Blog: Cutting Through the Noise

Tom on BNN

Excerpt from Scott Ronalds's blog on February 8, 2010

Tom was on BNN this morning (Feb 8) with Marty Cej and Frances Horodelski. Topics of discussion included: What to do at this stage in the market; How to reflect caution in your portfolio; and ETFs. The seven minute piece brings together some key messages from Tom’s...

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Undexing

Excerpt from Scott Ronalds's blog on February 4, 2010

In his latest Wealthy Boomer video segment, National Post columnist Jonathan Chevreau sat down with Tom Bradley to discuss the concept of “undexing”. The term, creatively coined by our brash marketing team, refers to an investment philosophy...

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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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Changes Morningstar Would Like to See in The Fund Industry

Excerpt from Scott Ronalds's blog on January 21, 2010

Morningstar’s Manager of Fund Analysis, David O’Leary, recently published an article titled Six Changes We Would Like to See in the Canadian Mutual Fund Industry. O’Leary acknowledges that by and large, Canada has an investor-friendly fund industry. Yet...

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Steadyhand Holiday Letter

Excerpt from Scott Ronalds's blog on December 17, 2009

Dear clients, friends, and those who came across our company searching for a camcorder that doesn't shake: It was a memorable year for Steadyhand and Canadian investors. Following a disastrous 2008 in the equity markets, it looked as though the...

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Year-end Distributions

Excerpt from Scott Ronalds's blog on December 11, 2009

A quick reminder that with the exception of the Savings Fund, the year-end distributions of all our funds will be calculated on December 15th and paid on December 16th. The distribution for the Savings Fund will be calculated on December 31st. Distributions...

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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...

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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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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...

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Housing Stocks Make me Squeamish; I'm Glad We've Got a New One

Excerpt from Scott Ronalds's blog on November 4, 2009

Housing stocks make me squeamish. It was painful to watch them fall like a rock over the last couple of years as the U.S. real estate market imploded. A number of companies faced bankruptcy or saw their share prices slashed due to stretched balance sheets...

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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...

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