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We find investing endlessly fascinating and we share our point of view in our quarterly newsletters - The Scorecard

Join the 600+ others who receive our free quarterly newsletter – “The Scorecard”.   Reading a few of our newsletters is the best way to get to know us and see if GreensKeeper is a good fit for you.  We suggest Scorecard #1 and the most recent edition and as the best places to start.

Recent Publications

Do Dividends Matter?

... I am constantly surprised by many investors’ fixation on dividend yields – a tendency that I believe is misguided ...

Home Capital

... Many people fear the Canadian housing market is doomed to crash – and those fears are reflected in the stock price of Home Capital Group Inc., Canada’s largest non-traditional mortgage lender ...

Scorecard #4 – PIIGS and Merde

… One of the keys to being successful at investing over the long term is to stick to businesses and industries within your circle of competence. Put another way, you should invest only in businesses that you know and understand ...

Fun in Euroland

... Financial calamity and market panic always draw me in for a closer look ...

Scorecard #3 – Mr. Market and The Path Less Traveled

… Another key success factor in investing is being able to come to your own conclusions based on thorough research, hard work and proper reasoning. Conventional wisdom is often but not always correct. The difference is important ...

Scorecard #2 – The Truly Important Things in Life (and Investing)

… One mistake that people often make is to assume that the stock markets will decline when the economy is in recession or one is forecasted. Being a math geek I went back and looked at the correlation between US GDP and US stock market returns over the past 80 ...

Scorecard #1 – My Painting

… The GreensKeeper Value Fund is my painting. I will have the bulk of my family’s capital invested alongside my clients. I am truly blessed to be able to wake up in the morning and do what I love to do for a living. I will do my very best ...

McValue Portfolio #3: Emotion – The Investor’s Foe

Friends, I m depressed. The market continues to rise and I m all out of great ideas (good just doesn t do it for me). My cash position finds me longing for a market correction to bring the valuations on the stocks that I want to own back to attractive ...

McValue Portfolio #2: The Greater Fool

I want to start off this second edition by thanking everyone for the feedback on my initial newsletter. The response was overwhelming to say the least and my distribution list is growing ...

McValue Portfolio #1: Friends

Friends, In the past I have often shared with many of you the details and timing of my latest stock picks knowing that you are all “over 21” and can make your own investment decisions. Some have occasionally followed my lead with what I hope have been satisfactory results although ...

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