Bill Cara

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2Q2020 Portfolio re-calibration

There are reasons for the major shift in how investors are investing today. Investors are having to deal with an overwhelming change in macro-economic drivers: 1. Monetary and fiscal stimulus as never before seen in the US or the world 2. Central bank rates that are forced to stay close

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Silvercorp (SVM) reports the 1Q2020 results

Here are some highlights of the Silvercorp report that was issued 2020.06.23. Gross revenues are down substantially for the yr ending Mar 31/20 from $170.5 mm 2019 to $158.8 mm 2020. It’s interesting that the Cost of Sales was flat at $99.4 mm 2020 vs $99.6 mm 2019, almost exactly

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My approach to ETF-based model portfolios

For personal productivity reasons, many financial advisors have in recent years turned to ETF-based model portfolios to serve client needs. Recently I decided to do the same and investigated a few independently organized and managed services that are popular. For reasons of inability to intervene at times that I believe an

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June 1-5, 2020: Interventionist Week

We all agree that this was an amazing week in capital markets, but can we agree on what is happening? I will leave my comments, for now, so let’s start with the economic data from around the world because many of you believe that the ending of global COVID-19 lockdown

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Understanding Life is the Essence of Investing

Most of life amounts to just fleeting memories. The best ones, we hold onto. This morning while researching for a file, I came across a sad memory of eleven years ago that was deeply moving for me as I read the blog I had written a couple of years before.

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Using billcara.com to educate and inform

On May 16 I received the following question in my blog, which was useful to my explaining why I write the blog, which is to educate and inform people, who by the way I do not know and have never met except for much fewer than 1%. As much as

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Teck Resources Ltd ($TECK) is no loser

Bill Cara Interesting article on $TECK: “Hedge fund pushes Teck Resources to dump oil and coal, replace CEO” https://seekingalpha.com/news/3567438-hedge-fund-pushes-teck-resources-to-dump-oil-and-coal-replace-ceo If Teck had a pipeline to move the heavy oil through BC and on its way to China and India, that massive project would be a moneymaker. If and when the

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