How are we looking at our portfolio companies in the time of COVID?

By |July 8th, 2020|

Death, debt and dividends are 3 factors we have been putting an increased emphasis on during this period of extreme uncertainty. David explains how each is considered by the Baskin Wealth Management Portfolio Management Committee as we carefully assess [...]

The 2021 Federal Budget Speech

By |May 29th, 2020|

LOUIS XIV’S finance minister, Jean-Baptiste Colbert, famously declared that “the art of taxation consists in so plucking the goose as to obtain the largest possible amount of feathers with the smallest possible amount of hissing.” While spending continues in response to the COVID pandemic, at some point the government will need to pluck some more feathers by finding ways to increase revenues to cover the debt. David drafts what the 2021 budget speech might possibly, but not hopefully, look like.

Shrug off your home country bias

By |May 19th, 2020|

It is easy for an investor to have home country bias: I live in Canada, I get paid in Canadian dollars, and I know and understand Canadian companies—as a result, my portfolio contains mostly Canadian assets. Even if you are stuck within Canadian borders until the Covid-19 pandemic slows down, it doesn’t mean your portfolio has to remain 100% Canadian.

How much is the Canadian dollar worth?

By |May 19th, 2020|

The COVID-19 pandemic is upending a lot of assumptions and giving forecasters fits as they try to assess what life is going to look like going forward. One area that is of interest to us as investors is the relative value of the Canadian dollar against the US dollar.High on the list of things that are hard to predict is the value of currencies. Forecasters, traders and economists spill oceans of ink and spend hours of time trying to guess (really, it is a guess) if the yen, the pound or the euro will go up or down, and how much. It is tempting just to ignore the whole question, but in order to do our job, we can’t.

Alternative Investing: no free lunch

By |April 15th, 2020|

On April 14th, two more alternative lenders announced that they were freezing all redemptions on their products, that cash distributions would likely fall and perhaps end, and that they would undoubtedly be taking substantial losses on some of their mortgages. As interest rates on savings accounts and GICs fell over the last few years, yield seeking investors searched high and low for more rewarding places to put their money.

Four questions investors need to ask

By |April 13th, 2020|

In March 2009, right in the middle of the great financial crisis, the S&P 500 stopped its decline and began rallying higher in a big way. However, pundits were still raising concerns and discouraging investment, and this continued well into 2010 when it was clear the economy had recovered. Barry reiterates in this article that predicting short-term market direction is a losing proposition and that the focus needs to be on finding value in high-quality companies.

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