James

Portfolio Manager focused on uncovering undervalued and under-followed Canadian Equities. Retweets are not endorsements.

[James @James_Telfser]

@DavidBaskinBWM Excellent example

[Globe Advisor @GlobeAdvisor]

Why this #money manager is buying more #shares of Premium Brands & trimming Starbucks. “We’re worried about market in the short term but we’re finding there’s no shortage of opportunities to deploy #capital for long term” says James Telfser @Aventine_Mgmt https://t.co/dUnP2KPKwg

[Aventine Investment Counsel @Aventine_Mgmt]

We started a blog! Our first post on "Thoughts From the Desk" talks about real estate. Check it out and stay tuned for more: https://t.co/uSgAyvNylS

[Aventine Investment Counsel @Aventine_Mgmt]

Q3 2023 Aventine Investment Outlook https://t.co/V5pHsLyTL8 via @YouTube David Pepall reviews Q2 from a macro perspective and provides our current market outlook. He covers market performance, the state of the consumer, inflation, employment, and areas where we see opportunity.

[James @James_Telfser]

@DavidSchawel Facebook of course

[Mackenzie Hughes @MacHughesGolf]

Time to open the courses in Ontario @fordnation. Golf can be enjoyed in a safe and responsible way, and the benefits are endless.

[Kelly Brown @rubiconcapital_]

My short critique of the modelling presented today by @SteiniBrown of the Ontario Science Table. Here I challenge the assertion that lockdowns caused recent case declines, the new variant worries, and ICU admissions dynamics, among other topics:
https://t.co/ys3Vn9FR12

[BNN Bloomberg @BNNBloomberg]

Top picks from James Telfser of Aventine Asset Counsel https://t.co/42ZAaIchZq

[BNN Bloomberg @BNNBloomberg]

We've never been more bullish on utilities: Aventine's James Telfser https://t.co/LNSwesE6pI

[James @James_Telfser]

@BarrySchwartzBW These guys are good...like this move.

[James @James_Telfser]

Thank you @AnitaSharma for being such a great host last night and thank you everyone for the great questions

[BNN Bloomberg @BNNBloomberg]

Top picks from Aventine Asset Management's James Telfser https://t.co/cWbMKXlaBT

[James @James_Telfser]

Seinfeld - The Human Fund https://t.co/ojFW3GpaaL via @YouTube @greg_bonnell I hate when I miss an opportunity to chime in on a Seinfeld reference. You guys crack me up...

[James @James_Telfser]

James Telfser's Past Picks https://t.co/AM1GKAb49j. More than 1 year later and I still love all past picks. I love when that happens...only buy quality companies and mgmt teams and this will happens more times than not.

[James @James_Telfser]

James Telfser's Top Picks https://t.co/QHhSTAK28n in case you missed it. Sometimes boring is good! $GDi.TO, $EMA.TO, $OTEX.TO

[James @James_Telfser]

Beautiful day for some @marketcall with @AnitaSharma! Excited to talk CDN Equities and unveil a fresh top pick...see you at 6pm.

[James @James_Telfser]

I’ve met a lot of cannabis companies over tre last couple years and the @fireandflowerco mgmt team was miles ahead of the pack. This $ATD.TO deal confirms this and makes a lot of sense for both parties. Well done $FAF.TO.

[James @James_Telfser]

Some great advice in here for current and aspiring leaders! “you work for your team members as much as they work for you”. Well done ⁦⁦⁦@fxfryguy⁩ https://t.co/EwaZ7q8wtD

[James @James_Telfser]

$TOY.TO vs $ATZ.TO...lots of debate at the desk the last few days. Love it. We sure do have some great companies in the North.

[James @James_Telfser]

That’s a big buyback from $ITP.TO. 4 million shares. Surprisingly unloved name given the amount of free cash these guys will spit out this year.

[Patrick Dunuwila, CMT @Pdunuwila]

This passage from Paul Tudor Jones is too good