From the blog

Each week, our team publishes a blog and webcast.

Jesse's: Gold Stocks will Shine Later this Year

Gold Stocks will Shine Later this Year

Gold Stocks will Shine Later this Year

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 […]

Jesse's: The S&P 500 gained during 100% of the years since 1948 whenever…

Jesse's: Why We Placed a Take-Out Order on Restaurant Brands

Why We Placed a Take-Out Order on Restaurant Brands

Why We Placed a Take-Out Order on Restaurant Brands

Earlier this week, we sold our position in Restaurant Brands International. This is the operator of Tim Hortons, Burger King, Popeyes, and Firehouse Subs. Our clients had a good run. We executed a block purchase around CDN$66/share in July 2022. We sold our position for just over CDN$102/share the other day. Including the CDN$4.39 in […]

Jesse's: Happy 85th to Nuge Schneider, Our Late Honorary Founder

Jesse's: It Works to Bank on the Past

It Works to Bank on the Past

It Works to Bank on the Past

Purchasing the worst-performing Canadian bank stock over the last twelve months has historically posted impressive future gains in the year ahead. Have a look at the chart below. Employing that strategy over the last two decades resulted in double the capital gains. This data doesn’t include the regionals (Canadian Western Bank and Laurentian Bank) as […]

Jesse's: Fed Policy is a Great Barometer for Presidential Election Outcomes

Jesse's: How to Trade on Insider Information

How to Trade on Insider Information

How to Trade on Insider Information

The law identifies an “insider” to be a person that has a special relationship with a publicly traded company. This relationship is based on the person’s position, share ownership, or information they might possess about the company that other people do not know. However, insiders are legally allowed to trade their company’s stock. It must […]

Jesse's: Our Favourite 2024 Investment Theme

Our Favourite 2024 Investment Theme

Our Favourite 2024 Investment Theme

It now looks like rates will get cut sooner than previously thought. This week, the market began to price in the first U.S. rate cut to take place as early as March 20. This time last week, the expectation was for a cut to happen on May 1. Canada will surely cut rates as well, […]

Jesse's: Santa Claus is Coming to Town

Santa Claus is Coming to Town

Santa Claus is Coming to Town

December is historically a great month for stocks. In fact, over the last hundred years, the only decade to post a negative median return during December was in the 1930s. All decades since — from the 1940s until the 2020s — have posted a positive median price return during December. There are several reasons that […]

Jesse's: Light at the End of the Tunnel for this Construction Company with a 7% Dividend Yield