Investment Updates

Q2 TriDelta Investment Review – What a Rising Interest Rate World Means

July 19, 2017 / by Tridelta Investment Counsel

Are Central Banks Starting to Hit the Brakes? On July 12th, the Bank of Canada raised interest rates for the first time in seven years.  While the pace of interest rate increases in Canada is likely to be slow and very gradual (0.25% increases at a time), it does reflect a significant change for the […]

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Q1 TriDelta Investment Review – What a great start to the year!

April 13, 2017 / by Tridelta Investment Counsel

The Highlights After a great first quarter for our clients, stemming from high exposure to U.S. stocks, preferred shares, and high yield bonds, our investment direction is shifting slightly. We’re witnessing some exhaustion in U.S. stocks, signs of some greater opportunity in Canada and Developed Markets outside of the United States.   We’re reducing our high […]

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TriDelta Investment Counsel Q4 Report – In 2017 while the noise gets louder, facts matter more than ever.

January 10, 2017 / by Tridelta Investment Counsel

10 Facts for 2017 and what it means to you For a 65 year old couple, there is a 90% chance at least one will live to age 80. For a 65 year old couple, there is a 48% chance at least one will live to age 90. Since 1926, average returns for the S&P500 […]

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TriDelta Investment Counsel Q3 Report – Time to Visit the U.S. Markets

October 24, 2016 / by Tridelta Investment Counsel

Executive Summary When looking at interest rates, currencies, real estate risk, Oil and the overall economy, the Canadian market is looking weaker than the U.S. market. We believe, in particular, that real estate risks are much higher in Canada than the U.S., and it is playing an important factor in our investment philosophy. As a […]

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TriDelta Investment Counsel Q2 2016 Report: Markets move higher – even with all the dire headlines.

July 15, 2016 / by Tridelta Investment Counsel

Executive Summary Brexit, Trump and Terrorism.  Take all that together, and surprise, surprise, the markets went up.  In the second quarter of 2016, the Toronto stock index closed up 4.6%.  The DEX Universe Bond index closed up 2.6%.  The S&P500 US index in Canadian dollars closed up 1.9%.  All looks pretty good. Even leaving North […]

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TriDelta Investment Counsel Q1 2016 Report: Signs of Light but No Need for Sunglasses Yet

April 15, 2016 / by Tridelta Investment Counsel

Executive Summary Where everything Canadian was bad in 2015, in terms of local currency, Canada was the place to be in Q1.  In an economy that still remains very commodity driven, Canada had the double benefit of better numbers in Oil, metals and mining, and with it the support of a stronger Canadian dollar. Canadian […]

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TriDelta Investment Counsel – Q4 2015 Investment Review

January 15, 2016 / by Tridelta Investment Counsel

Some people believe that the grass is always greener on the other side of the fence. Well in 2015 it was true, if you were a Canadian and your fence looked over at the U.S. border. From an equity and currency perspective, the U.S. meaningfully outperformed Canada. Although 2015 was a difficult year with Canadian […]

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Canadian banks report record earnings, yet their stock prices have dropped in 2015

December 9, 2015 / by Tridelta Investment Counsel

The Big Six Canadian banks reported their 4th quarter earnings during the first week of December.  The Banks generally reported record net income and most have increased their dividend rates in 2015, yet these stocks have traded down for most of 2015. BNN invited Lorne Zeiler, Vice President and Portfolio Manager at TriDelta Investment Counsel […]

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TriDelta Investment Counsel – Q3 2015 investment review

October 8, 2015 / by Tridelta Investment Counsel

Executive Summary – Stock Market Corrections have a Silver Lining Well, that wasn’t a fun quarter for anyone. We do believe that much of the damage is now behind us, and in most cases, clients remain in positive territory for the past year during a time when the Toronto stock market has dropped 11%. In […]

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TriDelta Investment Counsel – Q2 2015 investment review

July 17, 2015 / by Tridelta Investment Counsel

Performance Summary – TriDelta clients minimizing the damage Overall, the second quarter of 2015 was one of the weaker quarters in a long time.   Of interest, there wasn’t really anywhere to turn to find good numbers on the quarter.   Among indices, the results were the following: Index % Change S&P/TSX -2.3% S&P500/US – […]

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