Recent Blogs

US Equities making record highs, Greece on the last straw and Oil stockpiles at an 80 year high – what is next ?

Volatile oil prices and a strong economy - Is crude establishing a bottom ?

Are economies slowing down or is this just an economic readjustment

Canadian Dollar, and interest rates globally – Where is this going ?

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Research

We start with the notion that every stock is a share of a business. We also believe that in order to find successful investments we need to consider the quality of the business and the valuation of the business or the share value. Our approach is a fundamental approach whereby we discard all companies that do not fall within our fundamental or valuation criteria. We believe it is more efficient to discard all businesses or stocks that do not meet our criteria and analyze only the stocks or equities that meet our criteria in more thorough detail. As such we start with a purely quantitative screening process before we conduct fundamental and qualitative research about our investments.