by Mark Bunting | Aug 9, 2022 | Big Picture, Disruption, E-Commerce, Feature, Interviews, Investing, Stocks, Technology, Top Ideas, Videos
You likely know that technology stocks have not fared well this year after generally hitting all-time highs last November. But did you know that several of the most impressive, market-leading companies with large customer bases are trading at the most...
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...
by Mark Bunting | Jun 17, 2022 | Big Picture, E-Commerce, Financial Planning, Financials, Investing, Stocks, Technology, Top Ideas, Videos
The bear market crash for stocks accelerated this week with the S&P 500 joining the Nasdaq Composite and Russell 2000 in falling more than 20 per cent from its peak. This as the U.S. Federal Reserve scrambles to get the inflation genie under control, let...
