Blog: Cutting Through the Noise
Postings
Will I Ever Feel the Same About Westjet Again?
Excerpt from Tom Bradley's blog on August 3, 2006
It's been a couple of weeks since Westjet settled with Air Canada for $15 million. As you may remember, Air Canada was suing Westjet for commercial espionage. Westjet was caught illegally stealing data on flight loads from Air Canada's data ...Read More
Principal-protected Notes Give Investors Worst of Both Worlds
Excerpt from Tom Bradley's blog on August 3, 2006
The Globe and Mail, Report on Business, Guest Column Published August 1st, 2006 As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ol' ...Read More
Looking for a CFO
Excerpt from Tom Bradley's blog on August 1, 2006
I mentioned in my last posting that Neil Jensen and I (along with a few other like-minded people) are starting a new mutual fund company, Steadyhand Investment Funds Inc . We are at the stage now where one of those ...Read More
Who'd Be Crazy Enough to Start a New Mutual Fund?
Excerpt from Tom Bradley's blog on July 31, 2006
Us - that's who! I am partnering with Neil Jensen and a few other like-minded people to start Steadyhand Investment Funds . We're hoping to open the doors in the first quarter of 2007, although the date will be highly ...Read More
The Wise CEO Rides the Cycle
Excerpt from Tom Bradley's blog on July 27, 2006
The Globe and Mail, Report on Business, Guest Column July 21 2006 There are big decisions being made in the resource sector these days, as there are in the housing market, and at their core, the decisions are very similar. ...Read More
Are We Near Top of Market Cycle? Ask a Porsche Dealer.
Excerpt from Tom Bradley's blog on July 27, 2006
The Globe and Mail, Report on Business, Guest Column July 12 2006 In April, 2003, when everyone was felling pretty beaten up after three years of falling stock markets, I wrote an article in the Phillips, Hager & North Quarterly ...Read More
The Mutual Fund - What a Concept!
Excerpt from Tom Bradley's blog on July 12, 2006
As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ole mutual fund is still a valid investment vehicle, or is it going the ...Read More
If It Isn't Worth Doing...
Excerpt from Tom Bradley's blog on July 4, 2006
"If something isn't worth doing, it isn't worth doing well." This is one of my favourite Charlie Munger lines and I think it's very applicable for those of us who manage money, for clients or just for ourselves. Specifically, I'm ...Read More
Is Phelps Dodge the Next Time Warner?
Excerpt from Tom Bradley's blog on July 4, 2006
I can't help but feel that the move by Phelps Dodge to buy (or merge with) Inco and Falconbridge will turn out badly. I admit, I'm not a bull on commodities. I think record high prices will stimulate significant growth ...Read More
Three Keys to Investment Success
Excerpt from Tom Bradley's blog on June 28, 2006
The Globe and Mail, Report on Business, Guest Column April 12 2006 A while back, Ira Gluskin recommended the new Barton Biggs book, Hedgehogging , in his column. I've enjoyed reading Mr. Biggs since his days at Morgan Stanley and ...Read More
Time to Sell Canada Inc.?
Excerpt from Tom Bradley's blog on June 28, 2006
The Globe and Mail, Report on Business, Guest Column March 17 2006 As I sat and watched the Neil Young movie Heart of Gold last week, I was reminded how great it is to be Canadian. Throughout the movie, Neil ...Read More
China Uninterrupted
Excerpt from Tom Bradley's blog on June 28, 2006
The news was out last week that China's economic growth in the first quarter was as strong as ever. The message was the same as it is every quarter (boring!), but it's nonetheless important because China's rapid growth is the ...Read More
