Skip to content
SitemapGrowth Engine2019-03-12T13:44:12-04:00
Pages
Posts by category
- Category: Financial Planning
- Category: In the Community
- Category: An Ernest Opinion
- Category: Podcasts
- Podcast – September 21, 2023
- Podcast – September 14, 2023
- Podcast – September 6, 2023
- Podcast – August 21, 2023
- Podcast – August 11, 2023
- Podcast – July 25, 2023
- Podcast – July 14, 2023
- Podcast – June 26, 2023
- Podcast – June 12, 2023
- Podcast – May 26, 2023
- Podcast – May 12, 2023
- Podcast – May 2, 2023
- Podcast – April 17, 2023
- Podcast – April 10, 2023
- Podcast – March 27, 2023
- Podcast – March 9, 2023
- Podcast – February 24, 2023
- Podcast – January 27, 2023
- Podcast – January 13, 2023
- Podcast – December 9, 2022
- Podcast – November 24, 2022
- Podcast – November 10, 2022
- Podcast – October 20, 2022
- Podcast – October 14, 2022
- Category: Outlook
- Category: Media Appearances
- David Baskin on BNN Market Call – September 19, 2023
- Barry Schwartz on BNN’s The Street: Higher-for-longer is actually good news for equities
- Barry Schwartz on BNN’s The Street: Perception of housing as an investment will be punctured as mortgage rates stay higher
- Barry Schwartz on BNN’s The Street: The Bank of Canada should start thinking about cutting rates sooner rather than later
- Barry Schwartz on The Canadian Investor Podcast – September 4, 2023
- Barry Schwartz on BNN Market Call – August 21, 2023
- Barry Schwartz on BNN’s The Street: Stocks tend to do the best when inflation falls
- Barry Schwartz on BNN’s The Street: Netflix offers a lot of certainty in the long run
- David Baskin on BNN Market Call – July 10, 2023
- Barry Schwartz on BNN Market Call – June 21, 2023
- Barry Schwartz guest appearance on rose bros podcast
- Barry Schwartz on BNN’s The Street: TSX top performers don’t pay dividends, but reinvest
- Barry Schwartz on BNN’s The Street: Look to own companies that will benefit from this population surge
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN Bloomberg: CNQ has proven that they can make money in different oil and gas price scenarios
- Barry Schwartz on BNN Bloomberg: The U.S. banking system is going to look a lot like Canada going forward
- Barry Schwartz on BNN Bloomberg: Earnings recap and preview from Barry Schwartz
- Barry Schwartz on BNN Bloomberg’s Market Call
- Barry Schwartz on BNN Bloomberg: If you are a long-term investor, use a recession to your advantage
- Barry Schwartz on BNN Bloomberg: Big tech names are important to our daily lives
- Barry Schwartz on BNN Bloomberg: Visa is still probably growing double digits
- Barry Schwartz on BNN Bloomberg: I don’t think we’re going to have a recession in 2023
- Barry Schwartz on BNN Bloomberg’s Market Call
- David Baskin on BNN Bloomberg’s Market Call
- Barry Schwartz on BNN Bloomberg’s The Street
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN Bloomberg: Bonds are very attractive in non-taxable accounts for the first time in years
- Barry Schwartz on BNN Bloomberg: Stick with quality businesses that will come out of this downturn even stronger
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN Bloomberg: If a recession happens, it’ll be the weirdest one
- Barry Schwartz on BNN Bloomberg: Reconsider selling your “riskiest” positions
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN Bloomberg: Buy shares of big tech companies at a very reasonable valuation now
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Stock Comments
- Podcast: Barry Schwartz on Mega Brands with Eric Clark
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Stock Comments
- There will always be an unprecedented event
- Buckets of companies to own during high inflationary periods
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Market Outlook
- Never mind fads, it’s high-quality companies that protect portfolios
- Barry joins BNN Bloomberg to explain why we won’t invest in resource stocks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Nothing good will come from liquidating your portfolio
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Stock Comments
- Nothing good will come from liquidating your portfolio
- It’s now time to manage your emotions
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- We have 99 problems but the economy is not one of them
- ‘There is no alternative’ but to own equities
- Rogers-Shaw deal is a ‘complete mess’ amid Rogers family dispute
- If inflation runs red hot, that’s an issue for every asset class
