Author | Lightnews

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · 8d

Eliminating earnings reports might give public companies breathing room, but the costs of less information could rattle markets.

schneiderpollock.com/would-fewer-...

#Investing #Markets #CorporateGovernance #Finance #Transparency

Would Fewer Earnings Reports Mean More Market Volatility? – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · 15d

Understanding Bitcoin’s wild swings isn’t easy—but here’s why it matters for your portfolio.

schneiderpollock.com/is-bitcoin-d...

#CryptoInvesting #Bitcoin #FinanceInsights #MarketTrends #Investing

Is Bitcoin Digital Gold or a Digital Tulip? – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · 18d

"Valuations are high, not crazy" - Howard Marks

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · 22d

Algonquin Power’s turnaround story is gaining traction — here’s why I think this undervalued utility might finally be ready to shine.

schneiderpollock.com/can-algonqui...

#AlgonquinPower #UtilityStocks #ValueInvesting #CanadianStocks #WealthManagement #MarketUpdate #InvestingInCanada $AQN $AQN.TO

Can Algonquin Power Shoot the Lights Out? – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · 29d

Our thoughts comparing today's AI-driven rally to the 1990s dot-com era.

schneiderpollock.com/are-we-in-a-...

#Investing #TechStocks #AI #MarketInsights #RiskManagement

Are We In a Bubble? – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 29

Congrats to the @bluejays.com for winning the AL East Division! First time in a decade. #BlueJays #Postseason

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 25

We bought UnitedHealth Group after its 50% selloff—here’s why we believe it represents good upside for our clients.

schneiderpollock.com/our-prognosi...

$UNH #UnitedHealthGroup #investing #markets #healthcare #WarrenBuffett #longterminvesting #stockmarket #wealthmanagement

Our Prognosis on UnitedHealth Group after its Stock Fell 50% – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 22

So much for the "September Effect". Even though its historically the worst month, the TSX is up 4.2% so far.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 17

Western Copper & Gold’s Yukon Casino Project could become Canada’s largest copper mine—yet today the stock trades at less than one-tenth its net asset value.

schneiderpollock.com/patience-wit...

#Mining #Copper #Gold #Yukon #WRN #Investing #Commodities #CriticalMinerals #EnergyTransition

Patience with Yukon’s Next Giant Copper/Gold Mine Goes with the Territory – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 10

Sell U.S. stocks ahead of Ottawa's next austerity budget? Check out our blog!

schneiderpollock.com/would-it-be-...

#Investing #PortfolioManagement #CanadianDollar #AusterityBudget #CurrencyRisk #WealthManagement #FinanceCanada

Would It Be a Loonie Move to Adjust Your Portfolio Before Ottawa’s Austerity Budget? – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 10

It's estimated that if the Supreme Court deems the tariffs illegal, the U.S. will owe $1T in refunds. #SCOTUS #TradeWar #TrumpTariffs

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 5

U.S. stocks are having their toughest year against the rest of the world since 2009. #stocks #investing #finance #USEquities

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Sep 4

Canadian banks aren’t what they were many decades ago — but here’s why Scotiabank is our top pick today.

schneiderpollock.com/would-big-da...

$TD.TO $BNS.TO $NA.TO $RY.TO $CM.TO #WealthManagement #CanadianBanks #Dividends #StockMarket #PortfolioStrategy #BayStreet #BuildingWealth #TSX

Would “Big Daddy” Gardiner (Expressway) Buy the Banks Today? – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 28

📈 When 61% of stocks are trading above their 200-day moving average, it's considered a sign of internal market strength. This indicator, known as market breadth, suggests that a majority of stocks are in a long-term uptrend, which is generally a bullish signal for the overall market.

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 28

Noteworthy that the Trump administration's dismissal attempt of Fed Governor Lisa Cook is over a mortgage application she submitted in 2021—well before her May 2022 confirmation as a Federal Reserve Governor. #FedIndependence #LisaCook #MortgageAllegations

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 28

Maple Leaf Foods has delivered nearly an 80% gain this year. We still see more upside still ahead.

schneiderpollock.com/maple-leaf-f...

#MapleLeafFoods #Investing #StockMarket #EquityResearch #FoodIndustry #Dividends #CashFlow #ValueInvesting #PortfolioGrowth #CanadianStocks

Maple Leaf Foods’ Shareholders are Tasting an 80% Gain This Year – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 25

The week before Covid hit, Cineplex traded at $20.41. Today it’s $11.42. An activist investor is pushing for “asset sales” — but for a business that never recovered from Covid, what counts as an asset may be in the eye of the beholder.

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 23

Great article on spotting the red flags to a sales pitch to get customers into expensive mutual funds.

www.theglobeandmail.com/investing/pe...

How to spot a sales pitch disguised as financial advice

Many advisers recommend products that aren’t in their clients’ best interests. Come prepared with questions and clear goals

www.theglobeandmail.com

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 22

Canada just announced it’s dropping many of its retaliatory tariffs on U.S. goods. Autos, steel & aluminum remain, but with ~$21B in duties lifted, this feels like a goodwill move. Could this be the prelude to a broader U.S.–Canada trade deal?

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 22

This year, the U.S. healthcare sector has seriously lagged the S&P 500. It's the worst performing sector.

But with Trump now backing off the threat of 250% pharma tariffs and capping that at 15% on August 22, this could be the much-needed catalyst to turn things around.

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 21

September has a reputation as the stock market’s worst month—will Jay Powell’s Jackson Hole speech break the cycle or make it worse?

schneiderpollock.com/stock-prices...

#StockMarket #Investing #Markets #MarketTrends #SeptemberEffect #FederalReserve #JayPowell #JacksonHole #InterestRates

Stock Prices Historically Get Sent to Detention in September – Schneider & Pollock Wealth Management Inc.

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Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 20

Canadian exports to the U.S. that are compliant with USMCA are now at 81%, up from 56% in May. A lot of Canadian firms just needed to complete the paperwork. #CUSMA #Trade #Canada #US #SupplyChain

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 20

$TGT shares are down 10% in pre-market trading. The drop comes after the company reported Q2 earnings, with comparable store sales falling 3.2% as shoppers pull back on discretionary spending. #TGT #StockMarket #Earnings

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 17

$SHOP briefly overtook $RY as Canada’s largest company this month, but it didn’t last long.

History seems to repeat itself whenever this happens: BlackBerry, Nortel, Encana also briefly became the largest TSX company, albeit briefly..

#Shopify #RY #MarketCap #CanadaStocks

Schneider & Pollock Wealth Management Inc. @schneiderpollock.bsky.social · Aug 17

$UNH buys as disclosed in 13Fs this week

Berkshire Hathaway: $1.6B (~5M shares)
Appaloosa (Tepper): 2.45M shares ($764M)
Renaissance Technologies: $422M new position
Dodge & Cox: +4.73M shares
Davis Selected Advisers: +1.08M shares

#UNH #Healthcare #13F #Berkshire #Investing #Stocks