Managers in action: impossible to predict stock exchange movements
Investors who try to time their investments with stock exchange movements have much more to lose than to gain, says Vincent Fournier, portfolio manager at Claret. He explains that many factors must be reunited in order to sell at the peak and then buy back at the bottom. We must predict correctly when markets will begin […]
Hunting for tomorrow’s winners
All investors have dreamed of it, and those who have never done so are living in denial. But trying to predict the next Dollarama, MTY or Stella-Jones remains a highly speculative excercise. Especially in a market that has just experienced several beautiful consecutive years. So where are the stars of tomorrow? Read this French article on La Presse
CST Brands convenience store chain, a bargain
If its management team manages to reduce operating costs, we believe that CST Brands will grow 8% to 10% per year in the next 3 to 4 years regardless of internal growth. The company has also increased its margins in the first quarter. Read this French aricle on Les Affaires
Volatility: a long time friend
Volatility: a long time friend Looking at financial markets over the first 6 months of the year, so far, we can definitely call 2013 the year of extremes: Some reasons for the upside, The US Federal Reserve has been buying US $85 billion in bonds per month; Not to be outdone, the Bank of […]
Stock Market Meteorologists
In the very short term, we can rely on meteorologists who are able to predict at 90% the next day’s weather. But over five days, their ability to predict accurately decreases to 55%. For financial planners, it’s quite the opposite. Read this French article on La Presse
Some deals among the lame of year end
Half a dozen of portfolio managers reveal some stocks they deem too battered by year-end sales and likely to improve in the coming years. Read this French article on Les Affaires