A lot has changed…

Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.

January 25, 2018

RESULTS at a glance – 2017 Year End

After a sub-par start, Canadian equities played quick catch-up.  U.S. stocks had robust returns, though lowered substantially by the loonie’s surge.  Short-term interest rates are rising, in Canada and the U.S.  Oil broke out of its slump ending higher than analysts’ forecasts.  Gold experienced redemption in 2017, too.  Read more […]
November 20, 2017

Attention to Detail – November Edition

A Checklist for Trusting Management (GuruFocus). Great companies come in different shapes and sizes, with varying strengths and capabilities, but something that stands out as an absolute must across all sectors and industries is a responsible and proactive management team. The actions of those at the top will determine whether […]
November 3, 2017

Rebalancing discipline– through good and bad times

Equities have continued to shine this year.  Given stock-market-momentum, it’s likely a good time for many investors to rebalance their portfolios.  Rebalancing is the action of adjusting a portfolio’s asset class allocations from its current weightings–determined by market forces–back to the policy’s optimal weights.  In this blog we briefly explain […]
October 6, 2017

RESULTS at a glance

Canadian stocks and gold prices both rose in the third quarter of 2017.  U.S. stocks were up, though the majority of the gains were lost due to the loonie’s strength this quarter. Long-term bond yields diverged, rising in Canada while relatively flat in the U.S.  The price of oil recovered […]
September 14, 2017

Attention to Details – September Edition

Short-Term Noise and Long–Term Investing: An example of why long-term investing is harder than it sounds (GuruFocus). One of the most difficult tasks faced by investors is maintaining conviction with a company in the face of short-term, negative price action. Quite often, it is the noise of a stock’s recent […]
August 17, 2017

September 5, 2017 T+2: Ready, Get Set, Switch!

Years in the works, September 5, 2017 marks the target date for an important change in the securities marketplace.  On that day Canada and the U.S. intend to shorten their standard securities settlement cycle. The Canadian Capital Market Association is working to promote investor awareness and prepare Canada to switch. […]
July 20, 2017

Results at a Glance

Read more about H1 – 2017 in WDS Investment Perspectives. Canadian and U.S. stock-returns diverged even more this quarter, with the Canadian market slumping as U.S. markets set record highs. Long-term bond yields took different directions as well, rising in Canada and falling in the US. Gold is flat since March. […]
July 10, 2017

The Yield Whisper Part II – Is the Dividend Sustainable?

In Part I (link) we explored the question “is a higher yield always better?” Not necessarily it turned out if it’s only the result of a declining stock price. Now let’s break down the dividend yield further by zooming in on the annual dividend payout. As a future investor you […]
January 25, 2018

RESULTS at a glance – 2017 Year End

After a sub-par start, Canadian equities played quick catch-up.  U.S. stocks had robust returns, though lowered substantially by the loonie’s surge.  Short-term interest rates are rising, in Canada and the U.S.  Oil broke out of its slump ending higher than analysts’ forecasts.  Gold experienced redemption in 2017, too.  Read more […]
October 6, 2017

RESULTS at a glance

Canadian stocks and gold prices both rose in the third quarter of 2017.  U.S. stocks were up, though the majority of the gains were lost due to the loonie’s strength this quarter. Long-term bond yields diverged, rising in Canada while relatively flat in the U.S.  The price of oil recovered […]
September 14, 2017

Attention to Details – September Edition

Short-Term Noise and Long–Term Investing: An example of why long-term investing is harder than it sounds (GuruFocus). One of the most difficult tasks faced by investors is maintaining conviction with a company in the face of short-term, negative price action. Quite often, it is the noise of a stock’s recent […]
August 17, 2017

September 5, 2017 T+2: Ready, Get Set, Switch!

Years in the works, September 5, 2017 marks the target date for an important change in the securities marketplace.  On that day Canada and the U.S. intend to shorten their standard securities settlement cycle. The Canadian Capital Market Association is working to promote investor awareness and prepare Canada to switch. […]