Mike's Daily Comment
Two shocking stats: 1. 47% of Canadians have to renew their mortgage in the next 12 months…at higher rates. 2. Government policies add $186,000 to the cost of a new home in Toronto.
It’s more than ironic that the new election rules still allow the federal parties to collect tens of million in expenses without providing receipts or invoices. Meanwhile – the government demands that you provide receipts for even the most minor expense claims on your income tax.
One minute we’re concerned over climate change and carbon emissions and the next we have some of the same people demanding that the government step in and do something to lower prices, which encourages more consumption.
Most folks know Benj Gallander as one of the Contra Guys from the Globe and Mail and BNN. Benj joined Mike to discuss his approach to finding companies that are poised on a potentail ‘turnarounds’ that can generate superior turns. In his case 22.5% annually for the last five years!
~ Starts at the 2:23 mark





Playing the “Consensus” Card
Posted by Michael Campbell
on Friday, 4 May 2018 18:07
Many of the same people who declare that there’s no need to debate climate change because there is a scientific consensus ignore and oppose policies where there is an even bigger consensus among economists.