Cheap and boring: Why the least exciting stocks look pretty good right now

July 31, 2023 |Alan MacDonald
Mark Twain has been credited with saying that “history doesn’t repeat itself, but it often rhymes.” In my experience, this sage observation is particularly fitting when it comes to stock markets and the behaviour of investors. In the 1960s and 1970s,...
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When is the right time to exercise stock options or sell stock in your company?

June 12, 2023 |Alan MacDonald
One of the most frequent questions I get from clients who own their own companies, or who have a significant portion of their money tied up in a single stock, is when is the right time to sell some (or most) of those stocks to diversify their holdings...
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An Investor checklist for 2023

February 27, 2023 |Alan MacDonald
An investor checklist for 2023 The first month of the New Year is officially behind us. Traditionally, this is the time when all our well-meaning resolutions are forgotten until next January rolls around, and our old habits start to rear their ugly heads...
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Global Insight Monthly

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