Canadian Equities: Inflation, Interest Rates, and Decision Making

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

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Description

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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