Tag Archives: sell

Shopify Issuing Shares? No surprise there!

I’ve seen this movie over and over again.  A stock rages upward, and instead of letting investors simply enjoy the ride the company has to ruin it by issuing (diluting) more shares.  This is just the first volley – expect … Continue reading

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

Time to sell tech stocks? Yes!

On March 25th I suggested it was okay to buy tech stocks, and featured a couple of ETF’s. I did buy at the time, and have enjoyed a 50% return in less than 2 months.  Let’s face it, with bond … Continue reading

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

REIT’s may not be a bargain; distributions depend on rent being paid.

The Real Estate Investment Trust (REIT) has had a marvelous decade as property values just kept rising.  It inspired large institutional investors (pension funds for e.g.) to get directly involved.  The Canada Pension Plan has 12.1% invested in real estate.  … Continue reading

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

RIM – stock-picking shame and salvation!

Finally RIM is getting some respect.  Today ScotiaCapital upgraded the stock to a sector outperform rating: “In our view RIM does not need to deliver the best selling smartphone in order to deliver an upside EPS surprise. And we believe … Continue reading

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

Is stock market going to tumble over the fiscal cliff?

I saw the following comment/question just the other day and was surprised since it was in response to a posting I initiated way back in August 2011 entitled “Is the market on thin ice?” The theme of the original commentary … Continue reading

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

Hiring…..? Go for the older guys! Part deux.

In an earlier but extremely popular posting entitled –Hiring Portfolio Managers? Go for the older guys! – I hinted that age discrimination, at least when it comes to the investment industry is a bad idea, even if it is endemic.  I have no supporting … Continue reading

Posted in Random Thoughts | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | 2 Comments

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

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

Wanna be a Portfolio Manager? Forget the ‘walk’ and learn the ‘talk’!

Portfolio managers become very adept at covering their everyday-idiot side and at a moment’s notice switching on their learned-professional alter ego. Like the Two Face character from Batman comics, it’s often difficult to determine who it is you’re actually talking … Continue reading

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

Sell in May and go away? Smarter to buy in July!

Seems we may be getting a taste of the seasonality I warned about in prior postings (and discussed in my literary masterpiece A Maverick Investor’s Guidebook – also available as an ebook for the digitally minded).  If you’re like most novice investors and only … 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