Money and Finance
- Warren Buffett's Canadian Lieutenant Eyes Alberta Expansion
Link to article: Warren Buffett's Canadian lieutenant eyes Alberta expansion The low-profile Canadian who serves as one of Warren Buffett’s chief lieutenants is making a big bet on the economic potential of his home province amid speculation that...
- Crabs & Rim Jobs
We don’t think it is a coincidence that the flaws in Canada’s banking system are being exposed at the same time China’s appetite for natural resources is being suppressed by a glass ceiling on capital misallocation. In fact, while traveling...
- Ackman Open To Canadian Pacific Selling Dm&e (video)
Feb. 6 (Bloomberg) -- William Ackman, the investor seeking management changes at Canadian Pacific Railway Ltd., talks about his choice of Hunter Harrison to be chief executive officer of the railorad and the possibility that Harrison would consider selling...
- Why This Value Investor Holds Cash In A Rising Market
Found via The Corner of Berkshire & Fairfax.The Canadian stock market is more vulnerable to a major pullback than its U.S. counterpart, warns one of Canada’s more successful money managers of the past decade.“We think that valuations in Canada,...
- Project: Dividend Stocks For Teenager Creating A New List Of Stocks
As I mentioned before my daughter has another $1k to invest. You can read all previous posts about this project here. I am working on a new list of stocks to show her, so she can pick her new stock. Please comment and make suggestions. I...
Money and Finance
Patient Capital's Q1 2012 Letter
Found via Canadian Value Investing.
Despite the above noted issues Canada seems to be on top of the world. Canada avoided many of the serious problems arising from the financial crisis of 2008 and 2009. In addition, our financial system has been heralded as a model of prudence and good management. The Canadian economy buoyed by the developing world’s need for commodities has been relatively strong and resilient. Canadian consumers are continuing to spend and our housing markets are strong right across the country. Canadian equity markets and the Canadian dollar have also performed well. Foreign investors are flocking to Canada as an opportunity for growth and as a safe haven. All appears to be well in the land of the Great White North!
But we are getting nervous! We think that the Canadian economy and Canadian equity markets may be headed for some serious pullbacks.
- Warren Buffett's Canadian Lieutenant Eyes Alberta Expansion
Link to article: Warren Buffett's Canadian lieutenant eyes Alberta expansion The low-profile Canadian who serves as one of Warren Buffett’s chief lieutenants is making a big bet on the economic potential of his home province amid speculation that...
- Crabs & Rim Jobs
We don’t think it is a coincidence that the flaws in Canada’s banking system are being exposed at the same time China’s appetite for natural resources is being suppressed by a glass ceiling on capital misallocation. In fact, while traveling...
- Ackman Open To Canadian Pacific Selling Dm&e (video)
Feb. 6 (Bloomberg) -- William Ackman, the investor seeking management changes at Canadian Pacific Railway Ltd., talks about his choice of Hunter Harrison to be chief executive officer of the railorad and the possibility that Harrison would consider selling...
- Why This Value Investor Holds Cash In A Rising Market
Found via The Corner of Berkshire & Fairfax.The Canadian stock market is more vulnerable to a major pullback than its U.S. counterpart, warns one of Canada’s more successful money managers of the past decade.“We think that valuations in Canada,...
- Project: Dividend Stocks For Teenager Creating A New List Of Stocks
As I mentioned before my daughter has another $1k to invest. You can read all previous posts about this project here. I am working on a new list of stocks to show her, so she can pick her new stock. Please comment and make suggestions. I...