Investment Strategy
I wrote an article on FA Trader that describes a couple Canadian and European dividend stocks I like at the moment. I expect both of them to perform pretty well over the next 5 years as part of a diversified portfolio. In short, Canadian banks are under a lot of pressure right now but not all of them are equal, and certain companies in Europe … [Read more...]
I wrote an article on FA Trader that talks about how, due to much lower treasury yields, the real estate sector is getting a lot of attention from yield-seeking dividend investors, becoming expensive, which drives down forward returns. Some are better than others, but as a whole, blue-chip REITs now offer middling expected returns, somewhere in … [Read more...]
A large portion of the world's most successful and famous investors have been value investors, meaning that they buy cheap out-of-favor companies (aka "value stocks") and prosper as those companies continue to perform fundamentally well against market consensus. For this to work, either the company remains cheap and goes on to spend money on … [Read more...]
I recently wrote an article on FA Trader that gives an update on one of my core holdings, Brookfield Asset Management. This is an exceptionally well-managed company that, despite consistent outperformance, is not overvalued in my opinion while many other companies are these days. As a Canadian firm with a complex structure, it's not included … [Read more...]
A great company doesn’t necessarily make a great stock pick, and a troubled company doesn’t necessarily make a bad stock pick. That’s because in addition to analyzing the quality of the business and the expected earnings and cash flows it may produce, investors need to consider the price they’ll pay for it. Regardless of how popular a growth … [Read more...]