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MWG Focus Stock: MDI-TSX

Major Drilling Group International (MDI) is the leading global provider of specialized contract drilling services to the mining industry. Given the specialized labour force and equipment required, mining companies typically outsource exploration drilling to companies like MDI as a way to mitigate the cyclical risk that faces the sector. While the drilling equipment used is […]

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Portfolio Updates

August Portfolio Update | 2021

Thoughts on the Market: August Edition 18 Months Later… We believe that the day the Western world woke up to the risks of COVID-19 was March 11, 2020, when actors/couple Rita Wilson and Tom Hanks announced they had tested positive. If Forrest Gump could catch it, anyone could. At that point, markets had already priced […]

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