They explore the resurgence of uranium in nuclear power, the emerging role of green hydrogen, and the continued importance of traditional oil and gas. Grayson shares insights on how these energy trends influence strategic investment decisions while emphasizing...
Timely and educational insights
Category: TriCert Investment Counsel
From rate cuts to yield curves: key insights for income producing investors
With the Bank of Canada making rate cuts and the US Federal Reserve holding steady, what does this mean for bond markets, corporate spreads, and preferred shares? Hear Nicholas unpack the implications for investors, from the impact on yield curves to strategic moves...
Second quarter investment review and outlook
Inflation and interest rates show improvement in Canada and the U.S., but Canada's GDP growth lags behind the U.S. Concerns about a potential recession remain due to indicators like the inverted yield curve and low manufacturing numbers. While interest rates may...
Amazon and Canadian Tire: Consumer Discretionary Sector Standouts
Starting with Amazon's impressive performance and Canadian Tire's resilience to the potential of home improvement giants like Home Depot, Lee shares valuable perspectives on key players and future opportunities. Discover how inflation trends, interest rates, and...
Healthcare highlights and long-term wins in consumer staples
Brian shares positive news about Amgen and highlights the robust performance of consumer staples, with revenue and earnings growth surpassing expectations. They delve into Walmart, illustrating the importance of long-term investment strategies despite short-term...
Digging Deeper: Exploring the Copper Boom
Recorded on May 14, 2024This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular...
Interest Rates, Yields, Spreads, Preferred Shares: A Financial Deep Dive
As they navigate through discussions on bond yields, yield curves, and market trends, listeners gain valuable insights into the intricate workings of financial markets. Nick also delves into the resurgence of preferred shares, highlighting market dynamics and...
From Earnings to Innovation: The State of Industrials and Tech
Listen as they discuss recent developments at Apple and Canadian Pacific Kansas City and how these core picks navigate current market conditions. Learn about sector shifts and what the future holds for these markets.Recorded on May 8, 2024This content has been...
Navigating capital gains changes and first quarter market insights
Mike and Joel also explore first-quarter market trends, examining continued volatility and the dominant role of the "Magnificent Seven" stocks in the U.S. market. They compare the performance of U.S., Canadian, and international markets, providing a comprehensive...
Defining Quality in our QSect Approach
The conversation navigates the complex terrain of defining quality in investment management, emphasizing factors such as revenue stability, competitive threats, market share, and the distinction between growth and value creation. Brian sheds light on the team's...








