Each week, our team publishes a blog and webcast.
Late last year, we added shares of Pizza Pizza to client accounts wherever suitable. (Disclosure: Clients, Jeff Pollock, and Sunni Schneider hold a financial interest in Pizza Pizza as shareholders. No compensation was received to publish this content.) Once the calendar rolled over into 2024, we planned to take profits on Restaurant Brands after watching […]
While it’s called the Retirement Savings Plan (“RSP”), the government eventually gets their money. Earlier this week, we had two back-to-back client conversations. Both are very similar in age. Each have the same number of kids. They even live not too far from each other in the same neighbourhood. However, each person has opposite views […]
Looking back over the last seventeen years, the U.S. Federal Reserve has cut interests rates over four cycles, each time for a different reason. After each occurrence (though not quite as much in 2019), gold stocks have historically rallied immediately following a rate cut and then climax about 2-6 months later. The chart below compares […]
There has been a grand total of 19 U.S. Presidential elections since 1948. Because FDR served multiple terms and died in office, that’s as far back as we decided to go. In exactly 300 days, the U.S. will go to the polls and mark their ballots. The S&P 500 delivered a positive return between January […]
Earlier this week, we sold our position in Restaurant Brands International. This is the operator of Tim Hortons, Burger King, Popeyes, and Firehouse Subs. (Disclosure: Clients, Jeff Pollock and Sunni Schneider no longer hold any financial interest in Restaurant Brands International. No compensation was received to publish this content.) Our clients had a good run. […]
Though hard to believe, Mr. Nugent Schneider would have turned 85 years old today. I first met Mr. Schneider in his office during the summer almost a decade ago. He told me, “just call me Nuge”. The office had a corner view of Lake Ontario, which encapsulated the east end of Toronto. It was fitting […]
