Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
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.
Today's Valuations Impact Tomorrow's Returns
July 2020
Stephen Jenkins explains why valuations are so important and how the price paid can impact future returns.
Narrow S&P/TSX Composite Leadership
June 2020
President and Co-CIO, Kim Shannon, explains how narrow market leadership has historically forecasted market pullbacks.
Value Opportunities in Today's Volatile Market
March 2020
Co-CIO Stephen Jenkins, outlines where Sionna has been finding opportunities during the recent market volatility.
Value Earnings Outpace Growth Earnings
November 2019
Stephen Jenkins outlines a surprising discrepancy that adds further support to the case for value.
The Value Minsky Moment is Near
November 2019
Kim Shannon discusses the extreme spread between value and growth, reminiscent of the year 2000.
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