Tag Archives: canadian

There’s more upside yet in lumber stocks.

Back in early February, I posted an article suggesting Canadian lumber stocks were poised to perform.   I mentioned that I’d bought one myself – West Fraser Timber (cost $57.85) – which is now just above $70.  A 22% return over … Continue reading

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Canadian Stock Market earning a gold medal also?

One rule of thumb that works is ‘follow the smart money.’  Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities, the fifth largest 3-month total on record, lifting year-to-date total … Continue reading

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Shareholder Activism or Terrorism? The Line is BLURRY

At least 20 years ago, I was a director of our local CFA society, in charge of corporate governance which of course was very early days in the evolution of increasing expectations concerning the accountability of senior management. I recall … Continue reading

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Understand stock market in one minute!

LONDON, Nov 1 (Reuters) – Gold buckled under pressure from a stronger dollar on Tuesday after the Greek prime minister shocked financial markets by calling a referendum on an agreed bailout package and as the collapse of broker MF Global … Continue reading

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When not sure what to do: Reflect!

DOOM & GLOOM got you confused? Cut your mind and emotions some slack. Even though you know exactly what you should do, it’s hard to insulate your intellect from the adrenalin rush ignited by the hysteria all around you. Get … Continue reading

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DEBT CRISIS? It’s a RED HERRING!

The U.S. debt crisis? Yes, it’s a red herring. Today Obama went on television to calm America and was no doubt hoping to convince financial markets to relax. He said there will be a compromise…and meant it. What he didn’t … Continue reading

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Forget oil, metals, gold – invest in U.S. industry.

I wrote in my posting dated May 17th, entitled Bond rally or feint? Bullish stocks again! the following: “The issue now is does one make decisions based on history or does it make more sense to look through the current ‘correction?’  … Continue reading

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Tim Hortons, Canada business in US, Jobs and People

Like most folks today, I’ve really no inside knowledge about why Don Schroeder quit, was fired or whatever from the ‘apparently’ top job at the iconic coffee/donut/soup/sandwich chain. The news today is simply: “Tim Hortons Inc. (THI-T) is racing to … Continue reading

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Is there a ‘hidden’ PC Party Agenda?

Is it just me?  The only agenda the Canadian ruling party seems to have is to win a majority.  Nothing wrong with that I suppose, except it’s hardly what I’d consider a ‘platform.’  I can’t help but ‘imagine’ that the … Continue reading

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Scorecard for Stock Markets, Economy & Financial Press

This quote is from my new book (available in bookstores but might have to order it, or you can get it online at Amazon): “The stock market will begin rising even before the economy has reached the bottom. I’ve mentioned … Continue reading

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