Brandon Snow's blog

Brexit uncertainty = opportunity

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The upcoming referendum on whether the U.K. should stay or leave the European Union (or “Brexit”) has become a tremendous news story. Given the uncertainty and excitement the press has been hard at work, in turn creating anxiety in financial markets and concern among individual investors. Ongoing close poll results and high profile individuals on both sides have further added fuel to the fire.

Some great quotes from a great leader

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One of the most impressive CEOs I have dealt with in my career is Hunter Harrison – former CEO of CN and current CEO of CP Railway. As an analyst covering CN, I had the privilege of getting insight into his thought process. As shareholders, we were fortunate to participate in the stock’s performance.

Best of the CI Spring Roadshow

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Bob, Steve and I just returned home from the annual roadshow which spanned 23 cities from coast to coast and included over 4500 financial advisors. First of all, I want to say thank you once again for the support and hospitality we received. It’s exciting to get out in front of our clients to discuss our current views and revisit our philosophy, and we were humbled by the record turnouts in nearly every city we visited.

Year in review

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We have had another amazing year in the market, not all good and not all bad but overall pretty wild! With everything that happened in 2015 it's funny to sit back and watch, with two hours to go before the final closing bell of the year, the S&P is sitting at 2055.65, almost exactly the level it opened the year – of course the TSX didn't do so well, down 10% in local currency.  Before discussing our approach to 2016, I wanted to discuss a few of the big drivers in 2015:

1. Energy prices sink again:


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