Tag Archives: maverickinvestors

West Fraser Timber to play HOT housing market.

Back on August 17th, I published an article predicting that the strong housing market, increasing home improvement and renovation activity during the pandemic and rising lumber prices would benefit Canadian lumber stocks. Although no longer a secret, there remains plenty … Continue reading

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One of the biggest copper/gold deposits in the world.

Western Copper And Gold – Small Company With Huge Deposit In a previous article (published in February) I suggested it’s wise to invest in copper highlighting two names. I discussed one large company, Freeport-McMoRan and a small Canadian exploration company developing … Continue reading

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Market Tanks – Great news for some.

I haven’t published for some time now.  Why bother?  The economy was tanking, and the market was rallying.  Made no sense to someone who’s been managing money for 30+ years, so better to say nothing.  However today’s headlines are providing … Continue reading

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The roller-coaster stock market.

The market continues to behave like a roller-coaster.  But will this ride ever end?  In the past, the ups and downs of stock prices have always mirrored the ups and downs in earnings, but this relationship seems to have broken … Continue reading

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Time to sell tech stocks? Yes!

On March 25th I suggested it was okay to buy tech stocks, and featured a couple of ETF’s. I did buy at the time, and have enjoyed a 50% return in less than 2 months.  Let’s face it, with bond … Continue reading

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Why Warren Buffett’s Moves are Bewildering.

Everyone is confused – He bought a bunch of airlines at their peak, and sold them all (was the normally undaunted investor suddenly in a panic?) at the bottom.  “Fear is the most contagious disease you can imagine…” said Buffett … Continue reading

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Consumer Sentiment – down but still not down enough.

Over many years I’ve marveled at how reliable consumer sentiment has been as a contrarian indicator.  When it reaches rock bottom then the markets, followed by the economy begin to recover from a crisis – whether a recession or financial.  … Continue reading

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Credit Shock due to COVID-19 Unprecedented

This quote is the latest from Moody’s: The credit shock created by the coronavirus pandemic is completely unprecedented, given the number of geographies and industries affected, and the lack of clarity as to when the economic implications of the pandemic … Continue reading

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Corporate Bonds not out of the woods yet!

We’ve watched a bit of a bear market rally in stocks, but also saw the same short term narrowing of corporate bond spreads (the difference between the yield offered by corporate bonds versus the virtually risk-free government bonds or treasuries).  … Continue reading

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Why the S&P 500 should fall another 10% to 20%.

The risk of being so right in one’s projections (I called this meltdown months ago) is you begin to second guess yourself – maybe now I should turn bullish? The recent rally (which I covered in my “It’s a Trap” … Continue reading

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