Recent Articles


S&P Shines a Light on Suncor

Tickers: SU

Our latest Focus Stock is an integrated energy company strategically focused on developing Canada’s Athabasca oil sands, one of the world’s largest…


Adamo Aims at Gold & Silver

Tickers: HL, NGD

We have three more months of what is normally the strongest season for gold. Meanwhile, gold miners are still significantly undervalued by their…


Chipotle & Panera: Targeting Millennials

Tickers: CMG, PNRA

Restaurant stocks have had a tough go of it, but there are a few winners out there. Notably, it’s the companies that are catering to the millennials…


"Enhanced" Play on Small Caps

Tickers: PCPEX

Our latest trade is a rare foray into Fidelity’s “Enhanced” lineup of funds; unlike their typical offerings, Enhanced Index funds have long used…


WCM Focused: Going for Global Growth

Tickers: KUBTY

I’m not concerned about the US economy and I don’t believe a recession is imminent. US stock returns track economic growth over the long term.…


Office REITs: Brandywine & Starwood

Tickers: BDN, STWD

With interest rates near all-time lows, investors are looking for replacement income, and REITs continue to offer higher yields than your typical…


Bristol-Myers Squibb: Bad News Buy?

Tickers: BMY

Following failed trial data regarding its lung cancer drug Opdivo, this high quality drug stock has dropped to its lowest level in almost two years,…


Lear: A Second Half Story

Tickers: LEA

This year is shaping up to be a tale of two halves for this firm, a supplier of automotive seats (77% of sales) and electrical components (23%),…


First Mining: Unconventional Play

Tickers: FF, FFGF

With political uncertainties rising and currencies under pressure, it makes sense to look at gold again. I'd like to add another stock that represents…


A Trio of Fallen Angels


Some fallen angels have halos and I am confident that long-term investors will see excellent profits from purchasing high quality stocks, asserts…


PennantPark: A Floating Rate Pick

Tickers: PFLT

The market is clearly hot and bothered by the prospect of rising interest rates at some point in the not-too-distant future, suggests Bryan Perry,…