|
|
|
|
|
VIDEO
| 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.
|
|
|
|
|
|
|
|
