Articles
The conventional wisdom in the investing industry divides investors into two camps: growth and value investors. Growth investors are the ones who seek high-growth companies that are still early in their growth journey, expecting that these companies can continue to reinvest and compound capital on behalf of shareholders for many years. These young enterprises are optimized for market share and growth rather than profitability. For instance, Walmart (WMT), Home Depot (HD) or Costco (COST) in their early days reinvested most of their profits into opening new stores. In other words, these businesses pursued long-term growth at the expense of current profitability. Shrewd growth investors understand this dynamic and are willing to sacrifice current profitability for an opportunity for a greater amount of profitability down the road.
We’ve all heard that successful investing happens when you “buy low and sell high”, but I encourage you to challenge that approach and implement an alternate investment strategy. Here’s why:
Maybe the stock market isn’t the first thing on your mind as you soak up the sun this summer, but that doesn’t mean opportunities aren’t out there. If you're looking for something solid and steady with a history of performance, Toromont Industries Ltd. (TIH) might be worth a closer look. Known for its dominance in heavy equipment and industrial solutions, especially as a leading Caterpillar heavy equipment dealer in Canada, TIH combines operational resilience with long-term growth potential. Read on to learn more:
For prior parts of the “Big Winner Series”, we discussed common mistakes to avoid when looking for big winners and then the primary factors that make up a potential big winner. As mentioned in the previous articles, finding big winners is not easy, and the hardest part is the act of holding on to them long enough to let them become a big winner in your portfolio. In this article, we are going to look at methods to help an investor hold onto a big winner once they have found one.
I’ve owned a very successful engineering firm for over 35 years now and I plan to finally retire this summer at age 72. I have two trusted investment advisors (at different firms) and they both run balanced portfolios for me. Starting this fall I would like to draw income from my portfolio, but I am unsure as to which accounts I should draw from. I have corporate accounts, registered accounts and personal accounts. How do you think I should set myself up? Should I have a meeting with both of my advisors to discuss this?
While you're sitting on the dock, lounging in your garden, or just taking a well-earned break from the daily grind, your mind might wander to your portfolio, and whether it's time to welcome a new name aboard. One company that’s been making quiet waves in the financial sector is Propel Holdings. With a focus on alternative lending and a growing digital presence, Propel has caught the attention of investors looking for an innovative company with a side of growth potential. Let’s dive in and take a closer look:
Q: How serious do you feel the aggregate global debt situation is? I have read that the total is now well over $300 trillion USD. Government and consumer spending seems somewhat out of control in much of the world. Let's put it this way - if the Earth was part of an interplanetary federation, would the aliens' financial authorities think we are heading towards bankruptcy?
Way back in early January 2025, I began posting blogs on why I thought the Canadian markets would outperform the U.S. indices. You can find a blog posted in January 2025 outlining my reasoning for a stronger TSX 300 this year on www.valuetrend.ca, called “6 Reasons the TSX Could Outperform the S&P 500 in 2025”.
Each spring, global value investors make the pilgrimage to Toronto to attend The Ben Graham Centre’s Value Investing Conference. This year, those hoping to gain deep insight into the shambolic state of the markets got the headline message: “Don’t over-emphasize the macro.” Here are some highlights from this year’s event: