Qube Commentary July 2023

Qube Commentary July 2023

COMMENTARY Qube Commentary (Q2) 10 July 2023 Picking the Right Ingredients Why do we restrict the Kaleo portfolios to a limited number of companies? Well, it’s our belief that a focus on quality rather than quantity will lead us to better returns for our...
Qube Commentary January 2023

Qube Commentary January 2023

COMMENTARY Qube Commentary (Q4) 15 January 2023 It’s Time to Share My Secret All these years, Qube’s Owner and Portfolio Manager, Ian, has harboured a pretty intense secret. Using Meta as a case study, he reveals why market gossip, though entertaining, can...
Qube Commentary July 2022

Qube Commentary July 2022

COMMENTARY Qube Commentary (Q2) 20 July 2022 The Missing Bubble Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do...
Qube Commentary January 2022

Qube Commentary January 2022

COMMENTARY Qube Commentary (Q4) 9 January 2022 Abracadabra If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing...
Qube Commentary July 2021

Qube Commentary July 2021

COMMENTARY Qube Commentary (Q2) 4 July 2021 Inflation? Or Economics In Action​ Soaring prices have been appearing in countless headlines over the past few months. More and more, it seems inflation is looming like a dark cloud when we reach for our wallets. Are we...