Stocks »

[25 Sep 2006 | Comments ]

Ross Healy is the chariman and CEO of Strategic Analysis Corporation, an investment advisory firm. Though I feel at times, that Ross’s comments are too politically correct, too on the fence, I still recognize that Ross is very much respected in the Canadian investment scene. Ross is best known for his bearish call on Nortel when it was trading over $100 in 2000. As of June 2006, Strategic Analysis Corporation’s model portfolio has outperformed the S&P/TSX Total Return index to a tune of 20.9% to 11.7% since its 1993 inception.
If …

Stocks »

[23 Sep 2006 | Comments ]

Canada’s Report On Business Television recently held a series of live broadcasts from BCE place in downtown Toronto. On Monday, September 18th, 2006, they invited two venerable deep-value fund managers in a question and answer forum. You might think I’m hypocritical for advising people not to obssess over ROB-TV while highlighting this event. However, my interest was peaked because of Irwin Michael’s appearance. I hope you will see why I listen when Irwin speaks. It’s truly a no-spin zone (unlike Fox News, or Jim Cramer) and investors get to benefit …

Media »

[22 Sep 2006 | Comments ]

I previously wrote about a data problem I noticed with Google Finance’s display of a stock’s timeframe. Turns out it was a designed feature! I’ve since leveraged Google Finance as a starting point to look at my watch list. However, I remain skeptical of Google’s ability to integrate data.
Today, I was looking at a Google Finance stock quote. Even though I have previously blogged negatively about Tim Horton’s IPO, there is no question in my mind that Tim Horton’s is still the strongest franchise name that Canada can offer. …

Media »

[19 Sep 2006 | Comments ]

One of my favourite movies of all time is “The Good, The Bad and The Ugly“. It’s no coincidence that I wished for Investorial to share the same focus. After all, the Sergio Leone classic is considered the greatest Western ever. If Investorial could accomplish even 1% of that legacy, it’d be an truly fulfilling accomplishment! I wanted to celebrate our 1 year anniversary by dissecting investing from the movie’s perspective. Won’t you join me?

Stocks »

[14 Sep 2006 | Comments ]

Do you own stock options that are also under water? Tech employees from the dot com bubble era may never get to exercise their options (if their companies still exist!). I have never been a fan of stock options, and prefer my bonuses in the form of a real bonus compensation or a transparent shares grant.
While most may still think that stock options can foster worker alignment with company goals, it’s worthy for investors to note why most corporations prefer stock option compensation — because it means they don’t have …