Dan Rohinton's blog

Dan's Perspective: Presidents, Duels, Portfolios

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In a challenging year that has seen a global pandemic lead to economic hardship we haven’t experienced since the Great Depression, it’s an understatement to say there’s been a lot to process in 2020. On top of this, the U.S. presidential election is garnering even more attention.

Dan's Perspective: What a Deal!

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We live in a world that is constantly evolving, especially when it comes to business. Companies are routinely looking for ways to maximize the value of their operations by purchasing industry peers or divesting themselves of divisions that would be worth more in the hands of other owners. As investors that focus on a shortlist of stocks in deep detail, we have found select companies that are going through an acquisition or divesture and therefore can provide attractive opportunities for your portfolio.

Dan's Perspective: When Goliath Wins

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The story of David vs. Goliath has been told countless times of the smaller David takes on the much larger Goliath and wins against all odds. As a Toronto Raptors fan watching Kawhi Leonard lead us to a championship against Steph Curry and the Golden State Warriors, it really felt like a David vs. Goliath moment. However, when it comes to investing, we have found that putting our capital behind Goliath can be a sound investing strategy for the long term. When we do come across a market leading business with a strong competitive advantage, management that act like owners and a growth runway, we are excited to have found our next Goliath.

Thinking through volatility in ETFs and financial markets

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Global markets were jolted Monday morning with elevated volatility as a group of ETFs fell intraday between 25% to over 40% within minutes of the market opening, which triggered a broader correction. In short order, well known blue chip firms such as GE, Pepsi, Visa and Starbucks briefly fell over 15% before recovering. It’s worth highlighting that the seeds of this volatility were sown years ago with the growth of ETFs in the market and the risks they pose to their investors.

Thinking through the Chinese savings system

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In an earlier blog, Brandon shared his thoughts on the underlying sources of growth in the Chinese economy and the significant role easy credit has played in sustaining economic growth and funding distressed industries. The natural question then is: why would hard-working savers put all of their money into risky investments with uncertain returns or in a bank that makes risky loans?

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