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With summer in the rear-view mirror, the markets hustle and bustle resumed in September, not that this past summer was sedate as I was making a fair number of investment decisions. The roller coaster continued. More trade trash talking. Flip-flops on a daily basis, Threats to delist companies from stock exchanges. More and more in the Mad King worl…
 
We’re half-way through the year and so I thought it would be a good time to check back into my ROBO portfolio to see how it’s doing and if there is anything interesting going on. I was all good to go on writing a very pedestrian update as the portfolio had not undergone any significant changes in over a year. Then I got a couple of emails.…
 
What got me interested in Square was that it recently got beaten down on a “bad” earnings report, but when I took a bit of dive into it, I saw some interesting items. They recently sold it’s online food delivery platform Caviar. It was a money loser and burning a lot of cash and to get $400 million back and getting rid of the cash burn meant to me …
 
I really wasn’t looking at buying in to Amazon. I have been a bit of a critic of the company in the past, but a recent pull back in the stock combined with rumblings of regulatory oversight compelled me to take a look at the stock and weigh the possibility to buy in. Here is my mind map analysis that led me to my decision to buy shares.…
 
Google or Alphabet has been on my wish list for a long time, so when the stock started languishing in the low $1100’s, I thought I should take a look. There has been a lot of chatter of more regulatory oversight of the big tech companies including Alphabet. That being said the company is a juggernaut and is one of the most profitable companies on t…
 
One of ongoing challenges with my portfolio is I hold too much cash. A big reason is my ongoing pessimism on the valuation of stocks, so my risk tolerance has skewed to holding more cash. Given where I am in my life that’s not good. With the introduction of Asset Allocation based ETF’s, it’s now easier and cheaper to get a diversified equity exposu…
 
The cornerstone of my investment coaching practice is to teach and engage with people on how to educated and ultimately successful investment decisions involving stocks and Exchange Traded Funds (ETF’s). It’s one thing to teach this stuff. It’s another thing to model the behavior and it’s a totally different thing to actually demonstrate tangible r…
 
August arrived with a bang. The market barely had a chance to digest the recent lowering of interest rates by the Federal Reserve, and the subsequent strange messaging that this would be a one time deal. The market did not like that. To make this even more crazy, the Mad King decided to drop the bomb of threatening to put tarrifs on all China impor…
 
After several uneventful months where I stood on the sidelines, I decided to make a fair number of decisions in July, even with all the trade-trash-talking going on. The big trigger for me I think was that it was becoming very clear that interest rates are going to track downward and that may put a floor on stock prices in the short to medium term.…
 
In this first of a 3 part series, I share the thought processes that went into my investment decisions I made over the summer. In this episode I walk through the decisions I made in June. Investment Decisions Taken:Opened position in iShares Long Term Bonds (Ticker: XLB)Sold position in Electronic Arts (Ticker: EA) for 11.6 percent gain (net Forex)…
 
Like anything there are some things that we don’t like to do but have to do in order to get to the bigger goals we want to achieve. Sports offers some interesting strategies for success that port over quite nicely into the investing game. In this episode I share some insights on how what strategies we can adopt to allow us to stay in the investing …
 
This episode is about how the game of basketball and specifically the strategies behind it can teach us a lot about investing as well. I was originally going to do this around March Madness time, but never got around to it, so the timing is great! The game of basketball is so much different than when I grew up. It’s all about 3 points shots and per…
 
April saw the markets continue to melt-up and regain their losses from 2018. In a couple of cases I was able to lock in some nice gains and pick up some shares in areas that have actually been lagging the market surge. What’s even more pleasant is that the stocks and ETF’s involved below are one’s that I’ve held in the past and I think there are so…
 
In the last of my 5 part series where I dive into answering a fundamental question that factors into every investment decision we make, I look at the nebulous concept of valuation from a perspective that goes beyond simply buying stocks with some low valuation multiple or ratio. I also try to bring the various concepts discussed together to provide…
 
I continue on my deep dive into figuring out what drives stock prices by looking at the one metric the rules them all and factors into every investment decisions we make. There are numerous mechanical and technical methodologies and strategies that are available to us when evaluating investment opportunities. At the end of the day all that due dili…
 
For most people investing revolves around the application of rules. Buy stocks with P/E ratios below X and have Debt/Equity ratios below 0.5. Index investing is better than active strategies, which is better than value investing. The reality mechanical strategies work until they don’t. In the third of our five part series, I dig deep further to loo…
 
In Part 2, I start to drill down a bit further on trying to answer a fundamental questions that every investor is asking. In this episode I apply one of the core principles of market based economics. Supply and Demand. Makes sense as a stocks trade in a…market…that contains buyers and sellers. The way buyers and sellers behave plays a critical fact…
 
In this first of a five part series, I take a deep dive into trying to answer a fundamental question that works directly and indirectly into every investment decisions. What makes stock prices go up and down? What makes a stock valuable? In this episode, I start at a high level by exploring a core foundational element that we often overlook but pla…
 
March came in like a lion for my portfolio. An angry lion. My portfolios took some body blows that I really didn’t see coming and it forced me to make some hard decisions. There were also some good outcomes as well as some stocks continue to benefit from the market reinvigoration thanks to the 180 pivot by the Federal Reserve to pause on future int…
 
After coming off the previous month where I made no decisions to buy or sell stocks and ETF’s in my portfolio, February couldn’t be more opposite. The trigger that got me to move was the louder chatter that the Federal Reserve was going to put the breaks on any future interest rate increases. To me this sudden 180 degree shift by the Federal Reserv…
 
