Soundbites

Soundbites briefly explore what’s on Sionna managers’ minds.

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

March 2021

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

Low But Rising Inflation is Good for Equities (Audio)

March 2021

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

Market Update: The Path Back to Normalcy (Audio)

November 2020

Listen as Stephen Jenkins outlines what the recent U.S. election results and the announcement of a potential COVID-19 vaccine could mean for value stocks.

Sionna's Value Pick

November 2020

Kim recently presented one of Sionna's value stock picks at the Capitalize for Kids Investors Conference, an event that raises money for kids' mental health. Read her script from the presentation as she slowly reveals the stock, which happens to be in the currently "unloved" energy sector.

Company Spotlight - Nutrien (Audio)

October 2020

Listen as Jackie Au, recently appointed Portfolio Manager, discusses our thesis behind Nutrien, the world's largest producer of fertilizer and a holding in Sionna's large-cap strategy.

An Overlooked Opportunity Right on our Doorstep

September 2020

Canadians tend to be a boast-avoidant and somewhat self-deprecating nation. Stock market valuations are a mélange of financial fundamentals and human perceptions, including our modest national self-perception, which in turn influences our perception of the TSX. Too often we allow our Canadian market to be dismissed as too small, too resource weighted, too cyclical, too idiosyncratic and thus too risky to be considered a core investment. But, let’s examine these prevalent perceptions and see what hidden opportunities we can find.


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