There is a tendency for investors (and advisors) to favour happy companies and stay far away from the unhappy ones, regardless of valuation in both situations.
Sifting Through Bias to Find Value
2024-03-06, Amit Shah
As investors, we must be attuned to nuanced qualitative and quantitative signals in financial markets and the overall economy.
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Think Small
2024-02-14, Derek Nichol
While small cap stocks have traded at a premium relative to large cap stocks for most of the last two decades, the last three years have bucked this trend.
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Canadian Market Expectations are High
2024-01-31, Darren Dansereau
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.
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Industry Evolution Paves Attractive Path for Circle K
2024-01-18, Daniel Morgan
Exploring the evolving market for fuel and food at convenience stores, and the implications for investors.
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A Legacy Of Wisdom
2023-12-15, Joe Jugovic
Over the years, Charlie Munger’s punchy, honest and wise viewpoints came to be known as Mungerisms. In tribute, we’ve commented on a few of our favourites.