Articles by Don Walker

Manager’s Commentary – August 2020 – Don Walker

Written by Don Walker

Reported earnings for the second quarter ended as strong as they started. Through a combination of better–than–expected revenue and reduced costs, basically every company in our portfolio either met or handily surpassed our expectations.   Download PDF In last month’s update we noted that a portion of the stronger than expected […]

September 28, 2020

Manager’s Commentary – June 2020 – Don Walker

Written by Don Walker

In last month’s update, we talked about a couple of our portfolio companies providing mid-quarter updates with a noticeably more positive tone, compared to the outlook given with Q1 earnings just 30 days prior. So, […]

July 15, 2020

Manager’s Commentary – May 2020 – Don Walker

Written by Don Walker

Staying Sensible (Keeping Emotions in Check) What a roller coaster ride. From the most severe correction in North American equity markets right into the fastest 50-day rally of all time. The Canadian major indices have […]

June 16, 2020