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.

Capital Ideas Radio

Episode 050 - John O'Connell, Chairman & CEO, Davis Rea Investment Counsel, Part Two.

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.

Episode 049 - John O'Connell, Chairman & CEO, Davis Rea Investment Counsel, Part One.

I went to a meeting and a podcast broke out. That's how this interview came about when I visited Colin Fisher at the mid-town Toronto offices of StableView Asset Management and, unexpectedly, he set up his podcast gear and we recorded a conversation primarily about a real estate techology company that he thinks has "fantastic" management, is undervalued and is going much higher. Colin also discusses his investment style, why technology companies with sub-$150 million market caps are his sweet spot, and the investment firm he's planning to bring public soon that he says will change the way small Canadian technology companies are financed.

Episode 048 - Colin Fisher, Portfolio Manager & President, StableView Asset Management

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.

Episode 047 - Ken d'Entrecote, CEO, Medexus Pharmaceuticals

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.

Episode 046 - Dave Merheje, Business of Comedy Special

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.

Episode 045 - Sean Cullen, Business of Comedy Special

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.

Episode 044 - George Robinson, CEO, RavenQuest BioMed

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.

Episode 043 - Kiran Sidhu, Founder, CEO, Halo Labs

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.

Episode 042 - Aras Azadian, Co-Founder, CEO, Chairman, Avicanna

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.

Episode 041 - SwapCast: Mark Bunting on the #HashtagFinance Podcast

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.

Episode 040 - Aaron Dunn, Senior Analyst, KeyStone Financial

Capital Ideas Media publisher Mark Bunting talks to Bruce Campbell, founder and portfolio manager of StoneCastle Investment Management. Bruce manages the Purpose Canadian Equity Growth Fund, which is higher by more than 30% this year, and ranked number one in its category. He also manages the StoneCastle Cannabis Growth Fund, which is up by more than 28% since its launch in September of 2018. Bruce brings you his macro view of the market, five small cap top picks, and answers viewer questions.

Episode 039 - Bruce Campbell, Founder & Portfolio Manager, StoneCastle Investment Management

Capital Ideas Media publisher Mark Bunting talks to Mark Goliger, the CEO of National Access Cannabis (TSXV:META), the largest cannabis retailer in Canada. Goliger details the company’s expansion plans, its readiness for new products, and why investors should pay attention to the leverage and growth potential of the company.

Episode 038 - Mark Goliger, CEO, National Access Cannabis

Capital Ideas Media publisher Mark Bunting talks again with Tyler Robson, CEO of Valens GroWorks (CSE:VGW), the largest cannabis extractor in Canada. The company’s shares have more than doubled since his last visit. Find out about the company’s deals with Canopy Growth, Tilray and other top 10 licensed producers, and why Valens is very well-positioned for “Legalization 2.0” coming in October.

Episode 037 - Tyler Robson, CEO, Valens GroWorks

NextLeaf Solutions (CSE:OILS) beat multi-billion dollar public companies to the first U.S. patent for the extraction and purification of cannabinoids. The company has a facility in B.C. ready for “Legalization 2.0” to be a white label provider to many different types of consumer facing cannabis companies. Capital Ideas Media publisher Mark Bunting talks to Paul Pedersen, co-founder and CEO of Nextleaf, who was also a founder of Peace Naturals, which was bought by Cronos Group.

Episode 036 - Paul Pedersen, Co-Founder & CEO, Nextleaf Solutions

Hosted by Capital Ideas Media Publisher Mark Bunting, this show provides investment ideas to do-it-yourself investors by giving them access to the chief executives of innovative growth companies.

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