Back at the start of the year, in January 2022, financial analysts were warning, if not screaming, that inflation and higher interest rates were coming. Prices were rising and it was going to cost more to pay off debt, be it loans, mortgages, or corporate debt. That we knew should have planned accordingly (I did […]
Category Archives: Commentary
The Case For Oil & Gas Investments
This comment originally appeared in the February 18, 2022 Weekly Update. I thought it would be easier to find if it was its own article. When I got back into investing in 2018, I thought I would never buy shares of an oil come as the green revolution was underway and I’m very optimistic about […]
Interest Rates Rise
This week the Bank of Canada (BoC) raised the Canadian interest rate by a full 1%, the largest hike since 1998, bringing the interest rate to 2.5%. Analysts and markets were expecting a 0.75% hike, so this is a surprise, and not a welcome surprise. With inflation in Canada hitting 7.7% in May, the BoC […]
The week ending June 17, 2022
You would think a combination of a surging economy, low unemployment, strong corporate earnings, and people with money in their pockets would be enough to calm an unnerved market. You would be wrong! Inflation and the fight to drive inflation back to the desired 2% – 3% level continues to send the markets into a tailspin. […]
The week ending June 10, 2022
For the last few months, I have been trying to ignore the share price fluctuations, er, downwards trend, and instead, focus on the companies I own. Sometimes that is easier said than done. This week is no exception. It was almost like shooting fish in a barrel when it came to selecting technology companies in […]
The week ending June 3, 2022
Last week, I started discussing my process for identifying companies I would like to own, albeit a very, very, small piece of the company. I created a 4-stage process to eliminate companies from consideration relatively quickly while going through the process. These stages of the process are: Stage 1 – Radar Check Stage 2 – […]