Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Art of Boring
12/10/2023 24 min
Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

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Episode Synopsis

Main themes impacting the portfolio and the benefits of systematically tracking investment decisions. Highlights: Valuation considerations in a higher rate environment How (and why) we’ve started systematically tracking and analyzing our investment decisions  Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle Quick dive into Dollarama’s business model and some of the stock drivers

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