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? [...]
Let’s face it: Bed Bath & Beyond delivered a real stinker of a quarter last week. To add insult to injury, the company lowered its earnings guidance by about 5% for the rest of year. A laundry list of items [...]
Canadian REIT’s have been unfairly battered, bruised and abused and are the cheapest that I have ever seen. With all the taper fear off the table and the 10-year Canada bond yield backing off from panic levels, REIT’s should trade [...]
Every October for the past seven years we have presented our financial outlook for the coming year to our clients. This year we will hold our event on October 17th, and for the second time, we will have a professional [...]
Tesla has grabbed all the headlines recently with its amazing stock run. While General Motors won’t be testing $100 a share anytime soon, we believe that GM’s stock has the ability to double in price well before Tesla’s stock does [...]
Lock the prison door and keep your hands away from the bars. Dr. Pepper Snapple is a stock cannibal that you should buy and put away for good. A stock cannibal is a company that is buying back a significant [...]
Asset allocation, which sounds pretty boring, is much more important than stock picking. Deciding how much of a portfolio to put into cash, into bonds, and into stocks, has a huge effect on returns over time. One of the key [...]
There have been a number of stories in the press in the last month speculating that the major Canadian banks are in danger of suffering the kind of melt-down that almost destroyed the American banking industry in 2008. The boom [...]
You can’t say that stocks are at all-time highs. Adjusted for inflation, the S&P 500 is 25% below its previous peak over 13 years ago. You can say that stocks are cheap, given that earnings on the S&P 500 are [...]
Normally, I would suggest that you run away from a cannibal but a stock cannibal is one you should embrace. In a recent interview, Charlie Munger suggested that one key to investment success is to look at cannibals — businesses [...]
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Based in Toronto, Baskin Wealth Management has been providing investment
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