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    Malvin Spooner

    Malvin Spooner is a veteran money manager, former CEO of award-winning investment fund management boutique he founded. He recently authored An Investment Maverick's Guidebook which blends his experience touring across the heartland in the United States with valuable investing tips and stories. He has been quoted and published for many years in business journals, newspapers and has been featured on many television programs over his career. An avid motorcycle enthusiast, and known across Canada as a part-time musician performing rock ‘n’ roll for charity, Mal is known for his candour and non-traditional (‘maverick’) thinking when discussing financial markets. His previous book published by Insomniac Press — Resources Rock: How to Invest in the Next Global Boom in Natural Resources which he authored with Pamela Clark — predicted the resources boom back in early 2004.

     

    Malvin Spooner's Recent Articles



    How can small business deal with today’s currency fluctuations?

    Right now it’s no secret that selling merchandise to Americans is pretty lucrative.  We also know that it hasn’t always been this way.  A relative of mine who sells lighting products to customers the U.S. is a case in point. My brother-in-law built a very successful business with his wife from the ground up.  Their […]

     

    Making sen$e of your savings portfolio – A case study

    Recently, I received the following request from an acquaintance I will call Kristina: “Hi Malvin, The company I have most of my RRSP’s at recently assigned me a new adviser.  He seems pretty keen and knowledgeable but he also wants to change every fund the original adviser got (BTW: the first adviser quietly disappeared/retired about five […]

    Posted: August 18th, 2015 under General.

     

    Interest Rates Rising – the sequel

    No doubt you’ve noticed about half the industry pundits cautioning that the US Federal Reserve is closer to ‘tightening’ monetary policy.  What this implies for us regular folk is that they will introduce monetary measures that will allow interest rates to rise.  We have enjoyed a very long period of inflation and interest rate stability following […]

     

    Lower gas prices can mean really big TFSA savings!

    Many Canadians have grown accustomed to low mortgage rates and strong residential pricing, and now the price of gasoline is leaving a few more bucks in our pockets.  Don’t get too comfortable, because history teaches us that none of this is sustainable.  It is circumstances like the present that make seasoned money managers anxious.  While […]

     

    Why so much ado about interest rates?

    Why the popularity of shorter-term interest-bearing securities among Canadians, in particular GIC investments?  In fact, we in Canada are not the only investors who seem satisfied investing our money knowing that the rate-of-return might just barely cover the rate of price inflation, with a significant risk of actually losing money if inflation should rise even […]

     

    How to Tell the Difference Between Investing and Gambling!

    I saw a question posted on a popular social network. The question was: ‘What is the difference between gambling and investing?” I’m inspired to reproduce (edited with permission) the following excerpt from A Maverick Investor’s Guidebook (Insomniac Press, 2011) which I believe provides as good an answer as one might find. How to Tell the […]

     

    It’s time to lock in your mortgage rate…ASAP!

    Most of us dream of the day when we can burn our mortgage. Few of us are prepared for the day when the mortgage burns our dreams of home ownership. For some, the added expense of renewing their mortgage at a higher rate of interest can come as a shock. The rates offered today are […]

     

    Don’t get whipsawed by Risk Management!

    Back in February of 2012, I recall a prominent CFO departing a global insurance company.  This particular individual was labelled “the highly regarded architect of a hedging strategy that proved key in rebuilding investor confidence in the wake of the financial crisis.”  The company had suffered financially during the prior market meltdown because of a […]

     

    Investment Industry needs independent players!

    The most recent print issue of Money noted that the big Canadian banks managed to earn $31.7 billion in 2012, just a few years after there was grave concern that they’d even remain solvent. “There is no question that Canadian banks play a vital role; locally, provincially, nationally and inter-nationally. Without the banks, our economy […]

     

    The swarming of AAPL.

    Understanding how the shares of Apple Inc. managed to get squashed so badly has much to do with knowing a bit about investor psychology and modern market dynamics. It wasn’t very long ago that shares in AAPL were universally loved – about a year ago now, CNN made it known that Poland, Belgium, Sweden, Saudi […]

     

    Reacting to headlines is perilous!

