Santa Claus is Coming to Town

While both the S&P 500 and S&P/TSX Composite Index are flat so far this month, 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 […]

More Growth is in the Pipeline for South Bow Shareholders After Our +31% Return

When our clients first became shareholders of South Bow (SOBO) on September 25, 2024, it wasn’t by choice. The new company was a spinoff from TC Energy. To be frank, we weren’t expecting much.  Expanding SOBO’s Keystone pipeline had been a political football for years. The Bush administration started the process. When the application was […]

Would Fewer Earnings Reports Mean More Market Volatility?

President Donald Trump is once again floating the idea of cutting the number of corporate earnings reports in half — from four to two per year. The proposal, first raised during his presidency in 2018, would have U.S. public companies report every six months instead of quarterly. While it may sound like a way to […]