The Valeant case: A question on corporate ethics

The Valeant case: A question on corporate ethics by Chiranshu Kumar Valeant Pharmaceuticals International Inc., Canada’s largest pharma company, recently came under fire for its practice of buying smaller drug developers and then hiking prices on the medicines developed by that company. At the same time, the company’s profits have been skyrocketing as it slashed […]

Canadian Residential Market: Quick Health Check

Canadian Residential Market: Quick Health Check By Hai Nguyen It has been 10 months since RAMA’s last blog talked about Canada’s residential housing market. I believe that it is an opportune time to do a little health check on the market sustainability. Overall, the housing market continues to show little sign of slowing down, reflected […]

A Deep Dive into Currency Volatility

A Deep Dive into Currency Volatility by William Sapphire Zooming in on the Importance of Currency As investors, we often give far too little thought into currency fluctuations. I personally can attest to it – compared with tracking index performance and stock picking, currency movements is probably the last thing I would look at every […]

Welcome home, Kim Shannon.

Welcome home, Kim Shannon.  The Rotman School of Management celebrated its inaugural Reunite@Rotman a couple weeks ago. It was a long time coming. While Rotman has been terrific about engaging its alumni over the years, a true homecoming had never been done.  Rotman alumni from far and wide descended on the community to reunite and […]

Wealth Simple Portfolio Management Competition Winners

Congratulations!! A big congratulations to the winners of Wealth Simple Portfolio Management Competition. First Place Daniel Ghali, Ryan Sheriff, Adhir Kadve & William Sapphire Second place Ephrem Chai, Radu Dragomir, Christopher Hau, Tingting Zhang Third Place Justin Fazio, Wladimir Hinz Baralt, Pierre-Etienne Lavallee, Shi Da Liu We appreciate the effort put in by all participants for making this a successful […]

Canadian Housing – A Dramatic Unfinished Story

The following is the dramatic unfinished story of the Canadian housing Sector. Exposition Each week brings another round of fresh reports arguing whether we are in a midst of a Canadian housing bubble or not. My view on this topic continues to evolve, but I reckon we are in a frothy housing market and that […]

PULSE CHECK – THE GLOBAL MINING INDUSTRY

 Pulse Check – The Global Mining Industry  Holy commodity Bear market! And just in time for the New Year. Here we are with Gold around $1280 and Oil at $48, and Silver and Copper are not showing much interest in moving any higher. Despite the recent fixation on the tribulations in the oil market, I’ve […]

Oil – what’s happening? And, what to expect next?

Oil – what’s happening?And, what to expect next? The OPEC meeting which concluded in Vienna on the 27th November 2014 sent oil prices plunging to their lowest levels in 4 years. The OPEC group decided to keep their oil production output constant at 30M bbl/day for the next six months. This decision caused Crude Oil […]

Contradictory tales of two restaurant chains – Chipotle Mexican Grill, Inc. (NYSE:CMG) vs. McDonald’s Corporation (NYSE:MCD)

Contradictory tales of two restaurant chains – Chipotle Mexican Grill, Inc. (NYSE:CMG) vs. McDonald’s Corporation (NYSE:MCD) Before I put down my thoughts in detail, I must confess that I have been bullish about Chipotle Mexican Grill since year 2008. Part of the reason to my bullishness is my stay in Texas (where Mexican food is […]