Index investors: time for a new approach?
After the strong market rebound over the past five years, should you worry about the bull market coming to an end and change your approach towards active management? Read this French article on Les Affaires
Hunting for tomorrow’s winners
All investors have dreamed of it, and those who have never done so are living in denial. But trying to predict the next Dollarama, MTY or Stella-Jones remains a highly speculative excercise. Especially in a market that has just experienced several beautiful consecutive years. So where are the stars of tomorrow? Read this French article on La Presse
Four experts; 12 companies
Large U.S. multinationals, Quebec inc. corporations, and some unknown companies. Our four experts gave us a diversified list of ideas just in time to get back in the market. Here are their 12 suggestions. Read this French article on Les Affaires
CST Brands convenience store chain, a bargain
If its management team manages to reduce operating costs, we believe that CST Brands will grow 8% to 10% per year in the next 3 to 4 years regardless of internal growth. The company has also increased its margins in the first quarter. Read this French aricle on Les Affaires
Stock market: which direction?
Jean-Paul Giacometti talks about the stock market in this interview with Gérald Filion, journalist at RDI économie. The interview starts at the 8th minute and ends at the 12th minute. Watch this French interview on Radio-Canada
Stock Market Meteorologists
In the very short term, we can rely on meteorologists who are able to predict at 90% the next day’s weather. But over five days, their ability to predict accurately decreases to 55%. For financial planners, it’s quite the opposite. Read this French article on La Presse
Where to look in a difficult context
Ethical issues, moderate infrastructure spending and a slowdown in the natural resources sector. Several factors have dampened investors’ enthusiasm towards engineering firms. Yet, these continue to offer an interesting long term return potential. Read this French article on Les Affaires