Cutting Through the Noise
June 30, 2008
The Globe and Mail, Report on Business Published June 28, 2008 “We do our own independent research.” That's what all investment managers tell their prospective clients. It is a point of pride and is meant to distinguish them from other ...
Read More 0 CommentsJune 16, 2008
The Globe and Mail, Report on Business Published June 14, 2008 We can't go anywhere or do anything without feeling the impact of high oil prices. It is the topic du jour and we are at the stage where every ...
Read More 0 CommentsJune 2, 2008
The Globe and Mail, Report on Business Published May 31, 2008 I grumbled as I read Rob Carrick's profile on Francis Chou in the latest issue of Globe Investor magazine. He beat me to it. I had visited Francis a ...
Read More 0 CommentsMay 20, 2008
The Globe and Mail, Report on Business Published May 17, 2008 On my way to a breakfast meeting recently, I walked by the 'Opening Soon' Apple store in Vancouver's Pacific Centre Mall. I know how hot that store is going ...
Read More 0 CommentsMay 6, 2008
The Globe and Mail, Report on Business Published May 3, 2008 Where were you in August of '82? I will always remember. I was between my years at Western in what is now the Ivey School of Business and was ...
Read More 0 CommentsApril 21, 2008
The Globe and Mail, Report on Business. Published April 19, 2008 Purdy, what were you thinking? Didn't you know how complex and convoluted investment products have become? Didn't you know this would become a hornet's nest with many different interests ...
Read More 0 CommentsApril 7, 2008
The Globe and Mail, Report on Business Published April 5, 2008 A couple of times in recent months I've used the banks as a framework for talking about investing and the buy side of the street. I'm back at it. ...
Read More 0 CommentsMarch 24, 2008
The Globe and Mail, Report on Business Published March 22, 2008 Between now and the time I publish my next column, you should receive a quarterly statement from your investment adviser or manager. Get prepared. Your net worth will have ...
Read More 0 CommentsMarch 10, 2008
The Globe and Mail, Report on Business Published March 8, 2008 During the RRSP season we were barraged with ads from the banks and insurance companies. In light of the recent market turbulence, the emphasis has been on their ‘risk ...
Read More 0 CommentsFebruary 25, 2008
The Globe and Mail, Report on Business Published February 23, 2008 It appeared on my BlackBerry screen on Thursday afternoon. Word from the office that Royal Bank was buying Phillips Hager & North. My first reaction was to shrug and ...
Read More 0 CommentsFebruary 11, 2008
The Globe and Mail, Report on Business Published February 9, 2008 In 2007, the capital markets were defined by acronyms (CDO, ABCP, SIV, CDS), but the big new word doing the rounds now is "decoupling". Decoupling refers to an economic ...
Read More 0 CommentsJanuary 28, 2008
The Globe and Mail, Report on Business Published January 26, 2008 I had a column written for this week on how investors should expect lower returns, lower than what they have achieved in the past 10 to 25 years. I ...
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