DM Monthly Newsletter – March 2017
Parting with a Portfolio Favourite – Though we regularly rebalance equity mandates – trimming names that we feel have gotten ahead of themselves and adding capital to those whose price is temporarily under estimating fundamentals – we don’t frequently sell positions outright. After extensive research and time spent with management, our goal is always to let value compound over as long a period as possible.
Click here to read more: DM-Monthly-Report-March-17
Provisus Monthly Insight – March 2017
CANADIAN STOCKS IN GREAT SHAPE – Why are investors still waiting for a correction? Some investors would like to see a pullback to cool off the white hot equity markets, but they may have to wait a little longer. This is because without a yield curve inversion there will be no correction. This mantra remains as true today as it did 47 years ago. The yield curve is one of the most reliable economic indicators and one that savvy market watchers always keep on their radar. Sure this bull market may be long in the tooth, but the Canadian stock market just reached its first all-time high since 2008.
Click here to read more: Monthly Insight – March 2017 – Canadian Stocks in Great Shape
DM Monthly Newsletter – February 2017
EQUITY MARKETS DON’T PLAY POLITICS – As everyone knows, 2016 was marked by two significant and entirely unforeseen political events: the decision of Britons to leave the EU (via the “Brexit” vote) and the election of Donald Trump as the 45th President of the United States. Throw in early year worries about a slowdown in China, further deterioration in Middle East conditions, and simmering Russian belligerence and the stage was set for a spike in equity turbulence.
Click here to read more: DM-Monthly-Report-Feb-17
High Net Worth Families
Death and taxes are a certainty. With proper planning, you can minimize or eliminate taxes upon death and ensure the assets you have worked your whole life to accumulate, pass to the people in an orderly and efficient manner. Here’s an excellent article from the Financial Post dealing with estate issues.
