I’ve made 3 new investments over the last month or so for clients, all of which are Growth holdings. Two companies are junior gold miners and the third is a long-term compounder. Commodities are a tough business to operate in because companies don’t have control over the final selling price of the product which…
The stock market is often talked about like it’s one thing where an investor only has the choice of being in or out of “the market.” The usual perpetrators like the media and brokerage industry (you know, the people that always have something to sell) deserve most of the blame for this. In actuality, as…
In this post I’m going to offer some additional points on the whole active management vs index debate, as well as discuss some of the very large distortions that ETFs in particular are creating. I too often hear people arguing for one side over the other but this misses the point. It’s not a question of…
Is it the P/E ratio? Is it revenue or profit growth? Or maybe the company’s market share? While all of these are important in analyzing a stock as a potential investment, I think the most important metric to evaluate isn’t quantitative but qualitative. I believe the answer is management – the executives of the company…