Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
Odds are Value is a Compelling Buy Now
December 2023
Although there is not a completely reliable/foolproof predictive tool, a study of market history can provide some useful guideposts to steer wary investors. In this Soundbite, we share some historical charts that we believe illustrate how investors have interacted with market fundamentals previously, which appear to offer some rough guideposts in today’s market.
Beware of the Market's Bad Breadth
May 2023
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.
Company Spotlight: Stella-Jones
April 2023
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.
Energy Update
April 2023
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.
Company Spotlight: Canadian Tire
November 2022
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.
Sionna's "Triple Threat" Stock Pick for the Capitalize for Kids Event
November 2022
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.
« Previous 1 2 3 4 … 9 Next »