Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
Home Sweet Home
June 2015
With the Canadian capital market under siege again, we decided to brush off our 2006 essay, “Who is Afraid of the Canadian Stock Market”, and update it to address the current publicity. We find it interesting that Canadian investors are willing to consider severe criticism – that our market is sub-par and exposure to it should be minimized for our best interests – with very little backlash.
Analyzing Capital Allocation Decisions: Empire’s Acquisition of Canada Safeway
January 2015
Sionna often speaks about the importance of prudent capital allocation in the art of investing. Accordingly, we strive to partner with management teams that carefully evaluate their investment alternatives and efficiently allocate capital toward high-return opportunities.
Growth vs. Value
November 2014
Among investors, there has been a perennial debate between those who adhere to Value, and those guided by Growth. As staunch believers in the former, we have opined on the topic several times in the past.
The Headlines (as usual) Are Too Dramatic
October 2014
Despite the weakest post war economic recovery, heavy global debt burdens (debt to GDP at 125%) and brewing geo political issues, equity markets have been rather buoyant, especially in North America.
Canadian Oil - Unwanted and Stranded
June 2014
There is a lot of talk these days about the fate of Canadian oil. Specifically, there is much discussion surrounding two questions - does the U.S. still need Canadian oil and even if Americans need Canadian oil, is it stranded?
Preconceived Notions
July 2013
Since the year 2000, China has become an increasingly important part of the global economy. The impact that it has had is astounding.
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