Canada Has Lower Price Multiples Than Anywhere Else (BNN Bloomberg)

Canada Has Lower Price Multiples Than Anywhere Else (BNN Bloomberg)

Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer

Low Bond Yields Are Not Deterministic of P/E Multiples (Audio)

Listen as Kim Shannon, explains the relationship between bond yields and P/E multiples.

Low But Rising Inflation is Good for Equities (Audio)

Listen as Kim Shannon explains what a low but rising inflation rate could mean for equities.

Canadian Pipeline Opportunities are Overlooked and Underfollowed (BNN Bloomberg)

Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer

Focusing on the Long Game Under Stress

I looked up from my desk and found the market down more than 10%. The next day, it was up 10%. The day after, down 10% again. That violent yo-yo-ing was the reality this past spring. At one point, the S&P/TSX Composite Index lost a quarter of its value in about a week.

Reflecting on 2020, the most memorable (or rather, forgettable?) part of the year was the market freefall during the spring. Amid the chaos, our team triple-checked every holding’s balance sheet and the discounts on offer and acted decisively. During such a stressful period, how were we comfortable that we were making good decisions?

Canadian Equities- Overlooked Opportunity (Sionna’s 2020 Market Review)

Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer

Sionna’s Investments in the Telecom Industry (Sionna’s 2020 Market Review)

Jackie Au, CFA
Portfolio Manager

Opportunities in the Unloved Energy Sector (Sionna’s 2020 Market Review)

Gary Chow, CFA, MBA
Portfolio Manager

Sionna’s High Conviction Strategy (Sionna’s 2020 Market Review)

Stephen Jenkins, CFA
Co-Chief Investment Officer

Stuart Tabor

Stuart Tabor

Stuart joined Sionna in 2020 as an Equity Research Analyst. Prior to joining Sionna, Stuart interned at both Burgundy Asset Management and RBC Global Asset Management. He earned his Bachelor of Business Administration, Advanced Finance Major and Minor in History from St. Francis Xavier University in Nova Scotia. While at StFX, Stuart was the President of the Schwartz Investment Society. Stuart has successfully completed the Canadian Securities Course (CSC) and the CFA Ethical Decision-Making Course.