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10 Reasons to Own These Types of Stocks in the Second Half

10 Reasons to Own These Types of Stocks in the Second Half

by Uncommon Sense Investor | Jul 1, 2021 | Big Picture, Blogs, Investing, Stocks, United States

That was an eventful and interesting first half of the year in financial markets. Now on to the second half of 2021. Which regions and asset classes will perform the best, and how does the global recovery play out amid increasing concerns about the Delta variant of...
Market Party Could Lead to “Mother of All Melt-Ups” and Meltdown

Market Party Could Lead to “Mother of All Melt-Ups” and Meltdown

by Uncommon Sense Investor | Jan 11, 2021 | Big Picture, Blogs, Investing, Media, Stocks, United States

Ed Yardeni is bullish on the stock market. He believes the S&P 500 can hit 4,800 by the end of 2022, about a 25 per cent gain from its current level. But the President of Yardeni Research is increasingly concerned the broad index could get there much sooner as a...

Curbing Your Enthusiasm & the Prospect of President Harris

by Mark Bunting | Dec 29, 2020 | Big Picture, Canada, Investing, Stocks, United States, Videos

Might we see a President Harris in the not so distant future? How about a Prime Minister Freeland? These are among the topics in Part Four of our 2021 Lookahead conversation with John O’Connell and Zachary Curry of Davis Rea Investment Counsel. They also explain...
Eight Market Risks for 2021

Eight Market Risks for 2021

by Uncommon Sense Investor | Dec 15, 2020 | Big Picture, Blogs, Healthcare, Investing, Media, Stocks

It’s been almost all reward and very little risk lately for investors. But as 2020 showed us, the market can taketh away just as quickly as it can giveth. What risks are looming next year let alone events that could come out of the blue and completely sideswipe...
Contrarian Scenarios for ’21

Contrarian Scenarios for ’21

by Mark Bunting | Nov 30, 2020 | Big Picture, Blogs, Investing, Media, Stocks

We’re coming into one of the more mildly annoying times of the year. An endless parade of rearview looks at the past 12 months – “How About That 2020” – and a slew of look-aheads to next year – “21 Surprises for 2021”,...
« Older Entries
  • Stock Idea to Capitalize on “Enormous Amounts” of Infrastructure Spending
    June 9, 2023
  • “We Have 25% Cash and Have Hedged 25-30% of Our Portfolio.”
    June 7, 2023
  • “The Glass is Half-Full for the Companies We Own.”
    June 4, 2023
  • Why Economic and Earnings Recessions May Already Be Over
    May 26, 2023
  • Meta’s Big Plan to Grow WhatsApp
    May 20, 2023
  • Record Number of Canadians Restructuring Their Debts
    May 12, 2023
  • Spring Market Update
    May 5, 2023
  • How Two “Remarkable” Companies Became 100-Bagger Stocks
    April 28, 2023
  • “A Heightened Sense of Risk.”
    April 21, 2023
  • Why Brookfield & Big Banks “Look Very Interesting.”
    April 14, 2023
  • “We Have the Highest Cash Balance We’ve Ever Had.”
    April 9, 2023
  • Exuberant Investor Behaviour & Managing Risk
    March 31, 2023
  • Is the “Tech Safety Trade” a False Narrative?
    March 31, 2023
  • Davis Rea CEO & President Talk Banking Turmoil, Recession Probabilities & Putting Money to Work
    March 24, 2023
  • Yardeni & Rosenberg on Banking Storm
    March 24, 2023

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