Market Insights

MATCO MARKET INSIGHTS – YEAR-END PLANNING: UTILIZE YOUR TFSA TO LOWER YOUR TOTAL TAXABLE INCOME

OCTOBER 8 / TOM STACHIW, CIM, Portfolio Manager
2020 has been an interesting year to say the least. A global pandemic, the fastest bear market in history, and increasing unemployment or salary cuts. If you are thinking about topping up your RRSP this year but do not have access to liquid funds other than your TFSA, there may be a strategy that can work in your favour.
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MATCO MARKET INSIGHTS - TRUMP VS. BIDEN: WHAT MATTERS TO INVESTORS

OCTOBER 2 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
In my last blog I showed that Mr. Trump is not the stock market president, in that the U.S. stock market has had better returns under various presidents during their term and that since 1948, the U.S. stock market has done better under a Democratic president than a Republican.
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MATCO MARKET INSIGHTS – IS MR. TRUMP THE STOCK MARKET PRESIDENT?

SEPTEMBER 10 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
President Trump has often bragged about how well the stock market has performed since he was elected. With the U.S. stock market recovering all its losses since its March lows and recently hitting a new all-time high, it’s time to do some fact checking
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MATCO MARKET INSIGHTS – PANDEMIC INSURANCE FOR YOUR PORTFOLIO

AUGUST 28 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Recently there have been media reports of a few companies that had purchased pandemic insurance. Two notable examples are the Wimbledon Championship Tennis Tournament and the Shaw Festival in Niagara-on-the-Lake.
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MATCO MARKET INSIGHTS - CANNABIS: THE NEW NORMAL

AUGUST 20 / BARON LEE, CFA Portfolio Manager
Consuming cannabis is the new normal. In 2013, Uruguay was the first country to legalize recreational cannabis. In 2018, Canada was the first industrialized country to legalize recreational cannabis. Today, there are over fifty countries that have legalized medical and/or recreational cannabis.
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MATCO MARKET INSIGHTS – COVID-19 AND CORRUPTION

AUGUST 5 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
The International Monetary Fund (IMF) recently posted a blog about corruption and COVID-19.
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MATCO MARKET INSIGHTS - GIC's A DEAL WITH THE DEVIL

JULY 23 / TOM STACHIW, CIM, Portfolio Manager
In the current economic environment, buying GICs can feel like making a deal with the devil.  With interest rates at lows, with little to no projection to increase in the near term, what is the real price you pay to guarantee and lock in your return?
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MATCO MARKET INSIGHTS - COMFORTABLY NUMB

JULY 10 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Pink Floyd’s classic song ‘Comfortably Numb’ sums up the current state of global markets and the economy. Central bankers (‘the doctors’) have successfully revived the global economy (‘the patient’) from the COVID crisis through massive injections of liquidity
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MATCO MARKET INSIGHTS – DIVIDENDS: A BIRD IN THE HAND

JULY 6 / JORDAN BECKET, CFA Analyst
The old investing adage “a bird in the hand is worth two in the bush” signifies the importance that dividends and return of capital play in a sound investment strategy.
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MATCO MARKET INSIGHTS – STAYING AHEAD OF THE CURVE

JUNE 23 / TREVOR GALON, CFA Chief Investment Officer
Within our Matco investment process, there are two primary layers of investment management. The first layer is security or stock selection, which is similar to choosing the ingredients for a recipe.
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MATCO MARKET INSIGHTS – BENEFITS OF SUSTAINABLE INCOME FROM YOUR INVESTMENTS

JUNE 16 /
During their working years, many people become accustomed to a consistent pay cheque being available in their personal bank accounts on a bi-weekly basis.
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MATCO MARKET INSIGHTS – CYBER CRIME PREVENTION TIPS

JUNE 8 / LINDSAY BRYANT, Manager Client Services
COVID-19 has certainly changed the way we work and live. One of the most positive outcomes is improved productivity. Evidence can be found all over social media as friends and family share posts of de-cluttered spaces, learn a new language and grow the ever-elusive sour dough yeast.
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MATCO MARKET INSIGHTS – 4 REASONS YOU NEED A FINANCIAL PLAN TODAY

