“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 full article
“Companies that have outsized amounts of cash on their balance sheets often appeal to value investors, and many such “cash boxes” are popping up in the North American resource space these days, but David Barr, […]
Financial Post – Five Canadian IoT stocks flying under the radar
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“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
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“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
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“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
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“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’
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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
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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
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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 full article
Financial Post: Small caps, big returns
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“Companies that have outsized amounts of cash on their balance sheets often appeal to value investors, and many such “cash boxes” are popping up in the North American resource space these days, but David Barr, […]