Trends

Can you make a profit from falling #stock prices? That is the billion dollar question most hedge funds or other large #institutional investors are asking especially after a shellshock week in the stock market. The stock causing the most carnage for short sellers is...

What does 3,500+/- U.S. stocks all have in common? According to #Market Watch, the Canadian #dollar has appreciated by 15.80% over the last 12 months which means buying U.S. stocks today is 15.80% less expensive for Canadian investors. In my opinion, this is an...

Inflation There has been a great deal of hype around #inflation concerns as prices of food, clothes, cars, lumber and many other goods have spiked causing concern and confusion. You certainly have felt the effects of inflation if you are renovating your home, buying...

This week was definitely a first for me as I found myself sharing my industry experience to a class of #MBA & #CFA candidates. I really had no idea what to expect, nonetheless I was excited to share the virtual stage thanks to Dr. Gillian Leithman who teaches...

If you consider yourself a long-term investor and you find yourself with capital to invest, this might be the opportunity to do so. For clients who last year, followed my lead and bought the price dips in technology driven companies, were all fortunate to experience...

Thursday was a special day because our little boy turned 7. One night after dinner, my wife Annie and I found ourselves tidying up the kitchen and chatting about how fast our children were growing up. “Could you believe Pauly is turning 7?” Annie smiled at me and...

Last year, the price of one Bitcoin was worth $13,132 CDN. According to #Coinbase, the price of one #Bitcoin is now worth $41, 140 CDN as of July 2nd 2021. If you happen to be wondering what caused Bitcoin’s value to spike 2.5 times during a 12 month - pandemic...

In the not-so-distant future, I believe the way we communicate, learn, think, work, live, and assess risks will change in dramatic ways. If you see the world on a daily basis as I do, technology is changing the world faster than ever and is already improving the...

I had the privilege of preserving a 97-year-old man’s legacy this week and thought I would share with you a “feel good” moment. My associate Ghizlane, who I refer to her as “G” organized a zoom meeting so that I could meet with 2 of the 3 children representing power...

August 21st 2020 - Last week we discussed the benefits of consistency and the mindset towards owning a few high-quality businesses rather than buying and selling stocks. A recent example of this mindset of owning "the business and not the stock", is Lululemon (LULU),...