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The week ending July 29, 2022

Loose change…. A busy week of earnings for the three Portfolios with 17 companies across the Portfolios announcing their respective quarterly results. I was not sure if the light at the end of the tunnel was going to be the end of the tunnel or an approaching train. It turns out it was light at […]

The week ending July 22, 2022

Loose change… This past week Canada’s June inflation rate came in at 8.1%, the highest since 1983. I know I’m feeling the bite of inflation. Higher gasoline prices are driving (pun intended) a lot of that increase, but prices across the board are up – food, housing and transportation are all up. The last time […]

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 – […]

The week ending May 27, 2022

“Sell in May and go away,” refers to the tendency of stocks to perform worse in May through October than during the rest of the year. I hope that is not the case this year given the decline in the stock markets. The S&P 500 Index and Dow Jones Industrial Average are both in market […]

The week ending May 20, 2022

Investing v Gambling Just when I thought the markets may have bottomed, they prove I have no idea what is going to happen day to day. 😊 Recently I was asked what the difference between investing and gambling is. As an investor, this intuitively seemed obvious but as I thought about it, I realized to […]

The week ending May 13, 2022

If the markets were Clubber Lang, their prediction for 2022 would have been “Pain!”. And so far, pain it has been with the S&P 500 off to its worst start to a year since 1939. Over $10 trillion has been erased from American stocks alone. The Nasdaq Composite Index alone is down 25% in 2022 […]