Focus on asset allocation: strategic vs. tactical

December 23, 2009
Focus on asset allocation: strategic vs. tactical

In this note we will introduce strategic asset allocation (SAA) and tactical asset allocation (TAA). The reference here is to the percentages that are allocated to fixed income (bonds), equity (stocks) and cash in a given portfolio. One can go a little further and overlay a geographical allocation among various economies. As portfolios grow,...
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Smallcap energy primer (Orleans Energy-OEX)

December 20, 2009
Smallcap energy primer (Orleans Energy-OEX)

In the same way the Business New Network introduces (primarily) Canadian investors to ideas and analysis on TV, Investor’s Digest of Canada (the digest) does a similar task on the newsprint side. In a future note, we will highlight such providers of information. This...
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A book note: the “Market Wizards” series

December 18, 2009
A book note: the “Market Wizards” series

This note refers to a series of books written by Jack Schwager. The first one is titled “Market Wizards” . A search on Chapters.ca or Amazon.ca yields five titles across close to two decades.  The idea here is to gain insight on how various...
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Highlighting the REIT sector (XRE)

December 16, 2009
Highlighting the REIT sector (XRE)

The Real Estate Investment Trust (REIT) sector as represented by the XRE Units on the TSX has been making new highs this week. It is one of the areas...
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Canadian market note, Tuesday December 15, 2009

December 15, 2009
Canadian market note, Tuesday December 15, 2009

From the first impressions,  it seems like this was a rather lackluster day on the TSX. The index was marginally down by 4.67 points. However, there were 44 new...
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Rising from the ashes? Cinram (CRW.un)

December 14, 2009
Rising from the ashes? Cinram (CRW.un)

Monday, December 14th, 2009  While earning estimates have been grim from Cinram (CRW.un on the TSX). The price action most recently has been more consistent with accumulation. The stock has...
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