This quarter saw advertising and its potential pitfalls playing a prominent role. Our cover article which provides an updated review of our long-term investment in Pepsico was inspired by their recent advertising debacle. In this case, it was fortunate that (spoiler alert) although the social media backlash was severe, both our view and that of the market ran counter to the twitter sentiment index.
Now four months into the new year, we can confirm that there is indeed life in our research universe. What's more, the US economy is showing plausible signs of maintaining stable growth from within. If this good news is borne out in the final data, we will be presented with a new opportunity to position our portfolios to take advantage of rising economic conditions.
We find ourselves in a new market environment - characterized by change, but also by opportunity! Though we remain cautious of the dawning political era there are certainly gains to be made in this new environment. In the Q4 Newsletter, we discuss our Trump-ian investment strategy and what we view to be the most important economic topics for 2017. We hope that you'll enjoy the read!
In the current investment environment, where risk and uncertainty are apparent, gold could perhaps be the ultimate diversifier. But is all that glitters really all it's cracked up to be? Please read on to find out more about what Qube has uncovered regarding gold's potential 'superpowers'.
We can all recall ‘required summer reading’ that was assigned to us in grade school. Well, here at Qube we live for this stuff! The lazy hazy days of summer may be upon us, but that doesn’t mean that our new Summer team of Research Analysts aren't hard at work, investigating new investment opportunities for the Kaleo Portfolio. Details inside.
So much ‘doom and gloom’ out there. From the falling commodity prices and Alberta’s economic downturn, to the US election drama and the Syrian crisis. Is 2016 shaping up to be a particularly tough year? We look to address this question, leading to some surprising answers - especially, for investors!
So much anxiety about 2016 and who can be to blame? The Alberta economy is in rough shape thanks to a near 75% drop in the price of oil. The Canadian currency is at epic lows relative to our cousin down south and the markets started 2016 with a significant drop. Are we poking a bear market in 2016? Read on dear reader (click to read our newsletter).
It’s a new year and we’ve got a new look for our quarterly reports! In this issue we look into just how wise crowds can be when it comes to making decisions and the implications that may have on investing. You’ll also get a closer look at the activity in your portfolio as we share some companies under review for trading, highlight some of the current holdings, and of course, include the traffic light summaries from last quarter. Enjoy!
Our quarterly commentary looks at 2015 and how we believe low oil could be an additional stimulant for Kaleo returns. We talk about keeping a long-term investment horizon, our thoughts on Eaton Corp., Church & Dwight, and the Auto Parts Industry.
Our quarterly commentary looks at Alibaba and how it can change everything for North American Investors. China now offers more than just cheap labour! We discuss our thoughts on Yahoo, Monstor Beverage, Pepsi, Medtronic, Colgate and Coke. As always, our traffic light / research summary tables too!
Summer is in full swing! In spite of the beautiful weather, Qube has been hard at work, and our Kaleo models earned over 30% in 2013, finishing three solid years in the stock market. Now, the most common question we get is, “Are the Markets Overvalued?” For some light beach reading and to see what all the fuss is about, read our Q2 Commentary!
Spring is here and we hope all your summer plans are full of adventure and relaxation!
After a bumpy quarter, Kaleo was once again able to produce a respectable return. In this report, we discuss some recent acquisitions in the portfolio (Nike, Disney and Deere). These additions will help turn our Kaleo model towards growth opportunities in quarters to come.
Read our Q1 Quarterly Newsletter to see why we think Kaleo is still the happiest place on earth! Just do it.