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Long Live Buy and Hold
LONG LIVE BUY AND HOLD! Warren Buffett has said that his favourite holding period for a stock is forever.  That might be taking buy and hold investing to an extreme, but we share the general sentiment.  We recently looked at our record as buy and hold investors, and discovered some interesting facts.  When we examined the [...]
Finding Value in the Retail Sector
Signs of economic improvement continue. On Friday, nonfarm payroll data in the United States showed that the economy added 288,000 jobs in the month of June. This represents four consecutive months of job gains in excess of 200,000. Said another way, 997,000 total jobs were created over the past 120 odd days. Compare this to [...]
MARKETS ARE AT RECORD HIGHS. DON’T WORRY, BE HAPPY
People are worried about the stock market. We can tell because we get phone calls. This happens pretty much every time the markets hit new heights, and I guess it’s not surprising. After all, we are by definition in uncharted waters, and who knows what might happen next? Certainly the news media are doing their [...]
High Liner Foods: An Obvious Takeover Target
In recent months, it has been rare for a morning to pass without news of another merger or acquisition crossing the business wire. Bloomberg News reported last week that global deal volume will total $992B this quarter. This represents the most active M&A market since Q3 in 2007, one year prior to the Lehman Brothers [...]
Rogers has at least $5B of hidden value
Investors in Rogers Communications have every right to be in a sour mood. Competitors, BCE and Telus, have seen their stocks go straight up, while Rogers has done nothing. With a new CEO trying to make a name for himself it may be time to shake things up. And shake them up in a dramatic [...]
Safety doesn’t pay the bills
We all know this rule of thumb. Take your age and that’s how much you should invest with bonds. I’m 40, so I should have 40% of my portfolio in bonds. Are you kidding me? That rule of thumb may have made sense when my life expectancy was 70 years old and safe as [...]
Book Review: Sylvia Nasar’s Grand Pursuit – Lives of the Great Economists
Lord, Thou hast made this world below the shadow of a dream, An’, taught by time, I tak’ it so – exceptin’ always Steam. From coupler-flange to spindle-guide I see Thy Hand, O God - Predestination in the stride o’ yon connectin’-rod. McAndrew’s Hymn, written by Kipling in 1892 is as pure an expression as one can find [...]
KP Tissue – Wipe away to profits
Predictable revenue stream. Check. Company’s product will never be obsolete. Check. Company is the dominant brand leader and has held that position for years.  Check. Company prudently invests in projects that will expand its revenues in the future. Check. Company has been pressured by temporary cost inflation that should subside. Check. Company generates excess free cash and has [...]
Visa – A wonderful business at a fair price
Warren Buffett has said many times, “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” But what is a wonderful company? Isn’t wonder in the eye of the beholder? Can one assess a wonderful business on a quantitative basis? One quantitative measure [...]
Barry on Whistler Blackcomb and Morguard in Investor’s Digest
Please click here to download a copy of the article. Disclaimer: Baskin Financial Services clients own shares in Whistler Blackcomb Holdings and Morguard