My favourite read of the week was an inspiring post that showed how Shopify helped Great Lakes Brewery pivot in the pandemic. Now this certainly brings together two of my favourite subjects – investing and craft beer. What is inspiring is how these two Canadian success stories came together to create opportunity out of despair. […]
The world’s richest borrow to invest. On Weekend Reads.
This week I came across a more than surprising article. The article referenced a report from UBS in Switzerland. They handle investment accounts for many of the richest folks on earth. What was surprising is that many of them borrowed monies to invest at or near the recent market bottom. Don’t they have enough? Or […]
What’s in the Big Bear Portfolio?
Canadian economist David Rosenberg is known as a perpetual bear. That framing is a little unkind. Let’s just say Mr. Rosenberg is always cautious and is more than aware of the many risks. But certainly he will dwell or concentrate on those risks. We might think that it is the job of the economist to […]
Dear Ontario Securities Commission: There’s no need for DSC mutual funds.
As Larry Bates reminds us with regularity, fees are wealth destroyers. Canadians pay some of the highest fees in the developed world. One money sucking tentacle is the DSC or deferred service charge. The mutual fund company pays the dealership an up-front fee of 5%. That is shared with the salesperson. For selling out of […]
The Canadian tech sector roars, on Weekend Reads.
The Canadian tech sector has been delivering stellar returns for Canadian investors. It’s certainly a shame that the sector is underrepresented in the main indices. That said, an investor can shade to tech by way of a sector ETF. For those who hold individual stocks, they can skim a few from the top holdings. And […]
Canada’s best performing dividend ETF. Horizons Canadian Dividend ETF – HAL.
This under-followed ETF might be the Rodney Dangerfield of dividend ETFs. It doesn’t get any respect. Yet Horizons Canadian Dividend ETF HAL is leading the pack of existing Canadian Dividend ETFs. What will be surprising to some is that the fund is actively managed. At the core of the fund is machine learning – AI […]