Canadian National vs.Canadian Pacific Railroad

Canadian National Railway (CNI) and Canadian Pacific Railway (CP) are the major railroads in Canada. Activist investor Mr.Bill Ackman of hedge fund Pershing Square Capital Management has initiated a corporate battle to take control of the Canadian Pacific railroad and implement management changes. With a bet of $1.4 billion Mr.Bill currently holds 14.2% of the …

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Review: Callan Periodic Table of Investment Returns 2011

The Callan Periodic Table of Investment Returns for 2011 is shown below: Click to enlarge       Source: Callan Associates Some interesting observations noted by Callan include: The U.S. markets generated a tiny 2.11% return which is better than the double digit losses for the overseas developed and emerging markets. For only the third …

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On the Dividend Yields of U.S. and Foreign Stocks

The New York Times published an interesting article this week discussing dividends paid by U.S. companies. The author Christine Hauser noted that the increased dividend payout last year is a sign of recovery. From Dividends Rise in Sign of Recovery: Companies listed in the Standard & Poor’s 500-stock index paid $240.6 billion in dividends in …

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Impact of Inflation on Stock Returns

Investing in stocks produces the best return especially in the long-term. However when inflation is taken into account the return may not be the highest. Despite the best efforts of the U.S. Federal Reserve to combat inflation, it continues to grow year after. Inflation growth is particularly high in certain service industries such as health …

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