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Posted on January 8th, 2014 by David Baskin

When you invest for a living, it is hard to escape your profession, even during vacation. When my wife and I landed in Lima, Peru just before Christmas, I couldn’t help but notice the Scotiabank branch across the street from our hotel. When we turned on the television, we found that service was provided by […]

Posted on January 3rd, 2014 by Barry Schwartz

What if you could buy a business that you knew would be in operation for at least 30 years at its current rate. What if the business was being valued at less than half it was five years ago, even though its cash flow and dividend have more than doubled? And, what if you could […]

Posted on December 14th, 2013 by Barry Schwartz

A Bitcoin can’t do it. A piece of art will never dare. A bottle of wine? Forget about it. A bond? Are you out of your mind? There’s nothing quite like a dividend increase. You don’t have to put extra hours at the office to get one. All you need is excess cash and a […]

Posted on November 25th, 2013 by Barry Schwartz

Tepper says stocks could rise another 20%. Icahn says stocks are due for a big fall. Buffett says stocks are neither cheap nor expensive, their in the zone of reasonableness.  And Schwartz says… Who cares! Let’s focus on the facts. Yes, the S&P 500 and Dow Jones are at record levels. But so are corporate […]

Posted on November 8th, 2013 by David Baskin

We live in an information saturated world. Most of us are continuously bombarded with news from our TVs, radios, smartphones, iPads and computers. Social media such as Twitter and Facebook merely accelerate the velocity at which information is circulated. Far from needing to search for data, in our daily lives we suffer a surfeit. One […]

Posted on October 18th, 2013 by Barry Schwartz

Canadian REIT’s have been unfairly battered, bruised and abused and are the cheapest that I have ever seen. With all the taper fear off the table and the 10-year Canada bond yield backing off from panic levels, REIT’s should trade much higher here. With low interest rates as far as the eye can see, good […]