Inflating the Problem of Stubborn Price Growth

By: Jeff Pollock November 20, 2017 Canada posted a yawning 1.6% annualized inflation rate during the month of October. We have yet to exceed the Bank of Canada’s 2.0% target for two consecutive months since August 2014, over three years ago. The US faces the same...

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Location, Location, Location

By: Jeff Pollock November 13, 2017  It didn’t take long for the department stores in downtown Toronto to unofficially kick off the holiday season with their decorative displays. If estimates published by the National Retail Federation are correct, annual sales will...

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The Crude Facts about Oil

By: Jeff Pollock November 6, 2017 The past couple of years have been a tough market for the oil bulls. Following the financial crisis, oil spent the next few years slowly climbing back up to the psychological $100 per barrel level. In 2011, it finally traded in the...

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Back to the Future?

By: Jeff Pollock October 30, 2017  If Marty McFly were to view year 2017 through the same lens that he saw 1982, I bet he’d be fairly disappointed. Back to the Future II anticipated all those crazy ideas about flying cars, hoverboards, and even automatic jacket...

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Watch Out for a GE Dividend Cut in November

By: Jeff Pollock October 23, 2017  General Electric, with 125 years of history, was long considered a blue-chip stock with steady profits, solid cash flows, and reliable dividends. That’s not so much the case anymore. So far this year, the stock price is down almost...

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Risks I Worry About

By: Jeff Pollock April 7, 2016  Today marks a thirtieth anniversary that many would prefer to forget. Back in 1987, the Dow Jones dropped by a remarkable 23% in one single trading session on the third Monday of October. The losses were so severe that the day has since...

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Who Can You Trust?

By: Jeff Pollock October 1, 2017 Trust is a powerful concept. Psychologists say it requires confidence in someone or something after commitments have been consistently met. Since the financial crisis of 2008, trust has eroded in politicians, institutions, currencies,...

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Style De Jour

By: Jeff Pollock September 23, 2017 There’s multiple investment styles out there, and no one approach will ever outperform the market consistently. Fundamental investors are generally characterized as either Value or Growth. Value stocks trade at inexpensive prices...

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Why We’re Contrarian

By: Jeff Pollock September 16, 2017 The old saying to “buy when there’s blood on the street” is easier said than done. The quote itself can be credited to Baron Rothschild, a descendant of the Rothschild banking family, but the style is executed by very few investors....

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