In this episode of InFocus, Candis Fitch, CIM®, CIWM, portfolio manager at TriCert Investment Council, is joined by fellow portfolio manager Lee Grimshaw, CFA®, to discuss the financial sector, with a particular focus on the Royal Bank of Canada (RBC). They highlight...
Timely and educational insights
Energy Investments: Balancing Risks, Opportunities, Policies, and Politics
Grayson discusses the performance of oil and pipeline companies' stocks, which have seen significant gains this year. The increase in stock prices is attributed to healthy margins, dividend expansions, and interest rate cuts, which have driven demand for investments...
Investment insights: Last quarter’s review, outlook, and Trump’s U.S. election victory impact
Recorded on November 11, 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...
Income-producing investor insights: From rate cuts, yield curves, and bonds
Recorded on October 30, 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...
TD Bank’s Setbacks and an Update on the Financial Sector
Lee notes a divergence between U.S. and Canadian financial markets, with U.S. institutions faring better due to a more robust economy, while Canadian banks face stress, particularly in the mortgage market. The discussion also touches on interest rate movements, their...
Market Movers: Technology and Industrials Insights
Dave highlights strong earnings despite a subdued economic backdrop. As Dave remains optimistic about Apple's fundamentals, they delve into the company's recent performance and Warren Buffett's decision to reduce Berkshire Hathaway's stake in it. They also discuss the...
The Stability of Consumer Staples: Resilience in Volatile Markets
Brian provides an in-depth look at how these essential products—from groceries to cleaning supplies—offer stability and consistent returns during market downturns. Focusing on the performance of consumer staples during recent economic disruptions, the conversation...
From Uranium to Hydrogen: The Future of Energy
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...