condorassetmanagement.blogspot.com
Condor Asset Management: October 2012
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Tuesday, October 30, 2012. Tax Policy And Competitiveness Of US Based Corporations. Monday, October 29, 2012. Recently quoted in MoneySense.ca Article. To read the article, click on the following link: http:/ www.condorassetmanagement.com/moneysense income gushing tech stocks.pdf. Wednesday, October 17, 2012. Don't Fight The Fed. We meet a lot of Canadian investors who want to avoid US based investments. These investors feel more secure allocating their entire stock portfolio to Canadian equities....
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Condor Asset Management: January 2015
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Thursday, January 15, 2015. 2014 was a good year for Condor Asset management's clients with returns that were superior to both the Canadian stock and bond markets. Condor's client’s portfolios were well positioned to benefit from US dollar and US stock market strength. CHART 1: Energy as a % of the S&P TSX Index. Source: BMO, HIS Global Insights. CHART 2: P/E for NEXT TWELVE MONTHS. Source: J.P. Morgan and Bloomberg. CHART 3: PRICE / BOOK Source:. JP Morgan and Bloomberg. As can be seen from preceding li...
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Condor Asset Management: April 2014
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Wednesday, April 16, 2014. APRIL SHOWERS BRING MAY FLOWERS. When companies report earnings in April, investors are likely to give them a "mulligan" or "pass" for sub-par results. Investors will overlook Q1 results in anticipation of better numbers for the rest of the year. US GDP growth estimates are starting to inch up closer to 3%. CHART 1: US POPULATION AGES 30—39 vs. S&P 500. Source: BMO Investment Strategy Group, Bloomberg, Census Bureau. CHART 2: US NEW RESIDENTIAL HOUSING STARTS. Family offices in...
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Condor Asset Management: Condor in the news - eBay commentary
http://condorassetmanagement.blogspot.com/2014/05/ebays-repatriated-cash-opens-doors-to.html
Monday, May 5, 2014. Condor in the news - eBay commentary. EBay’s Repatriated Cash Opens Doors to Buy Square to Stripe. By Brian Womack and Brooke Sutherland. May 01, 2014. 8217;s move to bring home part of its international cash hoard opens the door for it to do multibillion-dollar acquisitions, just as the company needs to rev up growth. EBay has a mixed record on acquisitions. While its purchase of PayPal more than a decade ago has created one of the company’s biggest businesses, its 2005 ac...Possibl...
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Condor Asset Management: May 2014
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Monday, May 5, 2014. Condor in the news - eBay commentary. EBay’s Repatriated Cash Opens Doors to Buy Square to Stripe. By Brian Womack and Brooke Sutherland. May 01, 2014. 8217;s move to bring home part of its international cash hoard opens the door for it to do multibillion-dollar acquisitions, just as the company needs to rev up growth. EBay has a mixed record on acquisitions. While its purchase of PayPal more than a decade ago has created one of the company’s biggest businesses, its 2005 ac...Possibl...
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Condor Asset Management: October 2013
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Tuesday, October 15, 2013. WILL CHINESE AND EUROPEAN ECONOMIES HAVE A SIGNIFICANT INFLUENCE ON GLOBAL MARKETS? Leading indicator (PMI) points to improving domestic demand growth in Europe. Source: Thomson Reuters, Credit Suisse Research. Chart 2: Recent PMI new orders suggest improvement in Chinese GDP growth. The US economy continues to grow. While 2.0 - 2.5% growth does not appear to be strong relative to prior recoveries, the private sector is growing in excess of 2.5%. A shrinking...Stephen is the fo...
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Condor Asset Management: Sunny with a chance of volatility
http://condorassetmanagement.blogspot.com/2014/10/sunny-with-chance-of-volatility.html
Wednesday, October 15, 2014. Sunny with a chance of volatility. In this newsletter we will explore the exciting thought that the US economy may once again be a bright economic light with respect to global growth. Major US trading partners are not expected to raise interest rates in the near term as they are not seeing the same economic uplift that is currently taking place in the US. The net result is a significant rise in the US dollar versus most major currencies. For example, the US dollar has...Chine...
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Condor Asset Management: First Quarter Review and Outlook
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Thursday, April 23, 2015. First Quarter Review and Outlook. Although our clients saw their portfolio values increase, stocks were relatively flat for the quarter, not withstanding their trading with increasing volatility. The S&P 500 increased fractionally ( 0.4%), while the Canadian market (S&P / TSX) was up 1.8% reversing some of the decline from the previous six months. The Canadian bond market returned 4.2% as it benefited from the surprise interest rate cut by the Bank of Canada.
condorassetmanagement.blogspot.com
Condor Asset Management: APRIL SHOWERS BRING MAY FLOWERS
http://condorassetmanagement.blogspot.com/2014/04/april-showers-bring-may-flowers.html
Wednesday, April 16, 2014. APRIL SHOWERS BRING MAY FLOWERS. When companies report earnings in April, investors are likely to give them a "mulligan" or "pass" for sub-par results. Investors will overlook Q1 results in anticipation of better numbers for the rest of the year. US GDP growth estimates are starting to inch up closer to 3%. CHART 1: US POPULATION AGES 30—39 vs. S&P 500. Source: BMO Investment Strategy Group, Bloomberg, Census Bureau. CHART 2: US NEW RESIDENTIAL HOUSING STARTS. Stephen is the fo...
condorassetmanagement.blogspot.com
Condor Asset Management: October 2014
http://condorassetmanagement.blogspot.com/2014_10_01_archive.html
Wednesday, October 15, 2014. Sunny with a chance of volatility. In this newsletter we will explore the exciting thought that the US economy may once again be a bright economic light with respect to global growth. Major US trading partners are not expected to raise interest rates in the near term as they are not seeing the same economic uplift that is currently taking place in the US. The net result is a significant rise in the US dollar versus most major currencies. For example, the US dollar has...Chine...
