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, April 16, 2021

Apr 16, 2021 |Joshua Kingsmill
Key Takeaways Our principal home is often viewed as “our best investment ever" While this might be true in some instances, there are other considerations when looking at the return from a home purchase Some of the advantages of home ownership aren’t available...
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Kingsmill's Investment Miscellanea: Friday, April 9, 2021

Apr 09, 2021 |Joshua Kingsmill
Key Takeaways Consumer spending on the rise is a good sign Even relative to two years ago, spending has increased, for a number of reasons Economic expansion and spending by consumers, does provide opportunities and pitfalls to avoid as things continue...
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Kingsmill's Investment Miscellanea: Friday, April 2, 2021

Apr 02, 2021 |Joshua Kingsmill
Key Takeaways Just as Bunnies have evolved, so too has the real-estate market Golf courses and dilapidated strip-malls are converting into e-commerce purposed warehouses As investors, our holdings in Real Estate should also reflect this new long-term...
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Kingsmill's Investment Miscellanea: Friday, March 26, 2021

Mar 26, 2021 |Joshua Kingsmill
Key Takeaways 10% of Global Oil stuck in a massive “Traffic Jam” The Debt of Nations: think of it in terms of debt of a household Low interest rates have benefited home owners, in the same manner it benefits country debt Everyone has heard of the term...
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Kingsmill's Investment Miscellanea: Friday, March 19, 2021

Mar 19, 2021 |Joshua Kingsmill
Key Takeaways Investing without the first consideration being the Covid angle: it’s going to be the new normal What’s old is now new again: Electric vehicles time might be coming Are we really going to look back at “peak-gasoline”? There were two milestones...
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Kingsmill's Investment Miscellanea: Friday, March 12, 2021

Mar 12, 2021 |Joshua Kingsmill
Key Takeaways A $1.9 Trillion dollar spending package seems massive, but put into context it really isn’t US personal wealth last year rose to over $130 trillion If the U.S. can kick the can down the alley, and recover back to 4% unemployment in the next...
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Kingsmill's Investment Miscellanea: Friday, March 5, 2021

Mar 05, 2021 |Joshua Kingsmill
Key Takeaways As vaccinations increase globally, its reasonable to look at what happens on the other side Canada however, is still very far behind its peers, or most nations on this At some point however, the “forced savings” of Canadians will go to work:...
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Kingsmill's Investment Miscellanea: Friday, February 26, 2021

Feb 26, 2021 |Joshua Kingsmill
Key Takeaways Is Bitcoin a “fad” or a window into another technology wave that is developing, akin to the internet in the 1990’s The volatility of the price of Bitcoin, in terms of daily percentage change is considerable. It’s important to at least understand...
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Kingsmill's Investment Miscellanea: Friday, February 19, 2021

Feb 19, 2021 |Joshua Kingsmill
Key Takeaways Broadcasting and Sport are facing significant challenges in this digital era, and have to adapt like other industries have Advertising has shifted away from these traditional business models Cuba manufactures vaccinations, and puts Canada...
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Kingsmill's Investment Miscellanea: Friday, February 12, 2021

Feb 12, 2021 |Joshua Kingsmill
Key Takeaways When will workplace return dates be established? We all look forward to not having our home our coffee shop, restaurant, gym, bar, etc Things will be different though when we do return One of the questions I’m asked all the time is: When...
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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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