Published by Richardson GMP on Mar 04, 2019
In this week’s Ethos we take a look at gold. The commodity and companies have been receiving more investor attention of late. In part due to rising volatility as a potential hedging tool and with a lot of M&A among companies.... Read more Published by Richardson GMP on Feb 25, 2019
In this week’s Ethos we take a look at the Canadian Dollar. There are four major drivers of the CADs appreciation to the top performing currency in the G10 basket, up nearly 3.5% vs the U.S. dollar so far this year. This week we examine these forces.... Read more Published by Richardson GMP on Feb 18, 2019
What a recovery!!! In this Ethos we share two indicators we are most focused on that could signal the end of the bull cycle. Fortunately, both of these are still encouraging for a continuation.... Read more Published by Richardson GMP on Feb 11, 2019
This week, we are back into the markets with a report on the importance of the prevailing trend in a stock price as a determinant on how it will react to an earnings surprise.... Read more Published by Richardson GMP on Feb 04, 2019
In this week’s Ethos we finally take a break from economic and market analysis, because the market appears to be much happier in 2019 (so far). Instead, we have shared some thoughts on the value of advice.... Read more Published by Richardson GMP on Jan 28, 2019
In this week’s Ethos we take a look at this earnings season and also analyst estimate dispersion. It seems dispersion is currently at historical low levels, with most analysts estimates clustered together.... Read more Published by Richardson GMP on Jan 21, 2019
Demand is waning in Canada’s hottest real estate markets; sales dipped -32% in Vancouver and -16% in Toronto in 2018. Discouraging as this may be, it seems that Canada isn’t alone.... Read more Published by Richardson GMP on Jan 14, 2019
This week’s Ethos is a bit more on the economic side, looking at Canada. The data has been moderating, which appears to be the theme for most economies of late.... Read more Published by Richardson GMP on Jan 08, 2019
In this week’s Ethos we take a look at valuations. The markets have become rather compelling from a valuation perspective and if you believe a global recession is not on the near horizon, this is an opportunity.... Read more Published by RGMP Asset Management on Dec 31, 2018
In this final edition of Ethos for 2018, we thought we would highlight some of our favorite editions.... Read more