Suncor starts to pull its weight in the energy sector
In our June report on Suncor, we suggested the oil sands giant would have trouble outperforming smaller and greener stocks in the sector. That has turned out to be the case but with COP26 about to wind down, could Suncor start to outperform?
The Consumer Price Index for March is going to generate a lot of headlines when it’s released on Tuesday morning at 8:30 a.m. ET. That’s still the No. 1 issue confronting policymakers and investors, and, given the constraints on energy and agricultural commodities exacerbated by Russia’s invasion of Ukraine, that’s likely to be the case for some time. Will the Federal Reserve tighten policy to the point of economic recession? Matt Peron, Director of Research at Janus Henderson Investors, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about where we are in the market cycle, inflation, and the merits of dividends. At the top of the show, Ash Bennington shares an update on cryptocurrency markets in the aftermath of the Bitcoin 2022 conference in Miami. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3rejLHK
Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision to reveal his latest stock pick for 2019. He discusses the bull case for this natural gas-infrastructure provider, notes the company’s strong fundamentals, and considers how exactly to make the play, in this interview with Justine Underhill. Filmed on January 29, 2019.
Goodfellow is a top-ranked dividend payer INK preview 9 May 2022
Cannabis and dividend payers were on our mind in the Monday market report. We are taking it a step further focusing on dividend payers this week in the morning report and today we kick it off with Goodfellow (GDL).
David Bahnsen, CIO and managing partner at The Bahnsen Group, breaks down his thesis that within the context of equity markets over the past two decades, dividend growth stocks are an attractive investment today and for the next twenty years. Bahnsen discusses his preference for dividends over stock buybacks as a mechanism for corporations to return cash to shareholders, speaks to the difference between dividend growth and high-yield stocks, and provides advice on using dividend growth equity investing to hedge against inflation. Filmed on April 23, 2019 in New York.
Exco Technologies is the top-ranked INK Dividend stock
INK Research has launched Stock Pockets, designed to allow investment advisors to incorporate top INK Edge-ranked stock names into portfolio sleeves. Today, INK looks at the top-ranked stock in the Dividend Pocket, Exco Technologies (XTC).
Insider stocks jump in Q1 INK Preview 1 April 2022
The INK Canadian Insider Index was a top performer in the first quarter thanks to exposure to energy stocks. In terms of our morning report, we kick the second quarter off with copper producer Amerigo Resources (ARG).
David Rosenberg - In A Depression, Own What's Scarce
David Rosenberg, chief economist and strategist at Rosenberg Research Associates, sits down with Real Vision's Ed Harrison to discuss the case that the US and, more broadly, the world are in an economic depression. Rosenberg defines an economic depression as more than just a haircut on GDP, but a secular change in the attitudes in both the household and business sector. Together they address the risks to this thesis and dissect investment opportunities that arise in an environment that is scarce on both growth and yield. Filmed on September 30, 2020.
A reformed lawyer, Liquity founder Robert Lauko met Vitalik Buterin in 2015 in Switzerland. After that fateful encounter, Lauko decided to dedicate his professional time to developing crypto projects. His first venture is a decentralized borrowing protocol with DNA similar to MakerDAO’s but with the Ethereum blockchain as its base layer. Among its intriguing set of incentives, Liquity offers borrowers the opportunity to pay an up-front fee rather than an interest rate over time. Its ability to operate with lower collateralization requirements compared to other protocols is ensured by an efficient liquidation mechanism. This mechanism is based on a stability pool underpinned by its proprietary stablecoin, LUSD. Lauko breaks down LUSD’s functionality, focusing on its different incentives for borrowers and lenders, and explains why Ether backing and redeemability make it special. Recorded on April 11, 2022.