Tag Archives: retail

Two Canadian Retailers Poised for Renewed Growth

Retail sales continue to rebound despite the slow opening of the economy. Inevitably, many storefronts will not survive but those that do will be able to negotiate much more favorable terms when it comes to rent. The online capabilities of … Continue reading

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More than toilet paper in short supply.

We have been meaning to buy a computer monitor for my daughter who often works from home – her company laptop is tiny.  Decided to go today and discovered there’s been a run on monitors.  The young fellow at Best … Continue reading

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China will be the next big surprise!

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading

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Explaining the January Effect (small companies outperform)!

A perplexing phenomenon for money managers and academics alike is the so-called “January effect.”  Also known as the small-cap effect it generally refers to the fact that January tends to be a pretty good month for the stocks of smaller … Continue reading

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Rule #1 – Never Panic! Fiscal Cliff is not a crisis!

In my book it’s no accident that Chapter 1 is entitled Never Panic! What Crisis? Of course when writing the chapter I was referring to the financial crisis that enveloped us a few short years ago, but in my mind … Continue reading

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The BIG Bernanke: Bond risk for the duration!

The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be further from reality – especially because of the post-crisis distortions … Continue reading

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Apple – starting to rot? RIM and Motorola been there!

Disappointing results from Apple this past quarter just may be an early sign of more rot to come .  Being more experienced as a portfolio manager has its advantages…if only because of the benefits of hindsight.  Sexy products have a lifecycle that … Continue reading

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Money Flows and Regulatory Overkill!

I was reading an interesting article about the U.S. JOBS (Jumpstart our Business Act) which in effect begins to unwind some of the so-called “investor protection” constraints imposed by the excessive reactionary measures contained in the Sarbanes-Oxley and Dodd-Frank laws.  … Continue reading

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Goldman Sachs advice scares the beejeebies out of me!

“We think it’s time to say a ‘long good-bye’ to bonds, and embrace the ‘long good buy’ for equities” announces Goldman Sachs! This sort of pronouncement has the ability to turn someone who’s been a diehard bull since 2010 into … Continue reading

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Will demographics worsen the debt crisis?

In prior postings, I’ve illustrated that a by-product of the financial mayhem in recent years has been shrinking employment in the financial services sector.  It got me thinking – perhaps there’s more to it than just the single volcanic-like eruption ignited by the … Continue reading

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