Shaken, but not Stirred – Presented by Barry Schwartz and Ernest Wong

By |April 14th, 2022|

Given the current environment, interest rate hikes, inflation, further disruption to supply chains and the Russian invasion which resulted in a very bumpy start to 2022, Barry & Ernest share their views on the market as well as specific examples of companies we are holding and how we analyze them.

Unprecedented events occur with some regularity

By |March 23rd, 2022|

If there’s anything to be learned from the last few years, it’s that unprecedented events occur much more often than one would expect. This isn’t exactly a new concept – the idea is borrowed from famous investor Seth Klarman – but the events that have taken place recently have really driven this concept home.

Chasing the Past

By |March 16th, 2022|

If your house is like my house, you have a box of ear swabs that you use regularly for their intended purpose, cleaning your ears. But if you read the fine print on the box, you will find a warning. You are told that you must not put this product in your ear, that it is dangerous to do so, and whatever made you think to call cotton swabs “ear swabs” anyway?

An added bonus in 2021

By |January 25th, 2022|

The client comes first. That, in a nutshell, is the message of the Client Focused Reforms (CFRs) put into place by the Canadian Securities Administrators in 2021. As discretionary portfolio managers, able to buy and sell securities on behalf of our clients, we have always been subject to this principle. Now, the rules have been made more explicit, and new standards have been put in place in the areas that can be broadly defined below.

Extreme Buy and Hold

By |January 13th, 2022|

There are lots of investment styles, and it is certainly the case that no one way of doing it will be best for everyone all the time. Some people are really traders, not investors, and seldom hold a position for more than a day (some not even overnight). Some people like following momentum, and will ride a hot name until it seems to fizzle out. We like the style usually called “buy and hold”.

2022 New Year’s Investing Resolutions

By |January 5th, 2022|

At the beginning of every year, many of us (myself included) resolve to eat healthy, exercise more, watch less Netflix, read more books, be more productive, etc. I always start off the year with good intentions, but within a couple of days, I'm back to my old habits. Don’t make the same mistakes with your investments. Here are some investing resolutions that we believe, if applied properly, will pay dividends for your portfolio for years to come:

Webinar with Barry Schwartz – Do you want a good quarter or a good quarter century?

By |November 17th, 2021|

On Thursday November 11th, our Chief Investment Officer, Barry Schwartz gave a webinar about how we invest for our clients. In this insightful presentation, Barry reviewed the investment approach we use to find the best businesses to own for the long-run.

The autumn leaves of red and gold

By |September 30th, 2021|

In September the days grow shorter, the nights are cool, and the stock market gets crazy. The first two are easy to explain but the third is a mystery. However, this year was a good example. In the last ten days of September the Dow Jones Industrial Average had four moves of greater than 500 points. That compares to only three such moves in the previous four months. Clearly traders came back from summer vacation ready for action.

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