Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for May 2016. VPI Canadian Equity Newsletter (My 2016) · What You Own – TD Bank – TD Bank is a dominant bank · What You Don’t Own – LendingClub – A perceived threat to traditional banking · Dividends… Read more »
Asset Manager Commentaries
VPI Canadian Equity Pool Newsletter
Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for March 2016. VPI Canadian Equity Newsletter What You Own – CIBC What You Don’t Own – AutoCanada Don’t Own The Index, Own Great Businesses
Speedway Motorsports Inc. – VPI Site Visit
In an effort to continue our due diligence and dig deeper into the holdings we use in client portfolios; we actually like to get to know the high quality companies we invest assets in for our clients. We scrutinize the investments that the asset managers select in the investment pools, ensuring our interests are… Read more »
Dividend History Charts
Reposted with permission from Value Partners Investments Although stock prices may vary due to external factors beyond the control of management, excellent quality companies continue to reward their shareholders with increased dividends and long term capital appreciation. These charts, from Value Partners, illustrate the historical stock appreciation and dividend increases over the last 10 years… Read more »
Opportunities in Volatility
Reprinted with permission from Value Partners Investments We believe it is indisputable that the most certain way to build wealth is through ownership of great businesses acquired at a conservative estimate of their intrinsic value. The wealthiest people in every country and every community are living proof of that truth. Our job is to act… Read more »
The Importance of Patience and Time
Views from the Equity Income Team Jason Gibbs, Vice President & Portfolio Manager Reprinted with permission from Dynamic Funds There was a quote in the Wall Street Journal recently that really caught my eye. It was from a wealth management executive who said a financial advisor’s role “is kind of like becoming a psychologist.” So… Read more »
Hey Equities…“Yuan-na” go for a ride?
BMO Global Asset Management – Market Commentary Reposted with permission BMO It was a tough week for global equities, with the MSCI World Index (local currencies) falling 7.2% following the three days of yuan devaluation which saw a roughly 3% weakening of the Chinese currency vs the U.S. dollar. This was taken as a double… Read more »
Indiscriminate selling continues to hit markets
Report prepared by Robert Marck, CFA, MBA, CPA, CMA Posted with permission TD Wealth North American equity markets plunged at the open by more than 2% as the selloff on Bay Street and Wall Street continued from last week. Concerns over China’s growth slowing and a potential global slowdown continued to weigh on markets. Earlier… Read more »
Could This Be The Start of Another Tech Bubble?
Perhaps we have seen this movie before… In a time when tech stocks are experiencing significant appreciation in their share price with little to no net income, many other companies who have sustainable earnings and provide stable growth in the dividends they pay their shareholders are not experiencing the same level of growth on their… Read more »
2015 Budget Bulletin
The 2015 Federal Budget was the first for Finance Minister Joe Oliver, and it tabled a number of proposals that will impact the financial, tax and estate plans of Canadians. The following is a summary of the most relevant budget proposals that may impact financial advisors and their clients. Federal Tax Rates There are no… Read more »