Blog: Cutting Through the Noise
Personal Investing
Unrealistic Expectations I
Excerpt from Tom Bradley's blog on August 17, 2006
I was golfing with a friend of mine a couple of Friday's ago. At the 19th hole, we got talking investments, which led us to the PH&N Bond Fund. He's owned the fund for years and has been very happy ...Read More
Users' Guide to the Business Media
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: October, 2004 (Phillips, Hager & North Investment Funds Quarterly Report). Context of the article: There's more investment information on the Internet and in the press than ever before. It's overwhelming. This article tries to help the individual investor ...Read More
Are Investors Buying Too Much Insurance
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: January, 2005 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In 2005, Principal Protected Notes (PPN's) were again big sellers during RRSP season and were garnering a lot of attention amongst individual investors. The ...Read More
Discipline, Patience and Courage ... and a Little Cheating
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: April, 2004 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: Being successful at investing is hard. It takes discipline, patience and courage. If investors don't possess those traits, they should consider other alternatives. The ...Read More
In Defense of the Lowly Mutual Fund II
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: July, 2004 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In the spring of 2004, the Globe & Mail did a series of articles on the mutual fund industry. The tone was pretty damning. ...Read More
Just Plain Wrong
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: October, 2003 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: There are rules of thumb in the investment industry that get established despite the fact that they aren't necessarily correct. This article discusses four ...Read More
In Search of a Better Balance
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: July, 2003 ( Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In 2003, there was a lot of press on the conflicts of interest that are inherent in the investment industry. At that time, ...Read More
A View From the Bottom
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: April, 2003 ( Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: The stock market had been going down for three years. Three year returns for the Canadian and U.S. markets (Cdn $) were -11% ...Read More
What Appears Obvious is Probably Untrue
Excerpt from Tom Bradley's blog on August 16, 2006
Originally published: July, 2002 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In the summer of 2002, we were well into a bear market for equities. This article is build around the fact that when everyone ...Read More
Will the Next 5 Years Look Like the Last 5?
Excerpt from Tom Bradley's blog on August 11, 2006
With all the performance data from the June 30th quarter-end piled up on my desk and getting staler by the minute, I thought I'd better get at it. I was going through the SEI Pooled Fund survey (which reviews the ...Read More
Is Phelps Dodge the Next Time Warner?
Excerpt from Tom Bradley's blog on July 4, 2006
I can't help but feel that the move by Phelps Dodge to buy (or merge with) Inco and Falconbridge will turn out badly. I admit, I'm not a bull on commodities. I think record high prices will stimulate significant growth ...Read More
China Uninterrupted
Excerpt from Tom Bradley's blog on June 28, 2006
The news was out last week that China's economic growth in the first quarter was as strong as ever. The message was the same as it is every quarter (boring!), but it's nonetheless important because China's rapid growth is the ...Read More
