Maybe the banks will never again split their shares
I have fond memories of bank shares being in the $17-27 range. And I don’t mean during the global recession, when BMO and BNS could be had in the low twenties, but for most...
Tagged: bmo
Decade of Daddy Mirror Fund Q2 report
Happy fifth anniversary, KO! Our Decade of Daddy Mirror Fund is in good shape as we pass a major milestone. I’m sorry about the reporting delay, but I don’t think the three week lag...
Decade of Daddy Mirror Fund Q4 report
Now that Italy can borrow money below 2% again, for the first time in more than two and a half years, I think we are well positioned to benefit in the Decade of Daddy...
Getting ready for another CSU bought deal
They’ve hit us twice this year so far, and I think we Constellation Software (CSU:TSX) shareholders are ready for another whack. Really. We can take it. 😉 Way back on January 17th (see prior...
Decade of Daddy Mirror Fund Annual Report #4
Things are so busy at my real job that I’ve not had a moment to update you all on the status of the Decade of Daddy Mirror Fund as at the end of June...
Decade of Daddy Mirror Fund Q1 Report
The tide is rising, and our boats are well positioned to benefit in the Decade of Daddy Mirror Fund. I missed the 20%+ run of the past six months with our idle cash, and...
Make your 2012 fee budget — bid CSU
It slipped by me at the time, but Constellation Software (CSU:TSX) took itself off the market two weeks ago, having announced last April that it was considering “strategic alternatives”. With two large shareholders in...
Decade of Daddy Mirror Fundâ„¢ Q3 Report
Treading water is about all you could hope to accomplish in the capital markets during the third quarter. Our two Venezuelan bonds have bounced around in recent weeks, and the banks are off badly....
When is a merger not really a merger?
TSX/LSE Merger Part 5 You’ve got to sympathize with the leadership at the Toronto Stock Exchange. They have a great idea, at least from their vantagepoint, and quickly find themselves tied up by nationalism...
Decade of Daddy Mirror Fund Annual Report
The end is nigh. The Decade of Daddy Mirror Fundâ„¢ had a decent year, it would appear, particularly when compared to its benchmark. Our lack of churn has worked out fine, and the dividends...
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