Blog

Cutting Through the Noise


August 26, 2019

By Tom Bradley

Dividend stocks are being touted as a substitute for bonds, but the reality is much more complicated

If you're receiving most of your investment income from stocks, it's time for a gut check.

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August 19, 2019

By Scott Ronalds

Twenty years on, plus one

Scott wrote a reflection last summer on some of the observations, tips and lessons he's learned over two decades working in this business. Well, another year has passed and he thought he'd share one more.

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August 14, 2019

By Salman Ahmed

Market update

An update on the recent market volatility.

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August 12, 2019

By Tom Bradley

How millennial investors can learn from their parents' mistakes

Do something your parents' generation don't do nearly enough of — ask questions.

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August 6, 2019

By Tom Bradley

Are risk ratings getting less useful?

Several fund companies are reducing the risk ratings on many of their funds. Here's why this doesn't pass the smell test.

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July 29, 2019

By Tom Bradley

A closer look at 'liquid alt' funds

With liquid alts there are lots of moving parts, the landscape is competitive, and the fees are high. Tom elaborates in his Financial Post column.

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July 25, 2019

By Scott Ronalds

Lessons in brand nostalgia

The hit Netflix series Stranger Things does a great job of taking viewers back to the 80's by flashing to hot brands at the time like Kodak, Chevrolet and Radio Shack. Many of these iconic companies have since gone bankrupt — which is a good reminder to make sure your portfolio isn't only focused on today's hip companies.

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July 22, 2019

By Scott Ronalds

The market is at an all-time high ... again

You’ve probably been hearing it again. “The market is at an all-time high.” Better get out, right? Not so fast.

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July 15, 2019

By Tom Bradley

The market's behaviour is erratic, but we still can't live without it

The market is unpredictable, unreliable and prone to exaggeration. Yet, there are plenty of positives.

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July 9, 2019

By Scott Ronalds

Bradley's Brief — Q2 2019

A brief look at the letter from the Prez.

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July 4, 2019

By Tom Bradley

Moolala and Steadyhand talk stewardship

In his latest podcast, Bruce Sellery talks about stewardship with our own Salman Ahmed.

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July 2, 2019

By Tom Bradley


June 26, 2019

By Scott Ronalds

Lifting a beer to Greece's shrinking debt

While on holiday in Greece, Scott stumbled across an interesting story about how a beer company is helping to reduce the country's debt.

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June 17, 2019

By Tom Bradley

It's getting harder to be a long-term investor: Here's how to keep your focus on what really counts

The shorter your time horizon, the more you're speculating and the less you're investing

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June 12, 2019

By Tom Bradley

Equity Fund Update

A review of some of the topics that our Equity Fund manager (Fiera's Gord O'Reilly) covered during a recent meeting.

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June 10, 2019

By Scott Ronalds

A little of that human touch

A number of online-focused companies are opening brick-and-mortar stores. It's a reminder of the value of the human touch. And it's why we make it easy to book an appointment with one of our Investor Specialists in person.

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June 3, 2019

By Tom Bradley

A stock in your portfolio just got crushed by bad news. Now comes the hard part

It’s one of the hardest decisions an investment manager has to make — what to do with a stock that’s been hit hard by unexpected bad news?

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May 30, 2019

By Scott Ronalds

Summer reading

Summer is just around the corner. We've got your literature needs covered.

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May 23, 2019

By Scott Ronalds

A look at just how fickle stock prices can be

A company’s stock price may gyrate significantly over a month, quarter or year, while nothing may have changed within the company itself or with respect to its prospects. Such is the perverse nature of investing. CN Rail offers a good example.

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May 21, 2019

By Tom Bradley

Levitating profit margins

A look at how the remarkable profit cycle we’re in is fuelling one of the longest bull markets in history.

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May 17, 2019

By Scott Ronalds

The bond beater: An update on our Income Fund

We've had our Income Fund positioned quite defensively over the past few quarters. More recently, we've "buttoned down" the fund even further. Here's what this means in plain English.

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May 13, 2019

By Salman Ahmed

Stock Snapshot — Philips

A synopsis of Philips, a global healthcare company we own in our Equity Fund.

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May 9, 2019

By Scott Ronalds

Food for thought

A round up of some interesting reads.

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May 7, 2019

By Neil Jensen

Job Opportunity — Operations Specialist (Vancouver)

We're looking for an Operations Specialist to join our growing team in Vancouver.

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May 6, 2019

By Tom Bradley

Beware of 'unpredictable diversification'

Diversification is the closest thing to a free lunch in investing. But beware the growing number of exotic products that claim to have low correlation to stocks.

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