Tag Archives: sales

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

Posted in Random Thoughts, stocks | Tagged , , , , , , , , , , , | Leave a comment

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

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 6 Comments

Rising i-rates: More than bonds will get hammered!

In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Don’t be fooled – it “is” a bond BUBBLE!

Are these folks shopping for US Treasuries? Thirty years ago, when I got my first job as an investment analyst (Canadian Pacific Pension Fund) the bond managers were a sad bunch. Rates had gradually climbed (i.e. bond portfolios kept losing … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 3 Comments

Doing the Bernanke Twist!

What is hoped to be accomplished with the Twist? Watch fun video then read below: Plans to flatten the yield curve seemed to have worked for at least one day. Many analysts suggest that Bernanke and company are working to … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Are Mutual Funds Dead? Or Making a Comeback?

In the spirit of ‘do-the-opposite’ I’m thinking the worst may be over for the estranged ‘mutual funds’ that invest in U.S. stocks. My first indicator, is that finally cash is exiting money market funds. I disagree with this headline though: from … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Research In Motion, Short Selling & Slavery!

I’d like to begin by highlighting an excellent comment that was recently posted by Richard – the comment was concerning an older post entitled “Short sellers are the muggers of the financial industry.” “cheers Mal – hey your comments on … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Global meltdown or “a pause for the cause?”

The good news, is that I continue to see regular (less frequent that 2 years ago for sure) predictions that the financial world is about to go into a meltdown along with Japanese nuclear reactors.  Good news because if everyone were seeing the … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment