Posts tagged as:
valuation
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 [...]
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 [...]
Buy, Sell of Hold Canadian Imperial Bank of Commerce (CM:TSX) with Bruce Campbell of Campbell & Lee Investment Management
Buy, Sell of Hold Canadian Imperial Bank of Commerce (CM:TSX) with Bruce Campbell of Campbell & Lee Investment Management
Tweet Equities Today we are continuing on with Part 2 of our interview with Bruce Campbell of Campbell & Lee Investment Management. With the financial sector making up 28.95% of the S&P/TSX Composite, in the ensuing interview, you’ll find out Bruce’s thesis for owning CIBC also know as the Canadian Imperial Bank of Commerce (CM:TSX). Biography: Bruce [...]
Discussing the investment case for Kinross Gold (K:TSX) with Bruce Campbell of Campbell & Lee Investment Management
Discussing the investment case for Kinross Gold (K:TSX) with Bruce Campbell of Campbell & Lee Investment Management
Tweet Equities Update: This post was included in the Wealth Builder Carnival and the Carnival of Financial Planning As of November 21, 2010, spot gold had risen 18.48% over a 1 year period whereas the S&P/TSX Composite index had risen 11.89%. Over a 5 year period, the price of gold has risen 175.73% while the S&P/TSX Composite [...]
Discussing Investing In Income Producing Assets Like Bonds And Dividend Stocks with Benoit Poliquin, CFA of Pallas Athena
Discussing Investing In Income Producing Assets Like Bonds And Dividend Stocks with Benoit Poliquin, CFA of Pallas Athena
Tweet Equities Update: The post was included in the Carnival of Wealth and the Your Financial Independence Carnival Note: This interview was conducted on November 4th, 2010. Building on the approach and principles of Benjamin Graham, Philip Fisher, Warren Buffet, John Templeton and Peter Lynch, Benoît Poliquin strives to own shares of ongoing and valuable businesses. Owning [...]
A Guide To Investing In Real Estate Investment Trusts (REITs) With Dennis Mitchell, CFA Of The Sentry REIT Fund
A Guide To Investing In Real Estate Investment Trusts (REITs) With Dennis Mitchell, CFA Of The Sentry REIT Fund
Tweet Equities Lets assume that low mortgage rates are here to stay for some time. What if one also assumed that there will continue to be a strong appetite for good-quality real estate? Well, if you put those two variables together, it’s not hard to envision an environment with lower cap rates. Lower cap rates drive Net [...]- Page 1 of 2
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