Posts by Brent Vandermeer

Breaking News from DundeeWealth

The team would like to share with you some breaking news from DundeeWealth, the dealer we align with and process trades through. DundeeWealth, one of Canada’s largest independent financial advisor networks, is set to undergo a rebrand. Effective November 1, 2013, the DundeeWealth advisor network (owned by Scotiabank) will adopt a new brand identity: HollisWealthTM. […]

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A Special Update on Gold & Mining Companies

Summary: This sector is currently out of favour but we believe it will improve. The debt crisis is continuing despite mainstream media headlines. Our disciplines require that we reduce exposure to precious metals and mining shares, in the short-term. We have added exposure to broad stock markets in Canada and US coupled with downside (put […]

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Survey Results – How long will Canadians Work?

Survey Says…. Only a quarter of Canadians now expect to leave their jobs by age 66 Readers may remember that line from an old TV show called Family Feud. That phrase came to mind in observing a recent Globe and Mail headline referencing an Ipsos Reid 2012 online survey of 3017 Canadian adults aged 30-66. […]

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Waiting for the Fundamentals to Prevail – Part 2 of 2

In the last market commentary newsletter we started the discussion on investment fundamentals and how we believe the Fraser Vandermeer Asset Management portfolios will outperform in the years to come based on this. Read Fundamentals Part 1 We’d like to continue this topic now with more specifics on the markets and our views. Here is […]

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Waiting for the Fundamentals to Prevail – Part 1 of 2

Definition – “fundamentals” (noun): central or primary rule; principle on which something is based; the basic building blocks, core long-held truths; being of central importance; age-old facts; the basis supporting existence or function; the general principles of a matter.1 1 www.merriam-webster.com/dictionary/fundamental As fundamentals relates to investing, we at Fraser Vandermeer Asset Management believe prices will […]

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