Each week, our team publishes a blog and webcast.
We wrote a blog in February called “Dial Back on Canadian Telco Exposure”. At the time, BCE’s stock was trading at $50.83. It’s since dropped to $37.90. Because of the collapse in the stock price, the dividend yield has climbed from 7.9% to almost 10.5%, meaning that $10,000 invested in BCE today would return $1,050 […]
Several months ago, Robert Kennedy Jr. believed his independent bid for the U.S. presidency had a shot. He explained that FDR won votes through radio in 1932, his uncle JFK benefitted from television in 1960, and long-form podcasts would help propel him into the White House in 2024. Though things evolved otherwise, hours of conversation […]
Investor Warren Buffett once said that he tries to “invest in a business so wonderful that an idiot could run it. Because sooner or later, one of them will.” This week, we discussed with Julie McLaren from Focus the red flags to watch out for when investing in founder-run businesses. Julie works with founders and […]
Our definition of “contrarian investing” is to purchase stocks that are temporarily out of favour. The reasons for any stock’s unpopularity can vary from a disappointing quarter, an operational misstep, or a poor allocation of capital. However, investing in companies facing an accounting impropriety is a fine line we won’t cross. We view any kind […]
Each month, we select a handful of questions that were asked by clients or soon-to-be clients. We like to post our answers online because others may have that same question as well. Here are a few of the things we were asked about most recently. QUESTION FROM TORONTO: With Donald Trump in office, I was […]
Mullen Group, which provides trucking and logistics solutions largely here at home in Canada, was well out of favour last spring. In fact, the stock price was down almost 20% compared to a year earlier. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in Mullen Group as shareholders.) Not long ago, […]
The sucker playing poker is the person who has no business playing the game in the first place. However, losing money in Vegas at least accompanies a reprieve from our soon-to-be cold Canadian weather for a few days. Last year, the Ontario Securities Commission published a survey about cryptocurrencies. Its findings weren’t particularly surprising. Too […]
There’s a substantial about of cash sitting on the sidelines. As investors start rotating back into equities as interest rates fall, we expect to see stock prices move higher. Currently, a staggering $6.5 trillion is parked in money market funds in the U.S. These funds function much like cashable guaranteed investment certificates (GICs), offering a […]
Each month, we select a handful of questions that were asked by clients or soon-to-be clients. We like to post our answers online because others may have that same question as well. Here are a few of the things we were asked about most recently. Question from Toronto: How do I compare to the demographics […]
As contrarian investors, we look to invest in ideas that are temporarily out of favour. Until recently, real estate had been a contrarian investment. Not knowing the true long-term effects of work-from-home, many have sought to avoid the space, especially in a high interest rate environment. However, real estate comprises many subsectors – office, retail, […]
