Help You Invest

2022-01-27 Both points that are made today in the ETF Insider report at FinancialAdvisorIQ.com have been discussed by me repeatedly here in the blog and coincidentally in my upcoming book “120 Lessons in Capital Markets”. Welcome to this week’s ETF Insider. We’re looking at two tools in advisors’ ETF portfolio

January 18, 2022 Today at a client’s request, I gave a lot of thought to his negative opinion of crypto and so I wrote a bit about it earlier today in the blog. But, with market prices down at a time that I see investing in crypto is an opportunity,

For a conservative investment portfolio, my first universe of candidates (40 companies now instead of 30) has an average profile that many serious investors would appreciate. I compare the new data to the initial 30: Total Candidates = 40 (30) Market cap = $83.0 ($85.2) billion Forward PE = 12.9

When we invest risk capital in young enterprises, it’s important to read all the corporate news releases, financial summaries, and MD&A filings that time permits. If we don’t have the time, we shouldn’t be invested. In my case, I relish the opportunity to meet face to face the CEOs of

December 5, 2021, 10:57 am   This article carried by the Wall St Journal this week ought to infuriate every independent investor. https://sports.yahoo.com/eu-fines-barclays-rbs-hsbc-104808164.html To summarize: Barclays, Credit Suisse, HSBC, and NatWest were fined 344 million euros (US$390 million) for foreign exchange market rigging. UBS avoided a 94 million euro (US$107

The Capital Events Management (CEM) team is looking for more “active top-level capital finance individuals” to join me in Arizona at the 9th annual Scottsdale Capital Conference to be hosted at the beautiful Fairmont Scottsdale Princess Resort. https://cem.ca/conference/scottsdale-capital-event-2022/ CEM seeks applications from those who advise or manage a substantial book

Many investors who are new to investing in minerals exploration and mine development may be confused by the types of studies done by these companies and their importance. Endeavour Silver (EXK)(EDR.TO), which is a holding of mine, does a good job in explaining them. These three types of studies (PEA,

2021.11.29 Institutional investors are interested in big markets and Copper is a very big market. Periodically the global economic cycle creates major cycles in the price of metals, but once in a lifetime, the world enters a new age of economic advancement that pushes a normal Bull cycle into a

November 6 2021 Unless we trade the S&P 500 ETF or something close to it, we cannot in the broadest sense say that we trade the market. We do trade the prices of individual stocks and more narrowly focused ETFs. To get a sense of whether “the market” is vastly

I closed the month with a +37.84% total Return on Invested Capital from my six CEM-introduced stocks. That was in less than 30 days invested. https://cem.ca/ I look forward to meeting another 18 CEOs in Nov and 18 in January at these CEM Conferences. As a former investment banker who