A publication for the friends & clients of Sean Davis

 

September 2013   

"A man should look for what is, and not for what he thinks should be" -Albert Einstein

In the September edition of The Transparent Investor:

Current market comment

Is there any thing left to buy?

Protecting profits with stop limit orders

Income assets for the new normal

Structured Investments

Life Insurance Strategy's

 

July 2013   

"History is a vast early warning system" - Norman Cousins

In the July edition of The Transparent Investor:

Current market comment

Is there room for another large player in the mobile phone market?

The creator of the yoga pants for every occasion de-lists from the TSX

Survey of rates

 

June 2013  

"Everything has its limit iron ore cannot be educated into gold" - Mark Twain

In the June edition of The Transparent Investor:

Current market comment

Lower returns ahead for bonds

A rising 5 year Govenment yield

A special invite

Survey of rates

 

May 2013   

"Go Confidently in the direction of your dreams.  Live the life you've imagined." - Henry David Thoreau

In the May edition of The Transparent Investor:

The end of the multi decade bull run in bonds may be over

Another reason to get more global

The most important question many investors have today

A quick reality check on the zero risk approach

A wonderful place to visit

Survey of rates

 

April 2013  

"You can't change what you don't acknowledge." - Dr. Phil

In the April edition of The Transparent Investor:

What may be in store for our equity markets in 2013

Investing in Canadian Companies with US Dollars

Life expectancy and the need to reconsider your retirement portfolio

Proposed Federal budget changes that may effect you 

Survey of rates

 

March 2013   

"Don't be afraid to go out on a limb.  That's where the fruit is." - H. Jackson Brown Jr.

In the February / March edition of The Transparent Investor:

Update on the North American equity markets

Update on the Canadian bond market

Is this the time for the Bulls or the Bears?

Interesting Market Opportunities

Survey of rates 

 

January 2013   

"If you want to make an easy job seem mighty hard, just keep putting off doing it" - Olin Miller

In the January edition of The Transparent Investor:

Having a slightly lower value dollar perhaps will help the US become more competitive

The market has a history of climbing a wall of worry

Common ways to invest in precious metals

The best investment I have ever made

January tax quiz

Canadian dividend opportunities

The US recovery, a shift of fortune

Survey of rates

 

December 2012   

"The Chinese use two brush strokes to write the word 'crisis'. One brush stroke stands for danger; the other for opportunity.  In a crisis, be aware of the danger - but recognize the opportunity." - John F. Kennedy

In the December edition of The Transparent Investor:

The pull back of a month ago will have given enough of a holiday to the bears so the bulls can come out and play.

Tax loss selling and January opportunities

Managing volatility through diversification

Interest rates and some high level recommendations on fixed income investing

Tax free savings accounts

Warm welcome to Sarah!

Survey of rates

 

November 2012   

"My goal in sailing isn't to be brilliant or flashy in individual races, just to be consistent over the long run." - Dennis Conner

In the November edition of The Transparent Investor:

This pull back should flush out some scared money

The market tide thesis

30 US security recommendations

Survey of rates

 

October 2012   

"To boldly go where no man has gone before." - Gene Roddenberry

In the October edition of The Transparent Investor:

US quantitative easing targets Mortgage backed securities

A widening bid spread could indicate a directional change in Canadian real estate

Maintaining a US equity exposure is prudent over the next few years

Tax loss selling is coming you may be able to benefit

Survey of rates

 

September 2012

"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

In the September edition of The Transparent Investor:

The trade to income investments continues

Special lunch invite to explore investing in the US

Using dividends to create income

RBC DS Family Trust

Coupons go digital

Survey of rates

 

The Transparent Investor from prior to September 2012 is available by request.  If you would like to be on the distribution list for The Transparent Investor send me a quick note to sean.davis@rbc.com