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 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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Monopoly

Kingsmill's Investment Miscellanea: Friday, April 24, 2020

Apr 24, 2020 |Joshua Kingsmill
Key Takeaways: You don’t have to “earn” it back the same way you ”lost” it Is this time going to be any different? Why you can’t make money on Oil right now, even when they pay you to take it away I spend a lot of time trying to strategize for what it...
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Kingsmill’s Investment Miscellanea: Friday, April 17, 2020

Apr 17, 2020 |Joshua Kingsmill
Key Takeaways: Tax-savings and deferrals for pensioners Mortgage relief for eligible homeowners Benefits for eligible teenage children The federal government has rolled out a series of measures to help Canadian businesses and families weather the COVID-19...
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Kingsmill’s Investment Miscellanea: Friday April 10, 2020

Apr 10, 2020 |Joshua Kingsmill
Key Takeaways: Evidence of "flattening" of the curve If we have hit bottom: "what next" is hard to predict Technology has helped during this pandemic and will change the economy in the future It's been impossible to decipher or anticipate the reaction...
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Kingsmill’s Investment Miscellanea: Friday April 3, 2020

Apr 03, 2020 |Joshua Kingsmill
Key Takeaways: Two camps for what will happen “Bull Case” and “Bear Case” are opposites There have been 3 recessions in the last 30 years: the market has gone up well in advance of the actual economy improving A market bottom could come when there is...
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Kingsmill’s Investment Miscellanea: Friday March 27 2020

Mar 27, 2020 |Joshua Kingsmill

How much would a crystal ball that worked be worth that could foresee the day to day ups and downs of the market?

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Empty Borders at the US & Canada Borders

Kingsmill’s Investment Miscellanea: Friday March 20, 2020

Mar 20, 2020 |Joshua Kingsmill
Key takeaways: 16 trading days to from an all-time high to Bear market Implications of the closing of US-Canada border: no to personal travel, but yes to goods is important A few truths about the market to be mindful of, as difficult as it is in these...
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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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