Articles Written by:    JOHN DALY     

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Bullish on bullion

W hen hoi polloi start lining up to buy or sell gold, you have to wonder if it’s a price bubble. In January, 1980, crowds huddled outside currency and precious-metals dealers as bullion peaked at $850 (all currency in U.S. dollars) an ounce. Now that ...

From JOHN DALY, Globe and Mail,  29 Oct 2009

100 bucks

A lot of investors kick themselves for not getting in on the ground floor of a hot company that conquers the world. Waterloo-based Research In Motion, which debuted on the Toronto Stock Exchange in 1997, is one of the best examples. This summer, RIM ...

From JOHN DALY, Globe and Mail,  25 Sep 2009
Related Topics: FORTUNE Magazine

A hair-raising Halloween

G rown-ups on Bay Street get excited as Oct. 31 approaches-it's the end of the big banks' fiscal year. This year-end could be scary. The banks have been hammered by loan losses and storms in financial markets, yet Ottawa wants them to lend more to help ...

From JOHN DALY, Globe and Mail,  25 Sep 2009
Related Topics: Royal Bank of Canada,  Bank of Nova Scotia

An i for an i

W hatever the final outcome, Toronto software manufacturer i4i Inc.’s battle with Microsoft Inc. would make an entertaining movie—a computer-geek version of My Cousin Vinny. There’s the quaint rural locale: Tyler, Texas, one of a handful of towns that ...

From JOHN DALY, Globe and Mail,  21 Sep 2009
Related Topics: Microsoft Corporation,  Leonard Davis,  U.S. Congress,  Fontaine (musician)

15 reasons to go back to work

Is it okay to be bullish again? Or at least to assume that the recent surge in stock markets isn’t a dead cat bounce? By midsummer, Canadian and U.S. markets had climbed back by about a third since they hit bottom in early March, but were still roughly ...

From DENISE BALKISSOON, JOHN DALY, BOYD ERMAN, STEVE LADURANTAYE, BENJAMIN LESZCZ, BRIAN MILNER, CAROL TOLLER, IVOR TOSSELL, Globe and Mail,  26 Aug 2009
Related Topics: Intel,  Standard Poor's,  Paul Smith,  John Adams,  Lexus

Bay Street then and now

We've sent an email to  containing a URL you'll need to follow to verify your account. You should receive the email within the next few minutes. PLEASE NOTE: Your Globe and Mail account will expire after 2 days if not validated as described in the ...

From JOHN DALY, Globe and Mail,  26 Jun 2009
Related Topics: Air Canada,  Porter Airlines,  BCE, Inc.,  Paul Reichmann,  Brookfield Asset Management Inc

Appetite for destruction

Credit default swaps aren’t the enemy. Neither are collateralized debt obligations, straddles, asset-backed commercial paper or any of the other tricked-out derivatives cooked up on Wall Street and beyond in recent years. But ever since the markets for ...

From JOHN DALY, Globe and Mail,  26 Jun 2009
Related Topics: Wall Street Journal,  Warren Buffett,  New York University,  International Monetary Fund,  Federal National Mortgage Association

Valuable lessons from value investing in a tough market

As with many ordeals in life, surviving a worldwide market tsunami is easier if you're still in your 20s. Sitting in a meeting room in the University of Toronto's Rotman School of Management, Edmun Tsang, Douglas Chung, Tisnai Thaitham and Bonnie Chan ...

From JOHN DALY, Globe and Mail,  22 Jun 2009
Related Topics: Ben Graham,  Warren Buffett,  Standard Poor's,  John Watson,  Fidelity Investments

Second-Chance Logistics

As Pakistani options worsen, Washington develops a northern supply route for troops in Afghanistan, John CK Daly writes for ISN Security Watch. While the Obama administration pledges to increase troops for Afghanistan two-fold by the year’s end, a ...

From JOHN CK DALY, ISN,  26 May 2009
Related Topics: NATO,  The Pentagon,  Barack Obama,  Baitullah Mehsud,  Al-Qaeda

Somalia: Pirates of the Gulf

US Navy team travels to provide humanitarian and medical assistance to the crew of the Taiwanese-flagged fishing trawler Ching Fong Hwa. The vessel had been seized by pirates off the coast of Somalia in May 2007 and was released November ...

From JOHN CK DALY, ISN,  11 Mar 2009
Related Topics: John Daly,  NATO,  International Maritime Bureau,  Moses Wetangula,  George Mason

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