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- I wouldn’t change my portfolio to worry about rising interest rates
- It’s only a matter of time before every single car on the road is EV
- The Canadian Investor Podcast: Finding great businesses with Barry Schwartz
- Barry Schwartz on BNN – TCI presentation given to CN Board of Directors is very compelling
- Don’t expect too much more in terms of big returns for the rest of 2021: Baskin’s Barry Schwartz
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – CN Rail’s current valuation ‘extremely mispriced’
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – If you’re going to panic sell, don’t panic too late
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Market Outlook
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- UJA Estate & Family Tax Planning 101 Webinar
- Barry Schwartz on BNN – Don’t overpay for the future
- Ernest Wong discusses Activision Blizzard on the Deconstructor of Fun podcast
- Barry Schwartz on BNN – There are good reasons to be bullish on stocks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – April 20, 2020 – Investing when markets are fraught with risk
- Barry Schwartz on BNN – March 27, 2020 – You can’t trade your way out of this market panic
- David Baskin on BNN – March 23, 2020 – Stock Comments
- David Baskin on BNN – March 23, 2020 – Top Picks & Past Picks
- David Baskin on BNN – March 23, 2020 – Market Update
- Barry Schwartz on BNN – March 10, 2020 – Markets have a record of recovering from corrections
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- A bullish case for U.S. tech in the new year
- Another ‘rip-your-face-off rally’ can happen in 2020
- TSX hits another record as energy stocks show signs of life
- Barry Schwartz on BNN – Your portfolio needs technology stocks
- Barry Schwartz on BNN – Companies most likely to thrive in a low interest rate environment
- Barry Schwartz on BNN – Q4 bank earnings – RBC vs National
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – How to properly assess market volatility
- Barry Schwartz on BNN – Air Canada CEO speaks out on ‘serious disruption’ from 737 Max groundings
- Barry Schwartz on BNN – The Big Three: Air Canada CEO speaks out on 737 Max jets; Canfor agrees to go private; Alphabet hurt by cloud
- Barry Schwartz on BNN – This bull market has been unspectacular
- Barry on BNN – ‘I’m an idiot for not owning this stock’
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Top Picks & Past Picks
- Barry on BNN – Stock market investing themes with long-term tailwinds
- Barry on BNN The Street – “Another winning decade for stocks not out of the question”
- Barry on BNN The Street – “Go asset-light in your search for winning stocks”
- The Big Three: Election call looms; Apple undercuts Netflix; Suncor CEO says investing chill remains
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Market Outlook
- Kawhi Leonard leaves Toronto Raptors for L.A. Clippers
- Stock markets can go a lot higher: Portfolio manager
- The Big Three: Erdogan fires central bank head; Tory premiers meet; Deutsche Bank cuts 18,000 jobs
- Why this portfolio manager is selling Canadian stocks
- Barry Schwartz on BNN – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN – Stock Comments
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Market Outlook
- Slower earnings growth can be good for your portfolio
- Socially responsible investing and how stocks react to rate cuts
- Barry Schwartz on BNN – Stock Comments 7
- Barry Schwartz on BNN 8 – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks 7
- Alphabet slumps on slower Google sales growth
- The Big Three: Google ad sales growth slows; CN Rail profit misses; Jarislowsky weighs in on SNC case
- A bigger market bounce is on the other side of a recession
- Investing fears kicked to the curb – buy stocks!
- Stocks near record highs but investors still too bearish: Money manager
- Barry Schwartz on BNN – Stock Comments 6
- Barry Schwartz on BNN – Top Picks & Past Picks 6
- David Baskin on BNN – Stock Comments 4
- David Baskin on BNN – Market Outlook 5
- David Baskin on BNN – Top Picks & Past Picks 4
- Barry Schwartz on BNN 7 – Market Outlook
- The Big Three: Federal budget; questions over 737 Max 8 certification; social media under scrutiny
- Geographic diversification does not lower risk like it once did: Money manager
- The case for buying travel stocks
- Barry Schwartz blasts ‘idiotic, brain-dead’ stock-buybacks legislation in U.S.
