Maximize Returns and Minimize Losses in a Recession

May 28, 2019
Bearish Outlook

Maximize Returns and Minimize Losses in a Recession


Canadian investors continue to watch both domestic and global economic data closely as fears of a recession loom. According to Statistics Canada in their March 1st , 2019 release “Growth in real gross domestic product (GDP) slowed to 0.1% in the fourth quarter, the slowest pace since the second quarter of 2016”   See...

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6 months ago
What do Cannabis, Nelson Peltz and Hedging Have in Common?
April 04, 2019
Protection

What do Cannabis, Nelson Peltz and Hedging Have in Common?

On March 13th, Aurora Cannabis Inc. (TSX: ACB) announced that they had appointed Nelson Peltz as a Strategic Advisor to help explore potential partnerships and advise on the company’s global expansion strategy. This is a big deal given Mr. Peltz’s business history and reputation for delivering results. For more details...

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8 months ago
Options for RRSP and TFSA
March 14, 2019
Concepts

Options for RRSP and TFSA

It’s that time of year again, where investors thoughts turn to RRSP and TFSA contributions and taking advantage of growing their portfolio in a tax-sheltered or tax-free way. There are many ways to approach portfolio management. Often, when you ask a cross section of self-directed investors their answers will vary. Some...

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9 months ago
Navigating a Slippery Slope
November 28, 2018
Bullish Outlook

Navigating a Slippery Slope

As I begin to write, oil has suffered a precipitous top to bottom (bottom? maybe) decline of over 30% from the high this year.   What drove it higher? The most common answer has been the possibility of U.S. sanctions on Iran.  This caused significant concern of a shortage in supply. A market fearful of an oil shortage...

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1 year ago
Options in a Recessionary Market
September 07, 2018
Risk Management

Options in a Recessionary Market

Many investors are becoming increasingly concerned that a recession may be on the horizon as North American markets continue to climb higher despite global trade concerns. A recession is defined as a temporary economic decline during which trade and industrial activity is reduced.  It is typically identified by a fall in Gross...

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1 year ago
Hedging With SXO Options Using Portfolio Beta
July 30, 2018
Protection

Hedging With SXO Options Using Portfolio Beta

This year has been one of headline risk and investor hypersensitivity to say the least. Yet despite all the market moving tweets and the ongoing trade tantrum, both U.S. and Canadian markets continue to climb a wall of worry. In fact, I would suggest that global markets in general have been climbing a wall of worry since 2008....

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1 year ago
Option Trading Mistakes to Avoid
April 25, 2018
Concepts

Option Trading Mistakes to Avoid

Trading and investing for ones self is challenging at best, let alone when you are making mistakes that could have been avoided. I am of course speaking from experience as I have paid my share of tuition thanks to falling victim to a few of the following blunders. Using an all-purpose strategy Options can be used under a...

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2 years ago
Option Myths and Misconceptions
March 21, 2018
Concepts

Option Myths and Misconceptions

For those readers who are just beginning their options education journey, I am sure you have been presented with many opinions from other investors and investment professionals alike, regarding the value and risk that options bring to a portfolio. Unfortunately, many myths and misconceptions have arisen due to a lack of...

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2 years ago
Locking In Profits on a High Flyer
January 12, 2018
Protection

Locking In Profits on a High Flyer

Once again, despite the risk of controversy, I find myself compelled to write about pot! In my last article, Embracing Volatility on a Canadian Disruptor, I looked at a couple of ways one might participate in a bullish technical pattern developing in the TSX:WEED price chart. At the time (August 28th, 2017) the shares were...

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2 years ago
Embracing Volatility on a Canadian Disruptor
August 28, 2017
Volatility

Embracing Volatility on a Canadian Disruptor

Fewer topics have been more hotly debated in political (and social) circles then the legalization of marijuana.  Now despite which direction your moral compass points on this, it’s an industry that is here to stay.  In an economic environment where governments continue to look for new ways to get into our pockets, it is no...

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2 years ago