Blog: Cutting Through the Noise
Industry News + Views
Tom on BNN
Excerpt from Scott Ronalds's blog on November 26, 2009
Tom will be on Business News Network (BNN) tomorrow morning (November 27th) from 9-10 AM eastern time. He’ll be sitting in with Marty Cej and Frances Horodelski on Market Morning. Black Friday just got a whole lot brighter...Read More
Riding the Pine
Excerpt from Scott Ronalds's blog on November 23, 2009
Recent data out of the U.S. suggests that American retail (individual) investors have been watching the stock market rally from the sidelines. According to a report by Morningstar USA, investors have pulled an estimated $4.4 billion out of U.S. equity funds so far this...
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Want an ETF? Stick with Vanilla
Excerpt from Tom Bradley's blog on November 18, 2009
Invesco Trimark announced this week that it is offering a new series of mutual funds based on existing exchange traded funds (ETFs) offered by an affiliated company, U.S.-based PowerShares (both companies are owned by the asset management...Read More
This Year's Meal Ticket
Excerpt from Scott Ronalds's blog on November 16, 2009
From: jsmith@mega-bank.com. To: NewProductCommittee@mega-bank.com. Date: Mon 11/16/2009 1:08 AM Subject: This Year’s Meal Ticket. Just woke up with a brilliant idea!! I’m putting it in an email while the juices are flowing. Still working on the name...Read More
Banks and Common Equity
Excerpt from Tom Bradley's blog on November 10, 2009
In the Economics Focus column in the October 31st Economist magazine, the question is asked, “Why are the banks so averse to raising equity?” It’s a great question, particularly in the aftermath of last year’s worldwide banking meltdown. It has been a...Read More
The Scariest Investments of 2009
Excerpt from Scott Ronalds's blog on October 30, 2009
We could’ve had some fun with a list of the scariest Halloween costumes this year. Bernie Madoff, Allen Stanford and Jon & Kate come to mind. But we thought it would be more educational, and just as fun, to highlight some of this year’s scariest investments...Read More
Preaching to the Converted...Absolutely
Excerpt from Tom Bradley's blog on October 26, 2009
The preacher: Tim Price, Director of Investment at PFP Wealth Management in the U.K. The converted: Steadyhand, Manager of the ‘undex’ funds. As noted in previous posts, I enjoy reading Mr. Price’s weekly note. He challenges the conventional thinking that...Read More
More Navel Gazing on Balanced Funds
Excerpt from Tom Bradley's blog on October 22, 2009
I’ve had lots of feedback on a posting I did on Balanced Funds – some as comments on the blog and other as feedback to me directly. A comment from a reader aptly named You Missed The Point said, “A good balanced fund with low fees and experienced with...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
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
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
Nokia - The Next Episode
Excerpt from Scott Ronalds's blog on September 15, 2009
Nokia is an interesting story. To many North Americans, the company is viewed as a has-been. While its cell phones may have been all the rage a decade ago, its star has fallen considerably as Apple and RIM have taken over as the market leaders thanks to...Read More
