Blog: Cutting Through the Noise

Postings

Market Timing

Excerpt from Scott Ronalds's blog on October 23, 2014

mar∙ket ti∙ming (verb) 1). The act of trying to time, or predict, which asset class will perform the best in the near term and focusing a portfolio in said asset class. 2). To invest in a specific asset class based on a short-term prediction. 3). To forego diversification by buying one asset class and selling another based on speculation. 4). A risky and difficult way of trying to achieve superior returns ...

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Central Bankers Have an Ego Problem

Excerpt from Tom Bradley's blog on October 21, 2014

“We get by with free markets in all other walks of economic and financial life – why let the price of money itself be dictated by a handful of State-appointed bureaucrats?” In his September 29th letter, Tim Price of PFP Wealth Management is referring to one ...

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Three Ways to Manage Risk in this Volatile Market

Excerpt from Tom Bradley's blog on October 18, 2014

Most investors weren’t thinking about risk management a month ago, but they are now. With stock markets in decline and headlines accentuating the negative, the focus has quickly shifted from “what’s the upside” to “how bad can it get.” Managing risk means different ...

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A Narrowing Housing Market

Excerpt from Tom Bradley's blog on October 16, 2014

In its weekly letter, the economics team at BMO published an interesting piece on residential real estate – Canada’s Housing Boom: And Then There Were Three. Senior Economist Sal Guatieri points out that the housing market is being carried by the ‘Hot-3’ ...

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Bradley's Brief - Q3 2014

Excerpt from Scott Ronalds's blog on October 14, 2014

From our Quarterly Report: When I was a kid growing up in Birchwood Heights (Winnipeg), I loved Cub Scouts - Akela … dib, dib, dib, dob, dob, dob … badges … Senior Sixers … fooling around on the way home. For us Cubs, the big thing was, ‘Be Prepared’ ...

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Tom on BNN

Excerpt from Scott Ronalds's blog on October 10, 2014

Tom was on BNN yesterday discussing why it’s a good time to give your portfolio a gut check. Valuations for stocks and bonds are at the high end of their normal range, which suggests it’s a time for caution, not greed. Tom also addresses the recent market ...

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Why We Have Low Interest Rates

Excerpt from Tom Bradley's blog on October 9, 2014

In Connor, Clark & Lunn Investment Management’s latest ‘Outlook’, there is an excellent rundown of why interest rates are going to stay low. The manager of our Income Fund is of the view that rates will increase, but not fast and not far from current levels ...

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Carry on Bravely

Excerpt from Tom Bradley's blog on October 7, 2014

I wouldn’t normally comment on short-term market moves, but it feels like the recent turbulence is elevating the emotions of some investors. It’s understandable given that markets have gone straight up since September 2011 and volatility has been relatively ...

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The Poor Banks

Excerpt from Tom Bradley's blog on October 2, 2014

With more stringent banking regulations post-2008, the lending and finance landscape has changed significantly. Specifically, the U.S. and European banks have exited a number of businesses because they’re now required to hold more capital against the assets ...

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Video: Small-Cap Equity Fund Update

Excerpt from Scott Ronalds's blog on September 26, 2014

Our Small-Cap Fund currently holds 15 stocks and is sitting on a fair amount of cash. Wil Wutherich, the manager of the fund, gives a rundown of its positioning in a recent discussion with Tom Bradley. Wil also provides some colour on the fund’s energy holdings ...

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Video: Global Equity Fund Update

Excerpt from Scott Ronalds's blog on September 24, 2014

U.S. stocks have been the sweethearts of the global equity markets over the past five years. Yet, they’ve gotten increasingly expensive in the eyes of our global equity manager, Edinburgh Partners Limited. EPL has reduced the portfolio’s exposure to the U.S. ...

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Four Questions You Need to Answer About Your Current Asset Mix

Excerpt from Tom Bradley's blog on September 23, 2014

So much of my communication with clients – and my columns in The Globe – focuses on investor behaviour during bear markets. Don’t panic. Stick to the plan. Take advantage of sale prices. (Re)read Warren Buffett and watch what he does. For sure, the down ...

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