Different Makes a Difference

The Odlum Brown Research Blog

  • Dealing With Volatility: Treat Your Stocks Like You Treat Your Home

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Friday, May 13, 2022
    Stocks are struggling this year. The major equity benchmarks are down meaningfully, and many individual stocks are down considerably more. While it’s quite possible that equity markets will correct further in the near term, we are increasingly optimistic regarding the medium- and long-term prospects for the stocks we own and recommend.
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  • Repost: Worrying Too Much About Capital Gains Can Be Taxing

    By Fai Lee CGA, CFA, Equity Analyst
    Tuesday, May 03, 2022
    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.
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