Optimism #97 - September 9, 2027
Dear clients and friends,September is my favourite month of the year.
The weather is nice but cooler. It’s apple and pear season in the orchards. The lake water is warm and days are still long.
I don’t see much to report in terms of dividend increases. There will be more in the late fall.
Insiders are buying mostly in precious metals … little or no dividends so not my thing.
Here is an article from the Globe about travel insurance being voided in certain circumstances.
Here is one from the National Post, talking about the implications for borrowers due to interest rates rising.
If you have a floating rate, maybe it’s time to lock in?
Happy September.
Derek Moran
