Mike's Daily Comment

Buffett's Big Trump Era Bet

on Wednesday, 01 February 2017 06:58


Berkshire buys $12 billion of stock since election.

This move was largely Buffett’s.

Walgreens recuts Rite Aid deal.

Berkshire Hathaway

Berkshire (BRK.A/BRK.B) substantially grew its equity portfolio after the US presidential election. They had slightly over $100 billion in shares before the election and increased it by over 10% with new purchases since then. Next month, we will go through the specific securities purchased. The new purchases could be new positions or increases of current ones.

....read more HERE


The Next Big Milestone


Mike's Daily Comment

Guess What? The Mexican Wall Became US Senates Law in 2006

on Tuesday, 31 January 2017 08:17

The refugee backlash has been percolating in the US and Europe for some time. Governments inability to integrate immigrants & refugees on both social and economic terms satisfactory to the voting public is clearly an explosive issue.

...also: Looking for Yield, Ozzie's Got Some Ideas



Mike's Daily Comment

When Will It Be Okay To Blame Technology for Job Losses

on Monday, 30 January 2017 12:00

Prime Minister Trudeau just completed a cross country tour where technology as a cause of job loss wasn't talked about. Meanwhile John Kerry in Davos Switzerland said 85% of job loss in the last decade was due to technology.

....also from Michael: The Great Divide - Thinking With Your Head vs Knowing with Your Heart



Live from the Trading Desk

20,000 Dow but Will It Hold

on Saturday, 28 January 2017 21:05

Live from the trading desk, Victor talks bonds, stocks and trading in the Trump era, a time that appears so vastly different from the last 8 years.

....related: All star Analyst, Jack Crooks on Trump, Bonds and the US$



Hot Properties

Looking for Yield, Ozzie's Got Some Ideas

on Saturday, 28 January 2017 20:54

You probably haven't thought about investment real estate in Winnipeg but maybe you should. Plus some Vancouver winners in this weeks Hot Properties with Ozzie Jurock.

...also: Real Estate: Ozzie Puts Out a Sell Signal



Mike’s Big Fat Idea

Quick, While No One's Looking

on Saturday, 28 January 2017 20:44

This weeks Big Fat Idea is from the buy low sell high department. It's from Canaccord Genuity Wealth Management's Brent Woyatt who shares his best contrary investment idea for 2017.

....related: 2 Buying Opportunities in the Oil & Gas Service Sector



Mike’s Saturday Editorial

The Great Divide - Thinking With Your Head vs Knowing with Your Heart

on Saturday, 28 January 2017 20:34

There is no getting away from the massive divide in the US. Emotions are at the boil. The questions is - where does that lead? One obvious answer is increasing social unrest and violence.

...more from Michael: Insights on the Donald Trump Presidency



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