Quarterly Strategic Review
Click here to read our latest quarterly review from July 2022.
Click here to read our quarterly review from April 2022.
Our Investment Philosophy
Our process combines a blend of both fundamental and technical disciplines. Sometimes, investors don't have a rationale for why they buy a stock and even more fail to have an exit plan in place before taking a new position. Exits and/or a sell plan are far more important than the buy decision since it's the exit that determines whether you make money or lose money! Our process is quite comprehensive, and can be better understood by reading "Our Investment Philosophy."
A Canadian Perspective w/ CIBC Portfolio Manager David Cox
In a market environment where Financials and Natural Resources have become leadership groups, how do we not have a conversation about Canada? Taking that one step further, we need to talk about how any investor, whether living in Canada or not, can take advantage of a potential structural swing in the trend for Canadian Equities. Click Here to listen!
Technical Analysis of Stocks & Commodities Magazine