Blog

Cutting Through the Noise


July 15, 2024

By Tom Bradley

Telling experts from imitators

How to tell if you're dealing with a salesperson or an investment professional.

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July 9, 2024

By Tom Bradley

Bradley's Brief — Q2 2024

Tom Bradley's quarterly letter to clients.

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July 2, 2024

By Tom Bradley

What percentage of your portfolio should be Canadian?

The Canada Day weekend feels like a good time to address a never-ending investment question: What is the right balance in your portfolio between Canadian and foreign stocks?

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June 18, 2024

By Tom Bradley

Is the market headed back to 2021?

Many investors are scratching their heads and wondering about the continued rise of stock prices, a run that started in the fall of 2022. Is it real or are things getting carried away?

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May 21, 2024

By Tom Bradley

Here's what really drives your returns

Tom Bradley lays out the factors that drive your long-term returns, in order of importance, in his Globe and Mail column.

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May 6, 2024

By Tom Bradley

Quarterly reports are out. Here is what to look for

Some themes from the first quarter, along with tips on how to read the reports.

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April 22, 2024

By Tom Bradley

How valuation works and why it's important

Why the price you pay for an investment is the single most important factor in determining your return.

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April 9, 2024

By Tom Bradley

Bradley's Brief — Q1 2024

Tom Bradley's quarterly letter to clients.

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April 8, 2024

By Tom Bradley

Don’t count on the Magnificent Seven staying magnificent forever

The U.S. stock market has reached a level of concentration not seen in decades, due to the impact of the 'Magnificent Seven'. But history tells us that the group will change, and as investors, we need to ensure we’re not managing our portfolios while looking in the rearview mirror.

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March 25, 2024

By Tom Bradley

Why interest-rate cuts and recession fears are short-term noise for investors

The business media is obsessed these days with the possibility of interest-rate cuts, the next recession, and the U.S. election. But there are important trends and innovations that will have a greater effect on long-term portfolio returns, yet garner little attention. Here are a few.

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March 11, 2024

By Tom Bradley

If not now, when?

While we're not proponents of doing a lot of trading or fiddling with your portfolio, here are a few things you can do to improve your chances of success in the current environment.

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February 26, 2024

By Tom Bradley

Protecting against the right risks

Risk is a loaded word. It has negative connotations for most people, and is something to be avoided. Yet, it’s an essential part of investing. It’s embedded in the math — risk plus time equals return. Tom Bradley explores the topic in his Globe and Mail column.

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February 12, 2024

By Tom Bradley

Hoping for the abnormal

The perils of basing your financial and investment decisions on the hope that interest rates will go back down.

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January 29, 2024

By Tom Bradley

The annual report is the most important document of the year

Breaking down the most important investment document of the year.

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January 15, 2024

By Tom Bradley

When an investing strategy is easier said than done

“I will be a steady, long-term investor.” It’s easy to say and difficult to do. Indeed, there’s a big gap between talking about sticking to a plan and actually doing it. Tom Bradley offers a few suggestions that will improve your chances of success in his latest Globe and Mail article.

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January 9, 2024

By Tom Bradley

Bradley's Brief — Q4 2023

Tom Bradley's year-end letter to clients.

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January 3, 2024

By Tom Bradley

For investors, there were things that happened in 2023 that will be good for 2024

As we head into 2024, there is no shortage of negatives to focus on. But there are plenty of reasons for optimism, too. Tom Bradley highlights seven of them in his Globe and Mail column.

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December 18, 2023

By Tom Bradley

The consequences of unpredictable markets

Beware of market forecasts: There’s no accountability around them, and certainly no intellectual honesty. And for every prediction that’s right, there are 10 that are way off.

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December 4, 2023

By Tom Bradley

Nvidia, Apple and using valuation as a gut check

Nvidia Corp. reported its results recently and the numbers were eye-popping. Revenue for the third quarter was up 206 per cent to US$18-billion, and earnings per share were up more than 12 times, year-over-year. It was one of the most remarkable earnings reports I’ve ever seen from a large, established company. So, what did the stock do? Well, it went down.

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November 20, 2023

By Tom Bradley

Beware of bright shiny objects to avoid falling off your investment plan

Right now, the bright shiny object is the safe and reliable GIC. Yet, investors opting for the comfort and certainty of GICs are likely to expose themselves to a set of risks they hadn't considered.

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November 9, 2023

By Tom Bradley

Glorianne Stromberg: On the client side of the table

Canadian investors recently lost a great advocate. Glorianne Stromberg passed away in Toronto on October 15th. She will be missed but her legacy lives on.

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November 6, 2023

By Tom Bradley

Cutting through the noise: For investors, it’s crucial to distinguish between the urgent and the important

In his new Globe and Mail column, Steadyhand Chair Tom Bradley endeavours to cut through the noise and sift through the urgent (news, headlines and stats) in search of the important.

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October 12, 2023

By Tom Bradley

Remembering Tony Hamblin

Tony Hamblin was a little-known giant in our industry. He was a mentor to several of Canada's great investors and had a lasting impact on many.

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October 10, 2023

By Tom Bradley

Bradley's Brief — Q3 2023

Tom Bradley's quarterly letter to clients.

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September 5, 2023

By Tom Bradley

Nvidia: A fund manager's dilemma

The world's hottest stock, Nvidia, poses a dilemma for fund managers — both those who own it and those who don't. We explain.

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