Blog: Cutting Through the Noise
Postings
U.S. Housing: Long, Extreme Up Cycle... Quick, Painless Down Cycle? Not Likely
Excerpt from Tom Bradley's blog on December 16, 2006
There was an article in the Wall Street Journal this week (December 13, 2006) which suggested that first-time buyers were starting to look at homes again. The reasoning was that prices had come down a little and affordability was better. ...Read More
ETFs - I've Seen This Movie Before
Excerpt from Tom Bradley's blog on December 7, 2006
Exchange-traded funds (ETFs) are a great product. They provide exposure to the equity market for a reasonable price. If you buy the iShares XICs, you can be assured of getting the return of the S&P/TSX 60 for only 0.17%. That's ...Read More
Signed!
Excerpt from Tom Bradley's blog on December 1, 2006
We're thrilled to announce that we've signed three leading money managers to the Steadyhand team. They will manage 4 of our 5 funds. This day comes after months of research, deep thinking, interviews, unhealthy lunches and airport line-ups (who knew ...Read More
Don't be Afraid of Market Risk; It Can Lead to a Better Retirement
Excerpt from Tom Bradley's blog on December 1, 2006
The Globe and Mail, Report on Business Published December 1, 2006 I was talking to a friend last weekend about our new mutual fund company. After I took him through the fund lineup, he asked me what our hedging strategy ...Read More
Income Trusts: It's all About the Fundamentals
Excerpt from Tom Bradley's blog on November 17, 2006
The Globe and Mail, Report on Business Published November 17, 2006 "It's like a spotlight in the darkness... it focuses on what's moving and everything else is blotted in the darkness." Those words came from Eric Sevareid in a PBS ...Read More
A Trick and a Treat
Excerpt from Tom Bradley's blog on November 8, 2006
My colleague, Scott Ronalds (last seen on the beach in Hawaii), has written some comments on the tax changes of last week. Here they are: Finance Minister Flaherty's Halloween announcement that income trusts will lose their tax advantaged status by ...Read More
Best Foreign Money Managers may be Right Here
Excerpt from Tom Bradley's blog on November 6, 2006
The Globe and Mail, Report on Business Published November 3, 2006 Until recently, I'd never heard of Alex Becks. I thought it was because I lived on the left coast and wasn't plugged in enough to the Toronto investment network, ...Read More
Unconventional ... or Twisted?
Excerpt from Tom Bradley's blog on November 3, 2006
Here's a picture of our Manager of Research & Communications, Scott Ronalds, reading David Swensen's Unconventional Success while on holiday in Hawaii.We're hoping all of our future employees are as dedicated as Scott. ...Read More
Income Trusts II - There's Still Stuff to Worry About
Excerpt from Tom Bradley's blog on November 2, 2006
The attention will be focused on the government's tax announcement for a while to come, but we shouldn't forget that there are other things to think about with regard to the income trust market. The tax changes have certainly shaken ...Read More
Wow! Where Did That Come From?
Excerpt from Tom Bradley's blog on November 1, 2006
Last week I praised Finance Minister Flaherty with regard to his comments on the fiscal surplus. There aren't many people praising him today. The changes to the taxation of income trusts have, and will continue to, generate lots of commentary ...Read More
The Straight Goods from our Finance Minister
Excerpt from Tom Bradley's blog on October 26, 2006
The lead story in yesterday's paper was "Ottawa Awash with Surplus Cash." Five months into this fiscal year, the Federal government is $6.7 billion into the black and they only forecast a surplus for the year of $3.6 billion. The ...Read More
We're Hiring
Excerpt from Tom Bradley's blog on October 21, 2006
We're looking for some good people to fill out our team in Vancouver, specifically an Investor Specialist and an Administrative and Marketing Associate. If you know of anyone, please let them know. ...Read More
