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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Wake Me Up When September Ends

By: Jeff Pollock September 1, 2017 For whatever reason it may be, September has not historically been a lucrative month for North American stock markets. Looking back over the past 30 years, the S&P/TSX Composite Index (“TSX”) has produced a median return of -1.2%...

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The Market’s Historical Performance During Wartime

By: Jeff Pollock August 11, 2017 Up until this week, market volatility had been subdued for quite some time. Following Trump’s remarks that the United States would unleash “fire and fury” on North Korea, volatility spiked to its highest level so far this year....

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Not a Picture-Perfect Quarter, but Cineplex is a Buy

By: Jeff Pollock August 4, 2017 It goes without saying that the price of a stock always differs from its intrinsic value. As the stewards of private client savings, our job is to find undervalued securities that trade at a discount to what they’re worth. Columbia...

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Our Loonie Market

By: Jeff Pollock July 27, 2017 If you’re buying US securities irrespective of the currency you spend money with (likely the Canadian loonie), you shouldn’t. Some argue that currency is a wash. But it makes quite a difference if you pay attention to the numbers. Since...

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Pay Some Interest to the Bank of Canada Next Week

By: Jeff Pollock July 7, 2017 This morning’s strong Canadian jobs report makes it all but certain that the Bank of Canada will hike rates next Wednesday.  We added 45,300 new jobs last month, which exceeded economist expectations for a mere addition of 10,000 new...

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Don’t Stress Over the Banks

By: Jeff Pollock June 29, 2017 In the aftermath of the financial crisis nearly a decade ago, the US Federal Reserve initiated the practice of administering an annualized “stress test” for each bank carrying $10 billion or more in assets. The objective was to ensure...

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