Economic Stimulus: Post-Great Recession Media Analysis of Market Sentiment, Debt and Bubbles

Economic Stimulus: Post-Great Recession Media Analysis of Market Sentiment, Debt and Bubbles

I will focus solely on stimulus from US Federal Reserve as our base given it’s role as a global currency. In 2008, the Economic Stimulus Act came at a cost of $152 billion, providing tax rebates for low-middle class earners along with business incentives. In 2009, the American Recovery and Reinvestment Act cost $831 billion [...]

Latecycle Portfolio: November 2019 Purchases

Latecycle Portfolio: November 2019 Purchases

I added five stocks to my portfolio the past month: Canwel Building Materials, Pembina Pipeline, Emera, Fortis, and Brookfield Property Partners. Spotlight:Canwel Building Materials (CWX) CanWel is a national distributor of construction materials, building products and a supplier of pressure-treating lumber in Canada.It serves an intermediary role in the construction materials supply chain. It made [...]

Research Process

Research Process

I utilize five sources for investment decisions:1) My Watchlist2) Morningstar Monthly Picks3) RBC Insight4) FAST Graphs5) Annual + Quarterly Reports 1) My Watchlist Tier 1: - Companies with a minimum 15 years of increasing dividends- Big 5 Canadian banks (RBC, TD, BNS, CIBC, BMO)- Brookfield Tier 2: - Companies with a minimum 5 years of [...]