Blog: Cutting Through the Noise
Industry News + Views
The World Has Changed
Excerpt from Tom Bradley's blog on April 15, 2009
More and more commentators and experts are acknowledging that the world has changed. The framework for the future that Pimco’s Bill Gross laid out recently - namely de-levering, de-globalization and re-regulation - encapsulates what I'm reading...Read More
The Buffett Letter #4 - Mae West, Snow White and Lots of Yawns
Excerpt from Tom Bradley's blog on March 5, 2009
It would be an oversight to do a series of postings on Warren Buffett’s 2008 Letter to the Shareholders of Berkshire Hathaway and not review some of the great quotes and analogies. On the current investing environment: “Things also went ...Read More
The Buffett Letter #3 - Safety is Overpriced; Risk is Underpriced
Excerpt from Tom Bradley's blog on March 4, 2009
In this, our third posting on Warren Buffett’s 2008 Letter to the Shareholders of Berkshire Hathaway , there is no introduction or additional explanation required. This is his comment on the current investing environment. “The investment world has gone from ...Read More
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
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
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
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
A Mountain of Cash in the Waiting
Excerpt from Scott Ronalds's blog on January 22, 2009
We've mentioned in recent blogs and podcasts that there's a lot of money sitting on the sidelines as tired investors have been pulling out of the market. With the year-end numbers now rolling in, here are some figures worth noting: ...Read More
Tax-Free Savings Accounts (TFSAs)
Excerpt from Scott Ronalds's blog on January 5, 2009
Starting this year, a new savings vehicle will be available to all eligible Canadians who are at least 18 years old. Tax-Free Savings Accounts (TFSAs) will enable individuals to invest money in a tax-free structure throughout their lifetimes. Contributions to TFSAs ...Read More
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
