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Dividend Stocks Make a Comeback (La Presse)

October 2011

When the stock market heats up, wise investors adopt a defensive strategy and focus on solid companies that pay big dividends. But how do you find these companies? Three investment managers have selected stars for us in Canada, the United States, and Europe. (Translation of "La revanche des titres à dividende").

Sideways Market Can Bring Decent Returns (Globe and Mail)

September 2011

This one's for all the investors who are thinking about getting out of the stock market. Don't do it. Stocks have hurt many people in the past few years, but they're still an essential portfolio component if you can wait at least five or 10 years and you can stand more ups and downs. It's not just me saying so.

Sionna's Gold-to-Decent-Suit Ratio Suggests Gold Overvalued (Financial Post)

August 2011

Value mutual fund managers Sionna Investment Managers says the old rule of thumb that an ounce of gold should buy a good man's suit suggests gold is currently overvalued by about 50%.

Learn to Love 6% (Financial Post)

June 2011

Canada is now one of the most expensive developed stock markets in the world, lagging only Denmark and Hong Kong, warns award-winning value mutual fund manager Kim Shannon.

Canadian Equities Roundtable: Part 1 (Morningstar)

April 2011

When measured by market capitalization, resources companies now make up slightly more than half of Canada's equity market, and to a large degree have overshadowed other sectors. In this week's Canadian equities roundtable, we asked our panel of value managers to look beyond the rocks, trees and oilfields for attractively priced non-resources stocks. The panelists were, Kim Shannon, president and CEO of Toronto-based Sionna Investment Managers Inc, Mark Thomson, managing director and head of research at the value manager Beutel Goodman & Co. Ltd. and Ian Hardacre, vice-president and head of Canadian equities at Invesco Trimark Ltd. They spoke with Morningstar columnist Sonita Horvitch, whose three-part series continues on Wednesday and Thursday.

Invest Like a Legend: Kim Shannon (Globe and Mail)

January 2011

"How I would invest a $100,000 windfall: I love giving 500-year-old investment advice from a German banker called Jacob Fugger the Rich: Keep one-quarter each in stocks, bonds, real estate and gold coins. Gold coins were the currency of his day. In modern-day terms, he's talking about T-bills. What he's telling you is to dynamically rebalance-sell asset-mix winners and buy asset-mix losers. All sorts of studies show the more you dynamically rebalance, the better your long-term returns. It sounds easy, but it's incredibly difficult to do."

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