There are parts of the market that are frothy and there are parts that are extremely cheap. Bull market, bear market; this has always been the case. The names may change but the culprits are always the same. When you [...]
“If a fine business is selling in the marketplace for far less than intrinsic value, what more certain or more profitable utilization of capital can there be than significant enlargement of the interests of all owners at that bargain price?” [...]
People are worried about the stock market. We can tell because we get phone calls. This happens pretty much every time the markets hit new heights, and I guess it’s not surprising. After all, we are by definition in uncharted [...]
Investors in Rogers Communications have every right to be in a sour mood. Competitors, BCE and Telus, have seen their stocks go straight up, while Rogers has done nothing. With a new CEO trying to make a name for himself [...]
We all know this rule of thumb. Take your age and that’s how much you should invest with bonds. I’m 40, so I should have 40% of my portfolio in bonds. Are you kidding me? That rule of thumb may [...]
Predictable revenue stream. Check. Company’s product will never be obsolete. Check. Company is the dominant brand leader and has held that position for years. Check. Company prudently invests in projects that will expand its revenues in the future. Check. Company [...]
Warren Buffett has said many times, “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” But what is a wonderful company? Isn't wonder in the eye of the beholder? [...]
What was I thinking? Invest in a company with no dividend? A company whose only product was satellite TV subscriptions? Was I out of my mind to propose to my colleagues that we should invest in a company that faces [...]
A Bitcoin can't do it. A piece of art will never dare. A bottle of wine? Forget about it. A bond? Are you out of your mind? There's nothing quite like a dividend increase. You don't have to put extra [...]
Tepper says stocks could rise another 20%. Icahn says stocks are due for a big fall. Buffett says stocks are neither cheap nor expensive, their in the zone of reasonableness. And Schwartz says… Who cares! Let’s focus on the facts. [...]
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