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Quarterly Update – October to December 2021, and Year-End Review

by Aaron Chaze | Mar 2, 2022 | Investing, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

Portfolio Allocation and Sector Breakup We ended 2021 with 70.7% of the portfolio invested in equities; 11.9% in preferred shares; 6.4% in fixed income and 11.0% in money markets/cash (see fig.1). Our largest equity holdings are in the healthcare sector (comprised of...

December 2021 Market Review

by Jeffrey Roy | Jan 13, 2022 | Investing, Investment 101, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

In December, global equities finished the year with a strong performance as investors' expectations for strong economic and earnings growth in 2022 allowed them to look past skyrocketing COVID-19 cases, heightened inflation pressures, and continued supply chain...

November 2021 Market Review

by Jeffrey Roy | Dec 10, 2021 | Investing, Investment 101, Management Commentary, Market Update | 0 Comments

The global equity markets were impacted by the following significant events in November 2021. The US Federal Reserve (“the Fed”) Chair acknowledged that the US economy was recovering and that the pace of supportive asset purchases will be reduced. Starting in December...

Quarterly Update – July to September 2021

by Aaron Chaze | Nov 19, 2021 | Investing, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

Markets take a breather; portfolio positioned for disruption A sharp rise in equity market volatility was one of the key developments in the month of September as we headed to the end of the third quarter. At its peak in July, the portfolio was up 22.0% for the year....

October 2021 Market Review

by Jeffrey Roy | Nov 9, 2021 | Investing, Investment 101, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

As of end of October 2021, the number of S&P 500 index companies beating earnings per share estimates for the third quarter remain above average. Due to these positive reports, the index is markedly higher than in prior quarters. While major indexes seem...

September 2021 Market Review

by Jeffrey Roy | Oct 7, 2021 | Investing, Management Commentary, Market Update | 0 Comments

After successive monthly gains that saw record index prices, U.S. equity markets declined in September. The S&P 500 fell 4.8%, the Nasdaq Composite dropped 5.6% and the EuroStoxx 600 declined 3.8%. The catalysts for the declines range from the China Evergrande...

Quarterly Update – April to June 2021

by Aaron Chaze | Sep 27, 2021 | Investing, Management Commentary, Market Update | 0 Comments

The second quarter of 2021 saw continued appreciation of stock prices buoyed by rising commodity prices, especially copper and crude oil. We do anticipate a slowdown in stock market appreciation from here on, and are now adopting a cautiously optimistic stance vis a...

Quarterly Update: January to March 2021

by Aaron Chaze | Apr 27, 2021 | Investing, Management Commentary, Market Update | 0 Comments

Performance The first quarter (January to March) of 2021 saw a continuation of the market trend we saw in the last quarter (October to December) of 2020, which is an upward momentum in stock prices. For the Canadian, US, and global stock market as a whole, this...

2020 in review

by Aaron Chaze | Apr 27, 2021 | Investing, Management Commentary, Monthly Newsletter | 0 Comments

A sharp rise follows a sharp fall After a 28.0% fall in the S&P500 in a late March, the financial markets responded to the speedy and enormous stimulus from governments and central banks the world over. Having learnt a very painful lesson during the aftermath of...

Back in Black: BlackBerry stock soars after expanding partnership with Amazon

by Aaron Chaze | Dec 1, 2020 | Investing, Investment 101, Management Commentary, Market Update | 0 Comments

Fabulous news for BlackBerry! Expanding its association with Amazon Web Services is the news of the day, with the stock jumping 40.0%! BB has been the most underestimated and undervalued stock in the tech world. Before the announcement of this news, BB traded at just...

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