- Avoid the temptation to sell a high-quality stock when it falls on news: Money manager
- The Big Three: Canadian jobs data; futures drop on trade worries; Green Growth’s quest for Aphria
- Barry Schwartz on BNN 6 – Market Outlook
- Barry Schwartz on BNN – Stock Comments 5
- Barry Schwartz on BNN – Top Picks & Past Picks 5
- David Baskin on BNN – Stock Comments 3
- David Baskin on BNN – Market Outlook 4
- David Baskin on BNN – Top Picks & Past Picks 3
- Barry Schwartz on BNN – Stock Comments 4
- Barry Schwartz on BNN – Top Picks & Past Picks 4
- Barry Schwartz on BNN 5 – Market Outlook
- David Baskin on BNN – Stock Comments 2
- David Baskin on BNN – Top Picks & Past Picks 2
- David Baskin on BNN – Market Outlook 3
- Barry Schwartz on BNN – Stock Comments 3
- Barry Schwartz on BNN 4 – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks 3
- Barry Schwartz on BNN – Stock Comments 2
- Barry Schwartz on BNN 3 – Market Outlook
- Barry Schwartz on BNN – Top Picks & Past Picks 2
- Barry Schwartz on BNN – What you need to know when deciding whether to keep a laggard or cut it loose
- Barry Schwartz on BNN – Buy Google, and other investing lessons one portfolio manager learned while on vacation
- David Baskin on BNN – Market Outlook 2
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Stock Comments
- Barry Schwartz on BNN – ‘Right now they’re worth nothing’: Why this portfolio manager still won’t touch pot stocks
- Barry Schwartz on BNN – Stock Comments 1
- Barry Schwartz on BNN – Top Picks & Past Picks
- Barry Schwartz on BNN 2 – Market Outlook
- Barry Schwartz on BNN – Why this money manager won’t touch cannabis stocks
- Barry Schwartz on BNN – When worry trumps good news for stocks
- David Baskin on BNN – Discusses long-term bonds
- David Baskin on BNN – Stock Comments
- David Baskin on BNN – Top Picks & Past Picks
- David Baskin on BNN – Market Outlook
- David Baskin on BNN – Discusses volatility of the S&P500
- Barry Schwartz on BNN – ‘A depleting asset’: the downside of holding cash
- Barry Schwartz on BNN – ‘About time: Money manager says TSX could post 10% gain
- Barry Schwartz on BNN 1 – Market Outlook
- Barry Schwartz on BNN – Stock Comments
- Barry Schwartz on BNN – Top Picks & Past Picks 1
- Barry Schwartz on BNN – A ‘miserable’ time for Canadian investors
- Barry Schwartz on BNN – No worries over U.S. equity valuations
- Barry Schwartz BNN – When it pays to buy high
- Barry Schwartz on BNN – RBC Raises dividend, tops first-quarter estimates
- Barry Schwartz on BNN – Money manager wants more clarity on tax reform in federal budget
- Category: Blog
- Understanding The Baskin Fixed Income Pool
- The other side of risk
- New Tax-Free First Home Savings Account – A faster way to save for that down payment!
- Why we are buying an oil company
- Shaken, but not Stirred – Presented by Barry Schwartz and Ernest Wong
- Unprecedented events occur with some regularity
- Chasing the Past
- An added bonus in 2021
- Extreme Buy and Hold
- 2022 New Year’s Investing Resolutions
- Client Focused Reforms – Client Communications
- Webinar with Barry Schwartz – Do you want a good quarter or a good quarter century?
- The autumn leaves of red and gold
- A Cottage Romance
- Does value still matter?
- Always think like a business owner
- You get what you pay up for
- Fun with numbers – should you realize capital gains and pay taxes early?
- What happens if Biden wins?
- What I learned about investing from baby monitors
- Rule #1 for Bonds: Don’t Lose Money
- You can’t control COVID but you can control yourself
- Why is the US market the best place to invest in 2020?
- Why the big technology companies are must-own stocks for most clients.
- How are we looking at our portfolio companies in the time of COVID?
- Why is the stock market going up when the economy is still so bad?
- Where do we go from here?
- The 2021 Federal Budget Speech
- Shrug off your home country bias
- How much is the Canadian dollar worth?
