Dividends

Forget the LBO and focus on the UBO

2012-10-19T11:16:56-04:00By |Categories: Blog|Tags: , , , , , , , |

Leverage buyouts (or the LBO) reached a frenzied pace in 2007. Nine of the top ten largest leveraged buyouts in history occurred in 2007, as private equity shops used loose lending standards, high valuations and low interest rates to their [...]

Buy and hold is dead, Long live buy what you need and wait for the fat pitch.

2012-06-27T18:49:06-04:00By |Categories: Blog|Tags: , , , , , , , , , , , , , |

Buy and hold is a terrible strategy, if you aren't paying attention to a company's valuation or business strategy. Warren Buffett once said that his preferred holding period for a stock is forever. But I think he left out the [...]

Buy the toll roads, not the tenant

2012-06-19T15:49:41-04:00By |Categories: Blog|Tags: , , , , , , , , , |

Canadian investors starving for yield in a perpetually low rate environment have been well rewarded by REIT’s over the past two years. But REIT’s haven’t been kind to their shareholders. You can count on one hand the number of Canadian [...]

Stick with stocks for the long run

2012-06-07T10:42:15-04:00By |Categories: Blog|Tags: , , , , , , , , , , , , , |

On June 4, 1992, my 40th birthday, I resigned from my job in the venture capital industry and launched Baskin Financial.  With no clients and no track record, it was a pretty scary thing to do.  Now, twenty years later, [...]

Defensive stocks must be the anchor tenants in your portfolio

2012-05-31T15:37:47-04:00By |Categories: Blog|Tags: , , , , , |

It’s hard to believe, but many Canadian stocks are at or near their all-time highs this month. Defensive sectors like the telcos, consumer staples, REIT’s, utilities and specialty high-dividend payers should be the anchor tenants in your portfolio. Cyclical and [...]

Finding Retirement Income in a Low Rate Environment

2018-06-28T18:20:42-04:00By |Categories: Blog|Tags: , , , , , , , , , |

It is no secret that income-seeking investors have fewer places to turn than several years ago. As the global economy went south in 2008, central banks reduced the cost of borrowing to spur economic growth. With long dated Government of [...]

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