“We intentionally minimize discussions onthe economy, politics, or “the market” for the reason that thefuture is unknowable and often surprising. Market observershold widely divergent views that cannot all be right.”
What you own: Honeywell; What you don’t own: General Electric
What you own: BCE. What you don’t own: Barrick.
What you own: Intel. What you don’t own: Nvidia.
As we enter the dog days of summer, the key investment debate is whether or not the recent rebound in stock prices will be supported by corporate earnings growth.
What you own: SunLife Financial. What you don’t: S&P/TSX Composite Gold Companies
Over $181 million invested since market downturn. Bond yields go from 2.9% to 7.9%.
What you own: Oracle What you don’t: Air Canada
In a world turned upside-down due to the Covid-19 pandemic,we are working to maintain a sense of continuity by sticking to our investment process.
What you own: RBC What You Don’t: Tesla