Tag Archives: technology

The roller-coaster stock market.

Posted on May 20, 2020 by Mal Spooner

The market continues to behave like a roller-coaster.  But will this ride ever end?  In the past, the ups and downs of stock prices have always mirrored the ups and downs in earnings, but this relationship seems to have broken … Continue reading →

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Shopify Issuing Shares? No surprise there!

Posted on May 8, 2020 by Mal Spooner

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 →

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Time to sell tech stocks? Yes!

Posted on May 7, 2020 by Mal Spooner

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 →

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Why Warren Buffett’s Moves are Bewildering.

Posted on May 6, 2020 by Mal Spooner

Everyone is confused – He bought a bunch of airlines at their peak, and sold them all (was the normally undaunted investor suddenly in a panic?) at the bottom.  “Fear is the most contagious disease you can imagine…” said Buffett … Continue reading →

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Time again for tech stocks? Yes!

Posted on March 25, 2020 by Mal Spooner

On February 28th, I posted an article entitled “Technology Stocks – when to get in again!”  I looked at a Canadian focused ETF and a U.S. one to determine the potential downside – or rather what prices I’d consider good … Continue reading →

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More than toilet paper in short supply.

Posted on March 14, 2020 by Mal Spooner

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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Fun with FAANG (stocks)

Posted on March 2, 2020 by Mal Spooner

I often toy with numbers to get a sense of what the risk might be in extreme circumstances (like we’re experiencing in the markets). For instance, what “if” the FAANG stocks, Facebook, Amazon, Apple, Netflix and Google (Alphabet) all traded … Continue reading →

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Technology Stocks – when to get in again!

Posted on February 28, 2020 by Mal Spooner

Making decisions about when to top up (and get back in) during brief panic episodes is difficult. Deep down we know we’re supposed to ‘do the opposite’ but fear gets in the way.  This is why some excellent fund managers … Continue reading →

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First gold, then COPPER in market rebound for resource stocks.

Posted on February 19, 2020 by Mal Spooner

Perhaps the (quiet) rally in gold has been telling us something. Commodity prices typically rise with inflation, and it shouldn’t be a surprise that they tend to be leading indicator – since actual real-time demand tends to occur before the … Continue reading →

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You buy Shopify; I’ll buy Methanex

Posted on February 12, 2020 by Mal Spooner

Okay, which of these two charts do you like best?  I’m thinking it’s no contest right? You want the Shopify?  I’m not at all surprised.  But charts like theirs scare me.  Valuations like theirs frustrate me (300X annualized earnings).  The … Continue reading →

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