Monthly Archives: March 2020

Nutrien: A Diversified And Strong Leader In The Fertilizer Industry

Summary: Nutrien (NTR) is a diversified global supplier of fertilizer. An amalgam of two major companies – Potash Corp. of Saskatchewan and Agrium – the company will provide more stable earnings than its peers and the decline in valuations caused … Continue reading

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What a ‘tsunami’ of mutual fund redemptions will mean for markets.

Having founded and managed a mutual fund company, I can see the writing on the wall.  A wave of ETF selling has taken place (and will likely continue) because it’s easy to pull the trigger on a publicly traded fund.  … Continue reading

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Dear Government: The banks won’t help you! Witness rising mortgage rates.

It seems the U.S. and Canadian governments are counting on the banking industry to help them distribute aid to those most hurt by the coronavirus lock-down.  DON’T! Despite the central banks lowering interest rates to historically low levels, the mortgage … Continue reading

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Bear Market Over? Or “It’s a Trap!”

If you think a few good days in the stock market signals the end of the big bad BEAR, then watch this video. I’ve suggested in prior articles that there’s the potential for much more downside, especially as data (months, … Continue reading

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Nuclear is best solution to lower carbon emissions – and Cameco is dirt cheap!

I was inspired to have a look at Cameco, one of the world’s largest miners of uranium, when I saw this news from the Energy Information Administration (EIA): Nuclear power plants play an important role in U.S. electricity generation, consistently … Continue reading

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DOW wiped out gains since TRUMP became President.

A friend, former investment adviser and avid market watcher DT (with the creative handle “ThE DeN oF EQUiTY”) reminded me that…well I’d rather use his own words: The market has a sense of humour. An “It’s not nice to fool … Continue reading

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Cannabis stocks getting high!

Seems there’s been a run on marijuana as folks stuck at home look for some relief: Shares in most of the big cannabis companies are up sharply this week following reports of a spike in demand as consumers attempt to … Continue reading

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Time again for tech stocks? Yes!

On February 28th, I posted an article entitled “Technology Stocks – when to get in again!”  I looked at a Canadian focused ETF and a U.S. one to determine the potential downside – or rather what prices I’d consider good … Continue reading

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S&P 500 closes below my -35% target

The index blew through my original target (from early February) of 2600 – which I determined prior to the global lock-down meant to contain the novel coronavirus.  It was based on an average P/E of 15 times no growth in … Continue reading

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Low oil prices – great for China

China’s imported over 10 million barrels of oil daily in 2019 according to the Energy Information Administration.  Ten million barrels PER DAY, every day of the year or 3.65 BILLION barrels per year. So a $20 drop in WTI oil … Continue reading

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