Hillary
The liklihood is now that Hillary Clinton will be the next Pres. of the USA.
But Bill Clinton will play quarterback and most things will go well.
My information
January 2008
Translation Services
January 18, 2008
January 11, 2008
Where is Mr.Harper ?
In the latest 12 months we imported 100,000 cars and trucks from Korea; they imported from Canada only 500 vehicles. We go free trade; they go protectionist; perfectly ridiculous.
Easy to fix; any and all restrictions they put on us, we put on them. The same thing goes for Japan.
As a friend of mine once said: "We must be nuts.
January 10, 2008
Obama vs. Clinton
After the Bush disaster we can pretty well count the Republicans out. Obama could beat Hillary Clinton but not Bill.
Our view is that Hillary wants to win and will do what Bill says. It will be the same way if she wins; Bill will call most of the shots and the American people will accept this pattern.
In a way Bill Clinton will be the first 4 term President since FDR; and the stock market will like it.
January 06, 2008
Asset-backed securities
At one of the big brokerage firms in New York, business is done as follows; one of the partners with his right hand sells $500 million asset-backed securites; which are rated top quality; same rating as a US goverment note; the commission could be 1% or 5 million. With his right hand he gets another customer to sell short $500 million asset-backed securites; commision again could be 1% or 5 million. He then goes home to his little estate in Long Island and tells his wife he had a good day at the office; it pays to speak with forked tongue.
July 02, 2007
The five big banks
We have had the bank stocks as undervalued for the past 4 years at least.
The returns have been excellent.
Remember that if the dividend goes up 10% so does the stock; everything else being equal.
May 18, 2007
The bull market !
Both the Dow and the TSE Composite are now at an all time high. Is it too late to get into equities ? No, it is not, but you have to pick undervalued stocks. We will tell you some high quality stocks that are still substantially U/V; just send us an email for our latest Report.
April 21, 2007
June Callwood
June Callwood is maybe Canada's greatest woman.
As I understand it for her kindness was the closest act to Godliness.
Her example were the doors at the Mall; whether the person in front held the door open or let it close in someone's face. We have judged a society by the doors at the Mall for 30 years. It used to be London, England; 20 out of 20 holding the door open; Toronto 17 of 20; Tampa, Florida, 3 of 20. The score today is London, 20 of 20; Toronto, 0 of 20; Tampa, 3 of 20. Sad situation.
April 16, 2007
Virginia Tech
With 32 dead and 17 wounded one would think there had been a battle.
But no, it was just another day on a U.S. college campus. For some reason or other Americans are born with a compelling urge to eat , drink, and carry a gun.
April 15, 2007
OHIP --a diaaster.
Recently, we were playing golf, indoors, and the knee gave out. We went to the nearest Toronto hospital; emergency section. Under very uncomfortable conditions we waited 8 hours and 15 minutes to see a Doctor. This is simply unacceptable.
