Blog: Cutting Through the Noise
Postings
The Buffett Letter #1 - Competing Against Private Equity
Excerpt from Tom Bradley's blog on March 1, 2009
Warren Buffett’s 2008 Letter to the Shareholders of Berkshire Hathaway was published on Saturday. As usual, it brings a refreshing perspective on topics of current interest. Over the course of the week, we’ll highlight a few. As he does every ...Read More
Q&A with Bill Gross
Excerpt from Tom Bradley's blog on February 27, 2009
With all of us wondering how we’re going to get out of this mess, I thought this month’s Investment Outlook by Bill Gross of Pimco was a good read. Mr. Gross is known as the ‘King of Bonds’ in the U.S. ...Read More
Hero to Goat...in a Heartbeat
Excerpt from Tom Bradley's blog on February 26, 2009
In the Globe and Mail today, Derek DeCloet wrote an article about the aftermath of Canada’s great ‘hollowing out’ that took place from 2005 to 2007 - the period when foreigners were swooping in to buy our companies. There was ...Read More
Tackling Uncertainty This RRSP Season
Excerpt from Tom Bradley's blog on February 21, 2009
The Globe and Mail, Report on Business Published February 21, 2009 As regular readers know, some of my best columns are written for the sole purpose of keeping peace at home. If Lori wants me to write about something, the ...Read More
The Risk Today is Not Buying Cheap Equities
Excerpt from Scott Ronalds's blog on February 19, 2009
We posted a blog in late 2007 ( Edicts from Edinburgh ) that highlighted a few excerpts from an interview that Dr. Sandy Nairn, the CEO and founder of Edinburgh Partners Limited (EPL), did with a U.K. publication, Independent Investor ...Read More
Watching the Saxon Merger
Excerpt from Scott Ronalds's blog on February 17, 2009
We noted in a blog last August ( It’s Getting Lonely ) that Saxon Financial was sold to IGM Financial (Investors Group) in what was yet another example of a direct seller that has turned its focus to the advisor ...Read More
In the Long Term, We're all Dead
Excerpt from Tom Bradley's blog on February 16, 2009
That’s how one reader felt about my last Globe and Mail column ( Focusing Too Much on the Short Term Can Lead to a Short Career ). I stand by what I wrote about long-term thinking, but in response to that ...Read More
Thank You Mr. Market
Excerpt from Tom Bradley's blog on February 11, 2009
I own a lot of Cisco shares through my investment in the Steadyhand Equity Fund and Global Equity Fund. It’s a stock that appears in more than one of our funds. I just went through the company’s February 4th investor ...Read More
Focusing Too Much on the Short Term Can Lead to a Short Career
Excerpt from Tom Bradley's blog on February 8, 2009
The Globe and Mail, Report on Business Published February 7, 2009 I've been having trouble sleeping, so I dusted off a research report written by my friend, J.J. Woolverton, who is the chairman of Guardian Capital LP (he makes me ...Read More
Going Soft on RIM
Excerpt from Tom Bradley's blog on February 7, 2009
“The conduct at issue relates to stock options granting practices at RIM which, over a ten year period from December 1996 to July 2006 were inconsistent with the terms of RIM’s stock option plan and with RIM’s public disclosure.” - ...Read More
Mining for Nuggets
Excerpt from Tom Bradley's blog on February 5, 2009
I’ve written about our home team, Teck Corp., in previous postings. This week Rio Tinto is in the headlines. Its situation is similar in the sense that six months ago it was a leading resource company, perhaps the premier one ...Read More
Buyer Beware: Leveraged ETFs
Excerpt from Scott Ronalds's blog on February 3, 2009
Gold was up roughly 1.5% in 2008 (as measured by the S&P/TSX Global Gold Index) - a good year relative to most other investments. If you used a slick new breed of leveraged exchange traded funds (ETFs), you could have doubled your exposure...
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