Insights

This was the last week for our summer student Ryan Gajer before he goes back to Dalhousie University. Ryan did a terrific job and managed very well despite this being the oddest summer placement we have ever had. We wish him the best of success in the...

In today's market note we will talk about Canadian Preferred Shares Canadian Preferred Shares – Everyone loves it when I write about the preferred share market. We are substantial owners of a number of Royal Bank issued perpetual preferred shares. We...

In today’s market note, we will be talking about a quick note to some of our new clients: Wrote a piece this morning but didn’t like it and ended up scrapping all of it. For our new clients, this happens probably once or twice a year. Maybe just one thing...

In today’s market note, we will be talking about inflation, Medtronic and Medical Tech and Dow Jones: A Quick Note – The client version of this blog contains information in regards to MDT’s earnings. Inflation – I’ve touched on the potential for increased...

In today’s market note, we will be talking about patience/impatience and killing Alphabet: A Quick Note – The client version of this blog contains information in regards to NASDAQ. Last night after the Raptors game I was reflecting back a little on the...

In today’s market note, we will be talking about The U.S Election: Labour Day is coming up (sorry for the reminder) and that is usually when people start to pay attention in earnest to the upcoming US election. I am already seeing a number of research...

In today’s market note, we will be talking about Negative Bonds and Wuhan: A Quick Note – In the client version of this blog, we talk about a Canadian natural gas producer. Negative Bonds – Germany had an auction for new 30 year bonds this morning. They...

In today’s market note, we will be talking about Valuations and Google: A Quick Note – In the client version of this blog, we discuss the change at the top of Canada’s Ministry of Finance. Valuations - There is a weekly stock valuation exercise online...

In today’s market note, we will be talking about Berkshire Hathaway, Guardian Capital and Positioning: Over the weekend, Berkshire Hathaway released their public stock holdings as of June 30th. They sold some of their bank holdings (but have been adding...