• Notes from the North: November 2017

    Posted:

    Some thoughts on the need for earnings growth can be found in this month’s newsletter.

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  • Notes from the North: October 2017

    Posted:

    You will likely hear about the Dow Jones making “record highs” today. The only move of significance as of mid-day is in IBM, which is indeed up nicely (+$13). The Dow Jones Industrial Index is unusual in that it is price-weighted, so a $13 move in IBM translates into a 100 point move in the …

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  • Notes from the North: September 2017

    Posted:

    This month and the next are often challenging months in the equity markets. So far this year, it has been relatively quiet.

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  • Notes from the North: August 2017

    Posted:

    At first glance our comments this month highlight risk more than opportunity in investing but in a nutshell it’s a reiteration of the basics

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  • Notes from the North: July 2017

    Posted:

    Our thoughts in this month’s newsletter have turned to the bond markets on one hand, and to some unusually striking anomalies in the stock markets on the other.

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  • Notes from the North: June 2017

    Posted:

    Over 150 years ago Charles Dickens wrote A Tale of Two Cities. Today, investors find themselves in “A Tale of Two Markets”. It is the best of times if you take your cues from the stock market, but something closer to the worst of times if you are watching bond prices.

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  • Notes from the North: May 2017

    Posted:

    As corporate earnings season winds down, overall market volatility has remained low, masking some large moves in individual companies and industries such as retail (down) and technology (up).

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  • Notes from the North: April 2017

    Posted:

    We may see increased volatility in individual stocks and perhaps in the market as a whole. Our advice? Mind the gap – the behavior gap.

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  • Notes from the North: March 2017

    Posted:

    Interest rates are rising and stock prices too. The S&P 500 index rose nearly 1% yesterday in response to the Fed raising short term interest rates for the second time in three months.

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  • Notes from the North: February 2017

    Posted:

    With U.S. equities hitting all-time highs on a daily basis, it is getting harder (but not impossible) to find good value. It is also getting easier to fall prey to emotions.

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