Insights
These concise papers provide a detailed look at the factors that contribute to the investment decisions we make at Sionna.
Shale Oil: Not So Crude?
October 2012
The last 12 months have witnessed price declines in a number of energy company stocks. While part of this attrition can be attributed to continued weakness in natural gas prices, that theme is not new, and has been a factor for a few years now.
Who's Afraid of the Stock Market? – Revisited
July 2012
In 2007, I wrote \"Who is Afraid of the Canadian Stock Market\" to suggest to investors that the then-current mania for non-domestic equity exposure was overdone. History suggested that during a sideways market, Canada was likely to be a relative outperformer. As history predicted, Canada has consistently performed in the top third of the 18 major markets every year since 2000.
The Poetry of Dividends
April 2012
Dividends are not typically the subject of poetry, but given how the current stock market is waxing eloquent about yield, we would not be surprised to see dividends surface in modern prose.
A Tale of Two Selves
January 2012
The natural question is: why do investors believe that their risk tolerance is higher than it is? We believe that this inconsistency is related to something that we have long argued at Sionna, which is that the markets reflects human nature as much as underlying fundamentals.
Is Buy and Hold Dead?
October 2011
After a lost decade of stock market returns, investors may wonder whether the “buy and hold” approach to investing is dead. Of course, it is not uncommon for the investment community to question the merits of long-term investing during periods of high volatility.
Back to Normal?
July 2011
As keen students of financial history, we have spent time over the years trying to gain a better understanding of what drives markets over longer periods of time and have identified several fundamental factors that tend to result in market outperformance.
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