Category Archives: stocks

Funeral Stocks – one of the few businesses still operating.

Typically lower beta stocks, the death care industry stocks have sold off with the rest of the market, and although revenues from services are being squeezed by social distancing, it is likely that funeral services and memorials are being postponed … Continue reading

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Fund flows drive markets, and they suggest many months of misery.

Having (with partners) founded and managed a mutual fund company, I can share some insights when it comes to timing markets.  Some say it’s impossible, but the data (and experience) suggest otherwise. For instance, just before the COVID-19 mayhem which … Continue reading

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Avoid natural gas companies despite bounce in energy sector.

Oil has had a spectacular rebound as news that OPEC+ might be willing to come to some sort of agreement (with Trump’s help?) The price of WTI popped from the $20 level.  I did share that on March 20 I … Continue reading

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REIT’s may not be a bargain; distributions depend on rent being paid.

The Real Estate Investment Trust (REIT) has had a marvelous decade as property values just kept rising.  It inspired large institutional investors (pension funds for e.g.) to get directly involved.  The Canada Pension Plan has 12.1% invested in real estate.  … Continue reading

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Nutrien: A Diversified And Strong Leader In The Fertilizer Industry

Summary: Nutrien (NTR) is a diversified global supplier of fertilizer. An amalgam of two major companies – Potash Corp. of Saskatchewan and Agrium – the company will provide more stable earnings than its peers and the decline in valuations caused … Continue reading

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Nuclear is best solution to lower carbon emissions – and Cameco is dirt cheap!

I was inspired to have a look at Cameco, one of the world’s largest miners of uranium, when I saw this news from the Energy Information Administration (EIA): Nuclear power plants play an important role in U.S. electricity generation, consistently … Continue reading

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Cannabis stocks getting high!

Seems there’s been a run on marijuana as folks stuck at home look for some relief: Shares in most of the big cannabis companies are up sharply this week following reports of a spike in demand as consumers attempt to … Continue reading

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Time again for tech stocks? Yes!

On February 28th, I posted an article entitled “Technology Stocks – when to get in again!”  I looked at a Canadian focused ETF and a U.S. one to determine the potential downside – or rather what prices I’d consider good … Continue reading

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Just before the carnage I said avoid the oils; I’ve decided to start buying again.

Having been through numerous energy cycles, I’ve learned on valuable lesson: Sell high and buy low.  Sounds simple enough but its always difficult.  Just a few weeks ago I recommended avoiding energy stocks (which turned out to be perfect timing). … Continue reading

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Market encroaching on my -35% target.

The stock market has been crushed in recent weeks and is officially in Bear Market territory (down more than 20%). Market pundits suggest that since markets usually provide information in advance, that a recession is “possible.” As I’ve indicated in … Continue reading

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