- Jan 27
Blog: After this Stock with a 6.5% Dividend Yield Lost 8% in December, We Bought It
While clients get paid 6.5%, the need for natural gas in North America and the demand for LNG from overseas will drive the stock higher.
- Jan 13
Webcast #55: Banking on the Past & Why We Bought Canadian Western Bank
CWB trades at a discount to its book value with nearly a 5% dividend yield.
- Jan 13
Blog: Banking on the Past & Why We Bought Canadian Western Bank
Buying the worst-performing bank stock would have led to superior gains than owning an equal portion of the Canadian banks each year.
- Jan 8
Webcast #54: What We Offer Clients (4 minutes)
We design customized portfolios and offer individual attention to help clients achieve their goals.
- Jan 8
Webcast #53: Statistically, It's Rare to See 2 Consecutive "Down Years" in the Market (3 minutes)
When the decline in steep – as it was in 2022 – the subsequent year historically produces a very strong positive return.
- Jan 8
Blog: Statistically, It's Rare to See 2 Consecutive "Down Years" in the Market
When the S&P 500 experienced a negative year, the subsequent year was green 86% of the time.
- Jan 4
December Newsletter to Clients
Our monthly newsletter to clients discussed our market outlook.