Posted on March 19th, 2015 by Barry Schwartz

By Barry Schwartz As of last week, we have now reduced our client’s weighting in energy producers to zero. Here’s what we know. We know that with the price of oil at these levels, our favourite energy names (Suncor and Canadian Natural Resources) aren’t covering their capital budgets and dividend payments. As a result of […]

Posted on February 1st, 2015 by Barry Schwartz

by Barry Schwartz   At our shop, we are always on the hunt for a new investment idea. We try to research two new stock ideas a months. While we look at a lot of names, we rarely buy more than three or four new stocks a year. One stock that we purchased recently is […]

Posted on January 22nd, 2015 by Jeff Pollock

By: Jeff Pollock It has been said that a bird-in-the-hand is worth two in the bush. This simply means that an investor would rather have a dollar in his hand today than wait to have that same dollar in the future. All sorts of uncertainties could prevent that dollar from reaching his hand later, so […]

Posted on January 15th, 2015 by David Baskin

By: David Baskin Most prominent mutual funds, and many prominent stock pickers had poor years yet again in 2014, with over half failing to exceed the returns from a passive index-based portfolio.  These mediocre to poor returns feed the cynicism of those who cast a cold eye on the business of managing money for others.  […]

Posted on December 8th, 2014 by David Baskin

By: David Baskin The Canadian banks hit a rough patch last week.  Or rather, their share prices did.  The two things are quite different.  The banks reported strong earnings for the year ended Oct. 31st.  Most commented that conditions going forward will present challenges, and that the rate of profit growth would likely slow in […]

Posted on November 16th, 2014 by Barry Schwartz

  By Barry Schwartz Over the past fifteen years I’ve learned a few things about investing and managing money. No two investors are alike. But here’s what works for me. 1) I am not a better investor because of my university and investment degrees. All that I have learned about investing and managing money has […]