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"Double-dip recession in the cards?" |
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Wednesday, 16 June 2010 |
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Over the last three decades, we have worked with a number of indicators that help forecast the direction of the economy. For Canadian investors, the U.S. economic cycle has the most important influence on the Canadian economy. We, therefore, rely heavily on three particular indicators to try to assess the future direction of the American economy.
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Short and long term outlook for the Precious Metals stocks |
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Tuesday, 01 June 2010 |
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In this environment, we have been concentrating on ensuring that our portfolios have the best quality securities in them. In terms of equities, to us this means companies with very strong balance sheets and strong free cash flow. We have been pursuing both themes in depth when interviewing the CEO’s and CFO’s of the companies in our universe. Our other strategy has been – where appropriate in our five portfolio offerings – to be overweight in gold and precious metal stocks. Although the sector is clearly volatile, it has been the only group to have advanced on an absolute basis over the last period of market turbulence. In this week’s Strategy Notes, we look at valuations in the group and our targets for those stocks in our universe. |
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BNN Interview May 25, 2010 |
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Wednesday, 26 May 2010 |
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Amid sharp swings in the markets, investors are looking for stability. Nick Majendie, senior portfolio manager and director, Majendie Wealth Management at ScotiaMcLeod, tells BNN why he is bulking up on gold.
Watch Now! |
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May 2010 Comapany CEO & CFO interview |
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Tuesday, 18 May 2010 |
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Our trip to the East.
We spent the last two weeks in the East visiting senior management of companies in our universe located in Toronto and Montreal. Some of the key impressions that we took away from our visit are as follows:
a) Gold companies are enjoying strongly widening margins and excellent cash flow and generally have good growth profiles.
Gold stocks are the most volatile sector of any on the TSX and they proved it from early December through to early in the second quarter. Gold hit a new high of $1,225 pre-Christmas but, recently with the escalation of fears concerning Greece and other high debt-to-GDP countries, bullion has moved back to exceed those December highs. |
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