Silver Linings
Founder & CIO
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.
Sr Portfolio Manager
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.
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.
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.
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.
Founder & CIO
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.
Founder & CIO
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.
Sr Portfolio Manager
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.
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.