Blog: Cutting Through the Noise
Postings
Podcast: Tom Talks with Larry Lunn
Excerpt from Scott Ronalds's blog on October 20, 2009
Tom recently sat down with Larry Lunn, the Chairman and founder of Connor, Clark & Lunn (CC&L), to talk shop. At the front end of the podcast, Larry discusses where we are in the economic recovery and his view on [the hot topic of] inflation. He then addresses...
Read More
BNN Interview - Canada vs Foreign
Excerpt from Scott Ronalds's blog on October 18, 2009
Tom was on Business News Network (BNN) on Friday talking about finding a balance between domestic and foreign investments (his Saturday Globe column focuses on the same topic). Canadian investors have an emphasis on Canadian securities...Read More
If a Country is Too Good to be True...Then Diversify
Excerpt from Tom Bradley's blog on October 18, 2009
Oh Canada! In the constant debate about whether this rally is for real or not, there is an underlying subtext. It relates to how much emphasis investors should put on Canada. In the discussion, there are many who are asking the question, why bother putting...Read More
Podcast: Third Quarter Review
Excerpt from Scott Ronalds's blog on October 9, 2009
In this podcast, Tom and I review the third quarter of 2009. It was another strong period for equities. U.S. stocks posted their best quarter in a decade, while the TSX and many overseas markets posted double-digit returns. A rising loonie negatively impacted...
Read More
Are Balanced Funds Overrated?
Excerpt from Tom Bradley's blog on October 6, 2009
In her Mutual Fund column in the October MoneySense magazine, Suzane Abboud looked at what balanced funds did through the market crisis, specifically how they managed their asset mix. A big part of the reason for owning a balanced fund is...Read More
Third-quarter Data Will Expose the Good, Bad and Ugly
Excerpt from Tom Bradley's blog on October 3, 2009
One of the really fun events on the Street is the “Up the Down Market” dinner held annually in Vancouver, Calgary, Toronto and Montreal in support of the Down Syndrome Research Foundation. The focus of the evening is a game based on a stock market...Read More
Who's Managing Your Fund?
Excerpt from Tom Bradley's blog on October 2, 2009
In a recent posting (Complacency: A Major Misstep of Mutual Fund Investors), I talked about how commonplace fund mergers and manager changes have become in our industry. I referred to manager changes at Trimark, fund mergers at Ethical and...Read More
Stuck in the Middle?
Excerpt from Tom Bradley's blog on September 28, 2009
I don’t believe in trying to precisely time the market. For our clients’ portfolios, and my own, I strive to be approximately right, as opposed to exactly wrong. Having said that, last fall and early this year we were as aggressive as we'll ever be in pushing clients...Read More
Steadyhand - As Seen on TV
Excerpt from Tom Bradley's blog on September 23, 2009
A Steadyhand advertising campaign is starting today. It’s pretty extensive, but not all of you will see it. That’s because the magazine, newspaper, television and on-line ads are targeted at Southern Ontario (more on that later). I never thought we’d be advertising...Read More
Pillar #3 - Business Practices
Excerpt from Tom Bradley's blog on September 21, 2009
In a nutshell, it all comes down to a few self-centered questions. Is this the way we want our money managed? Is this who we want doing it? Is this the way we want to be serviced, charged and communicated to? Call us selfish, but the answers to those...Read More
Complacency: A Major Misstep of Mutual Fund Investors
Excerpt from Tom Bradley's blog on September 19, 2009
Individual investors (and their advisers) are far too patient when it comes to dealing with changes in their mutual funds. They're quick to make moves based on short-term trends and performance, but slow to recognize the impact of fundamental shifts in personnel...Read More
Turn off the Tap
Excerpt from Tom Bradley's blog on September 16, 2009
I read that the recession is over. Both Ben Bernanke, the U.S. Federal Reserve Chairman, and Mark Carney, the Bank of Canada Governor, have said so. I also read that out here on the wet coast, our provincial government has been dragging its...Read More
