CARDINAL UPDATE – December Newsletter 2024

THE TRUMP BUMP – Experts predict good times for stocks on both sides of the border.

The election of Donald Trump as president in the U.S. is expected to have a positive impact on stocks on both sides of the 49th parallel — particularly in the financial sector — an investment conference was told last month.

COMPANY FOCUS: CCL Industries

What makes CCL Industries, the world’s largest label maker, particularly compelling is its balanced approach to growth investments during uncertain times. CCL’s customers include Proctor & Gamble, Coca-Cola, Heineken, Nestle and Mercedes-Benz.

 Click here for more: Cardinal Update – December 2024

DM Monthly Report – December 2024

THE ORACLE GIVETH, THE ORACLE TAKETH AWAY – Last month, it was revealed that Warren Buffet’s Berkshire Hathaway had taken a significant stake in Domino’s Pizza (DPZ), one of the 28 positions currently comprising the DM US Equity Portfolio.

FEATURE STOCK – Stella Jones Inc. (SJ) –The shares of pressure- treated lumber and utility pole maker SJ got off to a great start in 2024, rising by roughly 25% to mid-July.

Click here to read more:  DM Monthly Report – Dec 2024