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Tag: Company Updates

Market Outlook: Mastering the Playground of Markets in H2 2025

Posted on July 24, 2025 (August 11, 2026) by Nadeem Kassam, CFA®, MBA | Chief Investment Strategist, Chief Operating Officer and Portfolio Manager

On July 4, 2025, the United States celebrated its 249th anniversary of independence from British rule—a milestone that ushered in a festive long weekend of joy, celebration, and fireworks for many…

Posted in The Big PictureTagged Company Updates

The Certainty of Uncertainty: Finding Clarity in the Chaos

Posted on May 4, 2025 (August 11, 2026) by Nadeem Kassam, CFA®, MBA | Chief Investment Strategist, Chief Operating Officer and Portfolio Manager

In today’s volatile economic landscape, uncertainty has become the only certainty.At Marnoa Private Wealth Counsel, we provide private wealth management in Kitchener, Waterloo, and Cambridge….

Posted in The Big PictureTagged Company Updates

Signal or Noise? Staying Focused Amid the Headlines

Posted on April 30, 2025 (July 28, 2026) by Nadeem Kassam, CFA®, MBA | Chief Investment Strategist, Chief Operating Officer and Portfolio Manager

In a world flooded with headlines — many of them contradictory and anxiety-inducing — it’s increasingly difficult to distinguish signal from noise. Moreover, today’s news cycle, especially…

Posted in The Big PictureTagged Company Updates

Amazon: A Strong Growth Trajectory in Cloud, Retail, and AI

Posted on November 28, 2024 (August 11, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Amazon’s third-quarter results for fiscal 2023 showed us again that the company has a long runway for sales and profit growth across its various segments in retail, advertising, and cloud. We…

Posted in Collecting CompoundersTagged Company Updates

Microsoft: Unlocking AI and Cloud Growth

Posted on November 14, 2024 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Microsoft delivered another solid quarter of double-digit revenue and EPS growth driven by increased demand and growth in long-term commitments to the cloud and artificial intelligence (AI)…

Posted in Collecting CompoundersTagged Company Updates

Apple Intelligence: Bridging Hardware and Software in the AI Era

Posted on July 15, 2024 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Apple finally revealed its long-awaited strategy for artificial intelligence (AI) at its Worldwide Developers Conference (WWDC). Apple has been relatively quiet about its AI strategy. Apple has been…

Posted in Collecting CompoundersTagged Company Updates

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Marnoa Private Wealth Counsel
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