Monthly Archives: August 2020

There’s more upside yet in lumber stocks.

Posted on August 17, 2020 by Mal Spooner

Back in early February, I posted an article suggesting Canadian lumber stocks were poised to perform.   I mentioned that I’d bought one myself – West Fraser Timber (cost $57.85) – which is now just above $70.  A 22% return over … Continue reading →

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“China’s imports of industrial metals are booming.”

Posted on August 13, 2020 by Mal Spooner

I borrowed the title from a Globe & Mail article.  I first suggested buying into a metals recovery back in February suggesting Freeport (FCX) and Western Copper and Gold (WRN).  One name I’ve also bought into is not on anyone’s … Continue reading →

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Two Canadian Retailers Poised for Renewed Growth

Posted on August 4, 2020 by Mal Spooner

Retail sales continue to rebound despite the slow opening of the economy. Inevitably, many storefronts will not survive but those that do will be able to negotiate much more favorable terms when it comes to rent. The online capabilities of … Continue reading →

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