Blog: Cutting Through the Noise
Postings
Colour Me Bad
Excerpt from Scott Ronalds's blog on November 3, 2010
Account statements from most Canadian mutual fund companies are so bad that splashing a little colour on the document can propel you to the top of the list. Never mind features that clients are really interested in like performance and fees, just add a little...Read More
Video: Small-Cap Equity Fund Update
Excerpt from Scott Ronalds's blog on October 28, 2010
Small cap stocks were hit particularly hard during the credit crisis of 2008/09. In this update, Tom talks with Wil Wutherich (the manager of the fund) about the current financial shape of the businesses in the portfolio and how they weathered...Read More
Video: Global Equity Fund Update
Excerpt from Scott Ronalds's blog on October 27, 2010
In this update, Tom and Dr. Sandy Nairn discuss some of the opportunities and dangers in the global markets (Sandy's firm manages our Global Fund). They touch on the outlook for the economy and how it impacts EPL's research efforts, their views...Read More
Video: Equity Fund Update
Excerpt from Scott Ronalds's blog on October 26, 2010
In this update, Tom discusses the Equity Fund with Ted Ecclestone, a partner at CGOV (the manager of the fund). The fund has an emphasis on high-quality stocks, which have underperformed the broader market over the past several quarters...Read More
Video: Income Fund Update
Excerpt from Scott Ronalds's blog on October 25, 2010
With the camera rolling, Tom recently sat down with Warren Stoddart, a Vice President and Managing Partner at Connor, Clark & Lunn, to provide an update on our Income Fund (which CC&L manages). Topics of discussion included: interest rates, inflation...Read More
Overheard at The Money Show
Excerpt from Scott Ronalds's blog on October 21, 2010
We sent our Director of Business Development, David Toyne, to the Money Show in Toronto yesterday to get a reading on what the competition is pushing and the sentiment among investors right now. With his iPhone in hand, he covertly captured...Read More
Dividends in Action
Excerpt from Scott Ronalds's blog on September 28, 2010
Through the market’s ups and downs over the last few years, one area of stability has been dividends (for investors in Canadian stocks at least). With few exceptions, companies have maintained or increased their dividend payouts, providing...Read More
Beware of Greeks Bearing Bonds
Excerpt from Scott Ronalds's blog on September 21, 2010
I admit it. I occasionally read Vanity Fair. This month’s edition is worth picking up. Not because Lindsay Lohan is on the cover, but because there’s an interesting piece by Michael Lewis on Greece. For those who aren’t familiar with Lewis...Read More
Taking Stock
Excerpt from Scott Ronalds's blog on August 31, 2010
Roger Lowenstein’s latest article in The New York Times is a must-read. In Taking Stock, Lowenstein (a financial author and journalist) draws parallels between the investment environment and mindset of individual investors today to that of the 1970s...Read More
Book Review: False Economy
Excerpt from Scott Ronalds's blog on August 30, 2010
I recently finished reading False Economy – A Surprising Economic History of the World. Along with its New York Times Bestseller status and praise from all the usual suspects (The Washington Post, Financial Times, The Economist, etc.), I was intrigued...Read More
Summer Reruns VIII - Foreign Takeovers
Excerpt from Scott Ronalds's blog on August 26, 2010
This week’s rerun comes from April 2007. Foreign buyers were on the hunt for Canadian assets, which was stirring emotions and politics at home. Tom weighed in with some unique perspective on the issue. With Potash Corp. now in play, it's...Read More
Summer Reruns VII - Too Many Funds
Excerpt from Scott Ronalds's blog on August 18, 2010
Flashback to February 2007. It was the middle of RRSP season and Tom Bradley penned a Globe and Mail article that would, in turn, prompt numerous investors and advisers to share stories of their RRSP nightmares. How many funds do you...Read More
