Finding good companies is like finding an affordable home — look at ones going under the radar

As a result, the demand for long-duration tech stocks came soaring back in March, so much so that the majority of last year’s equal-weight S&P 500 outperformance versus the market-cap weighted S&P was wiped out during the month, bringing it back to April 2022 levels.

Now, since I needed to find a home because I sold mine, I began looking for ones that were not getting the attention I thought they deserved rather than trying to aggressively compete for ones that everyone else immediately wanted.Article content This is all happening despite steady growth in demand for oil while supply weakens, setting up what we think is a similar scenario to my recent Calgary homebuying experience.Article content

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