Blog: Cutting Through the Noise

Podcast: Tom Talks with Don Cranston (CGOV)

Excerpt from Scott Ronalds's blog on February 3, 2010

Don Cranston, one of the founding partners of CGOV Asset Management (the manager of our Equity Fund) was in town last week enjoying some of our rain. We put Don in front of the microphone and asked him a few of the questions that are at the top of investors’ minds these days: How and why does CGOV incorporate foreign holdings into the fund? What were some of the...

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Podcast: Going Full Circle on Yield

Excerpt from Scott Ronalds's blog on January 28, 2010

If you’re an income investor, T-Bills and GICs aren’t helping you much these days. And the prospects for government bonds are nothing to get excited about. In order to achieve a more desirable return, you may find yourself reaching for yield, or moving up the...

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Podcast: Tom Talks with Larry Lunn

Excerpt from Scott Ronalds's blog on October 20, 2009

Tom recently sat down with Larry Lunn, the Chairman and founder of Connor, Clark & Lunn (CC&L), to talk shop. At the front end of the podcast, Larry discusses where we are in the economic recovery and his view on [the hot topic of] inflation. He then addresses...

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Podcast: Third Quarter Review

Excerpt from Scott Ronalds's blog on October 9, 2009

In this podcast, Tom and I review the third quarter of 2009. It was another strong period for equities. U.S. stocks posted their best quarter in a decade, while the TSX and many overseas markets posted double-digit returns. A rising loonie negatively impacted...

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Podcast: Wrong for the Right Reasons

Excerpt from Scott Ronalds's blog on August 24, 2009

In this podcast, Tom expands on his latest Globe and Mail column, which focuses on the traits that he looks for in a money manager. More specifically, he highlights two things that he watches for and studies very intently: 1) the temperament of the...

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Five Lessons From the Recession - Relearned

Excerpt from Tom Bradley's blog on July 13, 2009

A lot of thought has been going into the lessons learned from the recession. That's prompted me to think about what has come out of the turmoil in the capital markets. It didn't take long to come up with a list. Here are my top five lessons learned, or should...

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Podcast: Second Quarter Review

Excerpt from Scott Ronalds's blog on July 10, 2009

In this podcast, Tom and Scott review the second quarter of 2009. The equity markets rebounded sharply in the quarter, with many stocks posting strong gains. The corporate bond market also enjoyed a long-awaited recovery, as yields declined...

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Podcast: Tom & Christine Discuss the Global Equity Fund

Excerpt from Scott Ronalds's blog on June 18, 2009

Christine Montgomery from Edinburgh Partners, the manager of our Global Equity Fund, has been traveling in North America this week meeting with companies (research) and clients (hand-holding). We dragged her out of the San Francisco fog and welcomed her to...

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Podcast: Uneasy About the Market Bounce?

Excerpt from Scott Ronalds's blog on May 19, 2009

Stock markets have rebounded 25-35% since the lows reached in March. Feeling uneasy about the recent bounce? In this podcast, Tom expands on his recent Globe and Mail column and provides some advice to investors who are unsure what to do...

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Podcast: Active vs. Passive Management

Excerpt from Scott Ronalds's blog on April 22, 2009

Many studies on active vs. passive management draw the conclusion that the latter strategy (more commonly known as ‘indexing’) is superior because it generates higher returns. Notwithstanding the ‘sloppiness’ of some of these comparisons, it is true that many...

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Podcast: First Quarter Review

Excerpt from Scott Ronalds's blog on April 13, 2009

In this podcast, we review the first quarter of 2009 and discuss how our funds have fared in the current market environment. While it was another ugly quarter for equities in general, there were some bright spots, with some stocks posting strong gains...

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Podcast: Warren Buffett's 2008 Annual Letter

Excerpt from Scott Ronalds's blog on March 10, 2009

In this podcast, we discuss Warren Buffett's recently published annual letter to the shareholders of Berkshire Hathaway. We posted a series of blogs last week on Buffett's recap of Berkshire's operations in 2008, and Tom's Globe and Mail column on the weekend...

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