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The Investment Case For Magna International and Research In Motion by Lee Appleton of Matco Financial

The Investment Case For Magna International and Research In Motion by Lee Appleton of Matco Financial

Tweet Analysis / Insights As 2010 winds down, those of you who remained invested in the markets have likely had a good year. Year to date, the S&P TSX Composite Index is up 14.5% while the S&P TSX Venture Composite Index is up a mere 4.3%. “… as the latest round of (earnings) reports continues to flow, we believe [...]

by Arjun Rudra on December 30, 2010

Market musings and a discussion on Apple [AAPL] as a investment idea with Gordon Reid of Goodreid Investment Counsel

Market musings and a discussion on Apple [AAPL] as a investment idea with Gordon Reid of Goodreid Investment Counsel

Tweet Equities Our goal with InvestingThesis.com is to try and unearth an analyst’s or portfolio manager’s way of thinking while analyzing a company, the economy or general portfolio management techniques. Adhering to an investment philosophy and employing a consistent disciplined investment process is a common theme that is often brought up by many of our interviewees as [...]

by Arjun Rudra on December 20, 2010

A Review of Smarter Than the Street: Invest and Make Money in Any Market and Interview with Gary Kaminsky

A Review of Smarter Than the Street: Invest and Make Money in Any Market and Interview with Gary Kaminsky

Tweet Interviews In an attempt to demystify the ‘sausage making on wall street’ and provide all investors with the tools to make money in any market, Gary Kaminsky takes readers of ‘Smarter Than the Street: Invest and Make Money in Any Market‘ through 216 pages of his 20 odd year career as a money manager at Neuberger [...]

by Arjun Rudra on December 14, 2010

Discussing gold, bonds, fiat currencies, economics and investing with Nick Barisheff of Bullion Management Group

Discussing gold, bonds, fiat currencies, economics and investing with Nick Barisheff of Bullion Management Group

Tweet Executive Management Update: This post was included in the Carnival of Personal Finance Predicting a US$1700 - $2000 gold price in 2011, Nick Barisheff of Bullion Management Group urges investors to acquire unencumbered physical bullion with no financial intermediaries or counter-party risk, saying “owning gold, silver, and platinum bars is like having a real fire extinguisher instead [...]

by Arjun Rudra on December 8, 2010

Discussing active asset allocation using ETFs with Terry Shaunessy of Shaunessy Investment Counsel

Discussing active asset allocation using ETFs with Terry Shaunessy of Shaunessy Investment Counsel

Tweet Equities Update: This post was included in the Carnival of Wealth and the Carnival of Personal Finance Biography: Terry Shaunessy is President and Founder of Shaunessy Investment Counsel, a Calgary based money manager, specializing in quantitatively derived domestic and international investment portfolios for institutions, corporations and ultra high net worth families. Prior to founding his own [...]

by Arjun Rudra on November 29, 2010

Discussing Sovereign Debt, Global Economics and Investing with Jonathan Wellum of RockLinc Investment Partners

Discussing Sovereign Debt, Global Economics and Investing with Jonathan Wellum of RockLinc Investment Partners

Tweet Equities Update: This post was included in the Carnival of Personal Finance and the Best of Money Carnival Biography: Jonathan Wellum has a distinguished career in the financial industry, holding various positions including his present role as the CEO and CIO of RockLinc Investment Partners Inc. He was formerly the CEO and CIO of AIC Limited. [...]

by Arjun Rudra on November 26, 2010

Blending Top Down Macro Economic Analysis and Bottom Up Stock Picking For Outperformance with Andrew Parkinson of Van Arbor Asset Management

Blending Top Down Macro Economic Analysis and Bottom Up Stock Picking For Outperformance with Andrew Parkinson of Van Arbor Asset Management

Tweet Investing Professionals Biography: Andrew Parkinson is the Managing Director at Van Arbor Asset Management. He is responsible for the investment portfolios and the operations of the company. Prior to joining Van Arbor, Andrew was the president of Cundill Investment Research Ltd. Andrew has provided expertise to securities commissions, brokerage houses, custodians, transfer agents and mutual fund firms [...]

by Arjun Rudra on November 19, 2010

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