From the blog

Each week, our team publishes a blog and webcast.

Jesse's: After this Stock with a 6.5% Dividend Yield Lost 8% in December, We Bought It

Jesse's: Banking on the Past & Why We Bought Canadian Western Bank

Banking on the Past & Why We Bought Canadian Western Bank

Banking on the Past & Why We Bought Canadian Western Bank

Investors that pay close attention to historical market trends note that the strategy to purchase the prior year’s worst-performing Canadian bank stock relative to its four domestic peers has accompanied an impressive track record of growth over time. (Note that we are only looking at RBC, TD, BMO, Scotia, and CIBC here). Consider the following […]

Jesse's: Statistically, It’s Rare to See 2 Consecutive “Down Years” in the Market (3 minutes)

Jesse's: What We Offer Clients

Jesse's: December Newsletter to Clients

Jesse's: Western Copper is an Obvious Takeover Target (7 minutes)

Western Copper is an Obvious Takeover Target (7 minutes)

Western Copper is an Obvious Takeover Target (7 minutes)

If you’ve owned Western Copper and Gold (WRN), it goes without saying that it’s an exciting stock to follow. We bought a position for clients in October (where suitable) and the stock is up about 25% since then. We like the company for three distinct reasons: good asset, good geography, and good management. Good Asset […]

Jesse's: Estee Lauder is a Beauty!

Estee Lauder is a Beauty!

Estee Lauder is a Beauty!

We’ve followed Estee Lauder for several years, always wanting to own the stock but never able to find a good entry point. In early November, the company cut its outlook for 2023 due to China’s zero-COVID lockdowns, a stronger U.S. dollar, and tighter inventory management – all temporary macroeconomic problems that will eventually resolve. The […]

Jesse's: December is Historically a Strong Month for the Market (5 minutes)

December is Historically a Strong Month for the Market (5 minutes)

December is Historically a Strong Month for the Market (5 minutes)

As Labour Day approached earlier this year, we wrote that September is historically the worst-performing month in the market. We expected volatility throughout the month and sure enough, that’s exactly what we received. Using that same data, December is historically a strong month for the stock market. Since the 1970s, the average return during December […]

Jesse's: November Newsletter to Our Clients

Jesse's: Blog: Go Tax Somebody Else

Blog: Go Tax Somebody Else

Blog: Go Tax Somebody Else

Before the end of this calendar year, our firm will have looked at each client’s non-registered account to minimize a future tax bill. If a non-registered account has recorded realized capital gains at any point during 2022, there will be tax consequences next spring. To offset these taxes, we always consider selling securities with unrealized […]