Blog
Looking forward to 2020
Barry reflects on the market turmoil at this time last year and says that, in spite of a strong market over the past year, our approach will be the same - take our cues from the companies in which we invest.
Barry’s Take on Onex CEO Gerald Schwartz’s Presentation at the CFA Annual Investment Dinner
Barry attended the CFA Society’s Annual Investment Dinner where Gerry Schwartz, CEO of Onex, was the keynote speaker. While the presentation didn’t initially meet his expectations, he realized afterward that it was one of the best he’d ever heard.
What I Learned About Investing From Halloween
Last Thursday was my 5-week-old son Asher’s first Halloween. My wife and I dressed him as a Korok from The Legend of Zelda: Breath of the Wild, one of our favourite games (don’t worry, there’s a picture at the bottom of the article).
An Ernest Opinion
The future of the movie theatre industry – Part 2
In Part 2 of his series on the future of the movie theatre industry, Ernest discusses the merits of the recently announced purchase of Cineplex by UK based Cineworld.
The future of the movie theatre industry – Part 1
in the first of a 2 part series on the theatre industry, Ernest discusses the challenges the industry faces in North America and what the future will look like. In Part 2, he will discuss the Cineworld acquisition of Cineplex and what this means for moviegoers in Canada.
Why read another investing blog?
In this inaugural post of a new blog series - "An Ernest Opinion" - Ernest Wong, Director of Research, explains why having another investing blog is a good thing and what he will focus on.
Media Appearances
Barry Schwartz on BNN – Your portfolio needs technology stocks
Barry Schwartz, on BNN The Street, explains why investors should consider owning technology stocks.
Barry Schwartz on BNN – Companies most likely to thrive in a low interest rate environment
Barry Schwartz explains why he thinks Blackrock, Brookfield, and Moody's are three companies most likely to benefit from a low-interest rate environment.
Barry Schwartz on BNN – Q4 bank earnings – RBC vs National
Barry Schwartz, on BNN The Street, discusses Royal Bank missing profit expectations while National Bank released its strongest results so far along with a dividend increase.
Outlook
The Big (and Unexpected) Bang of 2019
In his year end newsletter, David discusses why, while deep into the longest continuous period of economic expansion in U.S history, the markets produced remarkable gains in 2019 and what clues this can give us to possible future performance.
Outlook 2020 – The Low Interest Rate Revolution
On October 30, 2019, David Baskin, Barry Schwartz and Scott Mazi delivered their Outlook 2020 at the Westin Prince Hotel in Toronto.
Global Climate Change: Threats and Opportunities.
I have often told our clients that the best thing about my job is that I get to think about a very wide range of problems, challenges and opportunities that could affect the economy, and their investments. Obviously climate [...]
Wealth Management
What is the best way to maximize the effectiveness of your RESP?
Benjamin explains how to maximize the long-term benefit from your RESP through the timing of your contributions.
Income Splitting: How Much Does It Matter?
Pension splitting is one of the most powerful tools available to Canadian couples to reduce their tax burden in retirement and leave them with more money with which to accomplish their retirement goals.
How Much is Enough? Part 4: Show Me the Money
In the last of his 4 part series on planning for retirement, Benjamin Klein examines what kind of returns a person can expect on their investments, and concludes with an example based on the process discussed.