By now, you likely know John O’Connell spends a lot of time reading and thinking about technological trends, what’s coming next and how clients can profit by owning shares of the largest, most dominant, innovative companies.
The Chair, CEO and CIO of Davis Rea Investment Counsel, the sponsor of Uncommon Sense Investor, appeared on BNN Bloomberg this week where he detailed the key strengths of three of these companies.
O’Connell details how these “consistent, great businesses” are investing massive amounts for the future to enhance the experiences of their hundreds of millions of customers and, naturally, increase their own market share, revenue and earnings.
O’Connell figures investors would be much better served considering companies like these to own for the long-term rather than focusing on the endless chatter about short-term issues.
Watch this six minute segment.