Q2 Portfolio Commentary

Was that really 15 years?

Hard to believe, but it was fully a decade and a half ago that we launched Dixon Mitchell Investment Counsel, just as tech stocks were melting down and mere weeks before Nortel would being its fateful demise.

Click here to read more: DM-Portfolio-Commentary-Q2-15

July Monthly Insight

“Turning Points……something occurred on June 11, 2014 that triggered significant harm to the Canadian stock market…  On that date, members of OPEC announced that they would not cut their oil production in the face of surging supply.”

Click here to read more – Monthly Insight – July 2015 – Turning Points

June Report from DM

Putting Size Advantage to Good Use

In the past, we’ve alluded to the inverse relationship that often exists between investment manager size and the ability to add value beyond the broad market index. This is especially true in Canada where, on one hand, banks and mutual funds have gathered massive amounts of investor capital (in many cases exceeding $100 billion) but on the other, many of the most attractive companies in the TSX are comparatively small.

Click here to read more:  DM-Monthly-Report-Jun-15.pd

June Monthly Insight

“Some Markets Zig, Others Zag”…….while the current concern about weak bond returns may be troubling, it is important to keep those numbers in perspective. Investors have long divided their assets between stocks and bonds in the belief that those asset classes counterbalance each other.

To read more click here – Monthly Insight – June 2015 – Some Markets Zig Others Zag