to the yield curve of two and 10-year U.S....
by Mark Bunting | Aug 2, 2022 | Banking, Big Picture, Feature, Financials, Interviews, Investing, Stocks, Top Ideas, United States, Videos
Check out this segment from our live show in which J.C. O’Connell, Director & Associate Portfolio Manager at Davis Rea, details three large cap stocks that are attractive from an historical perspective....
by Mark Bunting | Jul 29, 2022 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, United States, Videos
Our live Davis Rea quarterly conference call produced a lot of cogent insight, analysis, and actionable ideas. We’re carving out the hi-lights of the show to post over the next week. In this segment, John O’Connell, Chairman, CEO, & CIO, makes...
by Uncommon Sense Investor | Jul 22, 2022 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks
Davis Rea Investment Counsel has sent out its latest quarterly report to its clients and we have exclusive access to it. John Johnston, Economic Advisor, has surveyed the landscape and crunched the numbers to present a cogent view of the economy, recession risk,...
by Uncommon Sense Investor | Jul 19, 2022 | Big Picture, Blogs, Investing, Stocks
Capitulation. A former colleague and I used to jokingly throw that word around the BNN newsroom in the early 2000s because it was so ubiquitous as pundits tried to pick the bottom of the market after the tech crash. Now, capitulation – the action of surrendering...
