Mark Rosen

Mark Rosen, CFA, MBA, CFE, heads ARC Research, providing independent equity research to investment advisors across Canada.

Market Insights

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

By Mark Rosen |March 14, 2024

3 min read

Market Insights

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

By Mark Rosen |December 15, 2023

3 min read

Market Insights

Some energy firms are quietly separating their ESG businesses

Investors should still stick with transition-focused investments

By Mark Rosen |September 15, 2023

3 min read

Market Insights

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

By Mark Rosen |June 20, 2023

3 min read

Advisor's Edge

Should advisors ride the coattails of activist investors?

Lack of long-term gains might mean it’s time to exit a stock instead

By Mark Rosen |March 31, 2023

3 min read

Advisor's Edge

Should advisors buy shares with inferior voting rights?

Better to focus on whether a company is evolving or stagnating

By Mark Rosen |November 7, 2022

3 min read

More Columnists

Steve Barban and Russell Hope

Investments

Should you invest in these tech companies?

September 23, 2015|4 min read

Which Canadian companies should you buy?

August 4, 2015|3 min read

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Do corporate spinoffs reward shareholders?

May 9, 2022|3 min read

When stock frauds go beyond gaming the numbers

March 14, 2022|3 min read

Mark Yamada

Investments

The real costs of covered-call strategies

April 5, 2023|3 min read

Inflation and the 60/40 portfolio

November 7, 2022|3 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Ben Felix

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Understanding the role of bonds in retirement portfolios

February 5, 2024|4 min read

Coreen Sol

Finding your volatility sweet spot

March 7, 2024|4 min read

Unravelling confirmation bias

December 15, 2023|2 min read