John O'Connell

Investor Updates

Recently people have been worried about a recession, high mortgage rates and inflation affecting consumer spending and hurting Home Depot – which boomed during Covid. The concerns about the retailing industry were made worse recently when Walmart and Target both disappointed investors with forecasts and poor results. This is not a Home Depot problem and …

Investor Updates Read More »

Special Report

The Stock Market is a Traffic Accident Waiting to Happen Recently, I was reading an article written by a professor of finance who had done a detailed study of “How Novelty and Narratives Drive the Stock Market: Black Swans, Animal Spirits and Scapegoats”. Behavioural finance is all the rage these days. It’s interesting stuff for …

Special Report Read More »

Cheque Kiting

Month End Update – May 2021 All the companies that you own have now reported earnings for the quarter ended March, 2021. These companies continue to navigate well the various challenges that have beset the world since the outbreak of the Coronavirus early last year. It is a testament to the strength and creativity of …

Cheque Kiting Read More »

April Update, 2021: Simple Delights of a Hot Fudge Sundae

Investors continue to value the companies in your portfolio with generous valuations. It is hard to find fault with their enthusiasm when confronted with the following facts. Amazon hit record highs this Friday after posting its 24th consecutive quarter of revenue growth exceeding 15%. This past quarter its sales grew 44% to $108.5 billion or …

April Update, 2021: Simple Delights of a Hot Fudge Sundae Read More »