The Return of Volatility

Posted on April 12th, 2018 by David Baskin

  In the two year period from January 2016 to January 2018 the S&P 500 Index had only one month in which it dropped as much as 1%. That is a remarkable and unprecedented record of stability. During that time span the market rarely moved either up or down more than 1% per day, and […]

Cash Isn’t Trash; but Holding Too Much is Rash

Posted on March 22nd, 2018 by Barry Schwartz

  “25% of my portfolio is in cash,” is what I heard a portfolio manager say on TV during the February market correction. If only I had a dollar each time someone made this vacuous statement—I certainly wouldn’t keep it in cash! I don’t know why some portfolio managers think this is a viable marketing tactic, […]

The Robots Among Us

Posted on March 13th, 2018 by David Baskin

When someone says robots, most of us conjure up an image of a human-like machine doing human-like things. Robots aren’t really like that at all. This morning I took pictures of two robots in the office building where I work. The first robot has replaced the three people who previously managed the parking lot. It […]

Meet Barry Schwartz in Calgary April 2- April 4 2018

Posted on March 9th, 2018 by Baskin Administrator

  Barry Schwartz will be in Calgary from April 2nd to the 4th. Don’t miss out on an opportunity to meet with one of our Owners for a one- on-one discussion about your financial needs and how Baskin Wealth Management can help you reach your goals. Barry will be available to meet with prospective clients […]

Want the Gain? Live with the Pain

Posted on March 5th, 2018 by Barry Schwartz

  After throwing in the towel on a under-performing stock, you look at it a few weeks later, and it has gone up 30% from when you sold it. How many times has this happened to you? It has happened to me more times that I care to admit. So why do I keep making […]

Great Capital Allocation Makes a Great Company: CCL Industries

Posted on March 2nd, 2018 by Ernest Wong

  Those who have followed my blogs know how much emphasis I place on capital allocation; that is, how management manages the excess free cash flow and capital structure of the business. We generally prefer dividends and buybacks since it demonstrates an acknowledgement by the management and the Board of Directors that the cash belongs […]