Blog: Cutting Through the Noise
Postings
Q&A with Bill Gross
Excerpt from Tom Bradley's blog on February 27, 2009
With all of us wondering how we’re going to get out of this mess, I thought this month’s Investment Outlook by Bill Gross of Pimco was a good read. Mr. Gross is known as the ‘King of Bonds’ in the U.S. ...Read More
Hero to Goat...in a Heartbeat
Excerpt from Tom Bradley's blog on February 26, 2009
In the Globe and Mail today, Derek DeCloet wrote an article about the aftermath of Canada’s great ‘hollowing out’ that took place from 2005 to 2007 - the period when foreigners were swooping in to buy our companies. There was ...Read More
Tackling Uncertainty This RRSP Season
Excerpt from Tom Bradley's blog on February 21, 2009
The Globe and Mail, Report on Business Published February 21, 2009 As regular readers know, some of my best columns are written for the sole purpose of keeping peace at home. If Lori wants me to write about something, the ...Read More
In the Long Term, We're all Dead
Excerpt from Tom Bradley's blog on February 16, 2009
That’s how one reader felt about my last Globe and Mail column ( Focusing Too Much on the Short Term Can Lead to a Short Career ). I stand by what I wrote about long-term thinking, but in response to that ...Read More
Thank You Mr. Market
Excerpt from Tom Bradley's blog on February 11, 2009
I own a lot of Cisco shares through my investment in the Steadyhand Equity Fund and Global Equity Fund. It’s a stock that appears in more than one of our funds. I just went through the company’s February 4th investor ...Read More
Focusing Too Much on the Short Term Can Lead to a Short Career
Excerpt from Tom Bradley's blog on February 8, 2009
The Globe and Mail, Report on Business Published February 7, 2009 I've been having trouble sleeping, so I dusted off a research report written by my friend, J.J. Woolverton, who is the chairman of Guardian Capital LP (he makes me ...Read More
Going Soft on RIM
Excerpt from Tom Bradley's blog on February 7, 2009
“The conduct at issue relates to stock options granting practices at RIM which, over a ten year period from December 1996 to July 2006 were inconsistent with the terms of RIM’s stock option plan and with RIM’s public disclosure.” - ...Read More
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
Liquid and Lovin' it
Excerpt from Tom Bradley's blog on January 27, 2009
As I was reading the year-end report from CGOV, the manager of our Equity Fund, I was blown away by the numbers. We’ve talked in the past about the quality of companies in the fund, how well positioned they are ...Read More
Five Misguided Mantras That Should be Put to Rest
Excerpt from Tom Bradley's blog on January 25, 2009
The Globe and Mail, Report on Business Published January 24, 2009 Readers are quick to point out when they think I am naive, dismissive, misinformed or just plain wrong. No doubt there has been some loose analysis in this column ...Read More
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
