H&M Financial Blog

VPI Canadian Equity Pool Newsletter

Canadian Equity Pool Newsletter

What You Own – Novo Nordisk – A leader in the rapidly growing diabetes care market

What You Don’t Own – Goldcorp – People purchase gold companies. Investors do not.

A Durable Business – Union Pacific – When the operating environment changes, a durable business can focus on the most profitable opportunities

Absolute Performance – Our investment approach is a repeatable process […]

Economic Update

Newsletter provided by Hein Moes, Mortgage Consultant,  Invis                                                                                                   Reprinted with permission

Bank […]

U.S. Election Update

Newsletter provided by TD Asset Management                                                        Reprinted with permission

Donald turns up trumps: U.S. election update

Last night, one of the more colourful U.S. presidential election campaign seasons in recent memory came to a […]

Should you stress about the stress test?

Newsletter provided by Hein Moes, Mortgage Consultant,  Invis                                                                                                   Reprinted with permission

What […]

VPI Canadian Equity Pool Newsletter

To read the complete VPI newsletter, please click on the link below:

VPI Canadian Equity Pool Newsletter – July

What You Own –  RBC – One of the world’s most profitable businesses

What You Don’t Own – Deutsche Bank – Not a bank you should own

CIBC – Grew earnings 37% over past 5 years and it could get a lot better

–     Opportunity to continue increasing the loan book

–     Opportunity […]