I have lost faith in a meaningful recovery in the western Canadian oil and gas sector. I have sold my Macro Enterprises and Essential Energy Services and with the money from these sales, have placed my bets on the current market rally losing steam by the end of the year.
In the final 2 months of the year I sold Atlas Engineered Products, pared back on my Essential Energy Services and Geodrill holdings and added Gluskin Sheff to the mix. 2018 was a year full of surprises. I take a look back at the tumultuous year just ended and look ahead at what might be in store for investors in 2019.
This wealth management company has weathered previous market storms well and seems to offer compelling value as we sail into rougher waters ahead.
A couple of sells, some market commentary and a look at the portfolio from a defensive standpoint.
Does a recent ballot initiative to restrict drilling in Colorado mean the party is over for Questor?
The company has been growing like gangbusters while it has been out of the public eye, but are insurers willing to foot the bill?
Drifting through the market’s summer doldrums.
Viemed, Questor and Magna were the bright spots in what was a fairly uneventful start to the year. With the market undecided as to which direction it wants to go, I maintain my hedge but use up most of my remaining cash to add 4 new holdings to the portfolio.
After working my way through a list of promising-looking US stocks, these 10 made it onto my watchlist.
Why I think this company might have what it takes to survive the retail apocalypse.
The mystery is revealed: A roll-up play in the construction industry catches my eye.
Introducing the “Tiny Ten”. Also, a new addition to the portfolio, opportunities in portable toilets, data analytics, solar power and cartoons, and I cross paths with some crafty elks.
I recently initiated a small position in this provider of in-home ventilation assistance for patients with end stage respiratory disease.
I recently added this chain of farm equipment dealerships to my portfolio. I feel it offers good value as the sector continues to recover from the downturn of the last few years.
How to protect your portfolio from the coming bear market.
With a global footprint, record sales and earnings and a shiny, new acquisition in the works, this automotive and industrial manufacturing company is firing on all cylinders.
The auditors and president have just resigned, sending the stock price down in flames.
An in-depth look at why this rapidly expanding alternative lender is a bargain at the current price.
The S&P 500 Put options have worked wonderfully over the past two weeks, protecting the portfolio from all losses and even providing some modest gains.
Assure Holdings performs its first neuromonitoring case in Louisiana.