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The case for Canada
To start this blog, I’d like to quote Jeff Currie of Goldman Sachs. If you don’t know who he is, […]
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Pipelines and utilities outlook
To start, I’d like to thank readers who post questions regarding sectors (NOT individual stocks!!) that might be of interest […]
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Residential real estate
In Canada, the mortgage to income ratio is above 450% – which is higher than the 3-4 times average. Many […]
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Divergences may be signalling another pullback
Long time reader Dave H. noted in a comment recently that the 5% pullback in Sept/early October was pretty tame. […]
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Will the election affect the TSX?
Can an election affect stock market returns? I thought I would cover the outlook for the TSX today, given the […]
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Should you gamble on gambling stocks?
One area to explore within the “great re-opening trade” is through the casino gambling space. While these stocks have received […]
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TSX looks bullish in spite of itself
I believe that the TSX 300 has better upside than the US markets over the coming 1-2 years. This may […]
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Comfortably numb
This blog is a recap of a client update that we are sending out. I thought it would be […]
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Amateur hour is over
My neighbor walks his dog with me sometimes. He’s a great guy, but very typical of most undisciplined investors. That […]
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