One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.
Tag: medp
Weekly Update for the week ending May 8, 2026
Earnings season is giving investors a fresh look under the hood of the companies driving the markets. With roughly 20 holdings across my three portfolios reporting results this past week alone, the focus has shifted from headlines to fundamentals. Strong reports from major technology companies like NASD:AAPL continue lifting both individual stocks and the broader market, while weaker guidance can quickly shift sentiment the other way. This week’s commentary looks at what earnings reports really tell investors, what I focus on when analyzing them, and how the latest results helped shape the markets this week.
Weekly Update for the week ending May 1, 2026
Rising oil prices have been one of the biggest stories in the markets recently, driven by the US/Israel-Iran conflict and shifting supply dynamics. This week, a major development – the UAE’s decision to leave OPEC and OPEC+ – adds another layer of uncertainty, with potential implications for inflation, interest rates, and the direction of markets.
Weekly Update for the week ending August 25, 2023
Canadian Economic news, US Economic news, Fear gauges, Nvidia knocks it out of the park…
Weekly Update for the week ending August 18, 2023
Items that may only interest or educate me ….
Canadian Economic news, US Economic news, Debt and Interest rates…
It was a slow week for US economic reports, so I decided to explain the reports I will be covering on a regular basis going forward, and why I chose them. If you are interested, please check out Key Economic Data [link to Blog_Economic data] in the Commentary section.
Weekly Update for the week ending August 11, 2023
Items that may only interest or educate me ….
Canadian Economic news, US Economic news, World’s second largest economy stumbles, Robotaxis move among us, …
While my initial intention was to primarily focus on the Canadian and American economies, it’s important to recognize that the global economic landscape is interconnected. Recent turbulence in the world’s second-largest economy, China, has the potential to reverberate and impact both Canada and the US. When China, a major economic player, faces challenges, it can trigger a cascade of effects that extend beyond its borders.