Posted on April 6th, 2010 by David Baskin

Here is some interesting data I have compiled this morning concerning the efficacy of stop losses in the Canadian market. High to Low range within each month of six high volume stocks.  Sample period Jan 1/09 to Mar. 31/10 (15 months) Move:      5%     10%    15% BNS    15/15    10/15    6/15       (Months stock fell more […]

Posted on March 15th, 2010 by Barry Schwartz

With all the talk about gold being a good inflation hedge, why not buy an asset class that provides actual inflation protection?  Unlike gold, government backed real return bonds pay you a rate of return and have no storage costs.   In fact real return bonds may be the least risky financial investment in Canada.  Unlike […]

Posted on March 10th, 2010 by Michael Keaveney

A recent article in the online edition of The Economist highlighted the increasing time one can expect to spend in retirement nowadays versus even the relatively recent past.  Canadian males who reach the “official” retirement age of 65 have an average life expectancy of a further 20 years. The article foretells the resulting strain to […]

Posted on March 1st, 2010 by Barry Schwartz

Morguard owns and manages a diverse group of real estate properties across North America. Its assets include 10,000 apartment suites, close to 7 million square feet of office and industrial real estate and a 45% interest in the publicly traded Morguard REIT. Morguard is Canada’s largest integrated real estate company, yet its stock is illiquid, and it […]

Posted on February 24th, 2010 by Barry Schwartz

Last week I attended a presentation sponsored by the Toronto CFA Society.  The topic was Inflation: Managing Assets in 2010.  The keynote speaker was David Wolf, former Bank of America and Merrill Lynch economist, who is now an advisor to the Bank of Canada.  He gave a good overview on the drivers of inflation and […]

Posted on February 15th, 2010 by Barry Schwartz

Yesterday on BNN’s Market Call, one of my top picks was Arbor Memorial (ABO.B on Toronto).  Arbor owns about 132 cemeteries and funeral homes across eight provinces. We like Arbor for a number of reasons.  Its business is recession resistant, it pays a healthy dividend and recently raised it 600% and the company is trading […]