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...
Read more

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...
Read more

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...
Read more

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...
Read more

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...
Read more

Joshua Kingsmill

Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

|

Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields