Where interest rates are in general, you can't get income from the bond markets. So for any of the financials still yielding 3.5 to 4 percent and still trading at 11 times earnings, we still see value there.

Bryden Teich

Categorized in : Company News

A year out, the fundamentals for the potash market still look mur... by Bryden Teich

A year out, the fundamentals for the potash market still look murky.

Canada is actually in OK economic shape relative to other parts o... by Bryden Teich

Canada is actually in OK economic shape relative to other parts of the world.

Uncertainty is never good for markets. by Bryden Teich

Uncertainty is never good for markets.

Oil has been under a little bit of pressure today ... I think you are seeing that in some of the oil stocks.

There were a tonne of people (investors) that wanted it off its b... by Bryden Teich

There were a tonne of people (investors) that wanted it off its books for quarter-end.

Heading into next year, oil is still going to be under pressure, i think there's room for another leg down here as we head into 2016.

Technically, oil looks like it is breaking down, the forward curve has come in, storage is filling up and people are concerned about supply coming online.

The overall environment doesn't feel great, but we're just trying... by Bryden Teich

The overall environment doesn't feel great, but we're just trying to find our way through this.

For a company with as strong a balance sheet as Suncor it's a good move to go after assets like that.

Unless you're a dairy farmer there were a lot of positives for global trade as a part of the deal, so that could have been of the impact on the market on the positive bounce.

People might be reading through the technical recession ... and some of that positivity is showing itself in the market today.

A lot of it will come down to what the Fed does when they make their decision in a couple of weeks. There's a lot of uncertainty.

The sentiment seems to be changing hour to hour, the moves that we saw early in the week were pretty violent.

A lot of those more long-term defensive names that snapped down early in the week, you're seeing bounce back up today, that's what's helping push the market up.

We're near-term in this little window of bouncing up and down unt... by Bryden Teich

We're near-term in this little window of bouncing up and down until things stabilize.

The continuation of a sell-off for all commodities is something that's also lingered on, it's a period of pain for a lot of the commodity industries and producers.

Usually the last couple of weeks of August are pretty quiet. This year, there's a lot of going on, the continuation of a selloff for all commodities is something that's also lingered on. It's a period of pain for a lot of the commodity industries and producers.

It's definitely come to the point where they need to at least raise rates away from crisis-level interest rates, it signals confidence in the economy.

We're trying to figure out which companies can operate and continue to do well in a situation as terrible as this.

A positive export number means potentially positive GDP data, so that means that maybe the consumer is a little bit better off.