Scouring the markets for value since 1996
In the final 2 months of the year I sold Atlas Engineered Products, pared back on my Essential Energy Services and Geodrill holdings and added Gluskin Sheff to the mix. 2018 was a year full of surprises. I take a look back at the tumultuous year just ended and look ahead at what might be in store for investors in 2019.
This wealth management company has weathered previous market storms well and seems to offer compelling value as we sail into rougher waters ahead.
Why I think this company might have what it takes to survive the retail apocalypse.
The mystery is revealed: A roll-up play in the construction industry catches my eye.
I recently initiated a small position in this provider of in-home ventilation assistance for patients with end stage respiratory disease.
I recently added this chain of farm equipment dealerships to my portfolio. I feel it offers good value as the sector continues to recover from the downturn of the last few years.
With a global footprint, record sales and earnings and a shiny, new acquisition in the works, this automotive and industrial manufacturing company is firing on all cylinders.
An in-depth look at why this rapidly expanding alternative lender is a bargain at the current price.
Oil stocks, auto parts, overheated markets and opportunity. A look back at 2017 and a look forward into 2018.