Thursday on INK Ultra Money: Will low rates inoculate Atrium Mortgage from virus worries?
Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian insider as your subscription website.
1.Will low rates inoculate Atrium Mortgage from virus worries?
Atrium Mortgage Investment (AI) recently reported record results. But that has not made the stock immune to coronavirus fears. Lower rates could help
Most mortgages in the GTA
2. The perfect storm of value and volatility - Real Vision
Tobias Carlisle, principal and founder of Acquirer's Fund, sits down with Chris Cole of Artemis Capital Management to discuss how to find pockets of deep value in a world saturated with liquidity. Carlisle outlines the various valuation metrics (price-to-book, price-to-sales, price-to-earnings, etc.) and describes which metrics he thinks have the most predictive power in today's market. Surveying the mediocre performance of value over the past two decades, Carlisle argues that value is due for a bounce. Cole and Carlisle conclude by constructing the framework for investors to combine the "long-val" play with "long-vol" play. Filmed on February 7, 2020, in Austin, Texas.