Blog: Cutting Through the Noise
Personal Investing
Mining for Nuggets
Excerpt from Tom Bradley's blog on February 5, 2009
I’ve written about our home team, Teck Corp., in previous postings. This week Rio Tinto is in the headlines. Its situation is similar in the sense that six months ago it was a leading resource company, perhaps the premier one ...Read More
Buyer Beware: Leveraged ETFs
Excerpt from Scott Ronalds's blog on February 3, 2009
Gold was up roughly 1.5% in 2008 (as measured by the S&P/TSX Global Gold Index) - a good year relative to most other investments. If you used a slick new breed of leveraged exchange traded funds (ETFs), you could have doubled your exposure...
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Jumping in or Averaging in - Which is Best?
Excerpt from Tom Bradley's blog on January 15, 2009
I recently re-read a 2004 article from Bernstein Global Wealth Management entitled Taking the Fear out of Entering Equities . It did an excellent job of addressing the issue of whether dollar-cost averaging is the best way to invest new ...Read More
This Isn't the RRSP Season to Miss
Excerpt from Tom Bradley's blog on January 13, 2009
As regular readers will know, I follow Jeremy Grantham and his colleagues at GMO with great interest. Jeremy’s quarterly missives are always enlightening and the firm, which is based in Boston, has a great long-term track record. One of the ...Read More
Road of Least Recovery
Excerpt from Tom Bradley's blog on December 18, 2008
I am on a list to receive a daily email advertisement from Advisor.ca. I see a different product from a different company every day. For me, it’s a great way to keep in touch with what products are being pushed ...Read More
Corporate Bonds Assuming Worse than the Worst
Excerpt from Scott Ronalds's blog on December 12, 2008
This posting is for the bond geeks in the crowd. The manager of our Income Fund, Connor, Clark & Lunn Investment Management, recently did the following analysis on corporate bonds. If you passively buy a portfolio of 5-yr U.S. investment ...Read More
China Inc. - Buy, Hold or Sell
Excerpt from Tom Bradley's blog on December 9, 2008
I think it’s a fascinating time for China watchers. What am I saying? It’s always an interesting time to be a China watcher. There has been an underlying assumption in the market that China will grow rapidly forever. Government resources ...Read More
Weak Markets Needn't be all That Taxing
Excerpt from Scott Ronalds's blog on December 4, 2008
We all love to hate taxes. Especially when it comes to our investments. This explains why some investors are now busy harvesting losses to offset any prior capital gains. It also explains the growing number of investment products on the ...Read More
Lower Returns Going Forward...NOT!
Excerpt from Tom Bradley's blog on October 29, 2008
CAC 40 (France) - down 50.5%. FTSE 100 (UK) - down 51.9%. S&P 500 (U.S.) - down 40.3%. Hang Seng (HK) - down 54.0%. MSCI Emerging Markets - down 62.0%. S&P/TSX Composite Index - down 32.8%. These are year-to-date market returns up ...Read More
More of the Same... But Better
Excerpt from Tom Bradley's blog on October 24, 2008
There has been a constant theme in this space over the last month or so – hang in there, long-term assets are cheap now, start thinking about the other side of the valley. A friend and fellow entrepreneur, Thane Stenner, ...Read More
Two Decisions to Make
Excerpt from Tom Bradley's blog on October 9, 2008
A friend and client called me yesterday and floated the idea of selling everything and waiting out the storm. Like everyone, his portfolio is down, although he has been relatively well positioned with a large cash/GIC/money market position. Previously in ...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
