Miscellaneous
October 6, 2017
Published by Derek Dedman at October 6, 2017
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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
Published by Derek Dedman at September 14, 2017
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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
Published by Derek Dedman at August 17, 2017
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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
Published by Derek Dedman at July 20, 2017
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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
Published by Derek Dedman at July 10, 2017
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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 […]
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 […]
October 7, 2019
Published by Richard Coffin at October 7, 2019
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Trends from the first half of the year continued into the third quarter of 2019. Canadian and U.S. markets sustained their turbulent upward trajectory while 10-year government yields continued to sink, with the Federal Reserve cutting rates twice since the end of July. With the Bank of Canada holding steady […]
August 19, 2019
Published by Richard Coffin at August 19, 2019
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Strategic Value Investing: Industry Analysis (GuruFocus) In the world of active management, investors can be easily infatuated by the qualities of a company. A business with healthy margins, high historical growth rates, and a solid balance sheet may stand out as an attractive buy. But as this month’s article points […]
June 14, 2019
Published by Richard Coffin at June 14, 2019
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“Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” That’s a quote from John D. Rockefeller, the first U.S. billionaire in history, and while investors today (hopefully) have other joys in life, many within the value investment community share Rockefeller’s love for […]
May 7, 2019
Published by Derek Dedman at May 7, 2019
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WDS proudly announces that Richard Coffin, the newest face at the company, has received his Chartered Financial Analyst (CFA) designation. The CFA is one of the most respected professional finance designations, considered a “gold standard” in the field of investment analysis. CFA holders have thoroughly studied a spectrum of topics […]