‘This Cycle Is Different’
Despite Canada’s more robust financial system, fiscal position and earnings momentum, Daniel L. Bain sees more attractive valuations in the U.S. equity market. The chief investment officer at Thornmark Asset Management also has a roughly 20% weighting in small caps, most of which are Canadian names.
How Long Can This Bull Run Last?
Whatever way you slice it, this bull run has been remarkable. Here’s what the experts think about equity markets going forward.
Global Outlook: Bullish
While Europe is currently the weakest link in the global economy, Daniel Bain and Andrew Pink of Thornmark Asset Management believe global economic momentum is sustainable and there will be a re-synchronization of the world’s economies.
Ten Canadian Stocks For Bulls And Bears
Investors could be excused for thinking the sky has been falling since the beginning of May. After starting the year off on the road to recovery, North American markets have jumped the rails, despite strong underlying economic figures.
Buy & Sell: Bullish Pair Remain Committed To Recovery
After making their first equity allocation increase in March 2009, Daniel Bain and Andrew Pink gradually increased their exposure to stocks throughout the second quarter of last year.
Why Buying And Holding Would Be Foolhardy This Decade
It would be nice to know today what stocks we should all be holding at the end of this new decade. Not necessarily the high flyers that end up delivering exponential gains, but shares of 10 solid, profitable companies that are best suited to take an investor through the decade with minimum risk and that present opportunity for a healthy-sized return.
Thornmark Dividend & Income Fund Celebrates 10-Year Anniversary With No.1 Morningstar Ranking
Over the past 10 years, the Fund has consistently delivered superior performance through various market conditions, resulting in the No. 1 Morningstar Canada Ranking in the Canadian Equity Balanced category.
Bain Optimistic In Wake Of Turnaround
"In a word, optimistic. We are feeling much more optimistic than we were 12 months ago, and even three months ago. The outlook has improved significantly."
U.S. Subprime Mess Rattles Canadian Funds
Will the U.S. economy slip into a recession? If it does, what are the implications for Canada and the global economy?
Globe Says Thornmark’s Bain Favours Altius
The Globe and Mail reports in its Friday edition fund manager Daniel Bain is playing itvery conservatively with the Thornmark Alpha Fund and one of his favourite stocks is Altius Minerals.