The investments you don’t own are often just as important as those you do. After years of strong performance, software stocks have had their largest non-recessionary drawdown in almost three decades. One exchange-traded fund (called the iShares Expanded Tech-Software Sector ETF), which is a basket of software stocks, is down nearly 25% so far this […]
Western Copper & Gold (WRN) is up about 50% so far this year. But if Ottawa puts one particular project on its priority list to develop, the stock may go a lot higher sooner than later. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in WRN as shareholders.) WRN’s Casino […]
Our investment in Canadian Utilities (“CU”), which delivers gas and electricity, in November 2023 was based on a straightforward premise: its attractive 5.7% dividend yield positioned it as a prime beneficiary of anticipated interest rate cuts. We believed falling rates would naturally enhance the appeal of high-yielding dividend stocks like CU for income investors seeking […]
Google’s parent, Alphabet, is delivering strong results—yet shares are down almost 19% year-to-date. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in Alphabet as shareholders.) Last quarter, Alphabet reported: Despite these strong fundamentals, the stock trades at just 16x earnings, a meaningful discount both to the broader market and to […]
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. Please contact us at info@schneiderpollock.com. How do I log in […]
