Manager Who Called New Bull Market Still Bullish

by Mark Bunting | Jul 30, 2023 | Big Picture, Canada, Financial Planning, Financials, Healthcare, Interviews, Investing, Stocks, Technology, Top Ideas, United States, Videos

  Part One above. Watch Part Two… ** Got questions? Such as are the economy and the stock market entering into a goldilocks environment? We’ve got answers from two seasoned pros who love the game and spend their working days absorbing information and...

AI Winners & Losers

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...

“The Glass is Half-Full for the Companies We Own.”

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...

Spring Market Update

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 &...

Why Brookfield & Big Banks “Look Very Interesting.”

by Mark Bunting | Apr 14, 2023 | Big Picture, Canada, Disruption, Financial Planning, Financials, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos

  Brookfield Asset Management and the big U.S. banks look very interesting. Amid bank earnings season and simmering issues in commercial real estate, John O”Connell and Don Ritchie are busy analyzing various companies and their respective stocks....