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, 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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Kingsmill's Investment Miscellanea: Friday, January 29, 2021

Jan 29, 2021 |Joshua Kingsmill
Key Takeaways The David and Goliath nature of the participants in the volatile share price of GameStop has been fascinating. Is this “online activism” a sign of the future? Certainly, more investors see buying a stock as a “game” than ever before For...
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Kingsmill's Investment Miscellanea: Friday, December 25, 2020

Dec 25, 2020 |Joshua Kingsmill
Who could have imagined that from the beginning of the year, where we were highs in equity markets, unemployment record lows, and a near-certain second term for the incumbent president of the U.S., to enter the worst drop in economic production, and highest...
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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, 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 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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Kingsmill’s Investment Miscellanea: Friday August 21, 2020

Aug 21, 2020 |Joshua Kingsmill

Less than ten years ago, none of Amazon, Apple or Disney were providing online content. Netflix only began providing online streaming in 2007. Now, these four companies have a combined subscriber base of over 500 million consumers, all paying monthly

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Kingsmill’s Investment Miscellanea: Friday August 7, 2020

Aug 07, 2020 |Joshua Kingsmill
Key Takeaways: China’s remarkable recovery from the Covid-19, in terms of containment, and now its economy has been remarkable Consumer spending in China has changed, and behaviour has shifted To the extent that other economies follow China’s recovery...
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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

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