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Posted on July 21st, 2010 by Baskin Administrator

Newsletter – July 2010

Posted on July 6th, 2010 by Scott Mazi

Bonds had another good month in June, with the overall Universe returning 1.8% taking the year to date (YTD) return to 4.2%. This month the mid and long end of the curve outperformed while the short end underperformed. We also saw corporates slightly outperform governments overall, driven by the long end of the curve, and […]

Posted on June 29th, 2010 by Michael Keaveney

Market drops are never pleasant to experience. But they are neither so rare as to be considered a “black swan”, nor so predictive of impending doom as to be considered a “canary in a coalmine”. Volatile world stock markets in May 2010 have rekindled a degree of nervousness among investors fearful that the steep drop […]

Posted on June 27th, 2010 by Barry Schwartz

The dual class share is an antiquated structure that seems out of the place in this era.  Imagine if I owned a successful auto parts manufacturing firm and I decided to cash out 95% of my holdings by going public but retained 95% of the voting shares.  I would have the ability to set my […]

Posted on June 15th, 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 June 15th, 2010 by Barry Schwartz

Here are the facts about the so called “Eurozone Crisis” On April 27th, Greek sovereign debt was downgraded to “junk” status as credit rating agencies feared that deficits were out of control.  This led to a massive sell-off of Greek debt as many pension funds, banks and other institutional investors are not allowed to own […]