Insights

Last year was one to forget for investors, few asset classes were able to provide cover in a year when stocks and bonds were both down double-digits. The new year presents a different set of expectations and opportunities for the market. After a decade...

As we leave the pandemic behind, we are entering a new paradigm in the financial world. Rising interest rates, elevated energy prices and volatile markets can be daunting for investors. However, we believe opportunities are emerging as lower prices provide...

When DIS launched its Disney+ service on November 12, 2019, the executives expected other segments to be affected in the short-term. Soon after, the pandemic brought forth insurmountable challenges as their parks were closed and sports (ESPN) were halted...

Two weeks ago, Barron’s released an in-depth analysis on Facebook[1]. It covered its main lines of business as well as made the case for FB being undervalued. We agree with most of their points, but we have noticed that the analyst community fails to...

Last couple of weeks in the markets bordering on lunacy. Certain securities (GameStop (GME), AMC, Nokia (NOK)) defied gravity and posted triple-digit upward movements. On this blog post we explain why investing in such hot names is fool’s gold. While...

If you are involved in any kind of business or financial transaction in Canada, you have to make a decision on a Canadian bank. Choosing the right bank is a very important financial decision for consumers as well; banks tend to compete aggressively for...

A thought experiment Let’s assume as an investor you had a choice between investing in two companies. A and B are identical companies operating in a duopoly with equal market share. Every year, each of them generates $100 in profit. While company A decides...