Let’s hope for better years ahead…
Even with a strong rally in the 4th quarter, many investors are happy to see the year behind them and hope for better ones ahead.
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
Even with a strong rally in the 4th quarter, many investors are happy to see the year behind them and hope for better ones ahead.
We don’t have to tell you that the past quarter (3rd quarter of 2001) has yielded an abysmal return. Actually, it is the worst quarterly
Half the year has gone by and we are still in the midst of the only recognized bear market of the 90’s. However, the second
We were wrong thinking that the last quarter of the year 2000 was the most disastrous for stock markets worldwide. The first quarter of 2001
Stock markets in North America ended the year with a disastrous quarter. The TSE 300 was down 13.92% ending the year 2000 with an annual
During the third quarter, the TSE 300 total return index was up 1.79%. The leading sectors were Pipelines, Financial Services and again Oil and Gas.
Over the past quarter, the TSE 300 total return index was up 8.06%. TSE leading sectors were Oil and Gas, Real Estate and Consumers Products.

The most common critique of diversification surfaces at the worst possible time. During a broad market selloff, an investor with holdings spread across sectors, geographies,

If you’re an entrepreneur thinking about selling your business, the first question that often comes to mind is: “How much is my company worth today?”

Most business owners spend years building their holding company, reinvesting profits, growing a portfolio, and watching value compound. Few pause to ask a fundamental question:

When we think about retirement (QPP vs OAS) one of the first questions that often comes to mind is: “What will my sources of income