From the blog

Each week, our team publishes a blog and webcast.

Jesse's: Buy Now, Pay Later: The Real Estate Trap in Retailers Like Hudson’s Bay

Jesse's: Auto Tariffs Would Slam the Brakes on the Industry and Drive Inflation Higher

Jesse's: Mailbag (taxes, illiquid investments, Rule of 72, rate cuts, robo-advisers)

Jesse's: Edison International’s Fire Sale has Created a Buying Opportunity

Edison International’s Fire Sale has Created a Buying Opportunity

Edison International’s Fire Sale has Created a Buying Opportunity

On January 7, 2025, the Eaton Fire ignited in California’s Eaton Canyon, rapidly escalating into one of the state’s most catastrophic wildfires. Fueled by hurricane-force Santa Ana winds, the blaze ravaged over 14,000 acres, claimed 17 lives, and obliterated approximately 10,000 structures, including homes, businesses, and schools.  In anticipation of these disasters, California established a […]

Jesse's: Buy Canada. We Are.

Buy Canada. We Are.

Buy Canada. We Are.

Canada seems clearly under attack by our southern “neighbours”. While the best-performing stocks over the past decade have mostly been U.S.-based, we’ve bucked the trend and are overweight in Canadian equities. Lately, we’re beginning to observe a home country bias. Maple Leaf Foods, which our clients own, reported a strong quarter earlier this week. Its […]

Jesse's: Our Call for Telus to Gain Better Reception

Our Call for Telus to Gain Better Reception

Our Call for Telus to Gain Better Reception

Exactly one year ago, we published a blog titled “Dial Back on Canadian Telco Exposure.” Between the corporate soap opera at Rogers Communications and BCE’s bloated debt amid sluggish growth, we were bearish on the sector. Telus was the sole exception. Fast-forward 52 weeks, and the numbers speak for themselves. Including dividends, BCE has nosedived […]

Jesse's: Mailbag (precious metals, the loonie, transferring money, moving to another province)

Jesse's: How We Handled Monday’s Orange Selloff

How We Handled Monday’s Orange Selloff

How We Handled Monday’s Orange Selloff

Many claim to be contrarian investors who “buy low” and “sell high.” But how many actually follow through? Here’s what we did last Monday as prices tumbled after Saturday’s tariff announcement. First, we didn’t sell a single security in our client accounts. Second, we put to work the cash we had raised throughout January. To […]

Jesse's: Our Loonie Market

Our Loonie Market

Our Loonie Market

At $0.69 USD, we believe the Canadian dollar is unlikely to fall much further from its current level. This is a contrarian stance, as many expect the loonie to continue its decline due to more aggressive rate cuts by the Bank of Canada compared to the Federal Reserve. We actively seek contrarian opportunities—investments in ideas […]

Jesse's: Suncor’s Stock Has More Energy Left in the Tank

Suncor’s Stock Has More Energy Left in the Tank

Suncor’s Stock Has More Energy Left in the Tank

In December 2022, sentiment around Suncor could not have been worse. The stock had plummeted by 14% over the previous month. On top of that, the company had suffered five tragic fatalities since 2019, more than all of its oil and gas peers combined. As a result, CEO Mark Little stepped down. To make matters […]