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Posted on September 16th, 2013 by Baskin Administrator

We are pleased to upload a recent presentation given by Barry Schwartz to an investment club in June 2013

Posted on August 7th, 2013 by David Baskin

There has been much discussion lately, on both sides of the border and indeed on both sides of the Atlantic, about the disappearance of the middle class.  Society, so goes the thesis, is increasingly divided between ultra-wealthy elites and newly impoverished families, exiled from their formerly comfortable lives.  George Packer’s book “The Unwinding” takes this […]

Posted on July 29th, 2013 by Barry Schwartz

Lock the prison door and keep your hands away from the bars. Dr. Pepper Snapple is a stock cannibal that you should buy and put away for good. A stock cannibal is a company that is buying back a significant amount of stock over time. For more on stock cannibals, please see one of my […]

Posted on July 4th, 2013 by David Baskin

Here’s a little song that was popularized by the Kingston Trio in 1958, fifty-five years ago: They’re rioting in Africa, they’re starving in Spain, There’s hurricanes in Florida, and Texas needs rain This whole world is festering with unhappy souls The French hate the Germans, the Germans hate the Poles Italians hate Yugoslavs, South Africans […]

Posted on June 3rd, 2013 by David Baskin

Asset allocation, which sounds pretty boring, is much more important than stock picking. Deciding how much of a portfolio to put into cash, into bonds, and into stocks, has a huge effect on returns over time. One of the key factors in determining optimal asset allocation is interest rates. That brings us to the three […]

Posted on May 30th, 2013 by Barry Schwartz

What do you get when you combine record corporate profits, a record high stock market, a threat of a taper and no inflation? The end of zero interest rates. Let me begin by telling you that rising interest rates are not such a bad thing. Rising interest rates typically accompany an improving economy: more jobs, […]