Webcast #39: When to Start Taking CPP (7 minutes)

Blog: The Mysterious Man I Met on the Train in 2017

Several years back, I found myself sitting on a train beside a very chatty seatmate. Before the train had departed Toronto’s Union Station enroute to Windsor, the Stratford native had dropped Justin Bieber’s name once, then twice, then three times. My destination — 4 hours and 21 minutes away — couldn’t have come sooner. Thankfully, […]

August Newsletter to Clients

DISCLAIMER: The opinions expressed in this publication are for general informational purposes only and are not intended to represent specific advice. The views reflected in this publication are subject to change at any time without notice. Every effort has been made to ensure that the material in this publication is accurate at the time of […]

Webcast #38: September Expected to be Another Volatile Month (8 minutes)

September tends to be the most volatile month in the market. With many money managers on vacation during August, trading volumes tend to be quite thin throughout the summer. Upon returning to work in September, trading volumes pick up and volatility historically intensifies. Going back to the 1970’s, September is the only month that posted […]

Webcast #37: The 4 Most Annoying One-Liners from Money Managers

We all gather information from different sources. To a historian, archives are invaluable. For a lawyer, case precedent is essential. With a reporter, eyewitness testimony is likely helpful. In our case, we’ve always preferred to gather information and generate ideas by listening to other people. Not just one or two individuals here and there, but […]

Webcast #36: We Always Wanted to Invest in the Pet Industry — Now We Have Our Stock (9 minutes)

If you have ever owned a pet, you can attest that they’re part of the family. Few industries can boast about growing during the financial crisis. The pet industry, however, was one that did. As the chart below suggests, expenditures on pets, pet food, veterinary, and other pet services grew by a +6% compounded annual […]

Webcast #35: How We’re Investing in Electric Vehicle Growth (5 minutes)

The price of copper briefly topped $5.00 a pound in March, then fell over 35% to $3.20 several weeks ago. It has since rebounded back to about $3.60. Despite its selloff, partially driven by China’s zero-COVID policy, the fundamentals for copper look very strong in the years ahead. China’s zero-COVID policy is testing the patience […]

Webcast#34: July Newsletter to Clients (9 minutes)

DISCLAIMER: The opinions expressed in this publication are for general informational purposes only and are not intended to represent specific advice. The views reflected in this publication are subject to change at any time without notice. Every effort has been made to ensure that the material in this publication is accurate at the time of […]

Webcast #33: Why We’ve Never Touched Bitcoin (7 minutes)

Because of the financial crisis and the unprecedented money-printing exercise that followed, Bitcoin was created in 2009. Given the heightened distrust for public institutions – namely the government and its central banks – the new cryptocurrency allowed transactions to take place without financial institution involvement as well as anonymously from the prying eyes of the […]

Webcast #32: Here’s a Tax Credit Available for Staycations in Ontario (7 minutes)

Once the average gas price surpassed the psychological $2.00/litre here in Ontario, demand destruction started to take shape. A Leger survey conducted in May found that 66% of Canadians were either cancelling their trips or amending their vacation plans amid higher gas prices. That road trip from Toronto the Halifax no longer made much sense. […]