Normally when we think of beaches and Buffett our imaginations turn to Jimmy Buffett and Wasting Away Again in Margaritaville and searching for that lost shaker of salt. Today our (not frozen) concoction includes Warren Buffett and beaches, Trump books, the markets (stocks, inflation, recession) watch, retirement, dividend counting and more. From beaches to Buffett […]
Building the retirement stock portfolio.
How do you build a suitable retirement portfolio, made of stocks? I gave that a go this week on Seeking Alpha. That may lead to a greater debate about ‘can you really build a suitable retirement stock portfolio?’ I’d say that yes you can, but we have to cover off all of the bases (economic […]
The bank of Canada surprised the markets by doing the right thing. Will the Fed follow suit?
On Wednesday the Bank of Canada did the right thing and increased the overnight rate by a full 1%. Many borrowers and homeowners will immediately face higher interest costs. Home owners with fixed rates may face increased rates and costs down the road, when their current mortgage fixed terms expire. Central banks increase rates in […]
Happy Canada Day Dividends.
It’s the Canada Day long weekend and we Canucks certainly have a lot to be thankful for. We live in one of the best countries on the planet. Sure, we’ll complain here and there, sometimes to the point where we are even forced to write a letter (Canadian defiance). It’s not a perfect country or […]
Bond bulls, stock bears and energy dividends on the Sunday Reads.
It was a crazy week in the markets. South of the border the Fed took the stage and ‘shocked’ the markets (actually the move was leaked) with a 75 basis point rate hike. The markets initially liked the big move. Finally, the Fed will get serious about inflation. But then market makers changed their mind […]
Canadian stocks are looking good on the Sunday Reads.
Stock markets around the world are in correction mode. Leading the way for major markets are U.S. stocks. As I offered for more than a year, U.S. were very expensive. Canadian stocks don’t have the same growth profile as U.S. stocks, and they have offered very good value for quite some time. Rising earnings and […]