Claret in the media

Stocks trading at bargain basement valuations sometimes hide heavily indebted companies. Read this French article on Les Affaires…

1. A sagging stock 2. A slow recovery in financial results 3. Be wary of bold strategies 4. A dividend cut 5. Stagnant cash flows

The stock markets reached the basement. Your Mutual Fund portfolio has taken a beating in October. You’re thinking about selling everything to reinvest in the bond

That will certainly precipitate a “fire sale”, a classic year-end activity for investors who want to use their capital losses to reduce their tax bill.

Claret portfolio manager Jean-Paul Giacometti talks about the financial crisis and the recession in this French interview with Radio-Canada:

After extraordinary returns in recent years, the real estate sector has taken cold. And if that was just the beginning of a major cold? Read

For Annualized returns since August and inception.  Read more on canada.com…

Claret portfolio manager Vincent Fournier discusses investments in this French interview on Canal Argent:

“The stock market always finds a way to have the majority wrong. The majority now is going into short-term deposits,” said Jean-Paul Giacometti of Montreal