Blog: Cutting Through the Noise
Postings
Watching if Sprott Can Handle Life in the Heavyweight Class
Excerpt from Tom Bradley's blog on May 20, 2008
The Globe and Mail, Report on Business Published May 17, 2008 On my way to a breakfast meeting recently, I walked by the 'Opening Soon' Apple store in Vancouver's Pacific Centre Mall. I know how hot that store is going ...Read More
The ETF Diaries - Part V: All Dressed Up and Nowhere to Go
Excerpt from Tom Bradley's blog on May 13, 2008
JovFunds Management is coming out with three ‘tactical allocation portfolios’ that will invest solely in exchange-traded funds (ETFs). These growth, balanced and conservative mutual funds will own Horizons BetaPro ETFs and the asset mix will be actively managed by Fiera ...Read More
A Belated Response to an Income Investor
Excerpt from Tom Bradley's blog on May 6, 2008
Our blog on March 17th ( In Need of a Steady Hand ) generated a large number of hits, which given the investing environment at the time, is not surprising. The main message in the posting was that investors shouldn’t ...Read More
Get a Reality Check Folks: Those Low-risk Big Yields are History
Excerpt from Tom Bradley's blog on May 6, 2008
The Globe and Mail, Report on Business Published May 3, 2008 Where were you in August of '82? I will always remember. I was between my years at Western in what is now the Ivey School of Business and was ...Read More
Irrational Nervousness = Fertile Soil
Excerpt from Tom Bradley's blog on May 1, 2008
The managers of our funds report to us formally once every quarter. In the Income Fund report from Connor, Clark & Lunn, there was a chart that is a great indication of what the capital markets are going through. It ...Read More
The Increasing Complexity - and Masked Risks - of Wealth Management
Excerpt from Tom Bradley's blog on April 21, 2008
The Globe and Mail, Report on Business. Published April 19, 2008 Purdy, what were you thinking? Didn't you know how complex and convoluted investment products have become? Didn't you know this would become a hornet's nest with many different interests ...Read More
Fund Fees Coming Down; Cost of Investing Going Up
Excerpt from Tom Bradley's blog on April 8, 2008
Last Saturday (April 5th), Globe and Mail columnist Rob Carrick wrote a piece ( Fund Fees that Have Fallen the Most ) featuring mutual funds where the management expense ratio is falling. He published a list of the ‘Top 30 MER decliners’ (click ...Read More
Odds Can be Stacked in Your Favour Buying Bank Stocks for the Long Term
Excerpt from Tom Bradley's blog on April 7, 2008
The Globe and Mail, Report on Business Published April 5, 2008 A couple of times in recent months I've used the banks as a framework for talking about investing and the buy side of the street. I'm back at it. ...Read More
"You Like Me. You Really Like Me!"
Excerpt from Tom Bradley's blog on April 4, 2008
Who can forget Sally Field’s acceptance speech at the Oscars in 1985? The Canadian mutual industry has taken a page from Sally’s delivery. As Jonathan Chevreau points out in his blog today, the Lipper annual awards gala held in Toronto ...Read More
One Year Performance for the Steadyhand Funds
Excerpt from Tom Bradley's blog on April 2, 2008
Oh boy, we finally get to release our investment returns . The markets having been so...well...interesting. We’ve been busting to get the numbers out. You may remember that until we renewed our prospectus, we weren’t allowed to provide fund returns ...Read More
TD Bank - Just too Cheap!
Excerpt from Tom Bradley's blog on March 28, 2008
I was in Toronto this week and met with the crew at CGOV to talk about the Equity Fund. We covered lots of ground, which we’ll report on in our Quarterly Report that will be published on or around April ...Read More
In Turbulent Times, the Wise Investor Should Ignore Fears and Get a Little Greedy
Excerpt from Tom Bradley's blog on March 24, 2008
The Globe and Mail, Report on Business Published March 22, 2008 Between now and the time I publish my next column, you should receive a quarterly statement from your investment adviser or manager. Get prepared. Your net worth will have ...Read More
