Commentaries

Portfolio Update - June 2018 The DVI portfolio was up .66% in June 2018, slightly beating the Dow 30 Industrials (+.62%), the S+P 500 (-.46%), the Nasdaq (-1.49%) while slightly under performing the TSX which was up about 1% for the month. $10,000 invested in June...

The DVI Portfolio was up another 3% during the month of May, driven by good performance in my investments in retail and insurance.  During the month of May I realized profits in one of our retail decisions, which is up over 100% over the past...

David Rosenberg, Chief Economist for Gluskin+Sheff, penned an article in Saturday's Globe and Mail in which he forecasted a Recession occurring over the next 12 months. Rosenberg blamed the upcoming recession on "Trumpenomics." In his view, cutting taxes for corporations and also providing tax breaks...