HighView Blog

Where to invest? Look at what makes you squirm.

By Dan Hallett on August 26th, 2010

Yesterday’s Globe & Mail featured an article by U.S. equity manager Larry Sarbit making the case to invest in U.S. stocks now.  He cited his 70% invested position (compared to 10% – 20% a few years ago) to illustrate his...

U.S. bank failures lag economic & stock market bottoms

By Dan Hallett on August 24th, 2010

Several sources peg the total of U.S. bank failures at more than 9,000 during and after the Great Depression.  According to this source, about 70 banks annually failed during the 1920s but the pace soared after the famous stock market crash.  FDIC...

More evidence that Canadian funds are not the world’s most expensive

By Dan Hallett on August 18th, 2010

A few years ago, a research paper by three academics claimed that Canadian mutual funds levied higher average fees than funds in seventeen other countries.  Since average Canadian fund fees are high, the media jumped all over this research...

Changes at Saxon Stock could mean a less-stellar future

By Dan Hallett on August 12th, 2010

The Globe & Mail’s latest mutual fund number cruncher focuses on the top-performing Canadian Equity funds for the ten years ending June 30, 2010.  Quantitative screens like this can be illustrative.  As I read that Mackenzie Saxon Stock...

Tax-friendly bond exposure

By Dan Hallett on August 10th, 2010

In this morning’s Globe & Mail, I gave an overview of investors’ three main options for bond (or bond-like) exposure in taxable accounts.  It seems at least two preferred share funds escaped my radar.  I’d also like to touch...

Fees impact bond risk & return

By Dan Hallett on August 10th, 2010

Many financial advisors say that I harp too much on fees.  Many investors (and investor advocates) say that I’m not tough enough on fund fees.  Sometimes, I just can’t win.  But nowhere are fees more important than in the selection...

Providing for Man’s Best Friend – Pet Trusts

By Guest Contributors on August 8th, 2010

Conchita is one lucky Chihuahua. When her owner, heiress Gail Posner, passed away in March 2010, she and two other dogs were left with a $3 million (USD) trust fund and an $8.3-million Miami Beach mansion. A bodyguard and housekeeper who take care...

Explaining XIU’s bi-polar performance

By Dan Hallett on August 3rd, 2010

In her latest Globe & Mail Number Cruncher, Shirley Won ranked the largest Canadian stock funds (including those with significant foreign stock holdings) by 5-year annualized return as of June 30, 2010.  The column also featured each of the...

AlphaPro Balanced ETF could have low fees for now

By Dan Hallett on July 29th, 2010

I was quoted in today’s National Post regarding the launch of the Horizons AlphaPro Balanced ETF (HAA/TSX).  As is common practice in the ETF world, the firm only quotes the management fee on its website.  This fund, like most other AlphaPro...

Most stock markets still deep in the red

By Dan Hallett on July 27th, 2010

The list of today’s economic worries seems as long as it’s ever been.  Bearish strategists underline negative economic statistics with 2009’s brisk recovery in stock prices.  But the mathematics of loss/recovery – and more...

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