Just created a new page where you can see how the stocks I first mentioned as good long-term values are trading since then.
Month: September 2015
Bonds Aren’t So Bad.
While I definitely prefer stocks over bonds, I do believe the long-term investor should have some exposure to fixed income securities. The same analysis I use for picking stocks (5 (minimum) year trend analysis using several KPIs unique to the particular debt issuer’s sector) I use for selecting bonds. Continue reading
The Week That Was
London’s FTSE 100 was the only index to escape last week’s market sell-off. The negative impact from the Volkswagen emissions scandal spread to other automobile (and component) manufacturers which led to the DAX assuming the dubious title of this week’s worst performer. Last week’s large sell-off in the DAX also meant it is now in negative territory on a YTD basis and this leaves France’s CAC 40 and Japan’s Nikkei 225 as the only indices in the black for the year thus far.
Getting A Great Deal At The Warehouse Club
You’d have to be living under a rock to not know about the amazing growth of warehouse club shopping. I mean everyone has heard of Costco, right? However, many investors may not have heard of PriceSmart, Inc. PriceSmart is to the Caribbean and Central America what Costco is to the United States: A great place for great deals on hundreds of everyday items.
The Week That Was
The S&P/TSX composite was the only index to escape last week’s market downturn with a solid gain of 1.38%. The Fed’s decision not to raise rates amplified concerns over the health of the world economy and we are likely to see stock weakness going forward…another opportunity to pick up solid companies for the long term investor.
ABC, DEF, GBL?
Nope…I didn’t forget my alphabet, I am writing about Groupe Bruxelles Lambert (the “GBL” above). GBL is the second largest holding company in Europe with a history going back more than one hundred years (founded in 1902, listed in 1956). Continue reading
The Week That Was
Canada’s S&P/TSX sat out last week’s market rally to post a small week-over-week decline of 12bps. Germany’s DAX, France’s CAC40, and Japan’s Nikkei 225 continue to be in the black with pretty decent YTD numbers.
Should You Hold A Holding Company?
In my search for attractive long-term opportunities, I have always been fascinated by holding companies….businesses with the primary aim of investing in the stock of publicly traded enterprises but also in unlisted enterprises from time to time. Continue reading
The Week That Was
Investors once again headed for the hills last week as each of the indices above ended sharply in the red, erasing the gains recorded the week ended August 28th. Looks like volatility will be the name of the game going forward.
The DOW, S&P 500, Canada’s S&P/TSX, and London’s FTSE 100 are firmly in the red while Germany’s DAX, France’s CAC 40 and Japan’s Nikkei 225 are hanging on to modest gains thus far.
Canadian Imperial Bank of Commerce Q3 Results
Canadian Imperial Bank of Commerce – commonly known as CIBC – released its Q3 numbers on Thursday August 27th. Let take a look at how it did shall we?
The Security Whisperer 