Different Makes a Difference

The Odlum Brown Research Blog

  • Excuses – A Saviour of Mediocrity

    By Stephen Boland CFA Equity Analyst
    Thursday, September 22, 2016
    “Structural differences” is a commonly used phrase to help explain underperformance, and the rationale usually sounds reasonable. However, it is worth approaching “structural difference” arguments with a hint of skepticism. Such defences can be an excuse by underperforming management to protect their jobs, which can leave a company and its shareholders mired in mediocrity.
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  • What if Trump is President?

    By Murray Leith CFA, Executive Vice President & Director, Investment Research
    Thursday, September 01, 2016
    What will the stock market do if Trump is President? That’s a good and fair question. Unfortunately, it’s a tough question to answer.
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