Insights

In today’s market note, we will be talking about Visa, Tourmaline Oil, Canadian utilities and colours impacting investing: Lots of earnings reports to wade through today. Among the companies that we care about Alphabet, Facebook, Vivendi, Stryker and...

In today’s market note, we will be talking about Google, a chart from Bank of America and a few market lessons: Alphabet (GOOG) – Alphabet is now up 14% on the year and about 185% since we first bought the name (for about a 20% per year return since we...

In today’s market note, we will be talking about Royal Canadian Mint Gold Reserves, Random Stock Market Stats and Hershey’s : Back in the city. The kids had a great time up north. As much fun as working and watching the kids in a different location without...

In today’s market note, we will be talking about Canadian Preferred Shares, vaccines and weed stocks: We’ve rented a cottage for a week starting tomorrow in the Lake of Bays region. My guess is that this will be the last morning comment until July 27th...

In today’s market note, we will be talking about Covid-19, a few interesting things I’ve seen in the past few days and Brookfield Property Partners: A Quick Note – The client version of this contains information in regards to stocks that will do well...

In today’s market note, we will be talking about Canadian Perpetual Funds and the Lifestyle Creep: A Quick Note – For the client version of this blog, we talk about Nutrient and U.S Banks. Canadian Perpetual Preferreds – Yesterday, Great West Life raised...

In today’s market note, we will be talking about Berkshire Hathaway, a couple of RBC statements, an interesting article and housing: A quick note – The note that went out to clients this morning took a look at another French media company. Berkshire Hathaway...

In today’s market note, we will be talking about a piece called The Psychology of Money, value vs. growth stocks and Covid-19 related news: Playing A Different Game – In 2018, Morgan Housel at The Collaborative Fund published a piece called The Psychology...

Today’s Thoughts: Berkshire and Walgreen’s Berkshire Hathaway (BRK) – We bought a decent amount of Berkshire in February and March of this year. It’s our first time owning the company. It hasn’t moved much since March. I suspect there are two main reasons:...