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. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in South Bow as shareholders.) Expanding SOBO’s Keystone pipeline […]

Aecon Group Will Help Power Canada’s Next Infrastructure Boom

Canada is entering a historic infrastructure boom. Electricity demand is expected to surge 25% by 2030, driven by artificial intelligence, electrification, and manufacturing. Aecon Group is perfectly positioned to build the critical infrastructure required to meet this exploding need. (Disclosure: Jeff Pollock and Sunni Schneider directly and indirectly hold a financial interest in Aecon Group […]

Is It Time to Return to the Office with Allied Properties?

JPMorgan CEO Jamie Dimon recently criticized remote work, using colourful language to make his point (as played on our webcast). Now Canada’s biggest banks (RBC, BMO, and Scotia) are doing the same, telling employees it’s time to show up in the office four days a week starting this fall. Mentorship and collaboration are two good […]