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Red Alert for Dark OTC Stocks

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  • The SEC has proposed rules changes that would effectively shut down all trading in non-reporting OTC-traded companies.
  • If you are an investor in non-reporting OTC-traded companies and would like to ensure continued quotation for your holdings, I ask that you also submit a comment to the SEC expressing your dissatisfaction with the proposed rules changes.
  • Previously submitted comments can be read here .

Love People, Use Dividend Stocks

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As humans we are often driven by our emotions and relationships. Over time we tend grow fond of people we have a relationship with. Sometimes we grow to love them like a brother or sister; sometimes even more. In much the same way we can easily grow to love certain stocks, but this is not necessarily a good thing...

How EV Range Anxiety Will Give Way to an EV-Charging “Gold Rush”

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  • Our hotel in Santa Fe had a 110-volt outlet in the parking garage that they let us use for free, and thus the car got an additional charge of 40 miles a day while it was parked.
  • We need to transport ourselves out of the “gas station” paradigm when we think about EV charging.
  • I imagine the 110,000 gas stations that keep our ICE cars humming along today will look like a rounding error when we count up the millions of electric “filling stations” that will be located in our garages and parking lots.

Daily Treasury Yield Curve Animated Over 2019

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  • As you might remember, I’ve been concerned about the Treasury yield curve since March of 2019.
  • Lately I’ve been gathering

Joel Greenblatt: How To Apply Value Investing In An Overvalued Market

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  • WSJ: Value investing means different things to different people.
  • Stocks aren’t pieces of paper that bounce around, they’re ownership shares of businesses that we value and try to buy at a discount.
  • I have taught at Columbia for 23 years, and I make a promise to my students the first day of class that if they do good valuation work on a business, the market will agree with them.

The Asymptote of Joy and Woe

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Michael Mauboussin: 5 Ways That Investors Can Effectively Take Advantage Of Behavioral Inefficiencies

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  • Be Mindful Of Sentiment And Overextrapolation Rely On Valuation Lean On Facts Timing Or, Listen To Benjamin Graham
  • In markets, diversity breakdowns often include both new investors participating and seasoned investors sitting it out.
  • As a result, an opinion may be difficult to disprove.

Mid-Cap Stocks Sit In The Sweet Spot Of The Markets

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  • Lawrence Hamtil: Yes, and I think that that’s something that I’ve looked at, as well, and my theory behind that is that the mid-cap companies tend to be better, more higher quality, shall we say, than small-cap companies, but they tend to be less picked-over than the large-cap.
  • Lawrence Hamtil: So, I think that’s kind of the sweet spot, if you will, of the market.

Tesla, Elon Musk, and the EV revolution

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  • I am the CEO at IMA, which is anything but your average investment firm.
  • Get our company brochure here , or simply visit our website ).
  • In a brief moment of senility, Forbes magazine called me “the new Benjamin Graham.”

Quebec companies trading on the TSX

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  • 1Canadian National Railway CompanyCNR88358Industrial Products & Services2BCE Inc.BCE58993Comm & Media3Alimentation Couche-Tard Inc.ATD47310Consumer Staples4CGI Inc.GIB25113Technology5National Bank of CanadaNA22994Financial Services6Power Financial CorporationPWF21306Financial Services7Dollarama Inc.DOL16038Consumer Discretionary8Saputo Inc.SAP15648Consumer Staples9Metro Inc.MRU14382Consumer Staples10Power Corporation Of CanadaPOW12914Financial Services11Air CanadaAC11908Consumer Discretionary12Brookfield Renewable Partners L.P.BEP9964Utilities & Pipelines13Gildan Activewear

SEC Wants to Stop Trading in Dark Stocks

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  • A year ago I wrote a post SEC Considers Blocking Dark Stocks about the SEC's idea, “If a company is a dark company and listed in the OTC market and hasn’t put out financials for six months, maybe it shouldn’t be quoted or offered to retail investors,” and unfortunately it seems to be moving forward.
  • Prices will drop and I'd bet more brokerages stop allowing dark stock trades.
  • And now they want to punish the shareholders even more.

The Price of Certainty

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  • I think if Bezos would have continued his quote he would have said focus on the 70% that matters and be okay if the 30% you don’t know hurts you.
  • I apply these four filters to every new company I evaluate:
  • Ian started investing as a teenager and learned from losing his money over and over again.

September Dividend Income Report – 2 Years After I Started This Portfolio

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  • Back in September 2017, I invested all of my pension plan money into the stock market.
  • Market goes up?
  • Market goes down?

The Sin Premium – Sin Stocks Can Be Very Profitable

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  • Lawrence Hamtil: I do.
  • Lawrence Hamtil: I wish I had his success…
  • Lawrence Hamtil: And I think that there is that potential.

Daniel Kahneman: The Illusion Of Understanding – Just How Lucky Were The Founders Of Google

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  • A compelling narrative fosters an illusion of inevitability.
  • Of course there was a great deal of skill in the Google story, but luck played a more important role in the actual event than it does in the telling of it.
  • In common usage, the words intuition and premonition also are reserved for past thoughts that turned out to be true.

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