With all those discussions on the great sector rotation to cyclicals, I thought it would be a good idea to update a sector rotation strategy I created eight years ago. Surprisingly, the strategy is still generating…
With all those discussions on the great sector rotation to cyclicals, I thought it would be a good idea to update a sector rotation strategy I created eight years ago. Surprisingly, the strategy is still generating…
Global equity markets reached new all-time highs in November as the positive news on three different vaccines are giving up hope that a return to normalcy might be around the corner. The outcome of…
Alphabet’s (GOOG, GOOGL) Q3 2020 results of October 29th were reassuring for investors. The company managed to grow its revenues by 14% Y/Y in a tough environment. If we look at the chart below, the…
TFI International (TFII) provides transportation and logistic services in the United States, Canada and Mexico. It creates value for its shareholders by integrating strategic acquisitions and managing a…
With interest rates reaching an all-time low of 0.25% in March, they either are going to remain low or creep up in the years ahead. As the risk-free rate increases, investors are more inclined to sell high…
The impact of the COVID-19 pandemic is significant and is considered to be the most serious public health threat since the A (H1N1) pandemic in 1918. In this article, we present the results of our…
In early March, we discussed how the US was ill prepared to face the ongoing pandemic of SARS-COVID-19. Since that report, the virus has widely spread to all US states and various major cities are now…
We developed the Best Ideas Equity Strategy two years ago after noticing a demand from prospects and clients for an investment solution suitable for mid-tier accounts ($100K-$1M). It is comprised of 10…
We developed the Best Ideas Equity Strategy two years ago after noticing a demand from prospects and clients for an investment solution suitable for mid-tier accounts ($100K-$1M). It is comprised of 10…