- Playing defence in the Covid crisis
- Alternative Investing: no free lunch
- Four questions investors need to ask
- Can looking backward help us look forward?
- Baskin Wealth Management Update – COVID – 19
- Coronavirus Crisis and Market Meltdown
- A framework for investing in a crisis
- Understanding why the stock markets are so volatile
- UPDATE – COVID-19 (Coronavirus)
- Baskin Wealth Management Update – COVID-19 (Coronavirus)
- What I learned about investing from The Great British Bake Off
- Looking forward to 2020
- Barry’s Take on Onex CEO Gerald Schwartz’s Presentation at the CFA Annual Investment Dinner
- What I Learned About Investing From Halloween
- Paying Attention to the Details Matter
- Reeling in the Years
- A Trip to Amazon Fulfillment Centre YYZ4
- Waiting for the Recession. Calmly.
- Bored Investors Get Paid
- Taking the Pulse of Today’s Market
- Our remedy for low interest rates
- Mediocre can be good for your portfolio
- Doing Well by Doing Good: Thoughts on ESG and responsible investing
- Who’s Afraid of the Big, Bad Bear?
- Buy and hold over time, but carefully
- Canada’s Housing Industry – Over and Over and Over
- Update on international Investing
- You got a raise in 2018 and there is more where that came from
- Market Update
- 13 ways to make yourself a better investor in 2019:
- Reviewing the Activision Blizzard Thesis
- A Lesson from 2008
- Update to Market Conditions
- NOBODY’S MAKING ANY MONEY! WHAT’S GOING ON?
- Digging into the Valuation Tool Box
- Staying Invested
- Oh Canada. Why is your Stock market so bad?
- Don’t be Caught Off-Balance
- Robots Don’t Hold hands
- The Long and Short of Long-Term Investing
- Europe on 10 Apps a Day
- Doing Well By Doing Good
- The Next Recession is Coming. We Have No Idea When.
- What makes a company great?
- Balancing Client Risk with Manager Reward
- Markel Corporation: The Gift That Keeps On Giving
- What do I do every day?
- Un-Liking Facebook
- The Return of Volatility
- Cash Isn’t Trash; but Holding Too Much is Rash
- The Robots Among Us
- 2018 Federal Budget – Private Companies
- Want the Gain? Live with the Pain
- Great Capital Allocation Makes a Great Company: CCL Industries
- Our Letter to Clients: Stay the Course
- Thoughts on Performance
- I was once a Lucky Genius
- What I learned about investing from Magic: The Gathering
- Thinking Like a Business Owner
- That Kool-Aid Might be a Killer
- Rest in peace, homo economicus
- Letting Business Fundamentals Be Our Guide
- A postmortem on Toys’R’Us
- Bank On It
- A deal is a deal
- I want certainty
- The painful flight of the loon
- How High will our Loonie Soar?
- Why airline stocks are ready to takeoff
- What I Learned About Investing from Dungeons & Dragons
- Our mobile addiction
- Thoughts on customer concentration
- A contrarian view on Canadian housing
- Know when to hold, know when to fold. The case of Stella-Jones
- Still learning
- Worrying about what could go right
- Looking at Snapchat through the Baskin lens
- Thinking Correctly About Corrections
- A Recipe for Success: Mix Free Cash Flow with Smart Capital Allocation
- Why We Hate Pain More than We Love Gain
- Stamina and Temperament
- Keeping Score
- What we’re reading now
- Why we love things that are hated – Part #2
- Why we love things that are hated – Part #1
- The deal with diversification
- The Global War on Savers
- Brexit? Keep Calm and Carry On
- Skiers Going Downhill, Profits Going Up
- Thinking About Negative Interest Rates
- Stay Invested
- Look Long. Buy Quality. Repeat.
