Divers
décembre 14, 2018
Publié par Richard Coffin à décembre 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 […]
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novembre 9, 2018
Publié par Richard Coffin à novembre 9, 2018
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Seth Klarman’s 3 Pillars of Investing (GuruFocus) Investment risk is not the same as volatility. This is a particularly topical axiom given the two market corrections we’ve experienced so far in 2018, and it’s one that’s highlighted by this month’s article (link) which shares the three-pillar investment strategy of Seth […]
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octobre 15, 2018
Publié par Richard Coffin à octobre 15, 2018
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U.S. stocks continue to recover from their tumble in February while Canadian markets remain flat year-to-date. This divergence reflects in the CAD/USD exchange rate, which is down 2.5% year-to-date. Long-term bond yields continue to climb in both countries, and while oil has seen a strong rebound, gold has fallen further […]
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septembre 24, 2018
Publié par Richard Coffin à septembre 24, 2018
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“Buy low, sell high” may be the most renowned catchphrase in all of finance, and rightfully so. It’s a beautiful summation of a sound investment strategy, an adage to help maintain discipline through tough times and exceptional times alike. Even those with little to no investment experience are likely familiar […]
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août 13, 2018
Publié par Michael Ball à août 13, 2018
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High Quality Vs Low Price (The Safal Niveshak Post) Value investing is often generalized as an approach whereby investors look for “bargain” stock prices, sifting through low price-to-earnings companies to find buy ideas; however, true value investors understand that a low price is no substitute for a quality business. This […]
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juillet 23, 2018
Publié par Michael Ball à juillet 23, 2018
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Stocks have regained some of their lost ground since the correction in February, with Canada and the U.S. seeing low, but positive, market returns year-to-date. Yields were up in both countries thanks to rate hikes, and oil continued its upward momentum. Deteriorating trade relations have, however, led to a weaker […]
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juin 19, 2018
Publié par Richard Coffin à juin 19, 2018
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Threat of a “trade war” has made the headlines lately. It started with President Trump’s tariffs on China, aimed at pressuring that country to allow more American investment and discourage further abuses of intellectual property. Now it’s hit us. Steel and aluminum tariffs, from which Canada was initially exempt, are […]
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mai 17, 2018
Publié par Richard Coffin à mai 17, 2018
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Enterprising Investor – Keep It Simple: 11 Rules for Equity Valuations The job of investing can feel larger than life at times. Every day, new companies, rules, and securities emerge adding layers of complexity to an already saturated system. Look no further than cryptocurrencies as an example of how financial […]
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janvier 25, 2021
Publié par Richard Coffin à janvier 25, 2021
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Despite going through a pandemic and a tumultuous US election, the S&P 500 continued upwards to hit new highs while other markets (including our own) ended the year positive. Bond yields fell in Canada and the US while the loonie appreciated amid US inflation fears. Oil, while still meaningfully down […]
octobre 2, 2020
Publié par Richard Coffin à octobre 2, 2020
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A resurgence of COVID-19 cases is keeping the market on its toes. Stocks remain down year-to-date in most regions, however the S&P500 hit new highs in September, demonstrating a divergence between the economy and the stock market in the States. Bond yields moved up marginally from Q2 but remain low […]
octobre 2, 2020
Publié par Richard Coffin à octobre 2, 2020
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While COVID-19 continued to stifle business activity, markets recovered some of their losses from the Q1 nose dive. Stocks in Canada, the US and internationally managed to reduce their year-to-date losses to the high-single-digit/low-double-digit range. Policy rates remain close to zero and governments continue to explore further stimulus options. Oil prices […]
avril 3, 2020
Publié par Richard Coffin à avril 3, 2020
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COVID-19 hit markets hard in the first quarter of 2020. With countries restricting travel and populations practicing social distancing, markets in Canada, the U.S., and internationally fell by approximately 20 to 25 per cent from their 2019 year-end values. Emergency rate cuts in Canada and the U.S. effectively brought policy […]