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July 11, 2008 What’s going on with the markets… More Chart talk… Risk Control and Asset Allocation.
June 6, 2008 Introduction of our new feature… Daily updated Model Price Charts.
May 5, 2008 April results... May's rollover... Good-bye financials.
April 17, 2008 Review of returns and positions of Cdn and US strategies.
March 31, 2008 Say something positive!
March 14, 2008 Federal Reserve action... $1000 gold... US on sale!
February 29, 2008 Weight in oils pays off for the month of February.
February 8, 2008 A focus on the US... January review, rebalance, sector rotation."
January 28, 2008 The Bottom in the S&P 500... 1320... Certainity vs Uncertainity... MBIA and Ambac.
January 7, 2008 A Review of 2007, January rebalancing... the process continues.
November 21, 2007 Potential bottom on the S&P 500... Stress testing companies... Rational systematic vs. the Irrational.
November 7, 2007 October performance... Canadian Dollar... Value fund managers.
October 10, 2007 Look at September results... Value 50 performance review.
October 02, 2007 'Puts and Takes' on the Canadian Dollar.
September 04, 2007 August angst... Process continues... Rebalancing.
August 20, 2007 Fixed Income investing... Asset Allocation and Market Timing.
August 07, 2007 Perfect storm for our US equity holdings leaves near record mispricing.
July 03, 2007 Year to date performance... Aur Resources... Rebalancing.
June 05, 2007 May Performance... June Rebalancing.
May 22, 2007 3 year Anniversary for the Select Canada Focus... US Value 50 returns... US equities are cheap!
April 25, 2007 A little history of the Dow... Performance of the AF funds.
April 02, 2007 Boring Equity Markets... Quarterly returns... April Rebalancing.

AUDIO

March 27, 2007 The China correction... Quarterly performance... Oil and Model Price fundamentals.
February 27, 2007 The Beauty of Large Cap stocks... Returns Y-T-D... Top 10 positions US and Canada.
February 05, 2007 Record Earnings... Monthly Portfolio Changes.
January 26, 2007 January Returns... S&P 500 Model Price vs. US Value 50 Portfolio.
January 11, 2007 January Rebalance... Overweighting Energy?... Depends on which country.
December 20, 2006 Year end wrap...
December 13, 2006 Morningstar 5 Star Rating on the AF Select US Value 50.
December 5, 2006 October performance... November rebalance.
November 20, 2006 More Income Trusts... Phelps Dodge and Materials.
October 31, 2006 October performance numbers... Energy weight... New website.
October 23, 2006 Shell Canada... and Income Trusts.
October 16, 2006 Up coming three year record of the AF Select US Value 50, with comparisons to DFA, O"Shaughessy and INTECH.
October 2, 2006 September performance numbers... fund distributions... predictions can be dangerous to your financial health.
September 25, 2006 Fixed Income...
September 19, 2006 Oils, Oils and more Oils, Fund Distributions and BCE Place.
September 5, 2006 Busy Season... Rebalancing for September... US and CDN Markets.
August 09, 2006 Bernanke on hold... Stuff has value... Monthly rebalance.
July 31, 2006 July performance numbers... Materials and oils... Interest rates.
July 17, 2006 Performance of the Acker Finley funds... Picking the low of the S&P 500.
June 27, 2006 Falconbridge, Inco and Phelps Dodge Model Prices... June Distributions.
June 20, 2006 CDN inflation up... Waiting for the BIG number... Market Timing is BAD.
June 12, 2006 Correction Mania... Interest Rates... Oils are Cheap!
June 5, 2006 Oil weight goes up in the funds... Inefficient Canadian Markets... Acker Finley Clients preparing for higher interest rates.
May 30, 2006 Correction Mania... Interest Rates... Oils are Cheap!
May 15, 2006 Going through a "CUP"and why it is necessary... A secular "BUY" for everything US.
May 08, 2006 Materials "rock" Canada Focus... Canada's Debt to GDP... Buffet's IR.