Gerry Schwarz and I must be using the same playbook as Onex makes a second takeover offer in as many months for one of my portfolio companies.
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.