Posted on October 28th, 2011 by Barry Schwartz

There is nothing more dangerous than investing by looking in the rear view mirror. A short sighted investor will say that because he has earned nothing in stocks over the past few years, that he should sell all of his stocks and own bonds. Sell low and buy high. We have to remember that a […]

Posted on October 14th, 2011 by Barry Schwartz

The stock market can only handle one bad news item at a time, throw in a European debt crisis, mixed with worries about a recession, coupled with a hard landing in China and you’ve got yourself a bear market.  With European leaders finally acknowledging that they have a problem and no evidence that China’s growth […]

Posted on October 6th, 2011 by David Baskin

Let’s say you have $100,000 to invest today.  Given the scary stuff that’s been going on in the market it is tempting to do something really safe, like buying government bonds.  So let’s say you buy $100,000 worth of Government of Canada bonds, maturing five years from now.  You will get interest of 1.16% before […]

Posted on September 26th, 2011 by Barry Schwartz

You should not be trading in this market.  Today for example, Toronto was up 40 at the open then at 11am it was down 170, flat at lunch, down 40 at 2pm and then it closes up over 200 points.  Forget market timing, forget stop losses, it’s time to take control of your portfolio. You […]

Posted on September 19th, 2011 by Barry Schwartz

Managing your portfolio is managing your risk.  Controlling your risk means creating a portfolio that is properly diversified to meet your current and future needs.  Worrying and reacting to events that you cannot control, such as a default in Greece, is not managing your risk.  In times of market stress the value investment approach is […]

Posted on September 7th, 2011 by David Baskin

Most of us look forward to August as a month for relaxing in the summer weather, maybe taking a holiday, or at least leaving some of our day-to-day cares behind for a while.  Not this month, at least not for those of us involved in the capital markets.  August was a crazy month.  As the […]