Cutting Through the Noise
January 10, 2008
The Globe and Mail, Report on Business Published January 12, 2008 Note: this article is a revised version of a previous blog posting titled Fit to be Tyed that was picked up by the Globe and Mail. It was a ...
Read More 0 CommentsJanuary 7, 2008
The Globe and Mail, Report on Business Published January 5, 2008 Over the holidays I had a chance to read Michael Mauboussin's More Than You Know: Finding Financial Wisdom in Unconventional Places . From his perch as chief investment strategist ...
Read More 0 CommentsDecember 23, 2007
The Globe and Mail, Report on Business Published December 22, 2007 I put my neck on the line last year with some bold and provocative predictions for 2007 . Rather than make economic or market calls, however, I focused on ...
Read More 0 CommentsDecember 10, 2007
The Globe and Mail, Report on Business Published December 8, 2007 What price-earnings multiple would you put on a company that is growing at 10 per cent, is highly profitable and pays a healthy dividend? A company that has steadily ...
Read More 0 CommentsNovember 26, 2007
The Globe and Mail, Report on Business Published November 24, 2007 Over the last few weeks, I've been spending lots of time speaking with clients and other investors. It's been interesting because while I want to talk about Steadyhand, Steve ...
Read More 0 CommentsNovember 12, 2007
The Globe and Mail, Report on Business Published November 10, 2007 As an equity guy, I don't like to admit it, but I recently spent some time with the bond team at Connor Clark & Lunn Investment Management. Bondies aren't ...
Read More 0 CommentsOctober 29, 2007
The Globe and Mail, Report on Business Published October 27, 2007 My partners and I were bouncing around ideas this week for an advertising program. We weren't coming up with anything too brilliant and even starting to get a little ...
Read More 0 CommentsOctober 15, 2007
The Globe and Mail, Report on Business Published October 13, 2007 The first column I wrote for The Globe and Mail was on hedge funds. As a guest columnist, I innocently poked my head up and declared that their fees ...
Read More 0 CommentsOctober 1, 2007
The Globe and Mail, Report on Business Published September 29, 2007 "Wisdom comes from sitting on your ass." According to Warren Buffett's sidekick, Charlie Munger, it's the best road to effective thinking. For the last six weeks I've been laid ...
Read More 0 CommentsSeptember 16, 2007
The Globe and Mail, Report on Business Published September 15, 2007 If you've been a regular reader of this column, you know that I sometimes write about things that are driving my wife crazy. When Lori gets on a rant ...
Read More 0 CommentsSeptember 4, 2007
The Globe and Mail, Report on Business Published September 1, 2007 Are we experiencing another immaculate correction? That’s how I describe the market corrections we’ve experienced while living under the protective umbrella of U.S. President George W. Bush and former ...
Read More 0 CommentsAugust 20, 2007
The Globe and Mail, Report on Business Published August 18, 2007 Shouldn't I be doing something? In historical terms, volatile markets like we're experiencing now are not unusual, so I don't want to overplay it. I'll admit, however, that I ...
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