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, March 5, 2021

Mar 05, 2021 |Joshua Kingsmill
Key Takeaways As vaccinations increase globally, its reasonable to look at what happens on the other side Canada however, is still very far behind its peers, or most nations on this At some point however, the “forced savings” of Canadians will go to work:...
Read more

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...
Read more

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...
Read more

Kingsmill's Investment Miscellanea: Friday, February 5, 2021

Feb 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, 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...
Read more

Kingsmill's Investment Miscellanea: Friday, January 22, 2021

Jan 22, 2021 |Joshua Kingsmill
Key Takeaways Does the president matter that much for the performance of the market? The stock market selloff that followed the coronavirus pandemic's outbreak wiped out three and a half years' worth of market gains for Trump but rallied a lot since the...
Read more

Kingsmill's Investment Miscellanea: Friday, January 15, 2021

Jan 16, 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...
Read more

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...
Read more

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...
Read more

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...
Read more

Joshua_Headshot

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