As long as it hits the threshold should value investors care how a stock rallies? Felix Narhi spoke to Victor Ferreira about “How big tech could bail out long suffering value investors” Read the full […]
“Felix Narhi cannot resist the urge to look at the 18.4 per cent year-to-date return his portfolio has generated in 2019 and scowl.” Pender’s CIO talks to Victor Ferreira about how to assess recent gains, […]
Pender Senior Investment Analyst and Associate Portfolio Manager, Amar Pandya, spoke to Victor Ferreira from the Financial Post about the stock pick he believes will outperform in 2019. “The Stock: Maxar Technologies Ltd. (TSX/MAXR) Read the […]
“They have their technology installed on a billion devices,…“but the number of companies that actually are using it today is much smaller…And that speaks to the huge growth opportunity they have.” David Barr talks to David […]
“Stemming from PenderFund’s historical preference for a private equity and venture capital-like approach to investing, the firm’s portfolios are also often dominated by founder-run companies. ‘Obviously there is something going on with the market systematically […]
“When you see expensive valuations … and no growth, it’s certainly not something we find intriguing,” Narhi said. “We find more interesting things outside the index.” Felix Narhi and David Barr talk to Jonathan Ratner. […]
“Run and hide. That’s what people do when they’re scared and a new report says that’s the path Canadians are following as they face a volatile stock market that is driving their fear.” Garry Marr […]
You don’t have to be Warren Buffett to build a concentrated portfolio of stocks that outperforms the market, but you do need to adopt some of his investing strategies. Jonathan Ratner. David Barr was interviewed […]
The performance disparity between the Russell 2000 and S&P 500 has David Barr and Felix Narhi seeing opportunity in small- and mid-cap stocks. The[y]…don’t necessarily think North American small caps are cheap. But they do believe […]
The strength of North American equity markets in the past five years has David Barr and Felix Narhi holding a relatively high amount of cash and recycling the gains from previous winners into other cheap […]
Investors have to be a lot pickier these days with U.S. markets at all-time highs, and that’s particularly true for value investors such as David Barr and Felix Narhi. Jonathan Ratner Read the full article […]
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Financial Post: Oh, the irony: How big tech could bail out long-suffering value investors
Written on .
As long as it hits the threshold should value investors care how a stock rallies? Felix Narhi spoke to Victor Ferreira about “How big tech could bail out long suffering value investors” Read the full […]
Financial Post: ‘Empty Calories’: Why investors’ bloated year-to-date returns mean nothing
Written on .
“Felix Narhi cannot resist the urge to look at the 18.4 per cent year-to-date return his portfolio has generated in 2019 and scowl.” Pender’s CIO talks to Victor Ferreira about how to assess recent gains, […]
Financial Post: Ten stocks for 2019: What the pros are picking to outperform this year
Written on .
Pender Senior Investment Analyst and Associate Portfolio Manager, Amar Pandya, spoke to Victor Ferreira from the Financial Post about the stock pick he believes will outperform in 2019. “The Stock: Maxar Technologies Ltd. (TSX/MAXR) Read the […]
Financial Post: Five Canadian IoT stocks flying under the radar
Written on .
“They have their technology installed on a billion devices,…“but the number of companies that actually are using it today is much smaller…And that speaks to the huge growth opportunity they have.” David Barr talks to David […]
Financial Post: Finding value in founder-run companies one of this fund manager’s keys to success
Written on .
“Stemming from PenderFund’s historical preference for a private equity and venture capital-like approach to investing, the firm’s portfolios are also often dominated by founder-run companies. ‘Obviously there is something going on with the market systematically […]
Financial Post: These fund managers look outside the index in expensive times
Written on .
“When you see expensive valuations … and no growth, it’s certainly not something we find intriguing,” Narhi said. “We find more interesting things outside the index.” Felix Narhi and David Barr talk to Jonathan Ratner. […]
Financial Post: Are you a Canadian cash hoarder? Here’s why you shouldn’t run and hide
Written on .
“Run and hide. That’s what people do when they’re scared and a new report says that’s the path Canadians are following as they face a volatile stock market that is driving their fear.” Garry Marr […]
Financial Post: Why portfolio diversification is overrated or ‘protection against ignorance’
Written on .
You don’t have to be Warren Buffett to build a concentrated portfolio of stocks that outperforms the market, but you do need to adopt some of his investing strategies. Jonathan Ratner. David Barr was interviewed […]
Financial Post: Why investors should look outside the S&P 500
Written on .
The performance disparity between the Russell 2000 and S&P 500 has David Barr and Felix Narhi seeing opportunity in small- and mid-cap stocks. The[y]…don’t necessarily think North American small caps are cheap. But they do believe […]
Financial Post: Finding value in uncomfortable territory
Written on .
The strength of North American equity markets in the past five years has David Barr and Felix Narhi holding a relatively high amount of cash and recycling the gains from previous winners into other cheap […]
Financial Post: Picky managers like ‘cannibal’ companies
Written on .
Investors have to be a lot pickier these days with U.S. markets at all-time highs, and that’s particularly true for value investors such as David Barr and Felix Narhi. Jonathan Ratner Read the full article […]