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Farmers have a lot riding on agriculture. Investing in public companies that ride the same wave as your farm may not be the best approach.
Columns

How do agricultural companies measure up as investments?

Do they make too much money on the backs of hard-working farmers?

By
A couple of months ago, I penned the article, “Profit is not a four-letter word,” after which I intended to immediately delve into agricultural companies’ investment merits. However, I was diverted to oil company investments after a quote from the director general of the United Nations so perfectly illustrated my points in the “profits” article. […] Read more
Commodities are notoriously volatile, which makes them tricky investments.
Columns

Why invest in energy?

Will “reversion to the mean” occur this time?

By
My last article had me questioning my sanity for investing in energy companies. The last decade has been brutal, and the political environment is brutal. Before delving into the questions, I would like to comment on a common narrative — that the invasion of Ukraine caused a European energy crisis. The narrative is highlighted by […] Read more
Are energy companies displaying “grotesque greed”?
Columns

Are energy companies displaying “grotesque greed”?

Vilification of profits continues unabated

By
Shortly after submitting my previous article on the vilification of the word “profit,” and even more so when related to oil, the headline “UN Head Calls for Taxing ‘Grotesquely Greedy’ Oil” appeared in a newsletter I read, with the following quote: “UN Secretary General Antonio Guterres called on governments globally to tax these excessive profits […] Read more
When circumstances change, make new plans
Columns, Practical Tips

When circumstances change, make new plans

How to protect your farm and your loved ones as lifespans decrease and asset values rise

By
A couple we’ll call Luke and Mary, who are both in their late fifties, live in southwestern Manitoba. They have recently moved in together. Love may be forever, but tax and inheritance law make it essential they review their finances. Farm Financial Planner asked Colin Sabourin, a certified financial planner with Harbourfront Wealth Management in […] Read more
Central bankers who initially called spiking inflation transitory are now somewhat in a panic.
Columns

The economy, GDP, inflation, interest rates, recessions and bear markets

These items are interrelated but perhaps not as directly correlated as perceived

By
The current U.S. bear market is brought to you by an unwinding of speculative excess, increasing inflation driving interest rates, Putin’s war in Ukraine and fears of a recession. A recession is defined as two quarters of negative growth. First quarter U.S. growth was negative and if the second quarter comes in negative it will […] Read more
Outside of speculative fervor, numbers count
Columns

Outside of speculative fervor, numbers count

How tech giants Amazon and Shopify stack up against Linamar

By
This is the third installment of my series on comparative company analysis. For this column, I’m looking at two “hot” tech companies, Amazon (AMZN) and Shopify (SHOP) and contrasting them with an old school Canadian industrial company Linamar (LNR), which has an agricultural connection through the ownership of MacDon. My analysis was done in late […] Read more
photo: andreswd/istock/getty images
Columns, Markets

Company analysis, real live examples

A focus on price/cash flow, cash flow/assets and cash flow growth

By
Following up on recent articles, it might be beneficial to work through real stock selection examples. My first example compares two of the largest worldwide integrated oil companies, Chevron (CVX) and Exxon (XOM), along with the largest Canadian company, Suncor (SU). I will attempt to cut through much financial gobbledygook (it’s a real word in […] Read more
We all have character traits that will help us perform well and those that will hurt us. We need to take advantage of the helpful ones and manage the hurtful ones.
Columns

Four market success factors, Part 2

Portfolio construction and how you manage yourself

By
While individual stock selection gets most of the airtime, organizing those stocks into a high performance, resilient portfolio is equally important. This aspect is referred to as diversification, but it is bigger than that. Some may think owning a number of companies in a couple different sectors qualifies as diversification. However, the market tends to […] Read more
There are very few economic circumstances the market hasn’t seen, and as the saying goes, the four most dangerous words in market lexicon are, “this time is different.”
Columns

Four market success factors

And how they affect our personal investment success

By
There are four key factors affecting our personal investment success — understanding market behaviour, security selection, portfolio construction and managing yourself. I will discuss two in this column and two in the next. Most discussion is around security selection, but the other factors are equally important. Understanding market behaviour The market often exhibits perplexing and […] Read more
Columns

New farm transfer strategy aids couple with shrinking retirement funds

Farm Financial Planner: Now they can provide for children and increase nest egg

By
A couple we’ll call Max and Susan rent 320 acres to their son, who we’ll call Ernie, in central Manitoba. They are retired. Their problem is how to provide for their two daughters who do not farm. Worse, the retirement nest egg they put together years ago has been eroded by inflation and low returns […] Read more

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