Diary of a Portfolio Manager

 May 19, 2022 |Todd Kennedy
Time to go shopping? I apologize if the above chart seems a bit busy. The takeaway is that the Canadian market is currently valued about 15% below for average trailing earnings multiple and 22% below average forward earnings multiple. If earnings stay...
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Diary of a Portfolio Manager

 May 10, 2022 |Todd Kennedy
What drives share prices? Good day What is the take away from above? In the short term, emotions drive everything and fundamentals go out the window. Over time, the inverse happens. Given that we focus on fundamentals and are in this for the long term...
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Diary of a Portfolio Manager

 May 01, 2022 |Todd Kennedy
“Cash is like oxygen. If you don’t have it for a few minutes, it’s all over” -Warren Buffett Good day I hope that you are enjoying a pleasant weekend and two things are on my mind as I put some thoughts together. BERKSHIRE HATHAWAY 2022 Yesterday was...
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