MAY 20 / TOM STACHIW, CIM, Portfolio Manager
Have you ever hit the road heading to a place you have never been without a map? Or arrived at the airport with no idea of your destination? Setting goals and building strategies to reach them are elements of successful behavior.
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MATCO MARKET INSIGHTS – STRANGER THINGS: WELCOME TO THE UPSIDE DOWN

MAY 15 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Like the Netflix hit series ‘Stranger Things’, the global COVID crisis has turned the lives of billions of people upside down for the last three months.
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MATCO MARKET INSIGHTS – ARE ALL BOND FUNDS CREATED EQUAL, MR. BOND?

MAY 8 / TREVOR GALON, CFA Chief Investment Officer
The world of bonds, the boring capital market security that has failed over the years to provide the same dramatic appeal and excitement as the stock market.
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MATCO MARKET INSIGHTS – A LIGHT AT THE END OF THE TUNNEL

MAY 4 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Since March 22nd, global stock markets have had a powerful rally with Canadian and U.S. stock markets, up 36% and 34%, respectively as of April 29th.
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MATCO MARKET INSIGHTS – ECONOMIC VIRUS: WHATEVER IT TAKES

APRIL 3 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Given the stalling of the global economy in order to stop the spread of COVID-19, central banks and governments are forced into a corner to do “whatever it takes” to dampen the impact of a recession.
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MATCO MARKET INSIGHTS – FOCUS ON DIVIDENDS, AVOID CYCLICALS

MARCH 24 / MICHAEL RYVAL, Morningstar
Despite a severe market correction brought on by fears of a global pandemic around the coronavirus, or COVID-19, Anil Tahiliani, a portfolio manager and vice-president at Calgary-based Matco Financial Inc., is hanging in with his portfolio selections and has in fact added to some existing holdings on price weakness.
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MATCO MARKET INSIGHTS – OIL PRICE DECLINE AND CORONAVIRUS

MARCH 9 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
On the weekend, Saudi Arabia cut its official crude selling prices for April, effectively launching an oil price war against Russia. The price cut was a result of Russia and Saudi Arabia failing to agree on terms surrounding further production restrictions that were slated to begin April 1st.
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MATCO MARKET INSIGHTS  – DEFENSE IS THE BEST OFFENSE

MARCH 2 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Since February 21st, investors have been gripped by the fear of the Coronavirus spreading globally and causing the next recession. Unfortunately, given the digital age we live in, fear, bad news and fake news all spread faster than good news.
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MATCO MARKET INSIGHTS – CORONAVIRUS CONTAGION FEARS DRIVE GLOBAL STOCK MARKETS SELLOFF

FEBRUARY 24 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
News that the Coronavirus (Covid-19) is spreading outside of China, has caused investors to hit the panic sell button. With Covid-19 not yet contained, the economic damage continues to spread from China and across multi-national companies in the airline, hotel, cruise, casino, entertainment and logistics sectors.
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MATCO MARKET INSIGHTS – MATCO SMALL CAP FUND UPDATE

FEBRUARY 20 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
This morning one of the Fund’s top ten holdings (with a 3.7% portfolio weight) – Northview Apartment REIT announced a takeover proposal at a 12% premium to yesterday’s closing price. The all cash deal is expected to close in the third quarter.
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MATCO MARKET INSIGHTS – TESLA TO INFINITY AND BEYOND

FEBRUARY 7 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
As of Feb. 4th, Tesla’s stock year to date has gained 112% in less than 24 trading days. Is this parabolic move based on fundamentals or just irrational exuberance? We looked under the hood to check out the facts.
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MATCO MARKET INSIGHTS – SAUDI ARAMCO: WHAT'S THE BIG DEAL WITH THIS REALLY BIG DEAL

NOVEMBER 28 / TREVOR GALON, CFA Chief Investment Officer
In this edition of Matco Insights, we take a closer look at the upcoming Saudi Aramco IPO while exploring some worthwhile market implications and considerations. More specifically, how could this potentially historic milestone within the energy sector impact the markets and your portfolio.
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