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READ THE LATEST MORNING NOTE

MARKET INSIGHT: THE EASTER BUNNY RALLY & APRIL FOOLS DAY

This week, Market Insight, a multipart series written by new Capital Ideas contributor John O’Connell, Chairman/CEO at Davis Rea, about how to take care of clients and their money.


LULU GETS SOME LOVE & WAITING FOR BETTER BARGAINS

Ideas on cash-rich companies, biotechs, and work-from-home beneficiaries in the new Digest. And John O’Connell explains why he’s waiting for better bargains.


INVESTORS ABSORB WHOPPING JOBLESS CLAIMS & WHAT’S IN THAT PORTFOLIO ASIDE FROM CASH?

The volatility and dislocation in the market has created opportunities for stock pickers. The new Digest has some ideas. Plus, a peek inside John O’Connell’s
portfolio?


COVID-19 IDEAS & WHY THERE WILL BE TWO “EMOTIONAL” MARKET BOTTOMS

Access the new Digest for ideas for this COVID-19 environment. And why there will be two “emotional” market bottoms, according to John O’Connell, Chairman and CEO of Davis Rea.


STOCKS SURGE, GOLD SOARS & INVESTMENT IDEAS FOR A COVID-19 WORLD

Today’s Capital Ideas Digest digs through the rubble for some investment ideas now and for when there’s some clarity in this COVID-19 existence we find ourselves.


IF THE STOCK MARKET SHUT DOWN TOMORROW, WHAT WOULD YOU DO TODAY?

Investors should ask themselves one question during this unprecedented time in financial markets as we continue our conversation with John O’Connell, Chairman and CEO of Davis Rea.


UPGRADES & WHY THIS “AMAZING” COMPANY CAN HIGH-GRADE YOUR PORTFOLIO

Watch this excerpt from our interview with John O’Connell, Chairman/CEO, Davis Rea, on an “amazing” company to “high-grade” your portfolio.


BUYING OPPORTUNITIES & WHY INVESTORS MISTAKE PRICE FOR VALUE

One of the biggest mistakes investors make is misjudge the price of a stock and the value of the underlying business. John O’Connell, Chairman and CEO of Davis Rea, explains why.



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