Featured Articles
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September 4, 2010 Market Outlook
06 September 2010 6:00 AM | No CommentsInterest rates have remained essentially unchanged over the past week. Economic indicators are appearing weaker than previously, so the likelihood of the Bank of Canada raising rates is much lower. Bonds have fallen back while stocks have surged ahead. Bonds are at the same level...
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Canfor Pulp CFX.UN
03 September 2010 6:00 AM | No CommentsThe Facts (as of August 25, 2010) Unit price: $13.85. Book value per unit: $15.35. Market cap: $492 million (medium). Distribution: $0.20 per month or $2.40 per year. Yield: 17.3%. P/E: 9.2x. Debt/equity ratio: 0.21. Payout ratio: 67%. The Story Artis REIT is focused on...
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Investment Risk
01 September 2010 6:00 AM | 1 CommentOver the next few weeks, I’m going to write about robustness. This is an idea that addresses risk in any type of planning. I have found that risk is particularly poorly addressed in market-related thinking. Investment plans discuss risk, but fail to control it. Particularly...
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Author Archive
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September 4, 2010 Market Outlook
Posted on September 6, 2010 | No CommentsInterest rates have remained essentially unchanged over the past week. Economic indicators are appearing weaker than previously, so the likelihood of the Bank of Canada raising rates is much lower. Bonds have fallen back while stocks have surged ahead. Bonds are at the same level... -
Canfor Pulp CFX.UN
Posted on September 3, 2010 | No CommentsThe Facts (as of August 25, 2010) Unit price: $13.85. Book value per unit: $15.35. Market cap: $492 million (medium). Distribution: $0.20 per month or $2.40 per year. Yield: 17.3%. P/E: 9.2x. Debt/equity ratio: 0.21. Payout ratio: 67%. The Story Artis REIT is focused on... -
Investment Risk
Posted on September 1, 2010 | 1 CommentOver the next few weeks, I’m going to write about robustness. This is an idea that addresses risk in any type of planning. I have found that risk is particularly poorly addressed in market-related thinking. Investment plans discuss risk, but fail to control it. Particularly... -
August 28, 2010 Stock Market Outlook
Posted on August 30, 2010 | No CommentsBond yields have hardly moved, while stocks have advanced. Prices, however, were volatile, falling to around 11,550 (the same level as 200 days ago) before climbing back to near 11,900. Although corporate earnings were strong, GDP growth has slowed from earlier this year, which is... -
Wajax WJX.UN
Posted on August 26, 2010 | No CommentsThe Facts (as of Aug 24, 2010) Unit price: $28.74. Book value per unit: $12.50. Market cap: $477 million (medium). Distribution: $0.15 per month or $1.80 per year. Yield: 6.3%. P/E: 13.6x. Debt/equity ratio: 0.38. Payout ratio: 87%. The Story Wajax, established in 1858, is...