Comments on: Small-caps primed for take off http://blog.canadianbusiness.com/small-caps-primed-for-take-off/ Fri, 20 Nov 2009 07:52:10 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: Canadian Business Blog » Blog Archive » Big ‘January Effect’ this year? http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2614 Canadian Business Blog » Blog Archive » Big ‘January Effect’ this year? Fri, 05 Dec 2008 17:36:39 +0000 http://blog.canadianbusiness.com/?p=424#comment-2614 [...] the interests of disclosure, I should mention that I purchased a small-cap exchange-traded fund in November (iShares CDN Small Cap Index Fund). It’s intended as a long-term investment, but a nice uptick in [...] [...] the interests of disclosure, I should mention that I purchased a small-cap exchange-traded fund in November (iShares CDN Small Cap Index Fund). It’s intended as a long-term investment, but a nice uptick in [...]

]]> By: Travis http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2428 Travis Tue, 25 Nov 2008 19:34:29 +0000 http://blog.canadianbusiness.com/?p=424#comment-2428 We have been doing some quant based research on Canadian small-cap tech stocks and are finding some companies that see quite cheap. If you're interested check it out at http://dollartonvc.com/articles.php We have been doing some quant based research on Canadian small-cap tech stocks and are finding some companies that see quite cheap.

If you’re interested check it out at

http://dollartonvc.com/articles.php

]]> By: Larry MacDonald http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2359 Larry MacDonald Sun, 23 Nov 2008 11:49:31 +0000 http://blog.canadianbusiness.com/?p=424#comment-2359 Paul My initial thought was that the change in relative weights may reflect changes in relative price movements. But I would like to dig around more to confirm that. LM Paul
My initial thought was that the change in relative weights may reflect changes in relative price movements. But I would like to dig around more to confirm that.
LM

]]> By: Larry MacDonald http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2357 Larry MacDonald Sun, 23 Nov 2008 11:47:23 +0000 http://blog.canadianbusiness.com/?p=424#comment-2357 Michael: Small caps are indeed volatile. That point needs to be emphasized Carlye I guess I would prefer to hold a diversified basket of small caps as with the ETF. Michael:
Small caps are indeed volatile. That point needs to be emphasized
Carlye
I guess I would prefer to hold a diversified basket of small caps as with the ETF.

]]> By: paul http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2346 paul Sun, 23 Nov 2008 05:15:18 +0000 http://blog.canadianbusiness.com/?p=424#comment-2346 I am wondering if this "etf" is really just a mutual fund with a low MER. The change in holdings from Sept 30/08 to now is very suspicious. For instance, how did CML Healthcare end up the largest holding at 1.98% on Nov 21 yet only accounted for 1.23% on Sept 30? Even if there was an influx of capital, the holding should remain relatively constant. Why is Keyera now a 1.59% holding when on Sept 30 it was only 1.23% (and yet the trust has fallen 25%)? Seems like these guys are changing the index in mid-stream; I think I'll stay away. I'd love to hear your thoughts Larry. I am wondering if this “etf” is really just a mutual fund with a low MER. The change in holdings from Sept 30/08 to now is very suspicious. For instance, how did CML Healthcare end up the largest holding at 1.98% on Nov 21 yet only accounted for 1.23% on Sept 30? Even if there was an influx of capital, the holding should remain relatively constant. Why is Keyera now a 1.59% holding when on Sept 30 it was only 1.23% (and yet the trust has fallen 25%)? Seems like these guys are changing the index in mid-stream; I think I’ll stay away. I’d love to hear your thoughts Larry.

]]> By: This and That: Another week, another drop http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2296 This and That: Another week, another drop Fri, 21 Nov 2008 05:38:13 +0000 http://blog.canadianbusiness.com/?p=424#comment-2296 [...] MacDonald likes small caps for the eventual recovery (which could be a long way [...] [...] MacDonald likes small caps for the eventual recovery (which could be a long way [...]

]]> By: Carlye Antony http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2271 Carlye Antony Thu, 20 Nov 2008 04:13:19 +0000 http://blog.canadianbusiness.com/?p=424#comment-2271 Small Cap Tech, Big Opportunity... Few people want to buy small cap technology stocks now, but soon, you'll wish you had. Small Cap Tech, Big Opportunity… Few people want to buy small cap technology stocks now, but soon, you’ll wish you had.

]]> By: Michael James http://blog.canadianbusiness.com/small-caps-primed-for-take-off/comment-page-1/#comment-2258 Michael James Wed, 19 Nov 2008 12:37:06 +0000 http://blog.canadianbusiness.com/?p=424#comment-2258 Small caps are quite tempting, but nervous investors should be cautious. Their higher volatility means that the lows during bad times are even lower than the rest of the stock market. I like small caps, but investors who feel the need to include bonds in their long-term portfolios might not have the stomach for small caps. Small caps are quite tempting, but nervous investors should be cautious. Their higher volatility means that the lows during bad times are even lower than the rest of the stock market. I like small caps, but investors who feel the need to include bonds in their long-term portfolios might not have the stomach for small caps.

]]>