Well, that was quite the month! Mr. Trump was told to vacate the premises and contrary to his forecast, the markets did not crash. In fact, they jumped the most in a month since well before my career started 35 years ago. Our sense is that Mr. Trump will continue to captivate a certain percentage … Continue reading December Update, 2020: What a Month it has Been!
Author: Davis Rea Ltd.
November Update, 2020: The Trend is Your Friend
Okay, so the election is over…kind of. Trump continues to keep his lawyers busy, and make headlines as a result, but it is increasingly looking as if he’s screaming into the woods with fewer listening, including judges. It was interesting to note that during Trump’s Thursday night briefing, filled with accusations of voter fraud, that … Continue reading November Update, 2020: The Trend is Your Friend
October Update, 2020: Blowin’ in the Wind
The month of September has passed with a loss of about 5% for the S&P 500. Underneath the surface, however, there was more turbulence. The winning stocks of the year, those most immune to the ails of the pandemic (Apple, Amazon.com, Facebook, Google, and Microsoft), fell roughly 10% compared to the average stock, giving credence … Continue reading October Update, 2020: Blowin’ in the Wind
September Update, 2020: Back to School (Hopefully?)
The summer is drawing to a close and all eyes are on the back to school situation. Will COVID-19 jump back onto centre stage and cause the recovery to stall? Will stock prices hold up if things take a turn for the worse? Will the election south of the border plunge society into uncertainty if … Continue reading September Update, 2020: Back to School (Hopefully?)
August Update, 2020: The $2 Trillion Race
The great debate about certain technology companies and their ill effects on society were center stage last week when the CEO’s of Apple, Amazon, Facebook, and Google were grilled by the U.S. Congress. Both the Left and the Right want to punish and/or regulate ‘Big Tech’ but they don’t agree on what those regulations should … Continue reading August Update, 2020: The $2 Trillion Race
July Update, 2020: V for Vendetta
Happy belated Canada Day, and to our American friends Happy Independence Day today! V for Vendetta, a futuristic movie released in 2006, is about the struggle between freedom and the state in Britain in the year 2020. The movie follows similar themes to George Orwell’s book, 1984. As with many futuristic portrayals of society, a … Continue reading July Update, 2020: V for Vendetta
Meet Heather Fraser: Giving Up Your Inheritance to Start A Charity
Would you give up your inheritance to charity? For Heather Fraser, this was a surprisingly easy decision. As someone who embodies the change she wants to see in the world, she was more excited by the impact her parent’s money could have on the lives of others than on her own life. Heather has always … Continue reading Meet Heather Fraser: Giving Up Your Inheritance to Start A Charity
June Update, 2020: Our Equity is Integrity
Last week we received a letter from a BNN viewer. He reminded me of a comment I had made almost 2 years ago on TV about Spartan Energy, a company we had previously recommended and owned. The management of Spartan had a good track record of success, they had made all the right decisions, and … Continue reading June Update, 2020: Our Equity is Integrity
Meet Carolyn Ray: Reinventing What Matters
If you’ve ever wondered what it would be like to sell everything you own—your home, your car, and most of your belongings—so that you could refocus your life around the people and work that matter to you, Carolyn’s story is one you’ll want to read. Carolyn Ray has always been dedicated to her work and … Continue reading Meet Carolyn Ray: Reinventing What Matters
May Update, 2020: Groundhog Day meets The Joker
At the time of my note on March 6th the S&P 500 was at 2,972 having fallen 13% from its record highs set only 12 business days previously. We said we were cashed up and ready to “feast.” The next 11 days saw the market fall an additional 781 points bringing the total collapse to … Continue reading May Update, 2020: Groundhog Day meets The Joker