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, October 15th, 2021

Oct 15, 2021 |Joshua Kingsmill
Ever since I moved back from the UK more than 15 years ago (where at the time real-estate prices seemed astronomical in London, compared to here in Toronto), real-estate in Canada seems to just go up and up. To be sure, Canadian home prices just keep...
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Kingsmill's Investment Miscellanea: Friday, October 8th, 2021

Oct 08, 2021 |Joshua Kingsmill
After a summer-hiatus, (and into the fall), I’m back to my weekly updates! Similar to falling out of the habit of going to the gym or regular exercise, it’s just a matter of getting back into, and feel better. Likewise, I never regret going through the...
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Kingsmill's Investment Miscellanea: Friday, July 2nd, 2021

Jul 02, 2021 |Joshua Kingsmill
Key Takeaways: Connectivity for home offices has changed in the last 18 months 5G however, will really revolutionize so much of our communication and practices While still in it’s infancy, we will look back in wonderment at how we lived in the current...
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Kingsmill's Investment Miscellanea: Friday, June 18th, 2021

Jun 18, 2021 |Joshua Kingsmill
Key Takeaways: Does inflation mean we will get 19% government bonds again? Current inflation is entirely predictable, the question is whether its transitory or longer-term In a rising price environment, there are sectors that do benefit There has been...
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Kingsmill's Investment Miscellanea: Friday June 4th, 2021

Jun 04, 2021 |Joshua Kingsmill
Key Takeaways Return to work “hybrid models” are now emerging in the U.S. Balancing the long-term ramifications of this prolonged work-at-home vs. the advantages/disadvantages of the traditional 9-5 will be interesting “3rd Child stocks”: adding to our...
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Kingsmill's Investment Miscellanea: Friday May 28th, 2021

May 28, 2021 |Joshua Kingsmill
Key Takeaways The Dow Jones was invented 125 years ago Just as investors ought to adjust their portfolios to reflect the economy, so too has the Dow Jones The “record highs” of the Jones, shouldn’t be a surprise after more 1,400 + of them This week, I...
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Kingsmill's Investment Miscellanea: Friday May 21st, 2021

May 21, 2021 |Joshua Kingsmill
Key Takeaways CAD/USD$ is at a 5 year + high A combination of commodity price increases, and relative U.S. dollar global issues help explain this It’s certainly not the policy of Canada, however, to have a persistent high dollar, as it greatly affects...
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Kingsmill's Investment Miscellanea: Friday, May 14th 2021

May 14, 2021 |Joshua Kingsmill
Key Takeaways “Vaccination passports” pose some worries in terms of privacy considerations Businesses and employers however are likely to embrace these practices Many countries and regions have in fact started implementing different solutions I had an...
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Kingsmill's Investment Miscellanea: Friday, May 7th 2021

May 07, 2021 |Joshua Kingsmill
Key Takeaways Berkshire vs Blackrock: a sign of the times The importance of corporate governance and the investment mandates of many large firms are evolving, but it’s not happening overnight Younger investors place a much higher importance on ESG investing...
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Kingsmill's Investment Miscellanea: Friday, April 30 2021

Apr 30, 2021 |Joshua Kingsmill
Key Takeaways Proposals to capital gains taxes in the U.S. shouldn’t come as a surprise Tax rates and the stock market don’t have a historical link What matters most is the economic backdrop when tax increases are implemented I’m not going to pull out...
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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor


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