Capital Ideas Radio

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

If you knew the stock market was shutting down for an extended period tomorrow, what would you do today? Buy, sell, or do nothing? O'Connell explains what he would do.

He also provides insights on the reaction of professional investors to the COVID-19 pandemic, why there will be two "emotional" stock market bottoms, what the 74% of his clients' portfolios that is not in cash consists of, and why he's excited about certain investment opportunities but is not buying just yet.

This interview was recorded in late March, 2020.

Sign up for the newsletter: www.davisrea.com

Bunting Media provides marketing services to Davis Rea.

You can reach us at Capital Ideas Media and see the interview on YouTube.

Experience counts. After more than 35 years managing money, John O'Connell knows a thing or two about market crashes. The Chairman and CEO of Davis Rea Investment Counsel witnessed his first crash in 1987 and many others after that including the financial crisis.

This latest plunge, the fastest and steepest on record, triggered primarily by coronavirus fears and exacerbated by an oil price war, shares similarities with all of the other dramatic market downturns because, O'Connell says, they've all involved a degree of investor panic.

In this interview with Mark Bunting, O'Connell explains why investors require context, reflection and perspective at this time, and why he's "enthusiastically embracing this crisis" and waiting to buy because he has his clients sitting on 26% cash.

This interview was recorded in late March, 2020.

Sign up for the newsletter: www.davisrea.com

Bunting Media provides marketing services to Davis Rea.

You can reach us at Capital Ideas Media and see the interview on YouTube.

Investors have a compelling, low-risk, specialty pharmaceutical company under their noses they may not know about. Capital Ideas Media president and publisher Mark Bunting sits down with Ken d’Entremont, CEO of Medexus Pharmaceuticals (TSXV:MDP), to find out about the company’s model of licensing existing drugs, its fast-growing revenue and operating profit, and how close the firm is to making a transformational deal using its $27 million in cash.

Capital Ideas Media publisher Mark Bunting talks to comedian and actor Dave Merheje, a late blooming success after nearly 20 years honing his craft. The 2019 Juno award winner for Best Comedy Album, Merheje opens up about his childhood as the son of naturally funny Lebanese immigrants, his comedic influences, internal struggles, why he cried when he got his first Netflix special, and how getting mugged in Los Angeles led him to find his authentic onstage voice.

Capital Ideas Media publisher Mark Bunting has a wide-ranging discussion with comedian, actor and author Sean Cullen, who's forged a lengthy career through his unique, multi-faceted talents. Cullen discusses his childhood, early comedic influences, success with Corky and the Juice Pigs, on through to his solo career, U.S. experiences, what's wrong with the entertainment industry in Canada, his biggest career regret, his goals and what drives him to create.

Capital Ideas Media publisher Mark Bunting sits down with George Robinson, CEO of RavenQuest BioMed (CSE:RQB), and a thought leader in the cannabis sector. Robinson pulls the curtain back on the company’s unique technology, production growth, revenue and profitability projections, EU play, and First Nations and McGill University partnerships. RavenQuest BioMed has been building out and proving out for the last year, is now ready for prime time, and investors are waking up to the story.

Capital Ideas Media publisher Mark Bunting talks to Kiran Sidhu, Halo Labs’ (NEO:HALO;OTC:AGEEF) Founder and CEO, about how the company has become one of the fastest-growing firms in the cannabis sector in the U.S. Sidhu outlines Halo’s expansion in California and Nevada, it’s improving business in Oregon, a strategic deal in Lesotho, gives financial projections, and explains why the stock is undervalued compared to peers.

Capital Ideas Media publisher Mark Bunting talks to Aras Azadian, the CEO of newly-public Avicanna (TSX:AVCN), a science-based, low-cost cannabis company with an impressive list of partners from Johnson & Johnson to Princess Margaret Hospital.

Capital Ideas Media President & Publisher Mark Bunting in conversation with Grace Pedota on the Canadian Securities Exchange podcast, #Hashtag Finance. Mark talks about his favourite podcasts, the changing face of business news media, his early days in radio, the difference between covering sports and finance, and they play the word game, Blurt.

Aaron Dunn, Senior Analyst at KeyStone Financial talks to Capital Ideas Media President & Publisher Mark Bunting in the audio version of a recent live stream broadcast. Aaron gives you six growth, dividend and U.S. top picks, and excellent insight into how KeyStone's Canadian Small Cap Growth portfolio has achieved an average annual return of more than 36% since 1998.