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Daily Archives: December 8, 2014
Cyclical destiny calls to ‘conservative’ laggards
Points of reference to ponder: the energy (21.6% weight) and finance (36% weight) sectors account for a combined 57% of the broad market TSX composite today. Even with significant declines since June, the energy sector index still has a further 24%, … Continue reading
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A sober look at energy and finance-dependent TSX
As we have written frequently in the past, the Canadian stock market is precariously concentrated in its over-valued energy and finance sectors today. With both in a much deserved mean reversion phase, the TSX has completed a rapid round trip … Continue reading
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Giving to get and building value: what extractive thinkers miss
Extending the dialogue from James Montier’s excellent article discussed here last week, The world’s dumbest idea., we reference the inspiring story of SAS as a worthy corporate leader that has built extraordinary value for all its stakeholders: customers, employees and … Continue reading
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