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The Significance of $27
Maximizing leverage is terrific if your timing is perfect. Luck will likely play a major part in getting the timing right.

Tim Morton, CFA
Dec 4, 20234 min read


The Storytelling Mystro
Ten Surprises - Contemplating the Future

Tim Morton, CFA
Nov 23, 20233 min read


MIR20 - Significant Return Opportunities with Risk Controls
Investment Returns with Risk Controls

Tim Morton, CFA
Nov 20, 20235 min read


Working from Home Forever? Careful What You Wish For.
I have been contemplating changes in the work environment. Barron's and Apple News shared my interest in the topic and published my...

Tim Morton, CFA
Sep 4, 20233 min read


Unexpected Possibilities
Could global interest rates fall to substantially lower levels?

Tim Morton, CFA
Aug 1, 20233 min read


Market Timing - Making Sense of the Noise
If you are a well-known investment analyst, can you make claims with little chance of hearing feedback?

Tim Morton, CFA
Jul 18, 20232 min read


Canada- Keeping the Dream Alive
Is it the comfort of knowing Canadian names or is there an opportunity for portfolio improvements, by increasing my U.S. exposure?

Tim Morton, CFA
Jun 24, 20232 min read


The Hero in You: Would You Bet against the House?
The Hero in You: Would You Bet against the House?

Tim Morton, CFA
Jun 12, 20233 min read


Balanced Portfolio: Rumours of Diminished Benefit are Greatly Exaggerated
Why would you abandon confidence in a strategy that has generated a positive return 87% of the time over the past sixteen years?

Tim Morton, CFA
Jun 5, 20233 min read


Risk Not Thy Whole Wad
"Risk Not Thy Whole Wad", a classic ad that lives on

Tim Morton, CFA
Apr 19, 20233 min read


To Time or Not to Time the Markets?
What I lacked in wisdom was made up in confidence. " It could be the start of better markets...simply due to everyone being so pessimistic

Tim Morton, CFA
Apr 4, 20234 min read


David versus Goliath, Is there an Equal Opportunity for Success?
A good friend asked me if individual investors can compete fairly with institutions and hedge funds. It is an important question and...

Tim Morton, CFA
Mar 28, 20233 min read


Push Hard Enough and Something Will Break
The U.S. Federal Reserve seems intent on breaking the back of the U.S. economy. Well, this week something broke.

Tim Morton, CFA
Mar 11, 20233 min read


If it Walks like a Duck and Quacks like a Duck..........
Do analysts make predictions that seem to defy logic, merely to get the attention of the press? Can they stay composed, with a straight face

Tim Morton, CFA
Feb 6, 20233 min read


MIR 20 - A Stock Pickers Solution or Dilemma?
Can a select group of twenty stocks outperform a 400-stock benchmark? Or will the randomness of return within the S&P 400 index prove .....

Tim Morton, CFA
Jan 20, 20233 min read


Belt and Suspenders - Should it be Mandatory for a Stock Picking Strategy?
Buy and Hold? It is not so easy, as even the largest companies in America are removed from the S&P 500 for declining valuations.

Tim Morton, CFA
Jan 13, 20234 min read


Stock Picking: When The Rubber Meets The Road
It is exciting to innovate and try a new investment strategy. But expectations meet reality when stock purchases begin.

Tim Morton, CFA
Jan 6, 20233 min read


Designing an Active Stock Picking Strategy
Can I really add value through superior stock selection, buying "good" companies and avoiding the "bad"?

Tim Morton, CFA
Dec 29, 20222 min read


Adding Value: The Stock Pickers Dilemma
It really can't be that hard to beat the stock market, can it? The dilemma faced by stock pickers.

Tim Morton, CFA
Dec 13, 20224 min read


Rodney Dangerfield’s Canada – I Don’t Get No Respect
You would think global investors would look to Canada for investment opportunities that are not available elsewhere.

Tim Morton, CFA
Nov 7, 20222 min read
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