About

Gavin Graham is the president of Graham Investment Strategy Ltd, which was started in 2010 to provide analysis and insight on Canadian and international markets and economies. Clients include asset management and mutual fund companies, as well as individual advisors. Previously, he was director of investments at BMO Asset Management until December 2009. Mr. Graham, who began his career in 1979, is frequently quoted in the Globe and Mail and National Post, and appears regularly on BNN's Market Call and Bloomberg TV.

Content from Gavin Graham

Leucadia National: Beef, Banking and Buffett
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Leucadia National (LUK) is a conglomerate that is sometimes compared to Warren Buffett's Berkshire Hathaway (BRK.A); i…

Tickers: LUK
Honda: Moving to the Fast Lane?
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Honda Motor (HMC) is the third largest Japanese automaker and the eighth largest in the world, observes Gavin Graham, …

Tickers: HMC
First Mining: Unconventional Play
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With political uncertainties rising and currencies under pressure, it makes sense to look at gold again. I'd like to a…

Tickers: FF | FFGF
Project Spring Boosts Vodafone
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This featured recommendation is a UK-based global telecom stock that is reasonably valued, in that it has only recover…

Tickers: VOD
Novartis: Restructured Opportunities
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Our latest featured recommendation is a Swiss-based pharmaceutical company formed by the merger of Basel-based Sandoz …

Tickers: NVS
Gavin Graham’s Gold Gains
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Just three months ago, gold was hitting its lowest price in 8 years; since then, gold has rebounded in part due to exp…

Tickers: GG | AEM | FNV
Triple Play: Canadian Bank Buys
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The Canadian banking sector has been under pressure, with worried investors looking at the problems among European and…

Tickers: RY | TD | BNS
Empire: For Canadian Shoppers
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No stock is completely safe when markets sell-off but some are more resilient than others. One that falls into this ca…

Tickers: EMP.A | CRR.UN