Published by Hilliard MacBeth on Mar 26, 2021
Canadian population growth gets too much credit for rising house prices. In fact, in Calgary and Edmonton, house prices declined or stayed flat while population grew much faster than the Canadian average. But now Canadian population growth is slowing... Read more Published by Hilliard MacBeth on Mar 19, 2021
Volkswagen drops the gloves with Tesla in a direct challenge to lead the EV market by 2030. Herbert Diess, CEO, held a battery day presentation this week, announcing a major push into the EV market, where Tesla has been the leader until now. Will Volkswagen... Read more Published by Hilliard MacBeth on Mar 12, 2021
The stock market rally on growth stocks that started 12 years ago continued this week. Value stocks continue to lag growth stocks by the widest margin on record. Is it time for value to outshine growth again? Last week I wrote about Berkshire Hathaway... Read more Published by Hilliard MacBeth on Mar 05, 2021
Warren Buffett released his annual letter, reviewing how Berkshire Hathaway (BH) performed in 2020. One interesting portion includes a breakdown of the company’s main assets. There are four main investments which he calls the “family jewels”. These are... Read more