Blog: Cutting Through the Noise
Personal Investing
Wow! Where Did That Come From?
Excerpt from Tom Bradley's blog on November 1, 2006
Last week I praised Finance Minister Flaherty with regard to his comments on the fiscal surplus. There aren't many people praising him today. The changes to the taxation of income trusts have, and will continue to, generate lots of commentary ...Read More
The Straight Goods from our Finance Minister
Excerpt from Tom Bradley's blog on October 26, 2006
The lead story in yesterday's paper was "Ottawa Awash with Surplus Cash." Five months into this fiscal year, the Federal government is $6.7 billion into the black and they only forecast a surplus for the year of $3.6 billion. The ...Read More
A Good Money Manager is Brave Enough to Say "I don't know"
Excerpt from Tom Bradley's blog on October 21, 2006
The Globe and Mail, Report on Business Published October 21st, 2006 There are plenty of sports analogies that are appropriate to investing, but I find golf provides the most fertile ground. With both golf and investing, it takes only a ...Read More
An Evolving Asset Class - "Not-so-private" Equity
Excerpt from Tom Bradley's blog on October 18, 2006
Every few weeks there is news of a takeover in the Canadian market. Increasingly, the buyers are private equity firms rather than other industry players. Of course, this is just part of a worldwide phenomenon. Private equity firms are hungry ...Read More
Diversify or Prepare to Suffer the Fallout
Excerpt from Tom Bradley's blog on October 9, 2006
The Globe and Mail, Report on Business Published October 6, 2006 This column represents an anniversary of sorts. It's the tenth column of my burgeoning writing career with the Report on Business. Of the previous nine, the best reaction I've ...Read More
PPNs III: Believe Me. I'm Not Making This Up
Excerpt from Tom Bradley's blog on October 6, 2006
I promised myself that I wouldn't do any more postings on structured products for at least a few weeks, but I can't resist this one. The Financial Post had a small item on Monday about CIBC coming out with a ...Read More
PPNs II - Why Would Anyone Buy the BMO/Saxon Note?
Excerpt from Tom Bradley's blog on October 6, 2006
I thought that Rob Carrick's article in the Saturday Report on Business was excellent. It did a side by side comparison of the Saxon Balanced Fund and the BMO Saxon Balanced Protected Deposit Notes (another new PPN with a brutal ...Read More
Sleepless in Kitsilano
Excerpt from Tom Bradley's blog on September 21, 2006
I woke up way too early this morning (against my will). I decided not to fight it and instead used it as a chance to catch up on the reading that has been piling up. Part of the pile was ...Read More
You're Paying Too Much If...
Excerpt from Tom Bradley's blog on August 23, 2006
Jonathan Chevreau of the National Post is known for continually pounding away on the fee issue. He had lots of ammunition this week when he got his hands on a U.S. academic study called "Mutual Fund Fees Around the World". ...Read More
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