    You can avoid plenty of grief by reading headlines and as George Costanza (from the popular sitcom Seinfeld) says: “Do the opposite.” You might notice that the average ‘Joe’ was far more concerned about his job (justifiably) until we began seeing headlines such as ‘Dow Hits Highest Close Ever.’ All of a sudden the stock […]

     

    Canada’s most flexible and legitimate tax shelter!

    In 2004 I wrote a book (with my friend Pamela Clarke and published by Insomniac Press) called Resources Rock: How to Invest and Profit from the Next Global Boom in Natural Resources. Since taxes are fresh in everyone’s mind at this time of year, I thought I’d reproduce a chapter in the book that explains […]

     

    You are energy efficient!

    If you listen to extreme environmentalists, you’d think the entire human race was oblivious to the fact that many of the resources we use are non-renewable, and that our fate is to irresponsibly destroy the planet. Well I have some good news. According to the U.S. Energy Information Adminstration’s (EIA) most recent Residential Energy Consumption […]

     

    You want back into stocks…but should it be growth or value?

    Decades ago, the academic community and financial services industry, in an effort to better understand what causes good versus bad rates of return in stock markets, began studying differing styles of investment management. There isn’t a hope of my staying awake long enough to cover even a sampling of the variety of styles that are […]

     

    Mutual Fund Mania – Choose wisely during RRSP season!

    Usually the first vehicle of choice for new investors is a mutual fund. In days of yore, which in the investment industry is more than five years ago, investors usually bought equity funds but in more recent times balanced funds have grown more popular and even bond funds have attracted money. Oftentimes, the first mutual […]

     

    Finding an investment adviser is no easy task!

      When RRSP season rolls around, it’s not unusual for dissatisfied clients to consider firing their investment adviser and finding a new one.  Even though most of the time it’s the client who’s the problem and not the adviser (more about this later), once the decision is made the question is how to select a […]

     

    Is AAPL bruised or beginning to rot?

    There’s a huge difference between Apple the company and AAPL the stock.  Back in July when the stock seemed to headed to the stratosphere I began to get concerned.  At the risk of seeming ridiculous (which has never stopped me before fyi) I will quote myself at the time:  “The market value of Apple Inc. has ballooned.  It really […]

     

    Is it all over for stock market investors? Don’t bet on it!

    I’ve been reading lots of articles suggesting that the stock market is ‘overbought’ (an expression meaning that we’re in some sort of a bubble, stocks are overvalued and risk is high that they’ll plummet) but then I’ve been reading the same thing over and over for a few years.  In fact I’ve been hearing the […]

     

    Is it the 1950’s again? The financial war is over!

    There is a plethora of articles and blogs out there desperately trying to find a period comparable to now, in order to get some understanding of what markets might have in store for us over the next several years.  After three decades in the investment business, the only thing I can say with certainty is […]

     

    Sex and the January Effect!

    A perplexing phenomenon for money managers and academics alike is the so-called “January effect.”  Also known as the small-cap effect it generally refers to the fact that January tends to be a pretty good month for the stocks of smaller companies.  Despite efforts to come up with an explanation – window dressing by institutional investors, tax-loss selling and so forth […]

     

    A bipolar economy and it’s impact on financial markets.

    The economy and financial markets seem to be on a rollercoaster ride, with no end in sight.  And for investors it sure feels like these bipolar symptoms – wild ups and downs – are becoming even more exaggerated as time goes on. There’s medicine for bipolar disorder, and there should be government policy that mitigates the volatility.  Unfortunately we […]

     

    Invest like you shop and your savings won’t drop!

    Huge lineups of shoppers looking for deals on Black Friday and the massive retail sales that occur the weeks after Christmas are testimony to the ability of people to shop wisely.  I know many families that defer buying expensive gifts (for their kids but especially for themselves) until after the Christmas holiday in order to […]

     

    Banks own the investment industry! A good thing?

    Let’s face it!  In the battle for investment dollars the Canadian banks are clearly the winners!  Is this a good thing? Once upon a time, the investment business was more of a cottage industry.  Portfolio manager and investment broker were ‘professions’ rather than jobs.  Smaller independent firms specialized in looking after their clients’ savings.  There […]

     



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