Blog: Cutting Through the Noise
Postings
How do You Like Them Apples
Excerpt from Scott Ronalds's blog on December 22, 2008
There was an interesting article in the New York Times last week on Wall Street bonuses – a topic that is enough to make many investors sick, given the sad state of the financial industry. Putting aside the debate on ...Read More
He Couldn't Carry Trevor's Bag
Excerpt from Tom Bradley's blog on December 20, 2008
I’m a sports fan. I’m a Canucks fan. I was a Mats Sundin fan. Until now. Mats’ little dance with NHL general managers is one of the most cynical things I’ve witnessed in sports - the NY Knicks signing of ...Read More
Road of Least Recovery
Excerpt from Tom Bradley's blog on December 18, 2008
I am on a list to receive a daily email advertisement from Advisor.ca. I see a different product from a different company every day. For me, it’s a great way to keep in touch with what products are being pushed ...Read More
Podcast: Amid the Doom and Gloom, it's Time to Hatch a Strategy for Better Times
Excerpt from Tom Bradley's blog on December 15, 2008
In this podcast, I expand on my latest Globe and Mail column, where I identify three reasons why investors should be looking beyond the doom and gloom: (1) stock and corporate bond valuations are very attractive, (2) investor sentiment is close to maximum bearishness, and (3) there's a mound of cash building up on the sidelines...Read More
Amid the Doom and Gloom, it's Time to Hatch a Strategy for Better Times
Excerpt from Tom Bradley's blog on December 15, 2008
The Globe and Mail, Report on Business Published December 13, 2008 “Everyone has a plan until they get punched in the mouth.” In a recent series of client presentations, we used these words from Iron Mike Tyson to segue from ...Read More
They Say That Laughter is the Best Medicine
Excerpt from Scott Ronalds's blog on December 13, 2008
A little Saturday humour to perk you up in these troubling times. The market seems to keep dropping and dropping Because those damn Yankees couldn’t stop shopping Through their homes they’ve borrowed a ton of dough Now they’ve got no ...Read More
Corporate Bonds Assuming Worse than the Worst
Excerpt from Scott Ronalds's blog on December 12, 2008
This posting is for the bond geeks in the crowd. The manager of our Income Fund, Connor, Clark & Lunn Investment Management, recently did the following analysis on corporate bonds. If you passively buy a portfolio of 5-yr U.S. investment ...Read More
Year-end Distributions
Excerpt from Scott Ronalds's blog on December 11, 2008
A quick reminder that with the exception of the Savings Fund, the year-end distributions of all our funds will be calculated on December 15th and paid on December 16th . The distribution for the Savings Fund will be calculated on ...Read More
A Lousy Destination
Excerpt from Scott Ronalds's blog on December 10, 2008
The latest take on principal protected products comes in the form of life cycle funds with capital guarantees. For those unfamiliar with life cycle funds, they are simply packaged products that have a target end date and shift the asset ...Read More
China Inc. - Buy, Hold or Sell
Excerpt from Tom Bradley's blog on December 9, 2008
I think it’s a fascinating time for China watchers. What am I saying? It’s always an interesting time to be a China watcher. There has been an underlying assumption in the market that China will grow rapidly forever. Government resources ...Read More
No Laughing Matter
Excerpt from Tom Bradley's blog on December 6, 2008
The other night Lori and I were drowning our sorrows with a bottle of red wine - markets, markets, markets...drink, drink, drink. The wine, called Portfolio 2006 , was a diversified mix of Merlot, Cab, Cab Franc, Malbec and Petit ...
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Weak Markets Needn't be all That Taxing
Excerpt from Scott Ronalds's blog on December 4, 2008
We all love to hate taxes. Especially when it comes to our investments. This explains why some investors are now busy harvesting losses to offset any prior capital gains. It also explains the growing number of investment products on the ...Read More
