INDEPENDENT. HONEST. DATA-DRIVEN.
The ‘death of valuation’ and what it could mean for investors going forward
Market Watch by Shawn Langlois, August 4, 2020
What Game Are You Playing?
Cambridge Global Asset Management by Brandon Snow, June 30, 2020
Watch Out When Value Returns to Favor!
Boston Partners, November 2019
The Late Stage of a Market Cycle: Been There, Done That?
NEPC Private Wealth, Oct 2019
Big IPOs Have Been a Bust. They Might Be in Your Index Fund.
Barron’s by Al Root, Oct 11, 2019
‘Goodwill’ Write-Offs are an Earnings Killer. How to Spot Trouble Coming.
Barron’s by Al Root, April 18, 2019
Is Holding a Canadian Portfolio “Risky”? Not with the Right Focus
Cambridge Global Asset Management by Stephen Groff, February 22, 2019
Tell us once and we will remember
ClearBridge Investments, Small Cap Strategy 4q 2018
Some market observations and a point on FX given the material move in the Canadian Dollar
Cambridge Global Asset Management by Geoff Scott, September 15, 2017
Recent White Papers
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History & Current Data Suggest that is as Silly as it Sounds Introduction: Price Action Does...
A brief review of Akamai and Carvana Introduction: A Quick & Imperfect Review of Akamai...
The intellectual calamity of “Big Data” Introduction: An Old Story The Rich (expensive growth) Get...
Durable Dividends & the Market’s Dichotomy Introduction: The Dividend Disparity Crash Cushions...
Expensive Equities & Risky Bonds Asset Allocation: Expensive Equities & Risky Bonds An...
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- Dynamic Ranking Tools: SP500, R1000 & R2500
- Targeted High Conviction Buy & Sell Lists
- Dedicated Tools for Short Sellers
- Four Buy and Four Sell Single Company Insights
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