There’s been a lot of negative news headlines about the Canadian economy lately, ranging from consumer indebtedness, poor productivity growth and subscale innovation hubs. All of this doesn’t paint a rosy picture for investors.
Comments Off on Why Canadian headline noise doesn’t faze me
I don’t focus on short-term price movements of our funds versus our peers, the TSX, or our formal benchmark, but the stock volatility of the last few months has been exceptional. It’s understandable for unitholders and advisors to be interested in how the funds have been positioned and managed over this period. I believe that our activity over the last few months sets us up nicely for outperformance in the future. Let me tell you why.
Comments Off on Actively taking advantage of volatilityI often get looks of surprise when I comment on Ford Motor Co.* as an attractive investment, so I thought it might be worthwhile to explain my view. I’ll lay out the most common issues many would-be investors have with Ford and then address each.
The Geneva International Motor Show recently wrapped up and after scanning the news about it, I thought now might be a good time to share some insights from my experience at the Detroit Auto Show in January and provide my thoughts on the auto sector in general.
Comments Off on Is the auto sector revving up?
