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, December 4, 2020

Dec 04, 2020 |Joshua Kingsmill
Key Takeaways The movie industry is just another example of adapting their business practices to connect with customers using non-traditional methods. Bank Branches and Movie theatres actually have more in common in business practices than we might realize...
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Kingsmill's Investment Miscellanea: Friday, November 27, 2020

Nov 27, 2020 |Joshua Kingsmill
Key Takeaways The consensus is often wrong when looking back at a 10-year performance. It is hard to differentiate between what's important news and the underlying trends for companies and sectors. Some of the largest companies today are likely to be...
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Kingsmill's Investment Miscellanea: Friday, November 20, 2020

Nov 20, 2020 |Joshua Kingsmill
One of the investment challenges that I believe will start getting more attention is how multinational firms (mostly North American) will continue to access and grow in China. In the 1950s, over 90% of the global middle class resided in Europe and North...
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Kingsmill's Investment Miscellanea: Friday, November 13, 2020

Nov 13, 2020 |Joshua Kingsmill
Key Takeaways When a vaccination becomes readily available, there will be different “phases” of mass-inoculation. The changes in the economy are still being understood, but many of the transformations are remarkable. A company like Amazon and its adaptation...
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Kingsmill’s Investment Miscellanea: Friday November 6, 2020

Nov 06, 2020 |Joshua Kingsmill
So, did anything happen this week that I might have missed? Just a short one to finish up this week. Next week I will do a deeper dive into a hat I think might some of the investment implications with the arrival of a new President in 2021 While it’s...
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Kingsmill's Investment Miscellanea: Friday, October 30, 2020

Oct 30, 2020 |Joshua Kingsmill
Key Takeaways The betting odds for a Trump victory are better than 4 years ago, while his polling numbers are much worse. U.S. elections results are generally followed by rising markets to year-end: as the market likes certainty. This month’s Blue Moon...
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Kingsmill's Investment Miscellanea: Friday, October 23, 2020

Oct 23, 2020 |Joshua Kingsmill
Key Takeaways Many economic trends have impacted the condo market in Toronto. Toronto has the most construction cranes in the sky by far in North America. The difference between the price divergence between Condos and Single Homes is not dissimilar to...
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Kingsmill's Investment Miscellanea: Friday, October 16, 2020

Oct 16, 2020 |Joshua Kingsmill
Key Takeaways While government debts will continue to grow, the actual cost to service this debt is at an all-time low Negative interest rates are hard to comprehend, but they become more prevalent globally This has significant implications on investing...
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Kingsmill's Investment Miscellanea: Friday, October 9, 2020

Oct 09, 2020 |Joshua Kingsmill
Key Takeaways Green bonds have grown in significance, now a 1 trillion dollar market Green bonds are also proving to be a good investment As the performance and shifts in investor sentiment converge, this trend will only continue One of the themes I have...
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Kingsmill’s Investment Miscellanea: Friday October 2, 2020

Oct 02, 2020 |Joshua Kingsmill
Key Takeaways There are a lot of considerations for the markets with this election A contested election has short term consequences Expect volatility in the upcoming months I’ve included an in-depth presentation about the U.S. election, for those who...
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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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