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, 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, January 15, 2021

Jan 15, 2021 |Joshua Kingsmill
Key Takeaways Why are markets so high and the economy so low? The stock market only represents a portion of total economic activity. The stock market and the economy look in different directions, and expectations matter most. I trust everyone had a good...
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Kingsmill's Investment Miscellanea: Friday, December 18, 2020

Dec 18, 2020 |Joshua Kingsmill
Key Takeaways The approval of COVID-19 vaccinations and the announcement of roll-outs is very promising. Having enough people agree to immunization is the critical next step in the global recovery from this pandemic. Some might be "All shook up" to realize...
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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, November 13, 2020

Nov 13, 2020 |Joshua Kingsmill
Key Takeaways When a vaccination becomes readily available, there will be different “phases” of mass-inoculation. The changes in the economy are still being understood, but many of the transformations are remarkable. A company like Amazon and its adaptation...
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Kingsmill's Investment Miscellanea: Friday, October 9, 2020

Oct 09, 2020 |Joshua Kingsmill
Key Takeaways Green bonds have grown in significance, now a 1 trillion dollar market Green bonds are also proving to be a good investment As the performance and shifts in investor sentiment converge, this trend will only continue One of the themes I have...
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Kingsmill's Investment Miscellanea: Friday, September 18, 2020

Sep 18, 2020 |Joshua Kingsmill
Key Takeaways The headline saving numbers in the past few months are likely masking consequences for the future Mortgage deferrals that are coming up in the next few weeks will be an excellent test for the economy It's an opportune time to evaluate and...
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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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Joshua Kingsmill, BA, MBA, CIM

Portfolio Manager & Wealth Advisor

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