The Globe and Mail shed a bit of light on the small universe of private real estate investment trusts (REITs) in Canada. The article touches on both the benefits and perils of this emerging product segment. I recently reviewed a Canadian...
For many income-oriented investors October 31, 2006 will forever be etched in their brains. That was the day that our Federal Finance Minister lowered the tax boom and ended the tax arbitrage of income trusts. The market reacted by slicing about...
For years I’ve been hearing from individual investors and financial advisors who are disappointed with their meagre long-term performance. This jibes with calculations I completed four years ago, which showed that Canadian mutual fund...
Mark Barnicutt was recently interviewed by Charles Green of Trusted Advisor Associates LLC. Below is a transcript of that interview. The term “financial advisor” covers a wide range of activity, from insurance sales to asset manager to broker...
Fifteen years ago, writer and broadcaster Alison Griffiths asked University of Toronto professor Eric Kirzner to create what was named the ‘Easy Chair Portfolio’. The goal was to create a simple portfolio structure that provided...
Covered-call writing is an investment strategy that promises significantly lower risk with little or no give-up in return potential. But I argued in a recent post that the odds were fundamentally against investors realizing this potential since I...
Extra-lean bond yields are prompting investors to reach for yield with corporate, high yield and emerging markets bonds. Their appetite for stocks is meagre overall but investors still hunger for those that regularly spit out cash –...
Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors. Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on...
The Globe and Mail recently reported that Michael Lee-Chin was planning a return to the retail investment industry. He has spoken specifically about his desire to bring institutional private equity exposure to retail investors in Canada. ...
I recently provided the Globe & Mail’s Rob Carrick with my long-term expectations for investment returns and inflation over the next decade. With the exception of a couple of outliers – one bull, one bear – I admit to...
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