Phil’s Weekend Roundup – October 12, 2019
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Philip MacKellar is an analyst, portfolio manager, and investor at Contra the Heard Investment Newsletter. He has been with the company since 2011 and has been investing since 2004. The newsletter’s primary focus is on contrarian and value-oriented investment opportunities traded in the United States and Canada. In addition, Philip sometimes engages in M&A, other special situations, and holds bonds, preferred shares, and convertible securities. Contra the Heard is a Toronto based company and was founded in 1995. Philip also blogs about personal finance topics on his own website called mymoneymoves.ca in his free time. You can also follow Philip at the Globe & Mail, on Twitter @Rallekcam, and catch him on YouTube at Contra the Heard.
Welcome to the third edition of my weekend roundup, intended to present investors with interesting articles, interviews, and long form reads while cutting through the clutter of the news cycle. Here are some highlights from the last two weeks. Enjoy and feel free to comment, like, and share:
- Read & Watch: After a tumultuous week on the trade front, Trump says the US has come to a substantial phase one agreement with China. Who knows where negotiations will go from here?
- Read & Watch: It’s one year after legalization here in Canada, and pot stocks are taking a beating. It looks like very high expectations had been baked in.
- Read & Watch: As President Xi Jinping celebrates 70 years of Communist Rule in China and Hong Kong protests become increasingly violent, the NBA gets swept up into the action. The NBA may be damned regardless of their next move, and the spat could impact NBA-centric companies like Nike and Under Armor. The NBA is not the only corporation to offend China’s touchy government. Here’s a look at a few other brands who have raised the ire of China.
- Read: The old saying goes “Demography is destiny”, and last year, Canada’s population grew by a record 531,497 people. In percentage terms, the growth was 1.4% – the fastest pace since 1990. Immigration fueled most of the gain. More people generally mean more economic activity.
- Read: Discount brokers race to the bottom. Fidelity has followed Interactive Brokers and Charles Schwab in cutting its trading fees to $0.00. Are TD Ameritrade, E-Trade, and Canadian discount brokers next?
Stay tuned for more content in the coming weeks.
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