Within a matter of months, Canada will have a new industry that, until now, has been beneath the clutches of the “Tax-man” and hence, illegal. Illegal pot is a very big business right now. Estimates are about $8 billion per year. After years of fighting, the government has decided it’s a good business and that … Continue reading June Update, 2018: Canada Is Going To Pot
Author: Davis Rea Ltd.
Ontario Election Flash, June 2018
John Johnston, Chief Strategist here at Davis Rea, has put together some notes on the election that we thought we would share with you. The election outcome was consistent with the polls, though PCs and Liberals did better than last polls on June 6 suggested, and NDP did worse. However, each outcome was within the … Continue reading Ontario Election Flash, June 2018
Technical: Automotive Industry and Trade
• Auto manufacturing makes up about 1% of Canadian gross domestic product (GDP) but is significantly higher when downstream industries included. • Direct industry employment is about 130K; direct and indirect jobs estimated around 500K or 2.7% of Canada’s total employment of 18.6 million in May 2018. • Canada would get hit hard by a … Continue reading Technical: Automotive Industry and Trade
Investor Night, May 2018
Did you miss our event? Click to listen to what out investment team had to say! Click below to listen to the Q&A:
Firm Update, May 2018
Data seems to be quite the buzzword lately, and we wanted to inform you on how we as a firm are dealing with security especially regarding cyberspace and all of the concerns around cyber security and data protection that are making the news. Last fall, we made the decision to move to the Microsoft Cloud. … Continue reading Firm Update, May 2018
April Update, 2018: Cars, Entertainment, And How We Stumbled Upon An Investment
About 3 years ago, we began investigating the evolution of the car. It started with our interest in Tesla. We wanted to figure out if this character—Elon Musk—made any sense. Self-driving electric cars? This seemed both possible and probable. We quickly dismissed the idea that any one company—Tesla—would control the market. This proves that you … Continue reading April Update, 2018: Cars, Entertainment, And How We Stumbled Upon An Investment
Amazon Flash, March 2018
It’s about time. From Friday's Wall Street Journal: “Walmart is in preliminary discussions to buy Humana…While Walmart has long been a dominant pharmacy player, a deal would push it into new business lines. Humana manages private Medicare insurance plans and owns its own pharmacy benefit management business. One obvious rationale lies beneath these talks: Retailers … Continue reading Amazon Flash, March 2018
Facebook Flash, March 2018
Facebook’s recent controversy about its past policies (which ended in 2014) have ignited conversations which I believe are mostly “horse left the barn, after the door was left open” type of arguments. Or perhaps I long ago accepted that nothing is free and yes, I know that if I use technology someone else knows about … Continue reading Facebook Flash, March 2018
March Update, 2018
When one thinks of great empires, one can look back at the great Russian, Mongolian and British empires as such entities. They ruled the world at their respective times, had overwhelming power and control over their regimes, and controlled a large portion of the world (anywhere from 15% to 23.84% of the world’s land area). … Continue reading March Update, 2018
Featured Company: Booking.com
Booking Holdings Inc. (BKNG), formerly known as The Priceline Group (PCLN), is the world’s leading provider of online travel and related services, bringing together consumers and hospitality providers in over 200 different countries through six independently managed brands. Booking and its subsidiaries provide a digital marketplace which aggregates travel and hospitality providers, and distributes their … Continue reading Featured Company: Booking.com
Uncommon Sense 