Blog

Cutting Through the Noise


June 23, 2022

By Scott Ronalds

Who are Canada's most trusted financial brands?

The Globe and Mail’s personal finance columnist Rob Carrick posed a question to his readers this week: Who are Canada’s most trusted financial brands? We encourage you to complete the quick survey.

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June 16, 2022

By Scott Ronalds

Elon Musk is Wrong (Video)

In one of his recent Twitter posts, Elon Musk claimed that “ESG is a scam”. Here's why his post reflects a poor understanding of what ESG is.

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May 18, 2022

By Scott Ronalds

A great company doesn't always make a great investment

Many fabulous companies have seen a downright crash in their stock this year, reinforcing the notion that no company is a great investment without consideration of its price.

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April 28, 2022

By Scott Ronalds

Observations on the M&A front

Corporate mergers and acquisitions hit a record last year and the frenetic pace has continued this year, with Elon Musk's proposed takeover of Twitter the latest high-profile deal. We offer some observations on all the activity.

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January 3, 2022

By Scott Ronalds

Important TFSA & RRSP Numbers for 2022

With the turn of the calendar, we thought it would be timely to update you on a few important numbers for 2022.

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December 16, 2021

By Tom Bradley

The 2021 Bank Profit Indicator: Blasting to a new high

Canada's big banks make gobs of money. We feel obligated to report just how much.

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November 16, 2021

By Scott Ronalds

A busy week for restructuring proves that bigger isn’t always better

General Electric, Toshiba, and Johnson & Johnson all announced last week that they're splitting up. There’s a business lesson there about sticking to your core competencies. A reminder, too, that bigger isn’t always better.

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September 29, 2021

By Scott Ronalds

A look under the hood of the Canada Pension Plan

The CPP is our nation's collective retirement plan. Yet, it's still a bit of a mystery to many Canadians. We lay out some facts, figures, and interesting holdings.

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July 15, 2021

By Salman Ahmed

Canadian housing observations

Real estate bears are getting more airtime as prices have been rising. But they don’t put their money where their mouth is.

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June 15, 2021

By Scott Ronalds

The perfect supply chain storm

Key supply chains have ruptured while demand for consumer goods has soared during the pandemic. Along with a massive logistics headache for many businesses, it's also led to an uptick in inflation. Yet, this isn't such a bad thing. We explain.

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June 10, 2021

By Scott Ronalds

Loonie on a tear

The loonie is hot. Here's what it means for your portfolio.

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May 18, 2021

By Scott Ronalds

Bubble in the north?

The Florida land boom of the 1920's is a fascinating case study of an asset bubble. Can parallels be drawn to today's real estate market in Vancouver and Toronto?

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May 13, 2021

By Scott Ronalds

Bear sighting in the new economy

Many of last year's hottest 'disruptor' stocks are in bear territory. But fear not, a balanced, well-diversified portfolio is doing just fine.

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April 20, 2021

By Scott Ronalds

Speculators are having a day

Many high risk assets have seen stratospheric returns lately. But if you’re thinking of speculating, be wary of flying too close to the sun.

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April 15, 2021

By Tom Bradley

Greenwashing and the AI challenge

A look at how artificial intelligence is being used in the field of ESG and some of the 'greenwashing' going on.

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March 18, 2021

By Tom Bradley

Where do young investors go?

An unmistakable feature of the market’s run over the last year has been the surge of new and mostly young do-it-yourself investors, with much of the new money going into highly speculative bets. For those looking for some guidance and a less dicey approach, there are good options out there, including Steadyhand ;)

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March 11, 2021

By Scott Ronalds

Corona corporate casualties

On the 1-year anniversary of the pandemic, we know all too well the impact the virus has had on both a human and corporate scale. Nonetheless, seeing the list of failed businesses is still astounding.

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March 4, 2021

By Tom Bradley

Bad accounting? Thoughts on Canadians' rising net worth

Canadians’ net worth increased 5% in the first nine months of 2020. But are we looking at the right number? Tom Bradley explains.

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February 11, 2021

By Salman Ahmed

Responsible investing myths

There are a number of myths about responsible investing. We attempt to debunk them.

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February 2, 2021

By Tom Bradley

Thoughts on the GameStop saga

The price surges in GameStop, AMC, Blackberry and other stocks that are being hyped in chat rooms is the talk of the town. How does it end? We weigh in.

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January 28, 2021

By Salman Ahmed

What is ESG integration?

A primer on ESG integration, the branch of responsible investing our managers subscribe to.

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December 28, 2020

By Tom Bradley

Big lessons from history

A great read from Collaborative Fund's Morgan Housel.

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December 14, 2020

By Scott Ronalds

Important numbers for 2021

With the turn of the calendar fast approaching, we thought it would be timely to update you on a few important numbers for 2021.

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December 10, 2020

By Tom Bradley

The 2020 Bank Profit Indicator

Canada's big banks make gobs of money. We feel obligated to report just how much.

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November 12, 2020

By Tom Bradley

RRSP transfers: The dark side

If you move your RRSP to a new firm, they'll process the paperwork and get you up and running in no time. If you transfer assets out, it can take weeks. This imbalance is appalling and worthy of a rant. Here goes.

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