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Publications and News stories of interest.
Globe and Mail - The second-quarter earnings season is about to begin. Here’s what Canadian investors should expect
When compared with the economic carnage caused by the pandemic last spring, this year’s second-quarter earnings season is expected to be one big love-in.
Globe and Mail - Where do stocks and bond yields go from here? BMO, Rosenberg, BlackRock and other market watchers weigh in
Value stocks, those chronic underperformers of the market that suffered a further blow as the pandemic took hold last year, have been on the comeback trail in 2021.
Globe and Mail - Canadian money managers weigh in on the latest market mayhem- and what they’re buying and selling
Record-setting markets and the social-media-driven investor protest against short sellers that has sent stocks such as GameStop Corp.GME-N soaring has investors worried about a market bubble that could soon burst.
Globe and Mail - Why portfolio manager Christine Poole likes utilities and her three picks in the sector
Portfolio manager Christine Poole is cautious about the bounce back in stock markets since the March slump.
Globe and Mail - This earnings season will be awful. But there’s a silver lining
The coming earnings season will contain some disturbing content. Investor discretion is advised.
BNN Bloomberg - Investors look to existing pipelines as new projects face major hurdles
There’s no denying it – getting a major pipeline project built is becoming a lot more difficult.
Globe and Mail - How Canadian fund managers are reacting to the coronavirus selloff - and what they’re buying and selling
The global spread of the coronavirus is hammering global markets, leaving investors to wonder if they should sell stocks, or if it’s time to buy at cheaper prices.
Financial Post - Still betting on Warren Buffett: Berkshire Hathaway and 9 other stocks that could break out in 2020
Ten portfolio managers pick one stock in their portfolios they feel could outperform the pack this year.
BNN Bloomberg - Boeing to Pembina: Money managers`2020 stocks to watch
What makes or breaks a stock can be hard to predict, because oftentimes the headlines just don’t move the needle. That’s as true this year as any other.
Globe and Mail - What portfolio manager Christine Poole is thinking and buying amid the stock market selloff
Portfolio manager Christine Poole is getting a lot of the same questions from investors amid the recent market pullbacks.
Globe and Mail - When to push the sell button on a stock
On March 23, 2010, the investment team at Toronto-based GlobeInvest Capital Management determined shares in the offshore oil driller Transocean Ltd. were priced well below their true value – and it was time to buy.
Globe and Mail - Why this high-net-worth fund manager is buying Fortis, Enbridge and Canadian banks
The main question Christine Poole gets from investors these days is when – or if – the Canadian economy will start to recover.