Different Makes a Difference

The Odlum Brown Research Blog

  • Don't Get Spat Out In Market Corrections

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Friday, October 24, 2014
    If Apple announced a limited time 10% discount on the iPhone 6, consumers would line up around the block for the opportunity to get a deal. When stocks go on sale, investors have the opposite reaction—most are reluctant to buy and some sell.
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  • Don’t Be Spooked By October

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Friday, October 03, 2014
    With markets sliding on the first day of October, Global BC TV and CBC Radio came calling to get our take on the “correction.”
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  • You Don’t Grow Rich Taking a Profit

    By Dan Hincks, CFA, Equity Analyst
    Monday, August 11, 2014
    There is an old adage in the investment business: “you don’t go broke taking a profit.” True, but neither will you grow rich. While we’re being somewhat facetious, we can’t overstate the value of owning excellent businesses over a long period of time.
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  • Keeping the Ball in Play

    By Dan Hincks, CFA, Equity Analyst
    Thursday, July 31, 2014
    As we sit courtside watching tomorrow’s top stars compete at the Odlum Brown VanOpen, we can’t help but think about an interesting book on tennis strategy and it's similarities to investing for the long-run.
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  • P/E Valuations are Neither Rich Nor Predictive

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Monday, July 21, 2014
    While those investors who look for deep-value are frustrated because there are fewer stocks that trade at a steep discount to the average stock, we remain excited because the premium for quality businesses is unusually small.
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