Different Makes a Difference

The Odlum Brown Research Blog

  • Worrying Too Much About Capital Gains Can Be Taxing

    By Fai Lee CGA, CFA, Equity Analyst
    Thursday, June 10, 2021
    Taxes are inevitable, and long-term investors often face the reality of paying capital gains taxes when they sell stocks in their non-registered investment accounts. When this occurs, investors are left with less money to reinvest and compound over time. To offset this impact, investors want the return from whatever new stock they buy to be higher than the stock they sell. Interestingly, the theoretical break-even return required from a new stock to justify a switch may not be as high as some think. This can be illustrated through an example.
    Read More
  • Discover the Extras in the Ordinary

    By Cory O'Krainetz B.Sc., Equity Analyst
    Monday, May 03, 2021
    In the post-pandemic world, we believe boring will be rewarding. In this year's Annual Address, Equity Analyst Cory O’Krainetz discusses why the humdrum dividend-paying stocks like utilities and telecoms are particularly attractive in today’s market.
    Read More
  • Trade Wars Are Class Wars

    By Steven Zicherman MBA, CFA, Equity Analyst
    Monday, April 26, 2021
    Trade Wars Are Class Wars examines global trade conflicts through a different lens. The authors, Matthew C. Klein, an economics commentator at Barron’s, and Michael Pettis, a professor of finance at Peking University’s Guanghua School of Management, reason that conflict between countries is a result of conflict within countries. They believe trade wars are the unintended consequences of governments serving the interests of the upper classes at the expense of workers and retirees. In other words, they are a symptom of a bigger disease – rising income inequality across the globe.
    Read More
  • What Are You Banking On?

    By Benjamin Sinclair HBA, CFA, Equity Analyst
    Wednesday, April 21, 2021
    In this year's Annual Address, Equity Analyst Benjamin Sinclair explains how the pandemic has given the banks the opportunity to prove these skeptics wrong. Credit losses spiked, capital levels were put under pressure and the banks’ top lines faced headwinds. Yet almost a year later, the story has changed in the banks’ favour.
    Read More

Subscribe to Our Research Blog

Receive new postings by email