News

Value investing is finally back in vogue

Value investing is finally back in vogue

David Taylor discusses why now is an exciting time for value investors...

Bullish on Canada, again

Bullish on Canada, again

David Taylor discusses why he shifted his portfolios from the US to Canada...

Oil at $70 wouldn’t be a surprise

Oil at $70 wouldn’t be a surprise

David Taylor talks to BNN's Paul Bagnell about whether the rally in crude oil can continue...

Suncor’s shopping spree may not be over

Suncor’s shopping spree may not be over

David Taylor discusses the timing of Suncor's equity issue and some ideal take-out candidates with BNN's Paul Bagnell...

The run in Canadian equities can continue

The run in Canadian equities can continue

We increased our Canadian equities weighting six months ago and they still have room to run...

Value manager can’t remember any period this tough

Value manager can’t remember any period this tough

David Taylor discusses why the tide may finally be turning in favour of value stocks...

Canada vs. the US

Canada vs. the US

David Taylor shares his views on commodities, equities, the loonie, and why he favours Canada over the US....

Update on TOF.UN:  rising rates, energy and oh Canada

Update on TOF.UN:  rising rates, energy and oh Canada

David Taylor comments on energy, the outlook for equities in a rising rate environment, and recent portfolio additions in an update call for the Taylor North American Equity Opportunities Fund...

Who would buy an iron ore stock?

Who would buy an iron ore stock?

David Taylor discusses what he sees in Labrador Iron Ore Royalty that others don't and comments on Osisko's interest in the stock...

Why Canada’s market trumps the US

Why Canada’s market trumps the US

Many Americans have seemingly given up on Canadian stocks so valuations alone make a pretty good case...