Roberts Nash Advisory Group

Jay Nash

History

Articles

  • On June 5th The Roberts Nash Advisory Group published a report stating that the REIT market was overvalued and that investors should stay out of the sector at that time.  The return data below shows that this was the right move. Historical...

  •   On Thursday, November 21st, 2013 I had the opportunity to attend an Investment Conference in Toronto hosted by Walter Scott Global Investment Management of Edinburgh, Scotland. This was a rare chance[i] to meet with their managers...

  • Microsoft (MSFT) is The Roberts Nash Advisory Group’s largest U.S. equity position and is currently held within your portfolio. Last night they released earnings that were considerably better than analyst expectations. The stock neared its 52 week...

  • We are recommending that clients currently holding Brookfield Infrastructure (BIP.UN) and/or Exchange Income Corp (EIF) move their exposure to Northland Power (NPI) at current market prices. The purpose of this document is to provide details of our...

  • On September 30th the US Government failed to reach an agreement on the budget. This has resulted in the first shutdown of “non-essential” services in 17 years. How long it will last is anyone’s guess. For those trying to determine the impact of...

  • With the price of crude oil rising, the equities of Canada’s top energy producers appear poised for a breakout. Suncor Energy (SU-T) is one of the Roberts Nash Advisory Group’s and National Bank Financials top picks. It is also currently one of our...

  • “The opportunity to purchase high quality Preferreds with over 6% dividend yields is not something that has been seen in many years and should be considered by all investors seeking tax efficient cash flow.” 2013 has been a more challenging year...

  • There has been a significant psychological shift taking place among investors. For many, June was the first month of negative return in over a year. Equity focused investors have seen such movements many times over the past few years (since 2008),...

  • The new S&P rating is the top of the single ‘A’ category whose definition is “Strong capacity to meet financial commitments, but somewhat susceptible to adverse economic conditions and changes in circumstances.” Given the nature of the banking...

  • The month of June saw the most significant increase in interest rates investors have experienced in a very long time. The move in the third week of the month was the most dramatic for U.S.  10 yr Treasury Bills since 1987 . Bonds of all...

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