Sionna's Co-CIO, Stephen Jenkins, discusses the poor market breadth in the U.S. market and what this type of environment has historically meant for investors.
Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, Stella-Jones, and why we believe it is an attractive opportunity for value investors.
Portfolio Manager, Aleksy Wojcik, provides an update on the ongoing energy "tug of war". In this piece, Aleksy discusses Sionna's view on energy, changes that have occurred within the space and specific catalysts that are on the horizon.
Equity Research Analyst, Stuart Tabor, provides an update on one of Sionna's holdings, Canadian Tire, and why we believe it is an attractive opportunity for value investors.
We likely would all agree that a great stock pick is one that demonstrates above-average expected returns, which compensates for any perceived risk taken. However, in a declining market, investors tend to have more aversion to possible risks than usual. But does that loss-aversion instinct serve investors well? As contrarian value investors, we are trained that opportunities lie “where dragons are” and that buying when fears are rampant, especially because of ephemeral risks, is often where big opportunities can be found.
Kim Shannon discusses historical inflation and P/E multiples compared to those we are seeing today.