The trade war between the U.S. and China is on everyone’s radar but how important is it, really? Let’s be clear, in trade both parties should enjoy benefits and in war, there are no winners. So, in this war who is the biggest loser? Let’s look at the facts: The U.S. economy is roughly a … Continue reading Who’s The Biggest Loser In The U.S. And China Trade War? →

New Canada-U.S. Trade Deal Reached; NAFTA Becomes USMCA Key Issues: Canada and the U.S. have reached a deal on a revised trade agreement, which along with the U.S.-Mexico agreement means that NAFTA will live on, though under a new name, USMCA. Canada got as good a deal as it could have given that it was … Continue reading NAFTA/USMCA Flash, October 2018 →

Below is a video about CannTrust Holdings Inc., a portfolio investment at Davis Rea which we have written about previously. It's the only real business-oriented, non-promotional cannabis company listed in Canada and is rumoured to list on the Nasdaq soon. We have owned it for quite some time and they continue to under promise and … Continue reading Cannabis Flash, September 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 →

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’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 →