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Pepall: Bullish Case for Nintendo
David Pepall, Portfolio Manager at Aventine Investment Counsel, accesses how rising rates will affect Canada's housing market and economy, and presents a bullish case for Nintendo.
Pepall: The Open
David Pepall, Portfolio Manager at Aventine Investment Counsel, presents a bullish case for critical infrastructure, dividend stocks, and bonds.
Market Review & Q1-23 Outlook Video
We encourage investors to keep it simple (K.I.S.S) in 2023 as we begin to tilt portfolios for the next leg of growth as inflation and central bank actions become more predictable.
Telfser: Small Cap Hot Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, shares his small cap stock picks: BOS, EIF, and HRX.
2022 Q4 Manager Letter
The world has made it through much of the pandemic, a Russian victory in Ukraine appears unlikely, European countries are cooperating more than ever, NATO has found a renowned sense of purpose, China's re-opening is gathering steam, renewable energy continues to get cheaper, and...
Telfser: Top Picks
James Telfser, Managing Partner and Portfolio Manager at Aventine Investment Counsel, discusses his top stock picks: Premium Brands, Exchange Income, and Agilent Technologies.
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