You can’t control COVID but you can control yourself

By |July 13th, 2020|

At the time of writing, most investors’ stock portfolios have recovered significantly from the precipitous drop in late February through March, 2020 and with the worst of it over – hopefully – Benjamin outlines 3 lessons can we learn from the COVID-19 crisis that can guide us through the next one.

Why is the US market the best place to invest in 2020?

By |July 8th, 2020|

With its wealth of businesses that are asset light or price makers in their market, the U.S. has been and will continue to be an area of focus for Baskin Wealth Management in building portfolios for our clients. Barry explains in this video how these characteristics make for an attractive investing opportunity.

Why the big technology companies are must-own stocks for most clients.

By |July 8th, 2020|

Barry describes the technology giants Apple, Amazon, Microsoft, Google, Facebook and Netflix as “digital toll booths on global growth”. He goes on to explain how these companies have benefited from an amazing technological shift and why they have an unbelievably long runway for growth.

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.

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