With commodity prices falling off and the Federal Reserve signalling they will pause on future interest rate hikes, the dynamics of a falling US$ and rising commodity prices including oil could be in play. I decided to do a quick analysis of CNQ which is considered among the big players in the Canadian Energy scene to see if there may be an opportu…
 
Yes it been a full 4 years since I opened up my Robo Advisor account. For those new to investing, a Robo Advisor is a new wave of wealth management companies that invest on behalf of others using an online platform and a combination of algorithms and computer coding to buy and sell specific investments and manage portfolios. Four years ago these fi…
 
The way 2018 ended in the markets with culminating in the Christmas Eve massacre followed by the post-Christmas bounce, it looked like 2019 would be more of the same. Turned out the market continued to bounce high and at one point erased most of the damage of last year. In this episode, I share the Investment “Decisions” that I made in January.…
 
One of my motivations as an Investment Coach is to make people more street smart when dealing with the investing industry (banks, mutual funds, wealth management companies, brokers, robe-advisers etc). Even though more people today are investing on their own, the reality is you cannot invest in a bubble, and whether you go the Do-It-Yourself (DIY) …
 
December brought more pain and angst in the markets. It forced me to make some tough decisions and take some losses, but it didn’t dissuade me from staying true to my investment ideology and my search for buying quality investments at a discounted price. In one case I had to do a 180 and retract my decision. Decisions Taken:New Position: Bought sha…
 
Luxury retail stocks were taking a pounding along with the broader market. Stocks like Tiffany had been falling from the $140’s to the mid $80’s. Tiffany is a stock I’ve held in the past and had on my watch list to look at if it were ever to fall back. So with the tumble I did a quick analysis to see if there is an opportunity to jump in which I sh…
 
Happy New Year indeed! It seems like many investors are more than happy to turn the page on a new year and fast!So much for the Santa Clause rally. The markets continued to roll over as 2018 wound down. While it will definitely crimp some of my returns for the year. I actually viewed it as an opportunity to do some Christmas shopping. This is the t…
 
Throughout the year I’ve shared with you the investment decisions I’ve made. It’s important to me that as someone that teaches people how to make better investment decisions, that I model the concepts and principles I teach. Well it’s that time of the year where in this episode I walk it back and see what I did right and more importantly what I did…
 
One of the most under performing asset classes so far this year has been German equities. As of this writing, German stocks were down over 20 percent year-to-date. Everyone complains about the weakness in the Dow Jones indexes, but the German markets have been in a serious downfall. This despite some of the most well-known and dominant global compa…
 
There was a fair bit of hand wringing going into October, a month where there have been historically some iconic stock market meltdowns. The market was starting to show some signs of fatigue. At one point the S&P 500 index crossed below its 200 day moving average which hasn’t happened in literally years. Interest rates keep tracking up. The Mad Kin…
 
It’s a golden age for investors. Never at any point in history has it been this cheap to get into investing. Management fees and trading commissions have been falling over the past 20 years, thanks mostly to technology which have improved speed and efficiencies of transactions. In the last year or so, the competition over lower fees has been quite …
 
Amazon has been one of the “It” stocks for the last decade. It has had an epic run. If we were to look at Amazon from a 1st level thinking perspective, the conventional thinking behind buying Amazon is that they are disrupting retail. Any space Amazon enters, be it grocery, streaming, pharmaceutical drugs, diapers is met with fear and doom by the e…
 
With summer done, I was thinking I may be due to make a few investment decisions, but it was quiet month with one selling decision which I wasn’t counting on making anytime soon along with one decision to buy more shares and one new stock I added to my portfolios. At the same time, I was faced with a decision that challenged some of my personal val…
 
In Part 1, I shared some thoughts on a recent report by the Ontario Securities Commission (OSC) outlining the challenges the financial services industry is having in getting Millennials to invest. The OSC report had a great opportunity to address those investing pain points, but like so many financial literacy initiatives, the messaging is not clea…
 
My motivation in starting my own practice to teach and engage people on investing revolved around financial literacy. I thought that if I could improve someone’s financial literacy, they will have a better chance at becoming a successful investor. I was always a big supporter of financial literacy programs, especially in schools. It made sense and …
 
Continuing on in my analysis of video game companies is my review of Electronic Arts. EA is more known for its sports games such as Madden Football and FIFA Soccer. It seems like a natural fit for EA to leverage their sports expertise into the E-Sports domain. In this episode I do a quick mind map analysis to see if EA is worthy of adding to my por…
 
We’re half-way through the year and so I thought it would be a good time to check back into my ROBO portfolio to see how it’s doing and if there is anything interesting going on. Three and half years ago I decided to try an experiment and find out for myself. I setup an account with one of the big Robo Adviser firms and invested $5000 of my own mon…
 
The cornerstone of my investment coaching practice is to teach and engage with people on how to educated and ultimately successful investment decisions involving stocks and Exchange Traded Funds (ETF’s). It’s one thing to teach this stuff. It’s another thing to model the behavior and it’s a totally different thing to actually demonstrate tangible r…
 
You can't go one direction in the stock market these days without hearing something about Tesla. It has become the classic retail stock. Their CEO has said a few things recently that have had the markets in a tizzy. I've never really looked at Tesla stock because just eyeballing it, it looked overpriced. Well I thought with all the hysteria going o…
 
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