Blog: Cutting Through the Noise
Globe and Mail Articles
The Street Should do the Right Thing. Dig a Grave for Those Wretched PPNs
Excerpt from Tom Bradley's blog on November 3, 2008
The Globe and Mail, Report on Business Published November 1, 2008 I've called them the worst of both worlds - bad for equity investors and inappropriate for those seeking a predictable flow of income. And professional money managers would never ...Read More
A Grand Opportunity for the Brave as Darwinism Rules the Market
Excerpt from Tom Bradley's blog on October 20, 2008
The Globe and Mail, Report on Business Published October 18, 2008 This earnings season is going to be more interesting than most. There will be some good news, but the bad will dominate the headlines. If I were a chief ...Read More
Six Questions to Help You Navigate These Choppy Markets
Excerpt from Tom Bradley's blog on October 6, 2008
The Globe and Mail, Report on Business Published October 4, 2008 “Finding the right answers is easy; it's asking the right questions that's difficult.” Tim Price, the director of investment at PFP Wealth Management in London, started a recent blog ...Read More
A Week of Buying, Hand-holding, Grumpiness, Fear - and Then Some Hope
Excerpt from Tom Bradley's blog on September 21, 2008
The Globe and Mail, Report on Business Published September 20, 2008 I love writing this column, except on weeks like this. I don't generally do time-sensitive stuff (this isn't my day job), but when the markets are melting down, writing ...Read More
Burgundy v. Sprott: Opposite Ends of the Performance Cycle - For Now
Excerpt from Tom Bradley's blog on September 8, 2008
The Globe and Mail, Report on Business Published September 6, 2008 I recently had the occasion to hear marketing pitches from two leading investment firms: Burgundy Asset Management and Sprott Asset Management. Both have built wealth for their clients and ...Read More
The Selling Side: Where the Best Money Managers Earn Their Chops
Excerpt from Tom Bradley's blog on August 25, 2008
The Globe and Mail, Report on Business Published August 23, 2008 For a while now I have been trying to buy my neighbour's property. He hasn't lived there for 15 years, but keeps it as an investment. When I broach ...Read More
Saxon Deal will Complete Predictable Life Cycle
Excerpt from Tom Bradley's blog on August 11, 2008
The Globe and Mail, Report on Business Published August 9, 2008 This week, we saw another independent asset manager bite the dust. It was announced that IGM Financial, through its Mackenzie division, has made an offer to buy Saxon Financial. ...Read More
Markets Raining on Your Parade? Weatherproofing Tips to Help Avoid a Deluge
Excerpt from Tom Bradley's blog on July 28, 2008
The Globe and Mail, Report on Business Published July 26, 2008 Since my last column, I've been holidaying at the cottage. Normally I disengage from the investment world for these two weeks every year. The message to my partners and ...Read More
Things I'd Like to Hear - But Probably Won't - in the World of Business
Excerpt from Tom Bradley's blog on July 14, 2008
The Globe and Mail, Report on Business Published July 12, 2008 I've been reading Sports Illustrated for 40 years (since I was minus three years old). There are weeks when I don't get the Economist magazine read, but I never ...Read More
Investors Should Know There's Value Coming From Both Sides of the Street
Excerpt from Tom Bradley's blog on June 30, 2008
The Globe and Mail, Report on Business Published June 28, 2008 “We do our own independent research.” That's what all investment managers tell their prospective clients. It is a point of pride and is meant to distinguish them from other ...Read More
'New World Order' or Not, Think Twice Before Jumping on the Bandwagon
Excerpt from Tom Bradley's blog on June 16, 2008
The Globe and Mail, Report on Business Published June 14, 2008 We can't go anywhere or do anything without feeling the impact of high oil prices. It is the topic du jour and we are at the stage where every ...Read More
Chou Runs His Fund the Way He Runs His Life - and That's a Good Thing
Excerpt from Tom Bradley's blog on June 2, 2008
The Globe and Mail, Report on Business Published May 31, 2008 I grumbled as I read Rob Carrick's profile on Francis Chou in the latest issue of Globe Investor magazine. He beat me to it. I had visited Francis a ...Read More
