COMMENTARIES ARCHIVE

Paying it forward

July 27, 2018

In a world where investors have become impatient with lackluster returns from many high-quality companies, we are pleased to highlight some of the wealth that many of these holdings continue to generate for shareholders.

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Investing is a marathon, not a sprint

March 23, 2018

We find it helpful to share the client feedback we receive from time to time. We know that if at least one client has asked a question, it has likely crossed the minds of several others.

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Ain’t Misbehavin’

December 01, 2017

With the nominal yield (before inflation) on ten-year Canada bonds near 2% and the trailing earnings yield on the S&P 500 still much higher at just over 4%, one might ask, why hold bonds at all?

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Emerging Risk

July 28, 2017

In an environment where investors’ thirst for yield is insatiable, it is not surprising that capital has been flowing into emerging markets at a significant pace.

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Much Ado About Nothing

March 31, 2017

Who would have thought the title of this Shakespearean comedy, turned Hollywood "romcom" movie, would aptly describe Canada’s 2017 Federal Budget? In the story, the fates of two romantic relationships are at the mercy of a series of staged dramatic events, hearsay and accidental overhearing.

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Whose ball is in play?

September 18, 2015

I am what one would consider to be a hack golfer. So you can imagine my excitement when I played in my first Texas Scramble, where more than four of my balls were used early in the game.

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Playing the Trap

June 26, 2015

“The Trap” is a defensive strategy used in hockey and made famous by the New Jersey Devils of yesteryear. It is a strategy employed to protect a lead early on in a game. A result of this type of play can be a lackluster, low scoring game for spectators, but it has been known to win Stanley Cups.

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Jenga

April 17, 2015

If you were a child of the '80s, had children or grandchildren at that time, you likely remember playing the wooden block game, Jenga. If you don't remember, here's a refresher:

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Question Period

January 30, 2015

Occasionally we like to highlight some of the insightful questions that we hear from our clients. Given the market environment as of late, it is no surprise that the following questions have been top of mind.

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Betting on Red

November 07, 2014

If I were a betting person, I’d put all my chips on “Mr. Johnny Hockey” and the Calgary Flames. Yes, you read that correctly. The team has finally secured a talent that has significantly upped the ante.

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All that Jazz...

September 26, 2014

Everybody loves a good story.  In fact, one of my all time favourite stories is none other than the one portrayed in the musical Chicago.  For those not familiar...poor, sweet and innocent Roxie Hart under the influence of liquor and jazz...

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'Tis the Season...

April 25, 2014

That is the season for market timing theory to take centre stage. Just as April showers bring May flowers, so does a heated market bring about proponents of the “Sell in May and go away” strategy. One of which, QV
does not practice by definition.

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