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

March 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:...
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Kingsmill's Investment Miscellanea: Friday, February 19, 2021

February 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, February 12, 2021

February 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...
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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, January 29, 2021

January 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 22, 2021

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

January 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...
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Kingsmill's Investment Miscellanea: Friday, December 25, 2020

December 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...
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Kingsmill's Investment Miscellanea: Friday, November 27, 2020

November 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

November 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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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.

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