Aug 22
The Reason We Sold Hudbay Minerals After the Stock Rose +120%
Recently, we sold the position across the board for $10.46/share.
Aug 15
Be Mindful of Your Cognitive Biases
Every economics textbook starts with the assumption that everyone is a rational, data-driven individual. That's far from the truth.
Aug 8
Don’t Chip Away at Intel
Expectations were very low heading into their August 1 earnings release. Yet, they still disappointed.
Aug 2
Air Canada has Too Much Baggage
If you’ve owned an airline stock before, or are considering buying one today, consider yourself brave.
Jul 25
Take a Shot on Pfizer
In 2023, Pfizer paid $43 billion to acquire Seagen, a company that specializes in cancer medications.
Jul 18
Expect Stocks to Rally between Convention Season & Inauguration
We treat a market correction during an election to be a buying opportunity for our clients.
Jul 11
Franco-Nevada is a Golden Opportunity
FNV receives a percentage of revenue yet isn’t on the hook for paying any of the expenses or cost overruns that often plague a mine.
Jul 3
Could the AI Stocks Follow Cisco’s Fortune?
Investing in companies with very optimistic future growth rates accompanies high risk and high reward.