I’ve been asked a dozen times in the past few days about Home Capital Group. My look at it combines some fundamental, technical, and a general understanding of the housing market. Conclusion: Avoid the stock because there are going concern issues. Speculators love to catch
Last week Bank of Canada Governor Poloz tossed a bit of a curveball to investors. There is no doubt the unbelievable Canadian employment numbers have been improving. When I say unbelievable I mean not credible, rather than “wow they have been so impressive”. Despite the
It was 10 years ago this month that Berman’s Call was first aired. That got me thinking about long-term investing. This week I’m looking at drawdowns (also known as bear markets). What I consider market noise and almost any investor can handle is a 5
U.S. President Donald Trump will address a joint session of Congress on Feb. 28. He is expected to talk a little tax — it’s the lower taxes and lower regulations that the markets have been celebrating. But there needs to be a lot of horse
For years, I’ve said the goal of building efficient portfolios is based on three main principals: diversification, maximum return, and minimum risk. Learning how to navigate the market through active asset allocation is one of the best things individuals who have taken on the responsibility
The outlook for the S&P 500 in 2017 is probably not as rosy as the post Trump rally would suggest. The sentiment around the increased profitability of US companies with the corporate tax cuts is somewhat misguided. According to data prepared by the Bank Credit
One always needs to tweak the current forecast for unknowns. Enter the Trump administration and the general “animal spirits” that have been released as it pertains to expectations for lower taxes, higher government spending and job growth. So how much are those “animal spirits” –
You have heard by now that Justin Trudeau and Donald Trump hope to start “infrastructure banks” and that they will boost the economy… Don’t just get caught up in the rhetoric or the trade of the day. Look through the ETF and see what you
It turns out a great many of the protesters, sporting “not my President” banners, around America this week actually didn’t vote at all. Now they’re upset about the outcome? Sorry kids, that’s how democracy works, you have to stand up and be counted BEFORE the
According to popular U.S. statistician Nate Silver’s fivethirtyeight.com, the odds of a Clinton White House were down to 65.6 per cent when I wrote this article (on Friday, Nov 4th). Two weeks ago, before the latest e-mail saga, Hillary Clinton was pushing 90 per cent