Insights

Today’s Thoughts: Bullish Points & Crypto It’s been a weird enough summer that I don’t think many people know that the Blue Jays had a decent shortened season. They are actually in the playoffs – their first game is today at 5:00. Some Bullish Points...

Today’s Thoughts: Selling Direct & Allowance Direct To Consumer – One of the things that attracted us to Disney last year was the move they were making to go direct to consumers. I am going off of memory here, so please don’t quote me, but a few years...

Today’s Thoughts: Zoom & Back Testing US stock markets are about 10% below their August highs. In Canada, our market never got back to the February levels (the result of not having nearly the same weighting in technology companies) and remains about 12%...

Today’s Thoughts: Buying cheap, Staying Wealthy I spent some time yesterday looking at Fairfax Financial (FFH-T, no position), which is one of the larger insurance companies in Canada. One thing that caught my eye is that the stock is currently trading...

Today’s Thoughts: Market Survey and Fixed Income One of my favourite reads (when I can find it) is the Bank of America monthly survey of fund managers. They ask fund managers around the world for the overall positioning (how much do you have in cash,...

Nikola (NKLA) – We wrote a bit about Nikola last week. This is the company claiming to have the technology to build hydrogen powered transport trucks. An investigation showed that the truck they were using in their demonstration video was actually just...

Today’s Thoughts: Travel and Capital Migration For People Travelling To The US – Over the past few weeks, a number of clients have mentioned that they intend to return to Florida or Arizona for the winter whenever the border opens. Recall that you have...

Unexpected Stat of the Day – Over the past ten years, the operating earnings of Japanese companies have grown more than of those listed on the S&P 500. Overreacting to Volatility – One of the things that is coming up in conversations is the question “what...

Today’s Thoughts: Tax Aversion Tax Aversion – There was an interesting study last year in the Journal of Marketing Research about how people behave when taxes are involved. The study involved asking people the following question: “You want to buy a new...