Silver Linings

Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Sonos

With people spending more and more time at home, the desire to upgrade sound quality of home theatres is more prevalent than ever. CIO Scott Morrison discusses his projection on Sonos, one company to tune into.

Read More

Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Silver Linings

Silver Linings – CI Financial

Few companies took advantage of last year's market decline the way CI Financial did, by making smart acquisitions south of the border. Now, the vertical integration paid off. Amplus Fund PM Andrew James Labbad explains his winning trade on CI's debt.

Read More

Wealhouse Capital Management


– Silver Linings

Silver Linings – Trisura Group

Since the pandemic started, businesses quickly realized that many events are not covered by traditional insurance. We discuss below how one undervalued company can take advantage of these gaps and continue its above-market growth.

Read More

Wealhouse Capital Management


– Silver Linings

Silver Linings – Aon

Aon's current takeover of its rival secures the company to emerge from the pandemic stronger than ever.We explain below in the latest Silver Linings.

Read More

Wealhouse Capital Management


– Silver Linings

Silver Linings – Gildan

New COVID-19 lockdowns around the globe mean more days of working from home. We explain our investment thesis on how leisure apparel is here to stay.

Read More

Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Accor

The travel sector is unloved at the moment, but with recent good news on vaccines, things are looking more positive. CIO Scott Morrison details one travel stock that he thinks will bounce back faster than others.

Read More

Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Siltronic AG

With the world hunkering down at home and online, there are growing needs for the semiconductor companies who supply all of our smart devices. CIO Scott Morrison discusses one of these companies and why they are a pick to watch.

Read More

Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Silver Linings

Silver Linings – CT REIT

Sentiments towards commercial real estate has cooled since the pandemic shutdowns began earlier this year, slowing down business for many retailers. However, Amplus Fund manager Andrew James Labbad, CFA thinks some REITS deserve a deeper look.

Read More

Wealhouse Capital Management


– Silver Linings

Silver Linings – Dye & Durham Ltd.

Q3 2020 was a monster quarter for IPO's. In the newest Silver Linings, we discuss one IPO we participated in and how it may benefit from the on-going pandemic.

Read More