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retring investor canada

retring investor canada
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  • Simple GMR [View instapost]
    I am curious as to why you opted for only one leveraged ETF (NYSEARCA:MVV) in the portfolio RS-GMR-LETF, when there are leveraged versions of EEM, TLT, ILJ and EPP.
    Aug 2 08:22 AM | Likes Like |Link to Comment
  • 4 Mining Companies To Bury And Forget [View article]
    Good analysis, but perhaps you will understand that I would quibble with you, in that I see the factors you have chosen as being static, and not incorporating potential growth or the impact of product price changes, including a company's leverage to price changes.

    Some companies are expanding production (perhaps SLCA?), and here perhaps using PEG rather than PE might be appropriate, if one is limited to historical based evaluations. Next Year's PE might be step in the same direction, but I recognize that is based on analyst forecasts, and forecast of price levels.

    In terms of benefiting from price increases (or losing when price decreases), perhaps one might consider cost of production. I think SLW and FNV particularly are leveraged to product price, since their production costs are flat, being defined by contract. Other miners have different costs of production.

    Just some thoughts
    Jun 28 09:47 AM | 1 Like Like |Link to Comment
  • Why Across-The Board Negativity On Commodity-Related ETFs May Be Misplaced [View article]
    While I do agree with the theme here and that commodities emphasis has kept the TSE down over the past months, I would point out that Canada stock market is approaching highs
    Jan 22 09:19 AM | Likes Like |Link to Comment
  • The Vanna White Approach To Investing [View article]
    To be fair to Vanna, she makes other contributions to the show
    - consistency for the viewing faithful
    - banter with her co host

    Carrying your "argument" to its extremes, we really don't need her co host, or Alex Trebek on Jeopardy either. If Watson can answer questions, it could ask them as well :-)
    But perhaps her value to the investor would be to remind us to "buy and Hold" :-)
    Oct 18 09:05 AM | 1 Like Like |Link to Comment
  • Stop-Loss Strategy For Dividend Growth Stocks: 2012 Data Update [View article]
    Interesting approach to a Stop
    I would be curious if you considered any other per centages? For example, if under performs SPY by 10% for four weeks, or even just under performs SPY for four weeks?

    Nov 24 10:10 AM | Likes Like |Link to Comment
  • Has CNBC Lost Its Mojo? [View article]
    I live in Canada, and stopped paying any attention to CNBC years ago. But we are fortunate to have our own Business News Network (BNN) which is much better for the retail investor. For example, each day they have two segments, usually for a total of 90 minutes, but temporarily during the summer for two hours, where one, yes one, investing pro takes questions from the audience. No yelling, no interruptions, no hyped arguments.

    The hosts are a mixed bag, some I like, some I don't, but none of them are over the top. I suspect you could access it over the internet, BNN.CA
    Aug 9 11:45 AM | 2 Likes Like |Link to Comment
  • How To Profit From December's Credit Surge [View article]
    Pardon me for being puzzled, but I don't understand your comment " Visa will see major revenue and profit increases throughout 2012 due to interest payments." Visa only processes transactions on behalf of other institutions, mostly banks, and I think it these organizations that receive payments of interest and principal.

    What am I missing?

    Feb 8 07:30 AM | 1 Like Like |Link to Comment
  • Algorithmic Industry Momentum Investing [View article]
    I'd be curious to know what would happen if you included the inverse of each ETF in the potential universe you selected from
    Jun 16 10:31 AM | Likes Like |Link to Comment
  • 3 'Safer Haven' Stock ETFs for the Ongoing Euro Mess [View article]
    Thanks for drawing my attention back to PDP. I had looked at it a couple of years ago, but it didn't seem then (at least to me) to have attractive performance characteristics, but having taken another look .....
    Nov 23 02:16 PM | Likes Like |Link to Comment
  • Chart of the Week: Money Market Mutual Funds Signal Decreasing Demand for Stocks [View article]
    I'm idly curious as to the place of ETF's in these numbers. ETF's are reportedly growing as a result of dollar inflows. Would any of the reduction in mutual funds be off set by flows to ETF's?

    Any thoughts, anyone?
    Nov 1 06:50 PM | 1 Like Like |Link to Comment
  • The Foreclosure Mess: We All Need to Calm Down [View article]
    I have a problem with any thesis which includes US banks and "moral integrity" in the same sentence. There was a complete lack of moral integrity which caused the financial housing bubble in the first place and banks played a part in this.
    As to the statement "the only one who has standing to complain is the party that has been aggrieved by the error", well it may literally be true, but there is a reason why we have regulators, and one doesn't have to look too far back to understand what can happen when regulators fail to do their job. Joe Citizen vs Bank of America is not an equal contest.
    Rubber stamping mortgage applications, which contained incorrect information, in some cases was negligent, in some cases was fraud. I can't be sympathetic to applying a similar level of integrity and care to foreclosures.
    Oct 10 08:10 AM | 6 Likes Like |Link to Comment
  • Why Investors Avoided Actively Managed ETFs in '09 [View article]
    May I suggest another "T"? Track record.The extra expense would be justified if actively managed ETF's were beating the general market, and I suspect that, if they were, the bid-ask spread would come down to those of the more actively traded ETF's. The few that I have looked at (albeit casually) haven't offered the performance to attract me.
    Dec 13 09:02 AM | Likes Like |Link to Comment
  • Shouldn't the Natural Gas Commodity ETF Catch Up to Its Company Cousin? [View article]
    There was an article in the National Post (Canadian newspaper) based on a speech from one gas company executive, suggesting that low gas prices are here to stay. There is a copy here :

    (Why in the AntiCorruption site is beyond me, but that is where I found it).

    He didn't appear to quantify "low gas prices" but the message I get is that gas will not likely, in the next few years, return to a historical ratio to oil prices, unless oil comes down. Whether there will be some "bounce" or recovery from current prices, and how big that might be, is beyond my forecasting skills.
    Jun 9 09:12 AM | 3 Likes Like |Link to Comment
  • Encana: Likely to Bounce Back [View article]
    Article in Financial Post this week end said that Encana was showing up on many favourable stock screens, low debt, low PE net profit margin 20% plus, analyst recommendations etc.

    The one thing I don't know is how far out do the hedges go, becuase when they expire (is that the right term) then Encana's profit might drop significantly.
    May 31 07:55 PM | Likes Like |Link to Comment