As the premium for fast growing businesses continues to climb, consider this casino game analogy and how it relates to our investment approach.
Q3/2019 Commentary
2019-10-04, Joe Jugovic
There was no shortage of negative headlines this quarter. They seemed at odds with the favourable return environment, which is not atypical of bull markets.
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The Four Most Dangerous Words
2019-07-26, Clement Chiang
Historically when the market fully believes in these four words, the next chapter has been a painful experience.
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Q2/2019 Commentary
2019-07-05, Joe Jugovic
Global markets edged higher in the second quarter, following the strong rebound in Q1. While gains are welcome, markets are struggling to advance meaningfully.
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Pulling The Goalie
2019-05-31, Jason Reed
How the analogy of pulling the goalie in hockey relates to investing. What does it mean for value investors?
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Turning Blue
2019-04-26, Clement Chiang
Last week’s Alberta provincial election saw the United Conservative Party (UCP) winning by majority vote with 63 legislative seats, leaving the NDP with 24.