Archive of entries posted by David Hunkar

Knowledge is Power: Bull Market, China, Buybacks Edition

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Why This Bull Market Is…Bull (Canadian Investment Review) Falling oil price highlights end of commodities supercycle (Deutsche Bank Research) Energy Bargain Hunters Plow Record Amounts Into ETFs (Bloomberg) 5 investments to stay away from in 2015 and beyond (Financial Post) China tops the charts (MoneyWeek) Australia’s economy (OECD) Oil and Emerging Markets: A Double-Edged Sword (Mark Mobius, Franklin …

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S&P 500 Index Returns By Decade Since 1940

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Dividends account for a significant portion of the total returns of the S&P 500 over long periods. The table below shows the contribution of dividends to the total returns of the S&P 500 over the decades since 1940: Click to enlarge Source: A Brave New World, Dec 2014, The Absolute Return Letter, Absolute Return Partners It is …

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Do Reverse Stock Splits Work?

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Reverse stock splits rarely work. When a company is in serious trouble a silly reverse stock split will not change its fortune. Fundamental changes including new management, growth and other things have to occur in order for a reverse stock split to be successful. In most cases this does not happen. Rather the same incompetent managers …

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Why Did The Canadian Stock Market Underperform The U.S. Market

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I came across an interesting article titled  Stampede to the International Market by Edward Friedman, Senior Research Analyst at McLean&Partners of Canada. In the article Mr.Friedman discussed the importance of diversification for Canadian investors. The following post is based on that article. The S&P/TSX Composite Index has lagged the performance of the S&P 500 this year. While …

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Family Ownership: A Compelling Reason To Invest In Emerging Market Companies?

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In developed countries most publicly-listed companies are not controlled by families. In the U.S. less than one-third of the S&P 500 companies are family-owned businesses according to a study by McKinsey&Company. But in emerging markets many of the large public companies are owned by families. This is similar to the situation that existed in the U.S. in the …

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