- If You Don’t Like It, Don’t Own It
- Time in the Market
- Say Goodbye to 2015; We Won’t Miss You
- Thirteen Years and Thirteen Days
- We Are Neither Market Timers Nor Price Forecasters
- 2015 was a year full of surprises. Which was no surprise
- Be Great by Being Good for a Long Time
- Focus on your portfolio
- Promises, Promises
- Keep calm
- Keep Those Animal Spirits Locked Up
- Forget the market; buy some companies
- The Internet Isn’t Going to Change the Way People Chew Gum
- Getting Paid to Wait
- Steady Winds and Calm Seas
- Prescriptions for Guaranteed Misery in Investing
- Tax Free Savings Accounts Are Now Too Important To Ignore
- What Interest Rates Tell Us About the Future
- Zero exposure to energy producers
- You Down with PCP? Yeah you know me (or why we own Precision Castparts)
- The Value of a Portfolio Manager
- You Can Take That to the Bank
- 15 things I’ve learned about investing so far
- Pay attention to a stock that corrects, not a market correction
- Earnings Season Officially Begins
- When it Comes to Stocks, Go With Your Brain, Not Your Gut
- Gold has Lost its Luster
- A Stock Yielding 4% and Trading Below 10x Earnings
- Today’s Stock Market Valuation Not Unreasonable
- Outlook 2014 Scorecard
- Take That Double-Double To Go
- I like stocks and I cannot lie.
- Own more with shrinkage
- Apple Deserves a Market Multiple
- Long Live Buy and Hold
- Finding Value in the Retail Sector
- MARKETS ARE AT RECORD HIGHS. DON’T WORRY, BE HAPPY
- High Liner Foods: An Obvious Takeover Target
- Rogers has at least $5B of hidden value
- Safety doesn’t pay the bills
- Book Review: Sylvia Nasar’s Grand Pursuit – Lives of the Great Economists
- KP Tissue – Wipe away to profits
- Visa – A wonderful business at a fair price
- It’s a Marathon, Not a Sprint
- High Stability beats High Frequency
- Paving the Way to a General Motors Recovery
- Happy Fifth Anniversary – Five Years from the Bottom of the Crash
- Making the case for DIRECTV
- Loonie Losing Altitude: Four Reasons Why
- Bed, Bath and Patience Required
- Emerging market investing: You’re not in Kansas anymore
- You need patience to buy a “no brainer”
- Did you get a raise this year?
- Welcome to the Zone of Reasonableness
- There’s noise everywhere, so wear headphones
- Buy Canadian REIT’s here
- A review of our 2013 predictions
- The road to recovery for GM has just begun
- Stay in School
- Wouldn’t you like to be a Pepper (Snapple) too?
- Happy Canada Day
- Keeping the Dividend Faith
- Rising rates won’t kill high yield stocks and REIT’s…yet
- Bank on Canadian Banks
- You can. Or maybe you can’t
- Help! My stock is a cannibal
- You don’t have to own the index
- We’ll take our chances with quality stocks
- High Margins are here to stay
- If you can’t figure out how to kill it, buy it
- Watching Paint Dry
- Stocks are cheap
- Stop paying me a dividend and start buying back shares
- Buy and Prosper
- Been down so long that it looks up to me
- 2012 in review
- Forget the LBO and focus on the UBO
- Understanding Risk
- Pent-up Demand Driving Auto Rebound
- If the world’s 3rd richest man doesn’t care, why should you?
- The downside to low interest rates
- Opportunity in Staples
- When history repeats, be ready.
- How much is enough?
- Too Big to Fail and Too Cheap to Ignore
- Commodity supply constraints are about to rock your world
- Mid-Year Update
- That was then, this is now
- Buy and hold is dead, Long live buy what you need and wait for the fat pitch.
- Trading Off Headlines
- Buy the toll roads, not the tenant
- Be right at the right time
- Stick with stocks for the long run
- Putting things into perspective
- Defensive stocks must be the anchor tenants in your portfolio
- Here’s your guide to bond valuation
- Today’s Buying Opportunity
- Finding Retirement Income in a Low Rate Environment
- Beware of Greeks Bearing Bonds
- Value Investing takes discipline
- The TSX index is undervalued
- Focus on the knowns, not the unknowns
- The Role of Speculation
- Don’t market time, have market discipline
- WWWD (What would Warren do?)
- Psst…Have I got a deal for you. Would you like to buy a dollar for 67cents?
- The Return of March 2009
- When bad things happen to a good company, you should buy its stock
- Dividend stocks are great but dividend stocks with rising earnings and low valuations are even better.
