Diary of a Portfolio Manager

 November 03, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “I can hear machinery Blinding me with science, science Science” Thomas Dolby, She Blinded Me With Science It’s been an interesting two years. The bad news is that the TSX and S&P 500 are both negative going back the past...
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TODDTalks: Equity Selloff - Something other than "something worse"

 February 03, 2022 |Todd Kennedy
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TODDTalks - 2021 A Year in Review

 December 15, 2021 |Todd Kennedy

Todd Kennedy and Matthew Newby review 2021, dividend paying stocks and discuss a featured stock pick (Mastercard).

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U.S. Earnings Missteps

 November 06, 2018 |Todd Kennedy

The single biggest factor that has changed int he past couple weeks is that some cracks have been exposed in the corporate earnings outlook. But at this point, we see them as relatively small ones, not gaping holes.

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Market Update

 October 31, 2018 |Todd Kennedy

The recent market action is very normal. We expect to see a 10% correction every 11 months

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Diary of a Portfolio Manager

 October 16, 2017 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER End of Q3 2017 Many global asset markets continued to deliver positive results during the third quarter of 2017, supported by a backdrop of synchronized global growth, solid corporate earnings and historically low interest...
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