Cutting Through the Noise
April 9, 2007
The Globe and Mail, Report on Business Published April 6, 2007 As we take Steadyhand on the road over the next few weeks, we anticipate that one of the most frequently asked questions we’ll face will be: Why don’t you ...
Read MoreApril 2, 2007
There is plenty of ink devoted to mutual fund wraps these days. Wraps are investment products that package a number of mutual funds together to provide individuals with one simple solution to their investment needs. Firms that sell these products ...
Read MoreMarch 23, 2007
The Globe and Mail, Report on Business Published March 23, 2007 In the investment industry, I’m what people call a “bottom-up” guy. That means I get my jollies from finding undervalued businesses to invest in, rather than predicting what the ...
Read MoreMarch 20, 2007
There are thousands of books written on investing. Some will make you think, some will keep you grounded, and some will put you to sleep. Here are some of my favorites. We'll add to this list as time goes by. ...
Read MoreMarch 13, 2007
The Globe and Mail, Report on Business Published March 12, 2007 It sounds corny to say that investing is a team sport. Of course it is. But sometimes there is too much focus on the individual player and as a ...
Read MoreMarch 9, 2007
We're pleased to present Steadyhand's inaugural podcast, " Why Steadyhand ". Seeing as it's our first broadcast, we thought we'd talk about Steadyhand and why we're starting a new fund company. Tom Bradley tackles the topic at hand. Click on ...
Read MoreMarch 5, 2007
There was a small item in the paper last Wednesday entitled “TD gets a double-dip from Fortis transaction.” The transaction involved repatriating the old B.C. Gas distribution business back into Canadian hands (Yeh!). U.S.-based Kinder Morgan sold Fortis the assets ...
Read MoreMarch 2, 2007
I couldn’t resist. Here’s another response to my Globe column the other week ( RRSP Nightmare: Too Many Funds in Your Basket ) on the couple that owned 29 mutual funds. Tony Evans wrote: Sitting here in Tokyo on a ...
Read MoreFebruary 27, 2007
I like to read Doug Steiner’s columns in the ROB Magazine. You never know what he’s going to write about. You do know, however, that he will have a strong view on whatever it is. In this month’s issue, Doug ...
Read MoreFebruary 26, 2007
The Globe and Mail, Report on Business Published February 23, 2007 I’ve always encouraged investing enthusiasts to read more than just the newspaper for ideas and education ( User’s Guide to the Business Media ). If you discover a professional ...
Read MoreFebruary 23, 2007
What happened to the ‘winner take all’ attitude? Where’s the competitive spirit? Doesn’t an intense rivalry mean anything anymore? Is the corporate world turning into milk toast? What has sparked all these questions is the proposed merger between Sirius Satellite ...
Read MoreFebruary 21, 2007
It’s that time in the market cycle when we’re all vulnerable to hearing how great someone else has done with their investments. Invariably, this kind of chatter leads back to comparisons with the mutual funds owned by the speaker or ...
Read MoreFebruary 16, 2007
I’ve had some fun and interesting responses to my Globe column last Friday on the Canmore couple that owned 29 mutual funds ( RRSP Nightmare: Too Many Funds in Your Basket ). Adrian Mastracci of KCM Wealth Management in Vancouver ...
Read MoreFebruary 14, 2007
Yesterday was a big day for the team at Steadyhand. We filed our final prospectus and turned on our website. While our funds won’t be available to investors until April 10th, these are still big milestones for us. Also yesterday ...
Read MoreFebruary 9, 2007
The Globe and Mail, Report on Business Published February 9, 2007 We were driving to Whistler last weekend and out of the blue my wife Lori said “it's RSP season and you still haven't written that column”. It took me ...
Read MoreFebruary 7, 2007
This past weekend I came across an investment situation that I see quite often. It relates to the portfolios of super seniors (80 plus years). The situation is this: The senior has a regular income from a pension plan or ...
Read MoreFebruary 1, 2007
The January 20th issue of The Economist had a good article on the investment success that American university endowments have had. The article points out that these endowments have done better than other types of investors (pension funds being the ...
Read MoreJanuary 26, 2007
The Globe and Mail, Report on Business Published January 26, 2007 Do I follow my favourite manager to a new fund? There are probably a few investors out there who feel like they have a big "L" on their forehead. ...
Read MoreJanuary 22, 2007
Jonathan Chevreau's column in today's Financial Post provides more data on the Claymore ETFs of which I spoke in a recent posting ( ETFs' I've Seen This Movie Before ). The column reinforced some of the views I put forward: ...
Read MoreJanuary 18, 2007
I've been under the weather over the last week and have had lots of time to sit and read. Thank goodness I've had other things to read besides the newspapers, otherwise I'd be going crazy right now. For a few ...
Read MoreJanuary 18, 2007
Posted by Scott Ronalds For a while, my partner Tom Bradley has been talking about how Canadian investors are less diversified than they should be ( Feeling Comfortable? Maybe it's Time to Shake Up Your Portfolio ). At times, it's ...
Read MoreJanuary 12, 2007
The Globe and Mail, Report on Business Published January 12, 2007 The YWCA that I go to is always busier in the early part of January. This year is no exception. As part of our New Year's resolutions, we all ...
Read MoreJanuary 5, 2007
As of this week, there is a new mutual fund on the market called the Mackenzie Founders Fund. The fund will invest equally in four of Mackenzie's oldest funds. It will be automatically rebalanced to maintain an equal weighting in ...
Read MoreJanuary 5, 2007
The Globe and Mail, Report on Business Published December 29, 2006 I'm not one to make predictions on what the capital markets are going to do in the next year, or three years for that matter. But with my editors ...
Read MoreJanuary 2, 2007
Compared to the Enron / Worldcom blowups, the options pricing scandal we're going through now is very low key. Enron et al were front page news for a long time. The options scandal is strictly a page 8 item in ...
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