- Is Owning a Home an Investment?
- Investing, Fast and Slow
- Mean reversion determines your sale or Why we sold CP Rail
- Today’s Cheap Stocks
- There’s still no place like home
- The Butterfly Effect
- A Value Investor’s New Year’s Resolutions
- Move over pipelines and power generators. Telcos are the new utilities
- The Role of Monetary Policy to Exit the Euro Crisis
- Dividend Black Swan
- The Resilient Consumer
- Let’s give welcome to the newest member of the Articulate Incompetent Club
- Timing the Market
- A Landlocked Contagion
- The power of pricing
- A review of our 2011 predictions
- Glimmers of Hope
- Stop looking in the rear view mirror and watch out for the median in front of you!
- Forget all the recession talk, the economy is doing just fine.
- I’ll have the safety with a side of no returns
- Diversify, Defense and Dividends
- We don’t invest in worries or jitters
- Investing is a marathon
- The trees are healthy
- Sitting on your hands only causes numbness
- Searching for Yield in All the Right Places
- ETF’s: LOW COST, LOW BENEFIT
- Just because they’re bearish doesn’t mean they’re right…
- May 2011 Fixed Income Report
- Don’t let two bad weeks spoil the whole year
- Dividend Delight
- Emerging Risks
- When safe does not equal safety
- The Risks of Over-Weighting
- The Flight of the Loon
- Double Bubble
- Presentation on Inflation: Taking Shelter from the Inflation Storm
- Trade-offs
- Always buy certainty
- Three ways to reduce your portfolio’s risk
- Why we don’t market time
- Thoughts on North Africa
- February 2011 Fixed Income Report
- January 2011 Fixed Income Report
- The Crude Facts
- Value investors never place stop-losses
- How to prepare your portfolio for inflation
- Rising dividends = Rising stock prices
- December Fixed Income Report
- All that glitters is copper
- The merits of Buy and Hold
- November Fixed Income Report
- Give the gift of dividends
- What’s your magic number?
- The little bank that could
- Irish eyes are not smiling
- Thoughts on Inflation
- Learn to love being corrected
- Fixed income report- October 2010
- How a V-shaped recovery in earnings will boost the economy
- Inflation Protection 101
- Thoughts on Gold
- Trouble for bonds on the horizon?
- Notes on the Toronto CFA Society forecast dinner
- Rust Never Sleeps: North America’s Corrosive Pipelines
- Potash: Should I stay or should I go?
- August 2010 fixed income update
- Blog from the Vault: I’m No Farmer (or Why you should buy Potash)
- September is almost here, try not to fear.
- Let’s hold off until the market improves
- The Salad Oil Scandal, American Express, Warren Buffet and why you should buy Manulife.
- June 2010 fixed income update
- A May most “fowl”
- It’s time to ditch dual class shares
- A closer look at Morguard (I apologize for all the math).
- What crisis?
- May 2010 fixed Income update
- When certainty pays nothing
- Beware of Mortgage funds masquerading as low risk investments
- This recovery won’t be derailed
- Why did you buy Shoppers Drug Mart?
- Forget the noise, only earnings matter
- The importance of dividends
- Who says Utilities are for Widows and Orphans?
- Do stop losses work for investors?
- Protect your portfolio from inflation
- Here’s to a long life, clipping dividends at the local Tim Hortons
- Betting against Bank of Canada
- Why Balance sheets matter.
- Don’t listen to your gut
- Looking back and ahead
- We’re all Dickensians now
- Category: Unknown
Team Members
- Isaac Klein
- Karim Aboo
- Jenn Dahil
- Esida Selfo CIM
- Miki Nachmani CIM, MBA
- Irene Li, CPA, CMA
- Gordon Thomas CIM
- Jay Barua BComm
- Douglas Fraser BA Hon.
- Sithikone Songvilay BComm, CIM
- Melanie Tellis BComm, FCSI, CAMS
- Ernest Wong CFA
- Benjamin Klein CFA, CFP
- Rob McDonald CFA
- Scott J. Mazi CPA, CA, CFA
- Barry Schwartz CFA, MBA
- David Baskin
FAQs
Avada Slides
Avada Sliders
Category
