Published inWealhouse CapitalAmplus Fund May UpdateDespite inflation rising to levels not seen since August 2008, the Fed narrative is that this is simply “transitory”. PM Andrew James…Jun 15, 2021Jun 15, 2021
Published inWealhouse CapitalThe Shortage of EverythingIs it us or does everything seem more expensive these days? From lumber to microchips to workers, there seems to be a supply crunch for…Jun 1, 2021Jun 1, 2021
Published inWealhouse CapitalSilver Linings — CI FinancialFew companies took advantage of last year’s market decline the way CI Financial did, by making smart acquisitions south of the border…May 13, 2021May 13, 2021
Published inWealhouse CapitalAmplus Fund April UpdateThe hottest product on the market is…lumber? Increase in home reno projects due to COVID has caused lumber prices to soar. But latest CPI…May 12, 2021May 12, 2021
Published inWealhouse CapitalFull Steam AheadLions Bay Fund had a record breaking Q1 thanks to the downside protection put in place in anticipation of the market-swinging headlines.Apr 19, 2021Apr 19, 2021
Published inWealhouse CapitalOn the Road to RecoveryWith vaccination programs well on their ways around the world, CIO Scott Morrison talks about which stocks he is picking for Panorama Fund…Apr 15, 2021Apr 15, 2021
Published inWealhouse CapitalAmplus Fund March UpdateIn his latest commentary, portfolio manager Andrew James Labbad discusses the controversial “I” word: Inflation. How is Amplus prepared for…Apr 14, 2021Apr 14, 2021
Published inWealhouse CapitalTax Me LaterOne year into the pandemic of a lifetime, ripples are still being felt today. CIO Scott Morrison discusses how he positioned Panorama Fund…Apr 1, 2021Apr 1, 2021
Published inWealhouse CapitalCanadarm-maker MDA targets quadrupling revenue in prospectus for $500-million IPOVia The Globe and MailMar 22, 2021Mar 22, 2021
Published inWealhouse CapitalAmplus Fund February UpdateIn February, the trending topic for investors shifted from “GameStop” to “10-year Treasury yield”. In his latest commentary, Amplus PM…Mar 15, 2021Mar 15, 2021
