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Bob’s Financial Post Articles

 
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1

Junk bonds could score big time

Tuesday, November 25, 2008

Everybody knew the credit markets, real estate and financial companies were going to be in trouble," is a common refrain I've been hearing from those burned by the current market woes. Another is: "Why am I hearing all this now . . .

 
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2

Fund kings' common traits

Saturday November 15, 2008

You want a stock to act good, early. You want confirmation that you're not the only guy in there, that you're seeing value and the stock's starting to sprint the minute you get going. The other guys see you coming and say, "Man, I've been sitting here in the weeds . . .

 
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3

Stock superstars share their wealth of knowledge

Wednesday, October 29, 2008

Bob Thompson knows how strange it looks to release a book about Canada's "stock market superstars" at a time when most of them are suffering record losses . . .

 
Download PDF Stock superstars share their wealth of knowledge
 
4

Stock-picker superstars are opportunist

Tuesday October 28, 2008

One good thing can be said about the current market meltdown. It is probably a good time to start a new portfolio. Coming off these lows, there should be a significant rally sometime in the future. So I guess you could say I was ucky to be starting a new fundInsomniac Press . . .

 
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5

What Bear Market? Not everyone is losing money

SATURDAY, JULY 19, 2008

Why does everyone hate a bear? Bears, or people who are negative on the market, frolic in poor markets, joyously making money when others are not. Maybe that is why people dislike bears.When markets are good, they rain on everyone’s parade . . .

 
Download PDF What Bear Market? Not everyone is losing money
 
6

Sooner or later, most hedge fund strategies pay off

WEDNESDAY, July 2, 2008

I have a habit of discussing hedge fund strategies and ideas that are out of favour in this column. Sometimes I am right in recommending out of favour ideas, and sometimes I am wrong. No, correct that. The idea is usually right sooner or later . . .

 
Download PDF Sooner or later, most hedge fund strategies pay off
 
7

Sprott continues to lure bright lights

TUESDAY, NOVEMBER 13, 2007

With a proven track record, it's easy to say Eric Sprott is a great stock picker, but I believe he also picks something else very well: the people he chooses to work with him. The all-star list includes John Embry, Jean Francois Tardif, Peter Hodson and Allan Jacobs . . .

 
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8

Manager’s secrets to beating market

THURSDAY, OCTOBER 04, 2007

It is always fun to see how Canadian and international managers I have interviewed for this column over the years have done along the way. Let's take a look. First, most of the managers run long/short equity . . .

 
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9

Volatility helps fund see tenfold gain

WEDNESDAY, JUNE 27, 2007

Rohit Sehgal is one of the best money managers in Canada. His Dynamic Power Hedge Fund has just come up to its fifth anniversary. With a five-year annualized number north of 55% per year, this has resulted in what we call in the financial business . . .

 
Download PDF Volatility helps fund see tenfold gain
 
10

Keeping up with the investing Joneses
Hedge fund founder’s legacy lives on today

WEDNESDAY, MAY 30, 2007

Hedge funds are often known as the secretive, opportunistic, free wheeling investment vehicles that have the power to take on governments. Today, hedge funds are up to their neck in new capital, with billions of dollars flowing into them every month . . .

 
Download PDF Keeping up with the investing Joneses<br />Hedge fund founder’s legacy lives on today
 
11

Do your due diligence in hedge fund land

MONDAY, MARCH 26, 2007

The general perception of hedge funds is that they are free-wheeling, gunslinging, swashbuckling, ultra-capitalistic investment vehicles for fat cat wealthy investors. This month, I figured why fight the perception, so I decided to run with it. First . . .

 
Download PDF Do your due diligence in hedge fund land
 
12

It’s never easy being a bear

NOVEMBER 27, 2006

Investors tend to like bulls. It is more fun to be a bull because bulls dream of rising net worth and early retirement. It is tough being a bear, but Ross Healy is used to it. After 35 years of analyzing the markets, Ross has been a bear before, in 1987 . . .

 
Download PDF It’s never easy being a bear
 
13

Top funds bet on oil - but not all of them: Peak-oil believer Sprott mademoney, but so did Goodwood Fund

MONDAY, JANUARY 23, 2006

Looking in the rear-view mirror, 2005 was a great year to be a Canadian investor, kind of.
As so often happens in smaller markets like ours, one particular sector can push markets to lofty heights. I have long been a believer in the peak oil theory . . .

 
Download PDF Top funds bet on oil - but not all of them: Peak-oil believer Sprott mademoney, but so did Goodwood Fund
 
14

2005: A Year to Remember or Forget

MONDAY, JANUARY 20, 2006

Looking in the rearview mirror, 2005 was a great year to be a Canadian investor, kind of. As so often happens in smaller markets like ours, one particular sector can push markets to lofty heights. I have long been a believer in the Peak Oil Theory . . .

 
Download PDF 2005: A Year to Remember or Forget
 
15

Keeping Up With the Jones’

2006

Why does everyone hate a bear? Bears, or people who are negative on the market, frolic in poor markets, joyously making money when others are not. Maybe that is why people dislike bears.When markets are good, they rain on everyone’s parade . . .

 
Download PDF Keeping Up With the Jones’
 
16

Forget the efficient market

MONDAY, NOVEMBER 28, 2005

These days, lots of people whine about mutual fund returns. They are too expensive, the managers don't add value. How about the fees?
I say who cares, because in many respects the industry . . .

 
Download PDF Forget the efficient market
 
17

Shorting strategies cut risk in income products

MONDAY, APRIL 25, 2005

Everyone seems to want income these days, with no risk of course. Well, we can't always have what we want, but we can try, right? Let's take a look at how two hedge fund managers aim to achieve the income that investors want, but also reduce the risk of . . .

 
Download PDF Shorting strategies cut risk in income products
 
18

Sprott manager leverages dual philosophy

Monday, March 28, 2005

Many of us in the alternative asset management world are aware of the top-down global outlook of Sprott Asset Management (SAM). From a top-down perspective, Sprott expects a recession in the United States, a meltdown in financial, real estate and U.S. consumer stocks . . .

 
Download PDF Sprott manager leverages dual philosophy