BridgeBytes

Aleksy Wojcik shares updates on Canadian infrastructure projects currently in development that aim to enhance how Canada is able to export commodities to global markets.

Aleksy Wojcik explains how the closure of the Strait of Hormuz and resulting blockage of a significant portion of global chemical and fertilizer shipments could potentially affect global planting decisions and crop yields.

Aleksy Wojcik reviews sectors and individual companies in Canada that he believes are well positioned to grow in the coming years and where Sionna sees opportunities.

Aleksy Wojcik discusses how regions without domestic refining capacity may be affected when jet fuel and diesel shipments are interrupted, due to the closure of the Strait of Hormuz.

Aleksy Wojcik explains how disruptions at the Strait of Hormuz may have long-term consequences for global energy supplies, beyond immediate price swings.

Jeffrey Germain walks through some examples of how he and his team use the margin of safety principle to guide their investment decisions.

Jeffrey Germain explains his investing thesis as it applies to companies within the semiconductor and AI spaces.

Jeffrey Germain clears up some common misconceptions about value investing and describes the kinds of companies value managers look to add to their portfolios.

Jeffrey Germain explains why he believes there are still opportunities within international value stocks, in spite of recent outperformance.

Christina Gallo describes four strategies for sharing mental health resources with clients and emphasizes that, while advisors are not meant to be therapists, they can play an important role in distributing mental health resources where appropriate. (Published: August 2025)