Kingsmill Investment Miscellanea

This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.


 

Kingsmill’s Investment Miscellanea: Friday July 3, 2020

Jul 03, 2020 |Joshua Kingsmill
Key Takeaways: Resumption of sporting events: follow the money Broadcasting rights is key to understanding the motivations behind the re-starting of sports The role of technology and live sports will continue to evolve Earlier this week, my Cottage Club...
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Kingsmill’s Investment Miscellanea: Friday June 26, 2020

Jun 26, 2020 |Joshua Kingsmill
Key Takeaways: Credit cards aren’t going away. They might get an upgrade. Retailers of the future need to be as tech-savvy as they are attuned to consumer patterns. “Brick and Mortar” won’t go away, they will evolve. I try to avoid going into Shopping...
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Kingsmill’s Investment Miscellanea: Friday June 19, 2020

Jun 19, 2020 |Joshua Kingsmill
Key Takeaways: Mass social gatherings, despite the risks, a reflection of our times. Lobsters and the stock market: some parallels. "Summer Homework," reaching out to assess and plan. There is a video that is making the rounds: The New York backdrop is...
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Kingsmill’s Investment Miscellanea: Friday June 12, 2020

Jun 12, 2020 |Joshua Kingsmill
Key Takeaways: Shift towards "all things digital." The most sought after entry-level jobs of today are different from a different skill-set than before. The evolution of Television is a good illustration of how Technology and investing have shifted. A...
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Kingsmill’s Investment Miscellanea: Friday June 5, 2020

Jun 05, 2020 |Joshua Kingsmill
Key Takeaways: Even if we knew the headlines a year ago, they don't seem to "match" the market. The stock markets' relative importance ought to be understood in the context of the over-all World. Undoubtedly, what we invest in, and what things will be...
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Kingsmill’s Investment Miscellanea: Friday May 29, 2020

May 29, 2020 |Joshua Kingsmill
Key Takeaways: Will I be giving up my cherished office in the future? We are "biological beings in a digital age." Changes to business and consumer practices are starting to emerge. Yesterday, I went to my office downtown: it was a ghost town. At 4:00...
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Kingsmill’s Investment Miscellanea: Friday May 22, 2020

May 22, 2020 |Joshua Kingsmill
Key Takeaways: Empty airports an illustration of how things have changed The market has rallied significantly: in anticipation of things improving going forward. Consider best-practices as we start to reintegrate into day to day society again. This weekend...
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Elderly Person holding a Credit Card and on the Phone

Kingsmill’s Investment Miscellanea: Friday May 15, 2020

May 15, 2020 |Joshua Kingsmill

I was saddened to read that it is estimated that over 10% of Seniors fall victim to consumer fraud every year.

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Kingsmill’s Investment Miscellanea: Friday, May 8, 2020

May 08, 2020 |Joshua Kingsmill
Key Takeaways: Health concerns balanced with the need to move on The relationship between new cases, the Economy and the market: not all trending in the same direction How much should we rely on the accuracy of surveys: even on Mother’s Day? We are all...
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Kingsmill’s Investment Miscellanea: Friday May 1 2020

May 01, 2020 |Joshua Kingsmill

Focus on companies that can grow, and / or have sustainable dividends, and strong balance sheets, with an ability to manage their debt.

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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

416-842-6717 | Email me

Piotr Zajkowski

Senior Associate

416-842-2413 | Email me

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