Want Yield? Fuel Up

We saw a wild week on financial markets capped by a President Trump tweet storm. Trump started the week by welcoming a small recession, which would be a “small price to pay to win the Trade War”. We quickly dismissed this statement because Trump also said that he wants a weak U.S. dollar and a

Is The Writing On The Wall?

August has already proven to be an eventful month. Trump started the festivities, as he did at the beginning of May, with a tweet announcing new tariffs on China. While equity markets fell on the news, traders initially began buying on the belief that markets typically don’t react to repeat news (ie, May’s correction would

Governance Issues At Canopy And CannTrust

Summary Big questions cannabis investors need to be asking. Hidden rooms and pesticides. Canopy can be added to watch lists for the future.   What really is happening in the cannabis industry? This article is not about a particular investment thesis of CannTrust Holdings (CTST) and Canopy Growth (CGC) but about how these two companies

Taking a Risk with a Promising Natural Gas Stock

Natural Gas today is at $2.312 per MMBtu, well down from January’s 2019 high of $3.722 but bouncing back a bit after hitting a three-year low on June 16. Over the past two years, we have owned shares of four of Natural Gas companies in our Natural Resource portfolios: Devon Energy (DVN), Encana Corporation (ECA),

Two Dividend-Paying Retailers To Stock Up On

The Technology-driven U.S. equity rally has continued in 2019, despite a lot more “chop” in the indexes, including another -10% correction in tech names this past May. While the debate rages on about when the U.S. equity bull market (bubble) will end, we have learned not to be too dogmatic on picking the ultimate top

A Decision-making Process for Equity Investors

Buying stock is always easy. But, for independent-minded portfolio managers, the decision-making always comes down to a matter of choice and therein lies a problem. This week we had two stocks under consideration to buy for the WMA Cara Natural Resources Portfolio: the large cap diversified metal and coal miner Teck Resources (TECK) and small

The Single Most Important Indicator For Equity Investors

Buy Company Stocks For The Real Reason To Buy Stocks Many have expressed frustration in trading equities over the past few years. Between central banks holding interest rates at inappropriately low levels, official direct intervention (Swiss National Bank, Bank of Japan and undoubtedly clandestine government equity purchases) to support the stock market, and a massive

Comparing the ‘Cannabis 50’ to the S&P 50

This week we compare many corporate fundamentals of the ‘Cannabis 50’ companies to the largest 50 of the S&P 500 companies. If we are going to buy, sell or hold the stocks, then we ought to understand how they stack up to the world’s best-known companies. In fact, for both sets of 50 companies we