Miscellaneous
June 20, 2017
Published by Derek Dedman at June 20, 2017
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Each month we’ll lift the lid on what WDS does behind the scenes to invest well. It is attention to such details, over the course of time that allows you to accumulate wealth and attain financial security. Enterprising Investor – The Active Equity Renaissance Arbitrary measures of performance, financial intermediaries, […]
June 12, 2017
Published by Derek Dedman at June 12, 2017
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“Emotions are the most important determinant of long-horizon wealth.” – C. Thomas Howard, PhD. Is there truth to Dr. Howard’s unorthodox statement that you need to know about? When you invest, you make choices. One of the main trade-offs is the level of risk you are willing to bear […]
May 16, 2017
Published by Derek Dedman at May 16, 2017
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Each month we’ll lift the lid on what WDS does behind the scenes to invest well. It is attention to such details, over the course of time that allows you to accumulate wealth and attain financial security. GuruFocus – Why Cash Is King This article (link) explains the free cash […]
April 27, 2017
Published by Derek Dedman at April 27, 2017
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In life certain things are taken for granted; assuming a standard of care when dealing with professionals is usually one of them. For example, when searching for a new doctor there are many things to consider before making your choice: clinic location, tenure, specialization, bedside manner, etc. Whether a […]
April 6, 2017
Published by Derek Dedman at April 6, 2017
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Stocks rose in the first quarter of 2017. Long-term bond yields fell in both Canada and the US, with positive impact on fixed income returns. Gold prices have appreciated, too. The price of oil dropped in March. The Canadian dollar shows little change against the U.S. dollar despite lower oil […]
April 3, 2017
Published by Derek Dedman at April 3, 2017
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Almost two years to the day since Derek joined WDS, we’re excited to tell you about our latest addition, Richard Coffin. WDS recognizes that we are in a people business and must attract talent to continue delivering top-notch wealth management services to you. As we grow, we need to add […]
July 7, 2016
Published by Kathy Kruivitsky at July 7, 2016
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WDS proudly announces that Derek Dedman has attained the highest level in the investment industry, portfolio manager. Portfolio manager is a position that a person must work his way up to over the course of a career. After all, portfolio managers are ultimately responsible for making the final investment decisions […]
March 8, 2019
Published by Richard Coffin at March 8, 2019
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An Important Lesson From Ben Graham by Charlie Munger (GuruFocus) This month’s article (link) features a short excerpt from an old Outstanding Investor Digest issue, in which Charlie Munger himself recalls an encounter he had with his investment mentor, Ben Graham, that taught him a valuable lesson about corporate management. […]
January 29, 2019
Published by Richard Coffin at January 29, 2019
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It was a tough year, with two corrections causing both Canadian and U.S. markets to experience negative returns in 2018. The Canadian dollar erased much of its progress against the greenback despite rising interest rates in Canada. Oil prices dropped drastically after rallying throughout most of the year. Gold, while down […]
December 14, 2018
Published by Richard Coffin at December 14, 2018
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Zoom Out, Baby, Zoom Out (Safal Niveshak) Talk about a lousy way to end the year; as if the 10% and 8% drops in the S&P500 and TSX at the start of 2018 weren’t enough, the last three months have erased all gains year-to-date. Things are looking pretty rough outside […]
May 8, 2018
Published by Michael Ball at May 8, 2018
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WDS wishes to congratulate Derek, as well as every notable 2018 winner. You are all stand-outs as Ottawa’s next generation of leaders. Every great achievement is done slowly through a series of little steps. No one hands you a road map with directions, especially for a self-made person like Derek. His […]