“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 […]
Financial Post: ‘Empty Calories’: Why investors’ bloated year-to-date returns mean nothing
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“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
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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
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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
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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 […]