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 5, 2021

February 05, 2021 |Joshua Kingsmill
Key Takeaways The new US administration isn’t as aligned with Canada, as many might think 80% of Canada’s exports go to the U.S., and it’s mostly auto parts and Oil and Gas and Mining The Superbowl, though it has some Canadian content, and is a massive...
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Kingsmill's Investment Miscellanea: Friday, September 4, 2020

September 04, 2020 |Joshua Kingsmill
The Fall is for always a time for reflection. And I guess because of the years spent in school. It feels like to me the "start of the next year." Of course, this "start of the year" feels a lot different. For those who have school-aged kids, there are...
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Kingsmill’s Investment Miscellanea: Friday July 3, 2020

July 03, 2020 |Joshua Kingsmill
Key Takeaways: Resumption of sporting events: follow the money Broadcasting rights is key to understanding the motivations behind the re-starting of sports The role of technology and live sports will continue to evolve Earlier this week, my Cottage Club...
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Kingsmill’s Investment Miscellanea: Friday May 29, 2020

May 29, 2020 |Joshua Kingsmill
Key Takeaways: Will I be giving up my cherished office in the future? We are "biological beings in a digital age." Changes to business and consumer practices are starting to emerge. Yesterday, I went to my office downtown: it was a ghost town. At 4:00...
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Kingsmill’s Investment Miscellanea: Friday March 13, 2020

March 13, 2020 |Joshua Kingsmill
Key Takeaways: Warren Buffet has never seen a one-two punch like this before Bear markets come in three forms: Structural, Cyclical and event-driven Reaching out for one on one calls to assess your situation, and discuss the plan going forward Warren...
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Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor


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