Fixed Income Strategy

October 01, 2020 |Doug Clark
As government debt continues to grow quickly, interest rates will remain near 0% for longer than anticipated. This has created a difficult situation for investors seeking yield and safety out of fixed income securities. Our new presentation explores ways...
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Does Price Matter?

September 30, 2020 |Kein Bejko
The S&P500 corrected in March due to COVID-19, but it quickly recovered to positive 4.2% YTD at the time of this writing, September 21st. Media has extensively covered this story as one of partial recovery driven by FAAMG stocks outperforming the rest...
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Post-Pandemic Strategy

September 03, 2020 |Doug Clark & Kein Bejko
The COVID-19 pandemic and the simultaneous government response have put us all in an unprecedented situation. The stock market took a dive in March, but has since recovered it's losses and is positive YTD. Although governments continue to ease protective...
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What to do with TD Bank

September 03, 2020 |Doug Clark
Warren Buffett always says the most important job for CEOs is asset allocation. In other words, which parts of the business to invest more, which parts to sell, and how much profit to pay investors directly, as dividends or share buybacks. This is particularly...
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What's next for Canadian banks?

June 30, 2020 |Doug Clark & Kein Bejko
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Canadian Banks: What you need to know

May 28, 2020 |Doug Clark
If you are involved in any kind of business or financial transaction in Canada, you have to make a decision on a Canadian bank. Choosing the right bank is a very important financial decision for consumers as well; banks tend to compete aggressively for...
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Our thoughts on dividend paying companies

May 15, 2020 |Kein Bejko
A thought experiment Let’s assume as an investor you had a choice between investing in two companies. A and B are identical companies operating in a duopoly with equal market share. Every year, each of them generates $100 in profit. While company A decides...
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You don't need to invest in oil

May 15, 2020 |Doug Clark
Investing in your home stock market where the currency is the same as your assets, where you can follow in local media, where you are most likely to have a chance to meet senior management, etc. are all normal reasons why all investors have what is called...
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