Toron Investment Insight: Recent Episodes
Toron Investment Management
With the credit markets still frozen Toron Managing Partner Peter Sacks takes a frank look at the options governments are considering to get credit flowing again, providing his opinion on what has the most potential right now.
With the U.S. presidential inauguration upon us, Toron partner Karl Berger, provides his analysis of the incoming Obama administration and what effects it might have on the US economy and the global economy at large.
Toron managing partner, Arthur Heinmaa, reviews the 2008 market and provides insight as to what to expect in the 2009 market.
Toron partner Karl Berger discusses the implications of an impending market bottom, the signs to watch for and the precautions to take.
Peter Sacks, Toron Founding Partner, explores and explains the recent volatility in the Canadian dollar and the world's currency markets.
Toron Managing partner arthur Heinmaa examines the growing concerns of deflation in the Canadian economy and what the risks might be for 2009.
Toron Partner Karl Berger discusses the pros and cons of cheap oil and how investors should react given the current market conditions.
Charles Lannon Director of Global Equities, discusses the fluctuating commodity sector, paying particular attention to gold and oil.
Toron Partner Karl Berger provides a timeline review since the US bailout's announcement and the impact it has had on the markets since then.
Toron managing partner Arthur Heinmaa discusses the perils of leverage from the biggest banks to the smallest investor and how society as a whole will need to become accustomed to a debt free lifestyle as the world economy reorganizes.
Is there an optimum age to begin saving for retirement? Toron partner John Welch reviews the common mistakes and misconceptions many people have when planning for their later years and offers his advice on a better process.
Freddie Mac - Fannie Mae, AIG, Lehman Brothers, Morgan Stanley, is the sky falling? Toron managing partner Peter Sacks provides an experienced viewpoint of Wall Street's current crisis.
Toron partner Karl Berger discusses the recent commodities adjustments and why we may have reached the burst of the commodities bubble.
Toron managing partner Arthur Heinmaa provides a framework for the current market crisis and what the conscientious investor should do to avoid getting caught in the storm.
Toron analyst Rob Spafford explains the details of Nortel's recent troubles and why it may not measure up to its stronger telecom competitors.
Karl Berger discusses the implications of the US Federal Government's $200 Billion bailout for mortgage lenders Freddie Mac and Fannie Mae and what this might signal for the US economy going forward.
Charles Lannon director of global equities discusses the benefits of 3M as a company and why it's globally diverse revenue stream gives it a natural defense to the slowing US economy.
Peter Sacks advises investors not to give up on the shaky U.S. economy despite signs of continuing weakness as the manufacturing sector taps into robust foreign markets to find new sources of customer revenue.
Arthur Heinmaa examines the long term impact the current banking crises will have on investment strategies over the next five years.
Karl Berger summarizes the condition of the world markets for July and points out that there is a positive flip side to the current market uncertainties.
David Driscoll continues his investigation into the role that physchology plays in making sound investment decisions.
In a further exploration of the many facets and challenges of fixed income investing, Peter Sacks continues his discussion of the strategies and highlights of this investment category.
It’s important to invest in companies less susceptible to overall economic downturns, like consumer products firms. Charles Lannon explains what makes spirits producer Diageo an attractive stock, and why Toron decided to add it to client portfolios in 2008.
Why has the price of oil skyrocketed? Karl Berger reviews the possible reasons for the high price of oil and defines key focal points for investors in commodities.
Smart investing is not just a combination of instinct and research. In the second of a series of episodes about mass psychology and investing, David Driscoll explains how understanding the psychology behind behaviour can help investors avoid pitfalls and make better decisions.