Russell Group Notes: Infrastructure & Prices

 March 30, 2021 |Derek Russell
Today’s Thoughts: Infrastructure & Prices Rocks – A couple of months ago, I mentioned that we were looking at some of the aggregate companies – these are the companies that provide gravel and other building materials. These are generally very good businesses...
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Russell Group Notes: Weston & Housing

 March 29, 2021 |Maria Economou
Today’s Thoughts: Weston & Housing Weston’s (WN-T) – I spent a bit of time over the weekend thinking over George Weston shares. The company announced last week that they now intend to sell their bakery business (they make Wonder bread). The bakery business...
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Russell Group Notes: Re-opening

 March 26, 2021 |Derek Russell
Today’s Thoughts: Re-opening Tax Packages – A few clients have mentioned that they have not received out tax package yet. If you haven’t, please give us a call as that should have arrived weeks ago. One thing to keep in mind, if you have signed up for...
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Russell Group Notes: Rocky Road & Stock Leadership

 March 25, 2021 |Derek Russell
Today’s Thoughts: Rocky Road and Leadership This doesn’t really impact your portfolio in the long term at all. However, it would not surprise me if markets were a bit rocky here over the next week or so. Recall that this time last year there was a bit...
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Russell Group Notes: NTR , Buying Price

 March 24, 2021 |Derek Russell
Today’s Thoughts: NTR and Paying too much Nutrien (NTR) – Potash fertilizer prices have been moving up quite a bit over the past 12 months (and even in the last few weeks). The fertilizer analyst at Scotia is generally considered to be one of the top...
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Russell Group Notes: Office Real Estate

 March 23, 2021 |Derek Russell
Office Real Estate – According to a survey by KPMG, just 17% of chief executives think that they will cut down on office spaces. That’s still a high number, but consider that it was almost 70% when they did their last survey in August. On a related note...
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Russell Group Notes: Group RESPs & Visa

 March 22, 2021 |Derek Russell
Today’s Thoughts: Group RESPs & V Group RESPs – Our first son, Edward, was late. Very late. His due date I think was September 3rd but he wasn’t born until September 20th. Those 17 days were interesting. My wife was extremely uncomfortable, we didn’t...
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Russell Group Notes: Buying for Re-Opening

 March 18, 2021 |Derek Russell
Today’s Thoughts: Buying for Re-opening We’ve been getting a lot of questions as of late about buying companies that benefit from the re-opening of the economy. I think when people are asking this, they are usually asking about travel and leisure companies...
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Russell Group Notes: Long Term Rates

 March 16, 2021 |Derek Russell
Today’s Thoughts: Long Term Rates In re-reading this first section this morning, I’m not sure how well I’ve explained things. If you want to go over it, please give myself or anyone on the team a call. As a reminder, if you ever have any questions about...
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Russell Group Notes: TSLA, RCI, BTC

 March 15, 2021 |Derek Russell
Today’s Thoughts: TSLA, RCI, BTC Tesla (TSLA) – No position. This morning, Tesla filed that Elon Musk has added a new title at the company. He is still the CEO but he is now also the Technoking of the company. Mr. Musk is without question the greatest...
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