Blog: Cutting Through the Noise
Postings
An introduction to Blogs and RSS
Excerpt from Neil Jensen's blog on December 17, 2007
Many of our readers are not familiar with blogs and RSS. This short video provides an introduction to these technologies. Using an RSS reader can be a more efficient way to read our blog. ...Read More
No U.S. Equities Please
Excerpt from Tom Bradley's blog on December 12, 2007
We are not a big firm and don’t talk to thousands of investors on a daily basis, but Chris, Scott and I do talk to a fair number. From our conversations, there is one theme that recurs constantly. I DON’T ...Read More
Why are the Banks Trading so Cheaply?
Excerpt from Tom Bradley's blog on December 10, 2007
The Globe and Mail, Report on Business Published December 8, 2007 What price-earnings multiple would you put on a company that is growing at 10 per cent, is highly profitable and pays a healthy dividend? A company that has steadily ...Read More
Edicts from Edinburgh
Excerpt from Tom Bradley's blog on December 6, 2007
“ As always the key remains to focus on long-term valuations and step aside from the emotional rollercoaster which accompanies it. ” This is an excerpt from a recent interview that Dr. Sandy Nairn, the CEO and founder of Edinburgh ...Read More
PPNs V: The Lunacy Continues
Excerpt from Tom Bradley's blog on December 4, 2007
Globe and Mail columnist Rob Carrick has recently been pounding the table on the poor investment merit of principal-protected notes (PPNs). In his column in last Saturday’s Report on Business ( A Do-it Yourself Principal Protection Plan ), Rob reiterates ...Read More
Having a 'First Paycheque' Moment? Please Call
Excerpt from Tom Bradley's blog on November 30, 2007
It’s the most important moment in one’s investment career - the day they receive their first paycheque. That is the moment that a young person can start a discipline that will last a lifetime - a discipline that will set ...Read More
Thumb Sucking = Better Long-term Returns
Excerpt from Tom Bradley's blog on November 27, 2007
Research studies have consistently shown that investors do worse than the mutual funds they invest in. And depending on what study you read, the shortfall is sometimes quite substantial. David Sung, from Nicola Wealth Management in Vancouver, has written an ...Read More
Short-term Market Pain is a Chance for Long-term Gain
Excerpt from Tom Bradley's blog on November 26, 2007
The Globe and Mail, Report on Business Published November 24, 2007 Over the last few weeks, I've been spending lots of time speaking with clients and other investors. It's been interesting because while I want to talk about Steadyhand, Steve ...Read More
Book Review: Active Value Investing
Excerpt from Neil Jensen's blog on November 25, 2007
Canadian Capitalist first brought Vitaliy Katsenelson's Active Value Investing to my attention in this posting . Katsenelson believes that we are in a range-bound market, defined as a market that goes up and down, but ultimately ends up back where ...Read More
It's Been a Bumpy Week for Financial Professionals
Excerpt from Scott Ronalds's blog on November 22, 2007
This was just too good to pass up... ...
Read More
Podcast: Edinburgh Partners & the Global Equity Fund - Part II (mp3)
Excerpt from Scott Ronalds's blog on November 21, 2007
In this podcast, Christine Montgomery, an insurance analyst and portfolio manager at Edinburgh Partners (EP), reviews her firm's investment philosophy, gives an update on the Global Equity Fund and provides some insight into what investors can expect going forward. On a personal note, we discover that EP's insurance analyst is a fan of Led Zeppelin, bypasses Burberry, and prefers St. Andrews over Carnoustie.Read More
Hanging out with Christine
Excerpt from Tom Bradley's blog on November 19, 2007
While in Toronto last week, I spent some time with Christine Montgomery and Cathy Alsop from Edinburgh Partners (EP). One of the reasons Christine and Cathy were in town was to present to a group of clients and other investors ...Read More
