Below is a summary of my thoughts on Q2 performance and holdings, peppered with sector and macro musings. YTD returns are on the Portfolio page. Waste Connections: Currently my largest holding, for good reason: the waste industry is the place to be right now. I wrote a piece on it a few months ago highlighting [...]
There is plenty to choose from in the land of tech, although the field is sparse in Canada. CGI trades on the NYSE (ticker: GIB and GIB.A on TSX), but Constellation Software (ticker: CSU) is a standalone Canadian play. These are core, forever holds in my portfolio and you should consider them too. First, a [...]
What's to say that hasn't been said already. This week alone, Exxon Mobil and Royal Dutch Shell cut dividends. Most Canadian EPs have too. Will this be enough to save them? RBC predictions on GDP growth in Canada look less severe than Europe, but still moderate. Of course it's too early to tell what the [...]
